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 |
|---|---|---|---|---|---|
| First Financial Corp | 120 | $5.49K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 120 | $5.49K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 115 | $5.26K | 0.00% | +115 | New |
| Turning Point Benefit Group, Inc. | 113 | $5.15K | 0.00% | +113 | New |
| GPS Wealth Strategies Group, LLC | 109 | $4.98K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 109 | $4.98K | 0.00% | +109 | New |
| Kayne Anderson Rudnick Investment Management LLC | 108 | $4.98K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 106 | $4.85K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 105 | $4.80K | 0.00% | +105 | New |
| Pineridge Advisors LLC | 100 | $4.57K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 93 | $4.36K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 82 | $4.04K | 0.00% | +82 | New |
| DT Investment Partners, LLC | 88 | $4.02K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 91 | $4.00K | 0.00% | +91 | New |
| Barnes Dennig Private Wealth Management LLC | 85 | $3.89K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 85 | $3.89K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 81 | $3.70K | 0.00% | −164−66.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 78 | $3.57K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 76 | $3.48K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 72 | $3.33K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 72 | $3.30K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 71 | $3.25K | 0.00% | +17+31.5% | Added |
| Tortoise Investment Management, LLC | 65 | $2.97K | 0.00% | −1−1.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 63 | $2.88K | 0.00% | +5+8.6% | Added |
| FSA Wealth Management LLC | 62 | $2.83K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $2.70K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 59 | $2.70K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 54 | $2.47K | 0.00% | +54 | New |
| Core Alternative Capital | 50 | $2.29K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 50 | $2.29K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 50 | $2.21K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 46 | $2.10K | 0.00% | +46 | New |
| Winnow Wealth LLC | 41 | $1.89K | 0.00% | −4,258−99.0% | Reduced |
| ZRC Wealth Management, LLC | 40 | $1.83K | 0.00% | +40 | New |
| Quest 10 Wealth Builders, Inc. | 37 | $1.71K | 0.00% | +4+12.1% | Added |
| Texas Capital Bancshares Inc | 37 | $1.69K | 0.00% | +37 | New |
| Delta Accumulation, LLC | 39 | $1.67K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 36 | $1.65K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 33 | $1.51K | 0.00% | +33 | New |
| TFC Financial Management | 31 | $1.42K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 29 | $1.33K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 29 | $1.33K | 0.00% | +3+11.5% | Added |
| Principia Wealth Advisory, LLC | 29 | $1.33K | 0.00% | +5+20.8% | Added |
| Financial Network Wealth Advisors LLC | 26 | $1.19K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 25 | $1.14K | 0.00% | +25 | New |
| MPWM Advisory Solutions, LLC | 24 | $1.10K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 28 | $1.00K | 0.00% | −102−78.5% | Reduced |
| Cornerstone Planning Group LLC | 8 | $720 | 0.00% | −176−95.7% | Reduced |
| Y.D. More Investments Ltd | 4,246 | $587 | 0.00% | −390−8.4% | Reduced |
| Davis Capital Management | 12 | $549 | 0.00% | +12 | New |
| Seneschal Advisors, LLC | 12 | $549 | 0.00% | +12 | New |
| Breakwater Investment Management | 11 | $503 | 0.00% | +11 | New |
| DHJJ Financial Advisors, Ltd. | 10 | $458 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 8 | $370 | 0.00% | +8 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 8 | $366 | 0.00% | +8 | New |
| West Branch Capital LLC | 7 | $321 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $277 | 0.00% | −377−98.4% | Reduced |
| Hurley Capital, LLC | 5 | $229 | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 4 | $183 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $91 | 0.00% | −859−99.8% | Reduced |
| FNY Investment Advisers, LLC | 14 | $0 | 0.00% | +14 | New |
| Rakuten Investment Management, Inc. | 166,883 | – | – | +166,883 | New |
| Shell Asset Management Co | 0 | $0 | 0.00% | −16,335−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −257,107−100.0% | Sold out |
| Triglav Skladi, D.O.O. | 0 | $0 | 0.00% | −218,414−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −215,000−100.0% | Sold out |
| Grant Private Wealth Management Inc | 0 | $0 | 0.00% | −124,663−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −119,727−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −95,200−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −93,330−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −34,935−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −34,548−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −26,192−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −24,640−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −23,307−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −22,741−100.0% | Sold out |
| Tower Trust & Investment Co | 0 | $0 | 0.00% | −22,736−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −19,755−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −19,603−100.0% | Sold out |
| Soundwatch Capital LLC | 0 | $0 | 0.00% | −798,535−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −17,087−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −14,996−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −14,836−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −13,459−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −14,150−100.0% | Sold out |
| Orrstown Financial Services Inc | 0 | $0 | 0.00% | −12,186−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −11,979−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −11,772−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −10,958−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −10,203−100.0% | Sold out |
| Rede Wealth, LLC | 0 | $0 | 0.00% | −9,189−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −8,549−100.0% | Sold out |
| MainStreet Investment Advisors LLC | 0 | $0 | 0.00% | −7,709−100.0% | Sold out |
| Birmingham Capital Management Co Inc | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −7,250−100.0% | Sold out |