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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 8,011 | $366.3K | 0.01% | +349+4.6% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $365.8K | 0.00% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 8,304 | $364.8K | 0.20% | −19−0.2% | Reduced |
| Wynn Capital, LLC | 7,974 | $364.6K | 0.18% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 7,959 | $363.9K | 0.06% | −1,280−13.9% | Reduced |
| Polymer Capital Management (HK) LTD | 7,804 | $356.8K | 0.05% | +7,804 | New |
| Abacus Planning Group, Inc. | 7,780 | $355.7K | 0.05% | −43−0.5% | Reduced |
| Voleon Capital Management LP | 7,774 | $355.4K | 0.01% | −2,313−22.9% | Reduced |
| tru Independence LLC | 7,757 | $354.6K | 0.09% | +298+4.0% | Added |
| Aldebaran Financial Inc. | 7,728 | $353.3K | 0.35% | −483−5.9% | Reduced |
| Morris Financial Concepts, Inc. | 7,688 | $351.5K | 0.13% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 7,683 | $351.3K | 0.01% | −1,247−14.0% | Reduced |
| First United Bank Trust | 7,637 | $349.2K | 0.11% | 00.0% | Unchanged |
| Nwam LLC | 7,963 | $346.4K | 0.02% | +22+0.3% | Added |
| Bayforest Capital Ltd | 7,571 | $346.1K | 0.16% | +2,972+64.6% | Added |
| Founders Grove Wealth Partners, LLC | 7,524 | $344.0K | 0.08% | −715−8.7% | Reduced |
| National Asset Management, Inc. | 7,517 | $343.7K | 0.02% | +645+9.4% | Added |
| Chicago Partners Investment Group LLC | 7,713 | $341.9K | 0.01% | +137+1.8% | Added |
| Selective Wealth Management, Inc. | 7,560 | $341.7K | 0.11% | +190+2.6% | Added |
| Eisler Capital Management Ltd. | 7,453 | $340.9K | 0.01% | −411,296−98.2% | Reduced |
| Waddell & Associates, LLC | 7,409 | $338.7K | 0.03% | +275+3.9% | Added |
| Jaffetilchin Investment Partners, LLC | 7,354 | $336.2K | 0.02% | −1,653−18.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,284 | $333.0K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 7,275 | $332.6K | 0.02% | +4,144+132.4% | Added |
| Biltmore Family Office, LLC | 7,274 | $332.5K | 0.05% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 7,266 | $332.2K | 0.14% | +1,168+19.2% | Added |
| Caldwell Trust Co | 7,228 | $330.5K | 0.03% | +406+6.0% | Added |
| Manske Wealth Management | 7,125 | $325.8K | 0.10% | −200−2.7% | Reduced |
| Select Asset Management & Trust | 7,097 | $324.0K | 0.10% | 00.0% | Unchanged |
| Apella Capital, LLC | 7,856 | $322.8K | 0.01% | +1,058+15.6% | Added |
| ForthRight Wealth Management, LLC | 7,032 | $321.5K | 0.09% | −584−7.7% | Reduced |
| Sage Investment Counsel LLC | 7,004 | $320.2K | 0.35% | +11+0.2% | Added |
| Stone Point Wealth LLC | 7,000 | $320.0K | 0.09% | −400−5.4% | Reduced |
| FDx Advisors, Inc. | 7,170 | $320.0K | 0.10% | +1,273+21.6% | Added |
| IFS Group,LLC | 7,008 | $319.4K | 0.28% | +7,008 | New |
| Formidable Asset Management, LLC | 7,424 | $319.2K | 0.05% | −653−8.1% | Reduced |
| Empower Advisory Group, LLC | 6,963 | $318.3K | 0.00% | +659+10.5% | Added |
| Stonegate Investment Group, LLC | 6,944 | $317.5K | 0.01% | +8+0.1% | Added |
| Castleview Partners, LLC | 6,903 | $315.6K | 0.17% | +837+13.8% | Added |
| Blue Rock Wealth Management LLC | 6,900 | $315.5K | 0.20% | +1,500+27.8% | Added |
| First Manhattan Co | 6,874 | $314.3K | 0.00% | +6,874 | New |
| Fonville Wealth Management LLC | 6,834 | $312.5K | 0.07% | −7−0.1% | Reduced |
| Haverford Trust Co | 6,761 | $309.1K | 0.00% | −454−6.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,749 | $308.6K | 0.01% | +1,036+18.1% | Added |
| Cornerstone Management, Inc. | 6,678 | $305.3K | 0.05% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,636 | $303.4K | 0.01% | +6,636 | New |
| Joel Isaacson & Co., LLC | 6,630 | $303.1K | 0.01% | +1,678+33.9% | Added |
| PDS Planning, Inc | 6,624 | $302.8K | 0.02% | +4+0.1% | Added |
| West Family Investments, Inc. | 6,615 | $302.4K | 0.07% | +46+0.7% | Added |
| Whipplewood Advisors, LLC | 6,609 | $302.2K | 0.20% | −131−1.9% | Reduced |
| Silverlake Wealth Management LLC | 6,595 | $301.5K | 0.07% | +1,260+23.6% | Added |
| DGS Capital Management, LLC | 6,577 | $300.7K | 0.05% | +6,577 | New |
| Armistice Capital, LLC | 6,544 | $299.2K | 0.01% | +6,544 | New |
| CVA Family Office, LLC | 6,522 | $298.2K | 0.04% | +158+2.5% | Added |
| Canton Hathaway, LLC | 6,516 | $298.0K | 0.06% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 6,501 | $297.2K | 0.07% | −122−1.8% | Reduced |
| Victory Financial Group, LLC | 6,482 | $297.0K | 0.04% | +803+14.1% | Added |
| Harbour Investments, Inc. | 6,440 | $294.4K | 0.01% | +1,166+22.1% | Added |
| ARS Wealth Advisors Group, LLC | 6,423 | $293.6K | 0.03% | +24+0.4% | Added |
| Meridian Financial Partners LLC | 6,616 | $292.0K | 0.12% | +4+0.1% | Added |
| Norden Group LLC | 6,376 | $291.5K | 0.03% | +1,170+22.5% | Added |
| Alta Advisers Ltd | 6,350 | $290.3K | 0.09% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 6,349 | $290.3K | 0.10% | −7−0.1% | Reduced |
| Platform Technology Partners | 6,330 | $289.4K | 0.07% | −117−1.8% | Reduced |
| Quotient Wealth Partners, LLC | 6,287 | $287.5K | 0.01% | +89+1.4% | Added |
| Patrick M Sweeney & Associates, Inc | 6,285 | $287.3K | 0.19% | −98−1.5% | Reduced |
| Tennessee Valley Asset Management Partners | 6,273 | $286.8K | 0.04% | +1,073+20.6% | Added |
| Hill Investment Group Partners, LLC | 6,259 | $286.2K | 0.03% | −432−6.5% | Reduced |
| Bailard, Inc. | 6,212 | $284.0K | 0.01% | −47,767−88.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,153 | $281.3K | 0.05% | +114+1.9% | Added |
| Councilmark Asset Management, LLC | 6,142 | $280.8K | 0.16% | −550−8.2% | Reduced |
| L2 Asset Management, LLC | 6,116 | $279.6K | 0.04% | +319+5.5% | Added |
| Peachtree Investment Partners, LLC | 6,109 | $279.3K | 0.10% | −140−2.2% | Reduced |
| Apexium Financial, LP | 6,106 | $279.2K | 0.01% | +88+1.5% | Added |
| Retirement Planning Group | 6,100 | $278.9K | 0.01% | +6,100 | New |
| Strategic Wealth Designers | 6,099 | $278.9K | 0.02% | +6,099 | New |
| WBH Advisory Inc | 6,097 | $278.8K | 0.02% | +187+3.2% | Added |
| Outfitter Financial LLC | 6,091 | $278.5K | 0.23% | −2,750−31.1% | Reduced |
| Frederick Financial Consultants, LLC | 6,090 | $278.4K | 0.16% | +55+0.9% | Added |
| Everstar Asset Management, LLC | 6,063 | $277.2K | 0.16% | +155+2.6% | Added |
| Aegis Wealth Management LLC | 6,042 | $276.2K | 0.15% | −1,234−17.0% | Reduced |
| Skopos Labs, Inc. | 6,479 | $276.0K | 0.04% | −295−4.4% | Reduced |
| Court Place Advisors, LLC | 6,022 | $275.3K | 0.08% | +200+3.4% | Added |
| Avaii Wealth Management, LLC | 6,007 | $274.6K | 0.10% | +7+0.1% | Added |
| Salzhauer Michael | 57,327 | $273.6K | 0.16% | 00.0% | Unchanged |
| Sapient Capital LLC | 5,954 | $273.4K | 0.00% | −645−9.8% | Reduced |
| Timonier Family Office, LTD. | 5,941 | $271.6K | 0.09% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 5,925 | $270.9K | 0.02% | +398+7.2% | Added |
| Klingenstein Fields & Co LP | 5,912 | $270.3K | 0.01% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 5,901 | $269.8K | 0.12% | −67−1.1% | Reduced |
| Smith Thornton Advisors LLC | 5,900 | $269.7K | 0.14% | +231+4.1% | Added |
| Family Legacy, Inc. | 5,870 | $268.4K | 0.08% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 5,846 | $267.3K | 0.05% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 5,844 | $267.2K | 0.04% | −132−2.2% | Reduced |
| Convergence Financial, LLC | 5,831 | $266.6K | 0.04% | −833−12.5% | Reduced |
| BLB&B Advisors, LLC | 5,788 | $264.6K | 0.01% | +160+2.8% | Added |
| Smith, Moore & Co. | 5,787 | $264.6K | 0.02% | +423+7.9% | Added |
| Allegiance Financial Group Advisory Services LLC | 5,774 | $264.0K | 0.06% | +170+3.0% | Added |
| Evermay Wealth Management LLC | 5,755 | $263.1K | 0.03% | −50−0.9% | Reduced |
| Wedbush Securities Inc | 5,763 | $263.0K | 0.01% | +5,763 | New |