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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 166,335 | $7.60M | 0.12% | +5,568+3.5% | Added |
| Public Employees Retirement Association of Colorado | 165,389 | $7.56M | 0.03% | −2,583−1.5% | Reduced |
| Nissay Asset Management Corp | 165,262 | $7.56M | 0.04% | +1,551+0.9% | Added |
| Continental Advisors LLC | 165,172 | $7.55M | 5.10% | 00.0% | Unchanged |
| Alerus Financial NA | 164,428 | $7.52M | 0.38% | +10,579+6.9% | Added |
| NTV Asset Management LLC | 164,252 | $7.51M | 0.82% | −5,449−3.2% | Reduced |
| Point72 Europe (London) LLP | 163,555 | $7.48M | 0.41% | −201,318−55.2% | Reduced |
| Colonial Trust Advisors | 162,771 | $7.44M | 0.57% | +59,788+58.1% | Added |
| M&T Bank Corp | 160,112 | $7.32M | 0.02% | −15,443−8.8% | Reduced |
| Linscomb & Williams, Inc. | 159,996 | $7.32M | 0.32% | +1,667+1.1% | Added |
| Concurrent Investment Advisors, LLC | 157,184 | $7.19M | 0.12% | +12,743+8.8% | Added |
| Janus Henderson Group PLC | 156,884 | $7.17M | 0.00% | −9,600−5.8% | Reduced |
| Davis Selected Advisers | 156,437 | $7.15M | 0.04% | +592+0.4% | Added |
| Zions Bancorporation, National Association | 156,055 | $7.13M | 0.35% | −7,849−4.8% | Reduced |
| Alpha Omega Wealth Management LLC | 155,614 | $7.11M | 1.18% | −5,614−3.5% | Reduced |
| Reliant Investment Partners, LLC | 155,598 | $7.08M | 5.55% | −695−0.4% | Reduced |
| CWM, LLC | 154,659 | $7.07M | 0.02% | +78,382+102.8% | Added |
| HB Wealth Management, LLC | 154,147 | $7.05M | 0.05% | +35,382+29.8% | Added |
| Mackenzie Financial Corp | 153,232 | $7.01M | 0.01% | +1,521+1.0% | Added |
| Regions Financial Corp | 150,644 | $6.89M | 0.04% | −18,181−10.8% | Reduced |
| Socorro Asset Management LP | 149,474 | $6.83M | 2.46% | −23,891−13.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 147,582 | $6.75M | 0.85% | +6,935+4.9% | Added |
| Oregon Public Employees Retirement Fund | 147,314 | $6.74M | 0.09% | +34,139+30.2% | Added |
| Old Point Trust & Financial Services N A | 145,400 | $6.65M | 2.15% | −8,050−5.2% | Reduced |
| Pacer Advisors, Inc. | 144,355 | $6.60M | 0.02% | +37,762+35.4% | Added |
| Advisory Services Network, LLC | 144,155 | $6.59M | 0.10% | +4,069+2.9% | Added |
| OP Asset Management Ltd | 142,625 | $6.52M | 0.09% | +2,522+1.8% | Added |
| Atria Investments LLC | 141,530 | $6.47M | 0.07% | +5,220+3.8% | Added |
| State of Alaska, Department of Revenue | 140,933 | $6.44M | 0.07% | −6,150−4.2% | Reduced |
| Cornerstone Wealth Group, LLC | 140,041 | $6.40M | 0.43% | −202−0.1% | Reduced |
| Mutual of America Capital Management LLC | 139,773 | $6.39M | 0.07% | −10,412−6.9% | Reduced |
| Harvest Portfolios Group Inc. | 138,947 | $6.35M | 0.12% | −6,263−4.3% | Reduced |
| JustInvest LLC | 136,982 | $6.27M | 0.06% | +8,565+6.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 134,574 | $6.15M | 0.05% | −66,325−33.0% | Reduced |
| Boston Common Asset Management, LLC | 134,155 | $6.13M | 0.17% | −40,903−23.4% | Reduced |
| United Capital Management of KS, Inc. | 132,785 | $6.07M | 0.83% | +3,680+2.9% | Added |
| Stephens Inc | 130,793 | $6.03M | 0.08% | −120−0.1% | Reduced |
| Shelton Capital Management | 131,599 | $6.02M | 0.13% | −184−0.1% | Reduced |
| Hilton Capital Management, LLC | 130,809 | $5.98M | 0.48% | +122,195+1,418.6% | Added |
| Griffith & Werner, Inc. | 131,445 | $5.93M | 3.07% | +131,445 | New |
| Global Wealth Management Investment Advisory, Inc. | 129,032 | $5.90M | 0.99% | +640.0% | Added |
| Highland Capital Management, LLC | 127,328 | $5.82M | 0.29% | −38,241−23.1% | Reduced |
| Associated Banc-Corp | 126,853 | $5.80M | 0.15% | −5,604−4.2% | Reduced |
| Nordea Investment Management AB | 126,017 | $5.67M | 0.00% | +12,205+10.7% | Added |
| Chesley Taft & Associates LLC | 123,652 | $5.65M | 0.24% | −389−0.3% | Reduced |
| Whitener Capital Management, Inc. | 121,985 | $5.58M | 1.34% | +1,051+0.9% | Added |
| Loudon Investment Management, LLC | 120,774 | $5.52M | 2.89% | −4,047−3.2% | Reduced |
| Equitable Trust Co | 118,261 | $5.41M | 0.25% | +38,850+48.9% | Added |
| LaFleur & Godfrey LLC | 117,769 | $5.38M | 0.65% | −784−0.7% | Reduced |
| DRW Securities, LLC | 115,954 | $5.31M | 0.27% | −28,868−19.9% | Reduced |
| Baugh & Associates, LLC | 126,043 | $5.30M | 2.64% | −3,023−2.3% | Reduced |
| Inspire Trust Co, N.A. | 113,000 | $5.17M | 0.94% | +5,000+4.6% | Added |
| Candriam Luxembourg S.C.A. | 112,891 | $5.16M | 0.03% | 00.0% | Unchanged |
| Country Club Bank | 111,351 | $5.11M | 0.30% | −989−0.9% | Reduced |
| AustralianSuper Pty Ltd | 111,150 | $5.08M | 0.02% | −61,472−35.6% | Reduced |
| Verdence Capital Advisors LLC | 113,281 | $5.06M | 0.29% | +11,901+11.7% | Added |
| First Citizens Bank & Trust Co | 110,076 | $5.03M | 0.11% | −464−0.4% | Reduced |
| Bridge Creek Capital Management LLC | 109,524 | $5.01M | 1.39% | −4,678−4.1% | Reduced |
| Simon Quick Advisors, LLC | 107,583 | $4.92M | 0.22% | −143−0.1% | Reduced |
| Elo Mutual Pension Insurance Co | 107,366 | $4.91M | 0.08% | +45,385+73.2% | Added |
| ASR Vermogensbeheer N.V. | 106,393 | $4.86M | 0.06% | −390−0.4% | Reduced |
| Hedeker Wealth, LLC | 106,298 | $4.86M | 1.01% | +2,541+2.4% | Added |
| Griffin Asset Management, Inc. | 104,976 | $4.80M | 0.54% | −1,323−1.2% | Reduced |
| Patten & Patten Inc | 104,238 | $4.77M | 0.28% | +3,111+3.1% | Added |
| ISAM Funds (UK) Ltd | 103,928 | $4.75M | 0.98% | +103,928 | New |
| Venture Visionary Partners LLC | 103,773 | $4.74M | 0.16% | +3,141+3.1% | Added |
| Teachers Retirement System of the State of Kentucky | 103,733 | $4.74M | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 103,308 | $4.72M | 0.02% | +13,058+14.5% | Added |
| TD Private Client Wealth LLC | 102,849 | $4.70M | 0.11% | +26,306+34.4% | Added |
| Wellington Shields Capital Management, LLC | 101,424 | $4.64M | 0.70% | −637−0.6% | Reduced |
| Avanza Fonder AB | 101,159 | $4.62M | 0.12% | +13,885+15.9% | Added |
| Federation des caisses Desjardins du Quebec | 100,351 | $4.59M | 0.02% | −23,438−18.9% | Reduced |
| Dana Investment Advisors, Inc. | 100,013 | $4.57M | 0.13% | +247+0.2% | Added |
| Intact Investment Management Inc. | 98,500 | $4.50M | 0.14% | −61,200−38.3% | Reduced |
| Clearstead Advisors, LLC | 98,346 | $4.50M | 0.07% | +2,277+2.4% | Added |
| Sciencast Management LP | 98,115 | $4.49M | 0.84% | +47,678+94.5% | Added |
| Kestra Private Wealth Services, LLC | 97,939 | $4.48M | 0.06% | +5,698+6.2% | Added |
| Brevan Howard Capital Management LP | 97,010 | $4.44M | 0.06% | +7,558+8.4% | Added |
| Mizuho Securities USA LLC | 93,914 | $4.40M | 0.09% | +3,412+3.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 95,827 | $4.38M | 0.02% | +13,081+15.8% | Added |
| Brinker Capital Investments, LLC | 95,589 | $4.37M | 0.03% | −16,094−14.4% | Reduced |
| Jefferies Financial Group Inc. | 94,545 | $4.32M | 0.04% | −110,082−53.8% | Reduced |
| Community Bank, N.A. | 93,599 | $4.28M | 0.52% | +1,345+1.5% | Added |
| Sompo Asset Management Co., Ltd. | 93,285 | $4.26M | 0.73% | −8,980−8.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 92,786 | $4.24M | 0.83% | −3,540−3.7% | Reduced |
| Capital Investment Advisory Services, LLC | 91,945 | $4.20M | 0.33% | −2,599−2.7% | Reduced |
| Signature Wealth Management Group | 91,279 | $4.17M | 1.62% | +2,306+2.6% | Added |
| Commerce Bank | 90,118 | $4.12M | 0.02% | +6,848+8.2% | Added |
| Iowa State Bank | 90,051 | $4.12M | 0.78% | +478+0.5% | Added |
| Axxcess Wealth Management, LLC | 89,404 | $4.09M | 0.09% | −2,160−2.4% | Reduced |
| Motley Fool Asset Management LLC | 89,044 | $4.07M | 0.17% | +21,917+32.7% | Added |
| Warren Averett Asset Management, LLC | 87,186 | $3.99M | 0.04% | +649+0.7% | Added |
| Am Investment Strategies LLC | 86,999 | $3.98M | 0.86% | −79−0.1% | Reduced |
| Cary Street Partners Financial LLC | 86,494 | $3.95M | 0.10% | +6,588+8.2% | Added |
| Fiduciary Alliance LLC | 86,481 | $3.95M | 0.26% | −5,888−6.4% | Reduced |
| Hengehold Capital Management LLC | 85,428 | $3.91M | 0.33% | +2,021+2.4% | Added |
| Thomasville National Bank | 85,367 | $3.90M | 0.25% | −1,044−1.2% | Reduced |
| Toroso Investments, LLC | 85,113 | $3.89M | 0.02% | +44,785+111.1% | Added |
| XML Financial, LLC | 84,664 | $3.87M | 0.32% | −4,815−5.4% | Reduced |
| QRG Capital Management, Inc. | 84,530 | $3.86M | 0.05% | −22,624−21.1% | Reduced |