Truist Financial Corp
TFC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000092230
In the last 90 days, Truist Financial Corp insiders filed 1 open-market purchase and 3 sales; 1,707 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q3 2025
Institutional positions in Truist Financial Corp as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,562
- +39 vs. Q2 2025
- Shares held
- 948.0M
- −1.14M (−0.1%) vs. Q2 2025
- Total value
- $43.3B
- +$2.53B (+6.2%) vs. Q2 2025
- New holders
- 129
- 628 more added
- Sold out
- 90
- 578 more reduced
26 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TFC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,707 | $46.7B |
| Q1 2026 | 1,648 | $42.7B |
| Q4 2025 | 1,669 | $47.2B |
| Q3 2025 | 1,562 | $43.3B |
| Q2 2025 | 1,549 | $41.3B |
| Q1 2025 | 1,558 | $40.1B |
| Q4 2024 | 1,569 | $42.1B |
| Q3 2024 | 1,480 | $41.2B |
| Q2 2024 | 1,424 | $37.8B |
| Q1 2024 | 1,423 | $36.9B |
| Q4 2023 | 1,399 | $35.2B |
| Q3 2023 | 1,272 | $26.7B |
| Q2 2023 | 1,311 | $29.2B |
| Q1 2023 | 1,399 | $33.1B |
| Q4 2022 | 1,491 | $42.2B |
| Q3 2022 | 1,427 | $42.6B |
| Q2 2022 | 1,449 | $46.4B |
| Q1 2022 | 1,508 | $55.6B |
| Q4 2021 | 1,488 | $56.9B |
| Q3 2021 | 1,387 | $57.2B |
| Q2 2021 | 1,353 | $53.5B |
| Q1 2021 | 1,376 | $57.3B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ignite Planners, LLC | 19,251 | $880.2K | 0.14% | +24+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 19,351 | $884.7K | 0.05% | +286+1.5% | Added |
| AXA Investment Managers S.A. | 19,386 | $886.3K | 0.00% | +19,386 | New |
| Profund Advisors LLC | 19,468 | $890.1K | 0.03% | +1,994+11.4% | Added |
| RMR Wealth Builders | 19,476 | $890.4K | 0.07% | +271+1.4% | Added |
| Ingalls & Snyder LLC | 19,508 | $892.0K | 0.03% | −2,550−11.6% | Reduced |
| Reuter James Wealth Management, LLC | 19,591 | $895.7K | 0.13% | +3,876+24.7% | Added |
| Atomi Financial Group, Inc. | 19,624 | $897.2K | 0.03% | +4,314+28.2% | Added |
| Commonwealth Retirement Investments LLC | 19,702 | $900.8K | 0.31% | −1,533−7.2% | Reduced |
| AlphaStar Capital Management, LLC | 19,969 | $913.0K | 0.08% | +158+0.8% | Added |
| Leisure Capital Management | 19,985 | $913.7K | 0.31% | +230+1.2% | Added |
| Staley Capital Advisers Inc | 20,000 | $914.4K | 0.04% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 20,136 | $920.6K | 0.73% | −1,239−5.8% | Reduced |
| Bank Ozk | 20,140 | $920.8K | 0.33% | −4,844−19.4% | Reduced |
| Sterling Investment Management, Inc. | 20,188 | $923.0K | 0.55% | +20,188 | New |
| Geneos Wealth Management Inc. | 20,284 | $927.4K | 0.02% | −3,100−13.3% | Reduced |
| Lebenthal Global Advisors, LLC | 20,296 | $927.9K | 0.16% | −111−0.5% | Reduced |
| Legacy Advisors, LLC | 20,323 | $929.2K | 0.11% | +20,323 | New |
| Moody National Bank Trust Division | 20,449 | $934.9K | 0.08% | −2,554−11.1% | Reduced |
| Callan Family Office, LLC | 20,494 | $937.0K | 0.03% | −167−0.8% | Reduced |
| Capital Asset Advisory Services LLC | 20,526 | $938.5K | 0.04% | −82−0.4% | Reduced |
| Cornerstone Advisors, LLC | 20,600 | $941.8K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 20,635 | $943.4K | 0.12% | +5,267+34.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,656 | $944.4K | 0.03% | +722+3.6% | Added |
| Register Financial Advisors LLC | 20,665 | $944.8K | 0.37% | +55+0.3% | Added |
| Applied Finance Capital Management, LLC | 20,706 | $946.7K | 0.07% | −950−4.4% | Reduced |
| RFG Advisory, LLC | 20,707 | $946.7K | 0.02% | −2,679−11.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 20,799 | $950.7K | 0.91% | −1,364−6.2% | Reduced |
| Summit Financial, LLC | 20,888 | $955.0K | 0.01% | +20,888 | New |
| PFG Investments, LLC | 20,892 | $955.2K | 0.05% | +4,204+25.2% | Added |
| Carson Advisory Inc. | 20,898 | $955.4K | 0.52% | −99−0.5% | Reduced |
| American Trust | 20,910 | $956.0K | 0.08% | +1,108+5.6% | Added |
| Dodge & Cox | 20,911 | $956.1K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 20,956 | $958.1K | 0.13% | −1,566−7.0% | Reduced |
| Old North State Trust, LLC | 21,204 | $969.0K | 0.59% | −6,222−22.7% | Reduced |
| FIL Ltd | 21,419 | $979.3K | 0.00% | +14,481+208.7% | Added |
| Keystone Financial Group, Inc. | 21,512 | $983.5K | 0.55% | +229+1.1% | Added |
| BHK Investment Advisors, LLC | 21,670 | $990.7K | 0.37% | −147−0.7% | Reduced |
| International Assets Investment Management, LLC | 22,420 | $991.0K | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 21,758 | $994.8K | 0.06% | +1,036+5.0% | Added |
| Salomon & Ludwin, LLC | 21,934 | $998.4K | 0.09% | +239+1.1% | Added |
| Dover Advisors, LLC | 21,944 | $1.00M | 0.40% | −465−2.1% | Reduced |
| Freemont Management S.A. | 22,100 | $1.01M | 0.79% | −165,400−88.2% | Reduced |
| Silver Oak Securities, Inc | 22,179 | $1.01M | 0.08% | +1,977+9.8% | Added |
| Widmann Financial Services, Inc. | 22,179 | $1.01M | 0.64% | +10.0% | Added |
| BIP Wealth, LLC | 22,183 | $1.01M | 0.05% | +2,143+10.7% | Added |
| EPG Wealth Management LLC | 22,268 | $1.02M | 0.28% | +60.0% | Added |
| Fort Sheridan Advisors LLC | 22,272 | $1.02M | 0.13% | −802−3.5% | Reduced |
| Monument Capital Management | 22,280 | $1.02M | 0.25% | 00.0% | Unchanged |
| Park Circle Co | 22,285 | $1.02M | 0.88% | −11,245−33.5% | Reduced |
| Tema ETFs LLC | 22,507 | $1.03M | 0.09% | +22,507 | New |
| NewSquare Capital LLC | 22,524 | $1.03M | 0.07% | +2,486+12.4% | Added |
| Triangle Securities Wealth Management | 22,561 | $1.03M | 0.23% | −2,307−9.3% | Reduced |
| Greenwood Capital Associates LLC | 22,742 | $1.04M | 0.12% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 22,985 | $1.05M | 0.22% | +80.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 23,000 | $1.05M | 0.00% | −4,930−17.7% | Reduced |
| River Wealth Advisors LLC | 23,024 | $1.05M | 0.12% | −1,204−5.0% | Reduced |
| Glenview Trust Co | 23,185 | $1.06M | 0.02% | +1,426+6.6% | Added |
| Edgemoor Investment Advisors, Inc. | 23,199 | $1.06M | 0.08% | +23,199 | New |
| Farther Finance Advisors, LLC | 23,294 | $1.06M | 0.02% | +1,820+8.5% | Added |
| Welch & Forbes LLC | 23,295 | $1.07M | 0.01% | −1,146−4.7% | Reduced |
| Certified Advisory Corp | 23,341 | $1.07M | 0.10% | +46+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 23,394 | $1.07M | 0.14% | −1,280−5.2% | Reduced |
| South State Corp. | 23,416 | $1.07M | 0.05% | +4,487+23.7% | Added |
| Fifth Third Wealth Advisors LLC | 23,476 | $1.07M | 0.04% | −4,823−17.0% | Reduced |
| Scotia Capital Inc. | 23,533 | $1.08M | 0.00% | +409+1.8% | Added |
| Patton Albertson Miller Group, LLC | 23,539 | $1.08M | 0.13% | −1,321−5.3% | Reduced |
| Sagespring Wealth Partners, LLC | 23,541 | $1.08M | 0.02% | +1,735+8.0% | Added |
| Forum Financial Management, LP | 23,758 | $1.09M | 0.01% | +3,703+18.5% | Added |
| LOM Asset Management Ltd | 23,797 | $1.09M | 0.33% | +935+4.1% | Added |
| Ritholtz Wealth Management | 23,846 | $1.09M | 0.02% | +14,986+169.1% | Added |
| Intrua Financial, LLC | 23,858 | $1.09M | 0.13% | +1,286+5.7% | Added |
| Coldstream Capital Management Inc | 23,998 | $1.10M | 0.01% | +3,631+17.8% | Added |
| NewEdge Wealth, LLC | 24,992 | $1.10M | 0.02% | +11,103+79.9% | Added |
| Smartleaf Asset Management LLC | 24,122 | $1.11M | 0.07% | +5,598+30.2% | Added |
| Marietta Investment Partners LLC | 24,251 | $1.11M | 0.21% | +1,400+6.1% | Added |
| Provident Investment Management, Inc. | 24,330 | $1.11M | 0.10% | +800+3.4% | Added |
| Cornerstone Select Advisors, LLC | 24,383 | $1.11M | 0.82% | +958+4.1% | Added |
| Wetherby Asset Management Inc | 24,552 | $1.12M | 0.05% | −34−0.1% | Reduced |
| Snowden Capital Advisors LLC | 24,554 | $1.12M | 0.03% | +474+2.0% | Added |
| Meeder Advisory Services, Inc. | 24,599 | $1.12M | 0.05% | −1,409−5.4% | Reduced |
| Community Trust & Investment Co | 24,640 | $1.13M | 0.06% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 24,681 | $1.13M | 0.03% | +20,804+536.6% | Added |
| Bridges Investment Management Inc | 24,711 | $1.13M | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 24,742 | $1.13M | 0.03% | −3,485−12.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 24,797 | $1.13M | 0.35% | +267+1.1% | Added |
| Siemens Fonds Invest GmbH | 24,870 | $1.14M | 0.06% | −353−1.4% | Reduced |
| Brown Brothers Harriman & Co | 24,998 | $1.14M | 0.01% | +309+1.3% | Added |
| Versor Investments LP | 25,008 | $1.14M | 0.21% | +9,800+64.4% | Added |
| Argentarii, LLC | 25,091 | $1.15M | 0.49% | −5,179−17.1% | Reduced |
| Patten Group, Inc. | 25,319 | $1.16M | 0.23% | −1,547−5.8% | Reduced |
| Catalytic Wealth RIA, LLC | 25,355 | $1.16M | 0.04% | +11,947+89.1% | Added |
| Wealthspire Advisors, LLC | 25,467 | $1.16M | 0.01% | −2,206−8.0% | Reduced |
| Plato Investment Management Ltd | 25,757 | $1.17M | 0.08% | +4,575+21.6% | Added |
| Trust Co of the South | 25,600 | $1.17M | 0.19% | −1,128−4.2% | Reduced |
| Meridian Wealth Management, LLC | 25,647 | $1.17M | 0.04% | +3,225+14.4% | Added |
| FORA Capital, LLC | 25,769 | $1.18M | 0.21% | +2,188+9.3% | Added |
| Founders Financial Alliance, LLC | 25,795 | $1.18M | 0.22% | −1,165−4.3% | Reduced |
| RBF Capital, LLC | 25,900 | $1.18M | 0.05% | 00.0% | Unchanged |
| Bank & Trust Co | 26,081 | $1.19M | 0.88% | 00.0% | Unchanged |