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 |
|---|---|---|---|---|---|
| Accordant Advisory Group Inc | 4,299 | $196.6K | 0.13% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,269 | $195.2K | 0.03% | +14+0.3% | Added |
| Westpac Banking Corp | 4,184 | $191.3K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4,108 | $187.8K | 0.10% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,966 | $181.0K | 0.00% | +2,874+263.2% | Added |
| Grove Bank & Trust | 3,862 | $176.6K | 0.02% | −250−6.1% | Reduced |
| Bruce G. Allen Investments, LLC | 3,787 | $173.1K | 0.12% | +7+0.2% | Added |
| Dakota Community Bank & Trust NA | 3,748 | $171.4K | 0.68% | +345+10.1% | Added |
| VSM Wealth Advisory, LLC | 3,730 | $170.5K | 0.05% | −2,315−38.3% | Reduced |
| TD Waterhouse Canada Inc. | 3,730 | $170.0K | 0.00% | +237+6.8% | Added |
| Manchester Capital Management LLC | 3,641 | $166.5K | 0.02% | −228−5.9% | Reduced |
| Onefund, LLC | 3,621 | $165.6K | 0.11% | +134+3.8% | Added |
| Fairscale Capital, LLC | 3,503 | $160.2K | 0.11% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3,503 | $160.2K | 0.09% | +321+10.1% | Added |
| Global Trust Asset Management, LLC | 3,401 | $155.5K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,234 | $147.9K | 0.06% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3,222 | $147.3K | 0.01% | −2,390−42.6% | Reduced |
| Exchange Traded Concepts, LLC | 3,203 | $146.4K | 0.00% | −1,589−33.2% | Reduced |
| Sentry Investment Management LLC | 3,137 | $138.0K | 0.09% | −1,250−28.5% | Reduced |
| Viking Fund Management LLC | 3,000 | $137.2K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,000 | $137.2K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 3,000 | $137.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,918 | $133.4K | 0.01% | −1,304−30.9% | Reduced |
| Boyd Watterson Asset Management LLC | 2,907 | $132.9K | 0.04% | −92−3.1% | Reduced |
| PEAK6 LLC | 2,820 | $128.9K | 0.00% | +2,820 | New |
| Caldwell Sutter Capital, Inc. | 2,677 | $122.4K | 0.05% | −247−8.4% | Reduced |
| Proffitt & Goodson Inc | 2,656 | $121.4K | 0.02% | +91+3.5% | Added |
| Clear Street Markets LLC | 2,624 | $120.0K | 0.04% | +1,742+197.5% | Added |
| Silvant Capital Management LLC | 2,587 | $118.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,558 | $116.9K | 0.01% | +2,558 | New |
| Evolution Advisers, Inc. | 74,770 | $116.0K | 0.05% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,528 | $115.6K | 0.04% | +2,327+1,157.7% | Added |
| Millstone Evans Group, LLC | 2,483 | $113.5K | 0.07% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,476 | $113.2K | 0.07% | +161+7.0% | Added |
| Curat Global, LLC | 2,443 | $111.7K | 0.10% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,430 | $111.1K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,410 | $110.2K | 0.00% | +2,410 | New |
| Clear Investment Research, LLC | 2,360 | $107.9K | 0.14% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,320 | $106.1K | 0.02% | −541−18.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,290 | $105.0K | 0.00% | +471+25.9% | Added |
| Root Financial Partners, LLC | 2,250 | $102.9K | 0.01% | +2,250 | New |
| Hughes Financial Services, LLC | 2,278 | $102.8K | 0.02% | +24+1.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,246 | $102.7K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 2,199 | $100.5K | 0.03% | +331+17.7% | Added |
| Sittner & Nelson, LLC | 2,175 | $99.4K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,171 | $99.3K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,124 | $97.1K | 0.01% | +415+24.3% | Added |
| Abound Wealth Management | 2,111 | $96.5K | 0.02% | +22+1.1% | Added |
| SBI Securities Co., Ltd. | 2,103 | $96.1K | 0.00% | −388−15.6% | Reduced |
| Capital Advisors, Ltd. LLC | 2,088 | $95.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,077 | $95.0K | 0.01% | −40−1.9% | Reduced |
| GW&K Investment Management, LLC | 1,972 | $90.0K | 0.00% | −19−1.0% | Reduced |
| IMA Wealth, Inc. | 1,961 | $89.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,970 | $89.0K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,893 | $86.5K | 0.01% | −125−6.2% | Reduced |
| AdvisorNet Financial, Inc | 1,823 | $83.3K | 0.00% | −102−5.3% | Reduced |
| REAP Financial Group, LLC | 1,783 | $81.5K | 0.02% | +151+9.3% | Added |
| Catalyst Capital Advisors LLC | 1,738 | $79.5K | 0.00% | +378+27.8% | Added |
| UMA Financial Services, Inc. | 1,729 | $79.1K | 0.01% | +376+27.8% | Added |
| Truvestments Capital LLC | 1,672 | $76.4K | 0.01% | +284+20.5% | Added |
| Investment Research & Advisory Group, Inc. | 1,627 | $75.9K | 0.03% | −16−1.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1,655 | $75.7K | 0.01% | −424−20.4% | Reduced |
| Stephens Consulting, LLC | 1,555 | $71.1K | 0.02% | −29−1.8% | Reduced |
| Riverview Trust Co | 1,549 | $70.8K | 0.09% | −1,163−42.9% | Reduced |
| Richardson Financial Services Inc. | 1,549 | $70.8K | 0.04% | −146−8.6% | Reduced |
| Main Street Group, LTD | 1,544 | $70.6K | 0.02% | +2+0.1% | Added |
| Hillsdale Investment Management Inc. | 1,510 | $69.0K | 0.00% | +1,260+504.0% | Added |
| Chilton Capital Management LLC | 1,500 | $68.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $66.3K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1,394 | $63.7K | 0.02% | +1,394 | New |
| Mechanics Financial Corp | 1,375 | $62.9K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,340 | $61.3K | 0.02% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,310 | $59.9K | 0.04% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,303 | $59.6K | 0.04% | +159+13.9% | Added |
| Walleye Capital LLC | 1,290 | $59.0K | 0.00% | −29,685−95.8% | Reduced |
| Banque Cantonale Vaudoise | 1,276 | $58.0K | 0.00% | −32,568−96.2% | Reduced |
| Burkett Financial Services, LLC | 1,255 | $57.4K | 0.02% | +14+1.1% | Added |
| Private Wealth Management Group, LLC | 1,235 | $56.5K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,211 | $55.4K | 0.01% | −1,071−46.9% | Reduced |
| Horizon Bancorp Inc | 1,210 | $55.0K | 0.03% | −95−7.3% | Reduced |
| City State Bank | 1,169 | $53.4K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,153 | $52.7K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,106 | $50.6K | 0.00% | +1,106 | New |
| Washington Trust Advisors, Inc. | 1,094 | $50.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,083 | $49.5K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,069 | $48.9K | 0.03% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1,037 | $47.4K | 0.02% | −1,985−65.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,029 | $47.0K | 0.00% | +98+10.5% | Added |
| TCTC Holdings, LLC | 1,023 | $46.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,020 | $46.6K | 0.00% | −46−4.3% | Reduced |
| Hemington Wealth Management | 1,018 | $46.0K | 0.01% | +89+9.6% | Added |
| Flagship Wealth Advisors, LLC | 976 | $44.6K | 0.01% | +15+1.6% | Added |
| Aventura Private Wealth, LLC | 940 | $43.0K | 0.02% | −850−47.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 887 | $40.6K | 0.00% | +887 | New |
| Pinnacle Bancorp, Inc. | 859 | $39.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 854 | $39.0K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 853 | $39.0K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 834 | $38.1K | 0.01% | +50+6.4% | Added |
| Winthrop Capital Management, LLC | 840 | $38.0K | 0.01% | −74−8.1% | Reduced |
| Tripletail Wealth Management, LLC | 817 | $37.4K | 0.04% | +817 | New |