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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 810 | $37.0K | 0.01% | +19+2.4% | Added |
| Ramirez Asset Management, Inc. | 800 | $36.6K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 743 | $33.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 715 | $32.7K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 704 | $32.2K | 0.01% | +7+1.0% | Added |
| Covestor Ltd | 696 | $32.0K | 0.02% | +21+3.1% | Added |
| Princeton Global Asset Management LLC | 696 | $31.8K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 695 | $31.8K | 0.01% | +600+631.6% | Added |
| Ancora Advisors, LLC | 693 | $31.7K | 0.00% | +500+259.1% | Added |
| Rosenberg Matthew Hamilton | 668 | $30.5K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 643 | $29.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 637 | $29.1K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 636 | $29.1K | 0.02% | −5−0.8% | Reduced |
| Horizon Financial Services, LLC | 627 | $28.7K | 0.01% | +627 | New |
| Loomis Sayles & Co L P | 623 | $28.5K | 0.00% | +11+1.8% | Added |
| Hallmark Capital Management Inc | 619 | $28.3K | 0.00% | +619 | New |
| DAGCO, Inc. | 617 | $28.2K | 0.01% | +7+1.1% | Added |
| Hopwood Financial Services, Inc. | 600 | $27.4K | 0.02% | 00.0% | Unchanged |
| Motco | 591 | $27.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $27.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 600 | $27.0K | 0.02% | 00.0% | Unchanged |
| SWAN Capital LLC | 570 | $26.1K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 568 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 546 | $24.0K | 0.01% | +61+12.6% | Added |
| Bare Financial Services, Inc | 524 | $24.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 513 | $23.5K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 498 | $22.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 494 | $22.6K | 0.01% | +380+333.3% | Added |
| Richard W. Paul & Associates, LLC | 488 | $22.3K | 0.01% | +105+27.4% | Added |
| Glen Eagle Advisors, LLC | 478 | $21.9K | 0.00% | +313+189.7% | Added |
| Prestige Wealth Management Group LLC | 468 | $21.4K | 0.00% | −106−18.5% | Reduced |
| Hartford Financial Management Inc. | 449 | $20.5K | 0.01% | −3,000−87.0% | Reduced |
| Old Second National Bank of Aurora | 445 | $20.3K | 0.00% | +145+48.3% | Added |
| Rialto Wealth Management, LLC | 427 | $19.5K | 0.01% | +9+2.2% | Added |
| McIlrath & Eck, LLC | 427 | $19.5K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 424 | $19.4K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 421 | $19.2K | 0.01% | +4+1.0% | Added |
| Palisade Asset Management, LLC | 419 | $19.2K | 0.00% | +419 | New |
| Hanson & Doremus Investment Management | 408 | $19.0K | 0.00% | +52+14.6% | Added |
| ORG Partners LLC | 411 | $18.8K | 0.00% | +138+50.5% | Added |
| Edmond de Rothschild Holding S.A. | 403 | $18.4K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 402 | $18.4K | 0.00% | −22−5.2% | Reduced |
| N.E.W. Advisory Services LLC | 400 | $18.3K | 0.00% | −100−20.0% | Reduced |
| Country Trust Bank | 397 | $18.2K | 0.00% | +365+1,140.6% | Added |
| Monetary Management Group Inc | 388 | $17.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 388 | $17.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 385 | $17.6K | 0.01% | +57+17.4% | Added |
| Fairman Group, LLC | 384 | $17.5K | 0.01% | +5+1.3% | Added |
| Westfuller Advisors, LLC | 381 | $17.4K | 0.01% | +381 | New |
| Lowe Wealth Advisors, LLC | 377 | $17.2K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 372 | $17.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 365 | $16.7K | 0.00% | −704−65.9% | Reduced |
| PFS Partners, LLC | 363 | $16.6K | 0.01% | +82+29.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 362 | $16.5K | 0.03% | −1,681−82.3% | Reduced |
| Piscataqua Savings Bank | 360 | $16.5K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 330 | $15.1K | 0.00% | +6+1.9% | Added |
| Dunhill Financial, LLC | 320 | $14.6K | 0.00% | +1+0.3% | Added |
| Armstrong Advisory Group, Inc | 320 | $14.6K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 311 | $14.2K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 300 | $13.7K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $13.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 294 | $13.4K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 289 | $13.2K | 0.01% | +53+22.5% | Added |
| Rakuten Securities, Inc. | 281 | $12.8K | 0.00% | −5,754−95.3% | Reduced |
| Proathlete Wealth Management LLC | 281 | $12.8K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 277 | $12.7K | 0.01% | −7−2.5% | Reduced |
| Valued Wealth Advisors LLC | 272 | $12.4K | 0.01% | +3+1.1% | Added |
| Stone House Investment Management, LLC | 272 | $12.4K | 0.00% | +14+5.4% | Added |
| Bangor Savings Bank | 267 | $12.2K | 0.00% | −3−1.1% | Reduced |
| Highline Wealth Partners LLC | 267 | $12.2K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 250 | $11.4K | 0.00% | +250 | New |
| CBIZ Investment Advisory Services, LLC | 249 | $11.4K | 0.00% | −531−68.1% | Reduced |
| St Germain D J Co Inc | 248 | $11.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 245 | $11.2K | 0.00% | −9−3.5% | Reduced |
| Duncker Streett & Co Inc | 244 | $11.2K | 0.00% | +94+62.7% | Added |
| Avion Wealth | 246 | $11.0K | 0.00% | −2−0.8% | Reduced |
| Bell Investment Advisors, Inc | 236 | $10.8K | 0.00% | −5−2.1% | Reduced |
| Raffa Wealth Management, LLC | 236 | $10.8K | 0.00% | +38+19.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 226 | $10.3K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 225 | $10.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 211 | $9.65K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 210 | $9.60K | 0.00% | +210 | New |
| GoalVest Advisory LLC | 205 | $9.37K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $9.14K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 202 | $9.00K | 0.00% | +88+77.2% | Added |
| Wolff Wiese Magana LLC | 195 | $8.92K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 180 | $8.23K | 0.00% | −56−23.7% | Reduced |
| Marquette Asset Management, LLC | 179 | $8.18K | 0.00% | +179 | New |
| Boreal Capital Management LLC | 176 | $8.05K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 175 | $8.00K | 0.00% | +71+68.3% | Added |
| Anfield Capital Management, LLC | 174 | $7.96K | 0.00% | +19+12.3% | Added |
| Plante Moran Financial Advisors, LLC | 173 | $7.91K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 168 | $7.68K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 161 | $7.36K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $7.11K | 0.00% | −18−10.3% | Reduced |
| Fortis Group Advisors, LLC | 150 | $6.86K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 144 | $6.59K | 0.00% | +1+0.7% | Added |
| Sit Investment Associates Inc | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 125 | $5.71K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 121 | $5.51K | 0.00% | +121 | New |