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 |
|---|---|---|---|---|---|
| Eastover Investment Advisors LLC | 13,481 | $616.4K | 0.27% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 13,440 | $614.5K | 0.04% | −64−0.5% | Reduced |
| Groupama Asset Managment | 13,431 | $614.1K | 0.01% | +13,431 | New |
| Archer Investment Corp | 13,411 | $613.2K | 0.14% | 00.0% | Unchanged |
| Krilogy Financial LLC | 13,890 | $612.0K | 0.02% | +13,890 | New |
| Aaron Wealth Advisors | 13,366 | $611.1K | 0.04% | +5,232+64.3% | Added |
| GeoWealth Management, LLC | 13,217 | $604.3K | 0.02% | +7,338+124.8% | Added |
| Greenleaf Trust | 13,174 | $602.3K | 0.01% | +127+1.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $600.0K | 0.16% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 13,020 | $595.3K | 0.15% | +285+2.2% | Added |
| Leavell Investment Management, Inc. | 12,991 | $594.0K | 0.03% | −5,847−31.0% | Reduced |
| Hoxton Planning & Management, LLC | 12,982 | $593.5K | 0.19% | −840−6.1% | Reduced |
| Teza Capital Management LLC | 12,957 | $592.4K | 3.20% | −8,033−38.3% | Reduced |
| IHT Wealth Management, LLC | 12,888 | $589.2K | 0.01% | −528−3.9% | Reduced |
| Paragon Private Wealth Management, LLC | 12,875 | $588.7K | 0.19% | +3,005+30.4% | Added |
| BTG Pactual Asset Management US LLC | 12,835 | $586.8K | 0.07% | +12,835 | New |
| Prime Capital Investment Advisors, LLC | 12,832 | $586.7K | 0.01% | +152+1.2% | Added |
| RFP Financial Group LLC | 12,966 | $586.2K | 0.24% | +152+1.2% | Added |
| Payden & Rygel | 12,800 | $585.0K | 0.05% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 12,773 | $584.0K | 0.16% | −235−1.8% | Reduced |
| LexAurum Advisors, LLC | 12,772 | $583.9K | 0.08% | +7,918+163.1% | Added |
| Westhampton Capital, LLC | 12,755 | $583.2K | 0.28% | −170−1.3% | Reduced |
| Syon Capital LLC | 12,691 | $580.2K | 0.03% | −602−4.5% | Reduced |
| Cigna Investments Inc | 12,681 | $580.0K | 0.08% | −113−0.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 12,624 | $577.2K | 0.10% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 12,619 | $576.9K | 0.02% | −1,438−10.2% | Reduced |
| Intrust Bank NA | 12,598 | $576.0K | 0.05% | +35+0.3% | Added |
| Wolff Financial Management LLC | 12,560 | $574.2K | 0.13% | −26−0.2% | Reduced |
| Oxford Asset Management LLP | 12,552 | $573.9K | 0.19% | +12,552 | New |
| McKinley Carter Wealth Services, Inc. | 12,538 | $572.9K | 0.03% | +45+0.4% | Added |
| Forefront Wealth Partners, LLC | 12,526 | $572.7K | 0.14% | −9−0.1% | Reduced |
| Live Oak Private Wealth LLC | 12,448 | $569.1K | 0.08% | +174+1.4% | Added |
| Ransom Advisory, Ltd | 12,430 | $568.3K | 0.26% | −700−5.3% | Reduced |
| CenterBook Partners LP | 12,402 | $567.0K | 0.03% | +12,402 | New |
| Aull & Monroe Investment Management Corp | 12,335 | $564.0K | 0.29% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 12,276 | $561.3K | 0.07% | 00.0% | Unchanged |
| CX Institutional | 12,277 | $561.0K | 0.02% | +2,813+29.7% | Added |
| Foster & Motley Inc | 12,252 | $560.0K | 0.03% | −790−6.1% | Reduced |
| Farmers & Merchants Investments Inc | 12,242 | $559.7K | 0.02% | +260+2.2% | Added |
| Code Waechter LLC | 12,681 | $557.1K | 0.36% | +214+1.7% | Added |
| Sage Mountain Advisors LLC | 12,172 | $556.5K | 0.03% | +4,203+52.7% | Added |
| Laurion Capital Management LP | 12,093 | $552.9K | 0.08% | +12,093 | New |
| Evercore Wealth Management, LLC | 11,968 | $547.2K | 0.01% | −520−4.2% | Reduced |
| Venturi Wealth Management, LLC | 11,968 | $547.2K | 0.03% | +327+2.8% | Added |
| Moneta Group Investment Advisors LLC | 11,920 | $545.0K | 0.00% | −845−6.6% | Reduced |
| Shepherd Financial Partners LLC | 11,915 | $544.8K | 0.05% | +25+0.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,249 | $543.0K | 0.09% | −48−0.4% | Reduced |
| Gratus Wealth Advisors, LLC | 11,828 | $540.8K | 0.08% | −7,112−37.6% | Reduced |
| Hilltop National Bank | 11,823 | $540.5K | 0.13% | −803−6.4% | Reduced |
| Heritage Investors Management Corp | 11,775 | $538.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,753 | $537.3K | 0.02% | −607−4.9% | Reduced |
| Eads & Heald Wealth Management | 11,688 | $534.0K | 0.25% | +322+2.8% | Added |
| Adams Wealth Management | 11,672 | $533.6K | 0.11% | −2,140−15.5% | Reduced |
| CacheTech Inc. | 11,672 | $533.6K | 0.11% | −2,140−15.5% | Reduced |
| Chemung Canal Trust Co | 11,662 | $533.2K | 0.11% | −1,050−8.3% | Reduced |
| Sculati Wealth Management, LLC | 11,659 | $533.0K | 0.19% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 11,628 | $531.6K | 0.08% | −100−0.9% | Reduced |
| Parkside Financial Bank & Trust | 11,623 | $531.4K | 0.04% | +584+5.3% | Added |
| Nalls Sherbakoff Group, LLC | 11,622 | $531.3K | 0.36% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 11,522 | $526.8K | 0.02% | +376+3.4% | Added |
| Simplicity Wealth,LLC | 11,454 | $523.7K | 0.03% | −3,140−21.5% | Reduced |
| Evergreen Capital Management LLC | 11,453 | $523.6K | 0.01% | +2,221+24.1% | Added |
| LifeWealth Investments, LLC | 11,446 | $523.3K | 0.08% | −80−0.7% | Reduced |
| HBK Sorce Advisory LLC | 12,074 | $522.3K | 0.01% | +2,237+22.7% | Added |
| Cidel Asset Management Inc | 11,409 | $521.6K | 0.03% | +298+2.7% | Added |
| Perigon Wealth Management, LLC | 11,394 | $520.9K | 0.01% | +1,080+10.5% | Added |
| North Star Investment Management Corp. | 11,342 | $518.6K | 0.03% | 00.0% | Unchanged |
| Tower Bridge Advisors | 11,290 | $516.2K | 0.05% | −300−2.6% | Reduced |
| Howe & Rusling Inc | 11,251 | $514.4K | 0.04% | +11,251 | New |
| Fiduciary Group LLC | 11,248 | $514.3K | 0.05% | −2,110−15.8% | Reduced |
| Vaughan David Investments LLC | 11,146 | $510.0K | 0.01% | +20+0.2% | Added |
| SLT Holdings LLC | 11,114 | $508.1K | 0.33% | −70−0.6% | Reduced |
| Alliance Wealth Advisors, LLC | 11,093 | $507.2K | 0.25% | +6+0.1% | Added |
| Longfellow Investment Management Co LLC | 11,083 | $506.7K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co | 11,126 | $506.5K | 0.01% | −928−7.7% | Reduced |
| Daymark Wealth Partners, LLC | 11,061 | $505.7K | 0.02% | +2,606+30.8% | Added |
| Hayek Kallen Investment Management | 11,047 | $505.0K | 0.16% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 11,031 | $504.3K | 0.01% | −991−8.2% | Reduced |
| New Hampshire Trust | 11,030 | $504.3K | 0.10% | +2,260+25.8% | Added |
| Franklin Street Advisors Inc | 10,975 | $501.8K | 0.03% | 00.0% | Unchanged |
| Caxton Associates LLP | 10,875 | $497.2K | 0.01% | −2,973−21.5% | Reduced |
| Verum Partners LLC | 10,818 | $494.6K | 0.11% | 00.0% | Unchanged |
| MBL Wealth, LLC | 10,806 | $494.1K | 0.04% | +510+5.0% | Added |
| Northwest & Ethical Investments L.P. | 10,800 | $493.8K | 0.01% | −4,200−28.0% | Reduced |
| Johnson Investment Counsel Inc | 10,726 | $490.4K | 0.00% | −139−1.3% | Reduced |
| First Dallas Securities Inc. | 10,686 | $488.6K | 0.18% | +1,011+10.4% | Added |
| Westwood Holdings Group Inc. | 10,629 | $486.0K | 0.00% | −1,316−11.0% | Reduced |
| Park Place Capital Corp | 10,606 | $484.9K | 0.10% | +1,577+17.5% | Added |
| Parallax Volatility Advisers, L.P. | 10,598 | $484.5K | 0.01% | +10,598 | New |
| Quadrant Private Wealth Management, LLC | 10,575 | $483.5K | 0.09% | +47+0.4% | Added |
| Kennebec Savings Bank | 10,533 | $481.6K | 0.44% | +1,017+10.7% | Added |
| Valmark Advisers, Inc. | 10,499 | $480.0K | 0.01% | −46−0.4% | Reduced |
| Compass Ion Advisors, LLC | 10,484 | $479.3K | 0.05% | −10,489−50.0% | Reduced |
| Sowell Financial Services LLC | 10,475 | $478.9K | 0.02% | +606+6.1% | Added |
| Concord Asset Management, LLC | 10,449 | $477.7K | 0.09% | −59,398−85.0% | Reduced |
| RKL Wealth Management LLC | 10,438 | $477.2K | 0.04% | −2,267−17.8% | Reduced |
| Checchi Capital Advisers, LLC | 10,389 | $475.0K | 0.03% | −1,271−10.9% | Reduced |
| Successful Portfolios LLC | 10,357 | $473.5K | 0.28% | +63+0.6% | Added |
| Wright Investors Service Inc | 10,357 | $473.5K | 0.14% | −610−5.6% | Reduced |
| Rothschild Investment LLC | 10,308 | $471.3K | 0.03% | −50.0% | Reduced |