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 |
|---|---|---|---|---|---|
| Bridgefront Capital, LLC | 10,295 | $470.7K | 0.14% | +10,295 | New |
| Berkshire Money Management, Inc. | 10,292 | $470.6K | 0.05% | +10,292 | New |
| U.S. Capital Wealth Advisors, LLC | 10,249 | $468.6K | 0.01% | −9,296−47.6% | Reduced |
| Hamilton Capital Partners Inc. | 10,227 | $467.6K | 0.02% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 10,208 | $466.7K | 0.15% | −300−2.9% | Reduced |
| Ci Investments Inc. | 10,187 | $466.0K | 0.00% | +1,367+15.5% | Added |
| Erste Asset Management GmbH | 10,138 | $465.5K | 0.00% | −21,237−67.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,177 | $465.3K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 10,171 | $465.0K | 0.03% | +130+1.3% | Added |
| Chicago Trust Co NA | 10,139 | $463.6K | 0.06% | +10,139 | New |
| Cassaday & Co Wealth Management LLC | 10,113 | $462.4K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 10,079 | $460.8K | 0.02% | +1,598+18.8% | Added |
| Patriot Investment Management Inc. | 10,077 | $460.7K | 0.03% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 10,067 | $460.3K | 0.14% | 00.0% | Unchanged |
| Banco Santander, S.A. | 10,021 | $458.2K | 0.00% | −2,010−16.7% | Reduced |
| Westover Capital Advisors, LLC | 10,018 | $458.0K | 0.08% | 00.0% | Unchanged |
| American Assets Inc | 10,000 | $457.2K | 0.15% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 10,000 | $457.2K | 0.09% | +10,000 | New |
| Nicolet Bankshares Inc | 9,988 | $456.7K | 0.07% | −10,804−52.0% | Reduced |
| Wilkins Investment Counsel Inc | 9,975 | $456.1K | 0.06% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 9,878 | $451.6K | 0.25% | +9,878 | New |
| Phillips Wealth Planners LLC | 9,956 | $451.3K | 0.37% | +1,795+22.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 9,831 | $449.5K | 0.04% | −356−3.5% | Reduced |
| Stonebridge Financial Group, LLC | 9,831 | $449.5K | 0.04% | +29+0.3% | Added |
| Transcend Wealth Collective, LLC | 9,823 | $449.1K | 0.03% | +1,585+19.2% | Added |
| Guyasuta Investment Advisors Inc | 9,769 | $446.6K | 0.03% | −1,998−17.0% | Reduced |
| Southeast Asset Advisors Inc. | 9,765 | $446.5K | 0.05% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 9,746 | $445.6K | 0.32% | −200−2.0% | Reduced |
| BSW Wealth Partners | 9,616 | $439.7K | 0.05% | −1,014−9.5% | Reduced |
| 5T Wealth, LLC | 9,606 | $439.2K | 0.19% | −10.0% | Reduced |
| Raiffeisen Bank International AG | 9,546 | $438.4K | 0.01% | −5,373−36.0% | Reduced |
| Brady Family Wealth, LLC | 9,581 | $438.1K | 0.14% | −8,087−45.8% | Reduced |
| Rehmann Capital Advisory Group | 9,577 | $437.9K | 0.02% | −33−0.3% | Reduced |
| Waycross Partners, LLC | 9,525 | $435.5K | 0.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 9,502 | $434.4K | 0.01% | −2,135−18.3% | Reduced |
| Paradigm Financial Partners, LLC | 9,490 | $433.9K | 0.04% | +1,872+24.6% | Added |
| Calamos Wealth Management LLC | 9,466 | $432.8K | 0.02% | +9,466 | New |
| Ellevest, Inc. | 9,433 | $431.3K | 0.06% | +1,096+13.1% | Added |
| Roxbury Financial LLC | 9,430 | $431.1K | 0.40% | +82+0.9% | Added |
| LVW Advisors, LLC | 9,411 | $430.3K | 0.04% | −15−0.2% | Reduced |
| Toth Financial Advisory Corp | 9,390 | $429.3K | 0.05% | +71+0.8% | Added |
| Clark Financial Services Group Inc | 9,383 | $429.0K | 0.23% | +845+9.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 9,355 | $427.7K | 0.00% | +75+0.8% | Added |
| Greatmark Investment Partners, Inc. | 9,320 | $426.1K | 0.05% | +21+0.2% | Added |
| Meiji Yasuda Life Insurance Co | 9,303 | $425.3K | 0.01% | +9,303 | New |
| MTM Investment Management, LLC | 9,296 | $425.0K | 0.14% | +35+0.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 9,281 | $424.3K | 0.02% | −8,193−46.9% | Reduced |
| Cypress Capital Group | 9,217 | $421.4K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 9,150 | $418.3K | 0.03% | +2,367+34.9% | Added |
| HHM Wealth Advisors, LLC | 9,136 | $417.7K | 0.05% | +194+2.2% | Added |
| Parthenon LLC | 9,112 | $416.6K | 0.05% | 00.0% | Unchanged |
| Myriad Asset Management US LP | 9,110 | $416.5K | 0.23% | +9,110 | New |
| Everett Harris & Co | 9,080 | $415.1K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 9,023 | $412.5K | 0.03% | +1,166+14.8% | Added |
| Howard Capital Management Inc. | 9,012 | $412.0K | 0.01% | +288+3.3% | Added |
| Midland Wealth Advisors LLC | 9,010 | $411.9K | 0.02% | −2,965−24.8% | Reduced |
| Financial Management Network Inc | 9,073 | $411.3K | 0.07% | −4,264−32.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,994 | $411.2K | 0.05% | +8,994 | New |
| Meiji Yasuda Asset Management Co Ltd. | 8,977 | $410.4K | 0.02% | +3,166+54.5% | Added |
| Fiducient Advisors LLC | 8,915 | $407.6K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 8,910 | $407.4K | 0.07% | +541+6.5% | Added |
| Colonial River Wealth Management, LLC | 8,893 | $406.6K | 0.15% | −9−0.1% | Reduced |
| Arlington Trust Co LLC | 8,892 | $406.5K | 0.07% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 9,208 | $404.3K | 0.05% | +942+11.4% | Added |
| BankPlus Wealth Management LLC | 8,833 | $403.8K | 0.24% | +743+9.2% | Added |
| Avalon Trust Co | 8,807 | $402.7K | 0.03% | +32+0.4% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 8,799 | $402.3K | 0.40% | +1,754+24.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,766 | $400.6K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 8,728 | $399.1K | 0.00% | +1,556+21.7% | Added |
| Transamerica Financial Advisors, Inc. | 8,687 | $397.2K | 0.03% | +3,191+58.1% | Added |
| SkyView Investment Advisors, LLC | 8,671 | $396.0K | 0.05% | +1,687+24.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,644 | $395.2K | 0.03% | +10.0% | Added |
| Valley National Advisers Inc | 8,640 | $395.0K | 0.06% | +7+0.1% | Added |
| Clark Capital Management Group, Inc. | 8,626 | $394.4K | 0.00% | +177+2.1% | Added |
| NFP Retirement, Inc. | 8,623 | $394.3K | 0.03% | −292−3.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 8,609 | $393.6K | 0.00% | −821−8.7% | Reduced |
| Institute for Wealth Management, LLC. | 8,567 | $391.7K | 0.04% | +431+5.3% | Added |
| Aprio Wealth Management, LLC | 8,564 | $391.6K | 0.04% | +226+2.7% | Added |
| FSB Premier Wealth Management, Inc. | 8,539 | $390.4K | 0.13% | −414−4.6% | Reduced |
| AA Financial Advisors, LLC | 8,537 | $390.3K | 0.08% | −88−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,524 | $389.7K | 0.02% | −154−1.8% | Reduced |
| Ti-Trust, Inc | 8,504 | $388.8K | 0.24% | +174+2.1% | Added |
| Eagle Strategies LLC | 8,482 | $387.8K | 0.05% | −554−6.1% | Reduced |
| Journey Strategic Wealth LLC | 8,467 | $387.1K | 0.01% | +1,843+27.8% | Added |
| Cypress Wealth Services, LLC | 8,466 | $387.1K | 0.06% | +20+0.2% | Added |
| Keystone Financial Group | 8,434 | $385.6K | 0.03% | −231−2.7% | Reduced |
| Spire Wealth Management | 8,425 | $385.2K | 0.01% | +23+0.3% | Added |
| Asset Dedication, LLC | 8,406 | $384.3K | 0.03% | +14+0.2% | Added |
| Landscape Capital Management, L.L.C. | 8,365 | $382.4K | 0.02% | +8,365 | New |
| Souders Financial Advisors | 8,308 | $379.9K | 0.05% | +2,812+51.2% | Added |
| Cary Street Partner Investment Advisory LLC | 8,286 | $378.8K | 0.16% | +1,787+27.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,285 | $378.8K | 0.04% | −100−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,284 | $377.1K | 0.01% | −24−0.3% | Reduced |
| Regal Investment Advisors LLC | 8,224 | $376.0K | 0.02% | +1,608+24.3% | Added |
| Beacon Pointe Advisors, LLC | 8,202 | $375.0K | 0.00% | −26,247−76.2% | Reduced |
| International Private Wealth Advisors LLC | 8,184 | $374.2K | 0.24% | −1,354−14.2% | Reduced |
| 1st Source Bank | 8,114 | $371.0K | 0.02% | −463−5.4% | Reduced |
| LBMC Investment Advisors, LLC | 8,098 | $370.2K | 0.02% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,095 | $370.1K | 0.10% | −92−1.1% | Reduced |
| Lantz Financial LLC | 8,064 | $368.7K | 0.08% | +1,623+25.2% | Added |