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 |
|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 5,739 | $262.4K | 0.01% | −453−7.3% | Reduced |
| Bridgewater Advisors Inc. | 7,963 | $262.3K | 0.02% | +686+9.4% | Added |
| Lafayette Investments, Inc. | 5,727 | $261.8K | 0.05% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,719 | $261.5K | 0.04% | −607−9.6% | Reduced |
| Muirfield Wealth Advisors LLC | 5,665 | $259.0K | 0.19% | +62+1.1% | Added |
| GTS Securities LLC | 5,653 | $258.5K | 0.01% | −465−7.6% | Reduced |
| Clarius Group, LLC | 5,606 | $256.3K | 0.02% | −2,185−28.0% | Reduced |
| Ambassador Advisors, LLC | 5,581 | $255.1K | 0.04% | +497+9.8% | Added |
| Penserra Capital Management LLC | 5,585 | $254.0K | 0.00% | 00.0% | Unchanged |
| Next Level Private LLC | 5,579 | $252.9K | 0.07% | +52+0.9% | Added |
| Johnson Financial Group, Inc. | 5,525 | $252.6K | 0.01% | +1,814+48.9% | Added |
| Gries Financial LLC | 5,507 | $251.8K | 0.04% | +233+4.4% | Added |
| New Wave Wealth Advisors LLC | 5,502 | $251.6K | 0.10% | +460+9.1% | Added |
| Rock Point Advisors, LLC | 5,475 | $250.3K | 0.07% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 5,474 | $250.3K | 0.07% | +5,474 | New |
| Fortress Wealth Group, LLC | 5,694 | $250.0K | 0.11% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 5,449 | $249.1K | 0.02% | −18,578−77.3% | Reduced |
| Financial Consulate, Inc | 5,413 | $247.5K | 0.03% | +5,413 | New |
| TrueWealth Advisors, LLC | 5,390 | $246.4K | 0.07% | +55+1.0% | Added |
| Mountain Pacific Investment Advisers Inc | 5,366 | $245.3K | 0.04% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 5,364 | $245.2K | 0.08% | +9+0.2% | Added |
| Obsidian Personal Planning Solutions LLC | 5,447 | $243.1K | 0.08% | +5,447 | New |
| Conning Inc. | 5,312 | $242.9K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,301 | $242.4K | 0.06% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,290 | $241.9K | 0.01% | +15+0.3% | Added |
| Atlantic Family Wealth, LLC | 5,269 | $240.9K | 0.19% | −49−0.9% | Reduced |
| Baron Wealth Management LLC | 5,257 | $240.3K | 0.08% | +10.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 5,244 | $239.8K | 0.02% | +5,244 | New |
| M. Kulyk & Associates, LLC | 5,210 | $238.2K | 0.05% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,203 | $237.9K | 0.02% | −1,314−20.2% | Reduced |
| Great Valley Advisor Group, Inc. | 5,171 | $236.5K | 0.00% | −33−0.6% | Reduced |
| Parsonex Advisory Services, Inc. | 5,171 | $236.4K | 0.16% | +379+7.9% | Added |
| Modern Wealth Management, LLC | 5,168 | $236.3K | 0.00% | +5,168 | New |
| Focus Financial Network, Inc. | 5,165 | $236.2K | 0.01% | −614−10.6% | Reduced |
| Gitterman Wealth Management, LLC | 5,147 | $235.3K | 0.05% | +5,147 | New |
| Roehl & Yi Investment Advisors, LLC | 5,136 | $234.8K | 0.10% | +92+1.8% | Added |
| Augustine Asset Management Inc | 5,128 | $234.5K | 0.05% | −90−1.7% | Reduced |
| Philadelphia Trust Co | 5,127 | $234.0K | 0.02% | +210+4.3% | Added |
| Cape Investment Advisory, Inc. | 5,103 | $233.3K | 0.23% | −708−12.2% | Reduced |
| Shayne & Co., LLC | 5,084 | $232.4K | 0.07% | 00.0% | Unchanged |
| David Loasby | 5,135 | $232.1K | 0.02% | −746−12.7% | Reduced |
| Spirepoint Private Client, LLC | 5,071 | $231.8K | 0.02% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 5,069 | $231.7K | 0.08% | −864−14.6% | Reduced |
| TradeWell Securities, LLC. | 5,085 | $231.7K | 0.10% | −118−2.3% | Reduced |
| Element Wealth, LLC | 5,052 | $231.0K | 0.10% | +9+0.2% | Added |
| Sunbelt Securities, Inc. | 5,048 | $230.8K | 0.02% | +2,840+128.6% | Added |
| Evoke Wealth, LLC | 5,044 | $230.6K | 0.00% | −499−9.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 5,032 | $230.0K | 0.05% | −2,936−36.8% | Reduced |
| Capital Analysts, LLC | 5,014 | $230.0K | 0.01% | −264−5.0% | Reduced |
| Paragon Capital Management Ltd | 5,022 | $229.6K | 0.04% | −252−4.8% | Reduced |
| Continuum Advisory, LLC | 5,020 | $229.5K | 0.02% | −542−9.7% | Reduced |
| Payne Capital Management, LLC | 5,000 | $228.6K | 0.07% | 00.0% | Unchanged |
| McAdam, LLC | 4,972 | $227.3K | 0.01% | +4,972 | New |
| High Net Worth Advisory Group LLC | 4,960 | $226.8K | 0.05% | 00.0% | Unchanged |
| PFW Advisors LLC | 4,951 | $226.4K | 0.07% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,924 | $225.1K | 0.06% | −34−0.7% | Reduced |
| Childress Capital Advisors, LLC | 4,913 | $224.6K | 0.04% | +4,913 | New |
| Yeomans Consulting Group, Inc. | 4,891 | $222.9K | 0.08% | −287−5.5% | Reduced |
| Davis R M Inc | 4,861 | $222.2K | 0.00% | 00.0% | Unchanged |
| LongView Wealth Management | 4,839 | $221.2K | 0.06% | −115−2.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,817 | $217.7K | 0.01% | +4,817 | New |
| Chicago Capital, LLC | 4,762 | $217.7K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 4,756 | $217.4K | 0.04% | −945−16.6% | Reduced |
| Bollard Group LLC | 4,756 | $217.0K | 0.01% | +52+1.1% | Added |
| Keynote Financial Services LLC | 4,740 | $216.7K | 0.13% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 4,737 | $216.6K | 0.01% | −111−2.3% | Reduced |
| Sandhill Capital Partners LLC | 4,737 | $216.6K | 0.02% | −29−0.6% | Reduced |
| Capital Square, LLC | 4,718 | $215.7K | 0.11% | −979−17.2% | Reduced |
| Future Financial Wealth Managment LLC | 4,700 | $214.9K | 0.14% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 4,696 | $214.7K | 0.02% | +4,696 | New |
| Alaethes Wealth LLC | 4,694 | $214.6K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 4,672 | $213.6K | 0.03% | +4,672 | New |
| Invested Advisors | 4,858 | $213.5K | 0.31% | +4,858 | New |
| Lloyd Advisory Services, LLC. | 4,650 | $212.6K | 0.10% | +4,650 | New |
| Bradley Foster & Sargent Inc | 4,646 | $212.4K | 0.00% | +4,646 | New |
| waypoint wealth counsel | 4,637 | $212.0K | 0.08% | +4,637 | New |
| Sound Income Strategies, LLC | 4,790 | $211.9K | 0.01% | −356−6.9% | Reduced |
| Pathway Financial Advisors LLC | 4,626 | $211.5K | 0.03% | +4,626 | New |
| Nikulski Financial, Inc. | 4,600 | $210.3K | 0.05% | +4,600 | New |
| CNB Bank | 4,596 | $210.1K | 0.09% | +239+5.5% | Added |
| Colton Groome Financial Advisors, LLC | 4,595 | $210.1K | 0.06% | −251−5.2% | Reduced |
| Creekmur Asset Management LLC | 4,580 | $209.4K | 0.03% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,570 | $208.9K | 0.01% | +4,570 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,558 | $208.4K | 0.02% | +4,558 | New |
| Fidelis Capital Partners, LLC | 4,534 | $207.3K | 0.02% | +4,534 | New |
| Central Trust Co | 4,526 | $206.9K | 0.00% | −322−6.6% | Reduced |
| MV Capital Management, Inc. | 4,522 | $206.7K | 0.02% | +610+15.6% | Added |
| Boltwood Capital Management | 4,510 | $206.2K | 0.05% | +4,510 | New |
| Mill Capital Management, LLC | 4,509 | $206.2K | 0.02% | +4,509 | New |
| American Capital Advisory, LLC | 4,506 | $206.0K | 0.10% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,475 | $204.6K | 0.02% | +4,475 | New |
| Providence Capital Advisors, LLC | 4,475 | $204.6K | 0.04% | −300−6.3% | Reduced |
| LRI Investments, LLC | 4,461 | $204.0K | 0.02% | +282+6.7% | Added |
| Johnson Financial Group, LLC | 4,446 | $203.3K | 0.02% | +4,446 | New |
| Capital Management Corp | 4,443 | $203.1K | 0.03% | +4,443 | New |
| Chase Investment Counsel Corp | 4,421 | $202.0K | 0.06% | +4,421 | New |
| Trust Point Inc. | 4,415 | $201.9K | 0.02% | +4,415 | New |
| Facet Wealth, Inc. | 4,400 | $201.2K | 0.00% | +4,400 | New |
| Cubist Systematic Strategies, LLC | 4,397 | $201.0K | 0.00% | +4,397 | New |
| Eastern Bank | 4,350 | $198.9K | 0.00% | −9−0.2% | Reduced |