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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 312,895 | $14.3M | 0.11% | +23,010+7.9% | Added |
| Baird Financial Group, Inc. | 311,373 | $14.2M | 0.02% | −12,006−3.7% | Reduced |
| Qube Research & Technologies Ltd | 310,461 | $14.2M | 0.02% | +310,461 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 309,640 | $14.2M | 0.07% | −11,532−3.6% | Reduced |
| Handelsbanken Fonder AB | 309,285 | $14.1M | 0.04% | −13,589−4.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 308,846 | $14.1M | 0.99% | −4,575−1.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 308,820 | $14.1M | 0.06% | +3,267+1.1% | Added |
| McRae Capital Management Inc | 302,859 | $13.8M | 2.75% | +780+0.3% | Added |
| Forsta Ap-Fonden | 299,400 | $13.7M | 0.08% | +17,400+6.2% | Added |
| ProShare Advisors LLC | 296,098 | $13.5M | 0.03% | +6,319+2.2% | Added |
| Varma Mutual Pension Insurance Co | 295,080 | $13.5M | 0.09% | +53,100+21.9% | Added |
| Ossiam | 294,525 | $13.5M | 0.17% | +257,603+697.7% | Added |
| SG Americas Securities, LLC | 294,317 | $13.5M | 0.05% | +286,693+3,760.4% | Added |
| MML Investors Services, LLC | 291,402 | $13.3M | 0.04% | −1230.0% | Reduced |
| Bryn Mawr Trust Co | 288,962 | $13.2M | 0.32% | −13,264−4.4% | Reduced |
| Auto-Owners Insurance Co | 288,000 | $13.2M | 0.34% | 00.0% | Unchanged |
| Midwest Trust Co | 287,262 | $13.1M | 0.17% | +28,611+11.1% | Added |
| South Dakota Investment Council | 283,434 | $13.0M | 0.25% | −15,530−5.2% | Reduced |
| Skba Capital Management LLC | 281,500 | $12.9M | 1.78% | +500+0.2% | Added |
| Public Sector Pension Investment Board | 278,041 | $12.7M | 0.05% | +8,561+3.2% | Added |
| State of Tennessee, Treasury Department | 275,313 | $12.6M | 0.04% | −186,575−40.4% | Reduced |
| Retirement Systems of Alabama | 275,061 | $12.6M | 0.04% | −5,939−2.1% | Reduced |
| Salem Investment Counselors Inc | 272,697 | $12.5M | 0.36% | −4,852−1.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 272,644 | $12.5M | 0.09% | −169,670−38.4% | Reduced |
| Cramer Rosenthal McGlynn LLC | 270,929 | $12.4M | 0.80% | −25,868−8.7% | Reduced |
| Assetmark, Inc | 266,870 | $12.2M | 0.03% | +62,660+30.7% | Added |
| IFM Investors Pty Ltd | 265,057 | $12.2M | 0.11% | −3,024−1.1% | Reduced |
| Brown Advisory Inc | 262,682 | $12.0M | 0.02% | −1,370−0.5% | Reduced |
| Benjamin Edwards Inc | 259,788 | $11.9M | 0.13% | +35,166+15.7% | Added |
| Bogart Wealth, LLC | 257,081 | $11.8M | 0.48% | −93,933−26.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 255,641 | $11.7M | 0.87% | −6,049−2.3% | Reduced |
| WSFS Capital Management, LLC | 253,364 | $11.6M | 0.57% | +927+0.4% | Added |
| Old National Bancorp | 252,208 | $11.5M | 0.20% | −5,114−2.0% | Reduced |
| Jump Financial, LLC | 251,584 | $11.5M | 0.15% | +157,314+166.9% | Added |
| CIBC Asset Management Inc | 245,327 | $11.2M | 0.03% | −1,589−0.6% | Reduced |
| Amalgamated Bank | 245,044 | $11.2M | 0.08% | −8,144−3.2% | Reduced |
| DnB Asset Management AS | 244,144 | $11.2M | 0.04% | +7,838+3.3% | Added |
| Bank of Nova Scotia | 243,763 | $11.1M | 0.02% | +117,376+92.9% | Added |
| Allworth Financial LP | 242,433 | $11.1M | 0.05% | +3,668+1.5% | Added |
| Wealthfront Advisers LLC | 242,093 | $11.1M | 0.03% | −11,143−4.4% | Reduced |
| Sanctuary Advisors, LLC | 239,115 | $10.9M | 0.06% | −6,367−2.6% | Reduced |
| King Luther Capital Management Corp | 238,788 | $10.9M | 0.04% | +115,809+94.2% | Added |
| Modera Wealth Management, LLC | 238,375 | $10.9M | 0.13% | −5,361−2.2% | Reduced |
| Interval Partners, LP | 237,375 | $10.9M | 0.23% | −19,973−7.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 238,147 | $10.8M | 0.02% | +238,147 | New |
| Systematic Alpha Investments, LLC | 233,937 | $10.7M | 0.35% | 00.0% | Unchanged |
| KBC Group NV | 233,008 | $10.7M | 0.03% | −275,618−54.2% | Reduced |
| CI Private Wealth, LLC | 230,212 | $10.5M | 0.02% | −34,546−13.0% | Reduced |
| Horizon Investments, LLC | 229,690 | $10.5M | 0.14% | +31,931+16.1% | Added |
| Robeco Institutional Asset Management B.V. | 227,593 | $10.4M | 0.02% | −51,104−18.3% | Reduced |
| Ensign Peak Advisors, Inc | 225,217 | $10.3M | 0.02% | −156,875−41.1% | Reduced |
| Jain Global LLC | 224,800 | $10.3M | 0.13% | +192,858+603.8% | Added |
| Basswood Capital Management, L.L.C. | 223,030 | $10.2M | 0.47% | −276,254−55.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 219,898 | $10.1M | 0.09% | −800−0.4% | Reduced |
| GWM Advisors LLC | 219,520 | $10.0M | 0.05% | +57,264+35.3% | Added |
| Man Group plc | 217,283 | $9.93M | 0.02% | −136,893−38.7% | Reduced |
| Wealthcare Advisory Partners LLC | 216,618 | $9.90M | 0.21% | +5,249+2.5% | Added |
| Utah Retirement Systems | 213,146 | $9.75M | 0.09% | −5,247−2.4% | Reduced |
| Kanawha Capital Management LLC | 212,994 | $9.74M | 0.67% | −15,636−6.8% | Reduced |
| Voya Investment Management LLC | 211,328 | $9.66M | 0.01% | −50,905−19.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 211,197 | $9.66M | 0.08% | +10,812+5.4% | Added |
| Arkadios Wealth Advisors | 210,429 | $9.62M | 0.24% | +19,830+10.4% | Added |
| Kestra Advisory Services, LLC | 209,216 | $9.57M | 0.04% | −7,337−3.4% | Reduced |
| Cardinal Capital Management | 206,940 | $9.46M | 1.31% | +1,621+0.8% | Added |
| USS Investment Management Ltd | 206,926 | $9.46M | 0.05% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 206,663 | $9.45M | 0.08% | +8,617+4.4% | Added |
| Cresset Asset Management, LLC | 205,864 | $9.41M | 0.04% | +16,665+8.8% | Added |
| Cambria Investment Management, L.P. | 204,443 | $9.35M | 0.57% | +204,443 | New |
| Daiwa Securities Group Inc. | 203,532 | $9.30M | 0.03% | +7,252+3.7% | Added |
| Hunter Perkins Capital Management, LLC | 203,099 | $9.29M | 2.06% | −1,173−0.6% | Reduced |
| Teacher Retirement System of Texas | 202,728 | $9.27M | 0.04% | −26,749−11.7% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 202,070 | $9.24M | 0.14% | 00.0% | Unchanged |
| Nearwater Capital Markets, Ltd | 200,000 | $9.14M | 0.12% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 190,918 | $8.73M | 0.29% | +85,220+80.6% | Added |
| Colony Group, LLC | 192,004 | $8.72M | 0.01% | +73,785+62.4% | Added |
| Atlantic Union Bankshares Corp | 190,514 | $8.71M | 0.16% | +46,356+32.2% | Added |
| Rowland & Co Investment Counsel | 190,467 | $8.71M | 1.71% | −2,064−1.1% | Reduced |
| British Columbia Investment Management Corp | 188,203 | $8.60M | 0.05% | −17,857−8.7% | Reduced |
| Northern Oak Wealth Management Inc | 188,173 | $8.60M | 1.06% | +500.0% | Added |
| Mercer Global Advisors Inc | 187,767 | $8.58M | 0.01% | −3,258−1.7% | Reduced |
| NEOS Investment Management LLC | 185,824 | $8.50M | 0.06% | +57,945+45.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 185,778 | $8.49M | 0.03% | +22,453+13.7% | Added |
| Pathstone Holdings, LLC | 182,838 | $8.36M | 0.03% | +18,328+11.1% | Added |
| Ibex Wealth Advisors | 182,148 | $8.33M | 0.80% | +1,620+0.9% | Added |
| Huber Capital Management LLC | 181,464 | $8.30M | 1.31% | 00.0% | Unchanged |
| Xponance, Inc. | 180,441 | $8.25M | 0.07% | −10,799−5.6% | Reduced |
| CIBC Bancorp USA Inc. | 178,618 | $8.17M | 0.05% | +178,618 | New |
| Logan Capital Management Inc | 177,534 | $8.12M | 0.34% | +305+0.2% | Added |
| Manning & Napier Advisors LLC | 175,251 | $8.05M | 0.10% | −142,363−44.8% | Reduced |
| Ethic Inc. | 175,084 | $8.00M | 0.13% | +3,391+2.0% | Added |
| New York Life Investment Management LLC | 175,054 | $8.00M | 0.07% | −3,007−1.7% | Reduced |
| Pinnacle Financial Partners Inc | 174,839 | $7.99M | 0.19% | +40,393+30.0% | Added |
| CIBC World Markets Inc. | 174,041 | $7.96M | 0.02% | +25,590+17.2% | Added |
| Argent Trust Co | 170,465 | $7.79M | 0.28% | −1,133−0.7% | Reduced |
| Woodline Partners LP | 170,416 | $7.79M | 0.04% | +28,765+20.3% | Added |
| Ieq Capital, LLC | 169,679 | $7.76M | 0.02% | +30,009+21.5% | Added |
| Oppenheimer & Co Inc | 169,030 | $7.73M | 0.09% | +26,530+18.6% | Added |
| Yousif Capital Management, LLC | 167,621 | $7.66M | 0.08% | −12,138−6.8% | Reduced |
| Diversified Trust Co | 167,444 | $7.66M | 0.15% | −4,001−2.3% | Reduced |
| Capital Group Private Client Services, Inc. | 167,095 | $7.64M | 0.13% | −923,160−84.7% | Reduced |