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 |
|---|---|---|---|---|---|
| BlueChip Wealth Advisors LLC | 50,319 | $2.30M | 0.98% | −1,877−3.6% | Reduced |
| IVC Wealth Advisors LLC | 49,668 | $2.27M | 1.01% | +74+0.1% | Added |
| Allstate Corp | 49,451 | $2.26M | 0.05% | +49,451 | New |
| Wealth Advisors of Tampa Bay, LLC | 49,402 | $2.26M | 0.75% | +300+0.6% | Added |
| Argyle Capital Management Inc. | 49,366 | $2.26M | 0.78% | 00.0% | Unchanged |
| Vident Advisory, LLC | 49,336 | $2.26M | 0.02% | +4,536+10.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 52,167 | $2.24M | 0.12% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 48,965 | $2.24M | 0.07% | −3,265−6.3% | Reduced |
| Park Avenue Securities LLC | 48,614 | $2.22M | 0.02% | +1,050+2.2% | Added |
| SageView Advisory Group, LLC | 48,373 | $2.21M | 0.08% | +39,026+417.5% | Added |
| Southern Capital Advisors, LLC | 48,221 | $2.20M | 1.03% | −225−0.5% | Reduced |
| CWA Asset Management Group, LLC | 48,020 | $2.20M | 0.08% | −1,592−3.2% | Reduced |
| Everence Capital Management Inc | 47,920 | $2.19M | 0.13% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 47,718 | $2.18M | 0.01% | +4,530+10.5% | Added |
| Omers Administration Corp | 47,639 | $2.18M | 0.02% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 47,363 | $2.16M | 0.74% | +11,937+33.7% | Added |
| Principal Securities, Inc. | 47,193 | $2.16M | 0.04% | +5,413+13.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 47,057 | $2.15M | 0.24% | −4,465−8.7% | Reduced |
| EJF Capital LLC | 46,686 | $2.13M | 1.24% | +1,785+4.0% | Added |
| Empirical Finance, LLC | 46,666 | $2.13M | 0.10% | +413+0.9% | Added |
| Empowered Funds, LLC | 46,647 | $2.13M | 0.02% | −118,624−71.8% | Reduced |
| Abundance Wealth Counselors | 46,134 | $2.11M | 0.36% | +248+0.5% | Added |
| Integrated Wealth Concepts LLC | 46,015 | $2.10M | 0.02% | +99+0.2% | Added |
| GHP Investment Advisors, Inc. | 45,848 | $2.10M | 0.09% | +976+2.2% | Added |
| Pathway Financial Advisers, LLC | 45,664 | $2.09M | 0.61% | −1,091−2.3% | Reduced |
| Verity & Verity, LLC | 45,337 | $2.07M | 0.17% | −222,855−83.1% | Reduced |
| Buckingham Strategic Partners | 45,505 | $2.07M | 0.02% | +11,246+32.8% | Added |
| Raleigh Capital Management Inc. | 44,965 | $2.06M | 0.78% | +9,535+26.9% | Added |
| Argent Advisors, Inc. | 44,936 | $2.05M | 0.61% | +400+0.9% | Added |
| SeaCrest Wealth Management, LLC | 46,370 | $2.05M | 0.22% | −2,583−5.3% | Reduced |
| CAPROCK Group, Inc. | 43,125 | $2.04M | 0.05% | +43,125 | New |
| Morningstar Investment Management LLC | 44,544 | $2.04M | 0.07% | +28,816+183.2% | Added |
| Guardian Wealth Advisors, LLC | 44,409 | $2.03M | 0.13% | +30,889+228.5% | Added |
| Lido Advisors, LLC | 44,324 | $2.03M | 0.01% | +37,494+549.0% | Added |
| New England Research & Management, Inc. | 44,225 | $2.02M | 0.93% | +12,150+37.9% | Added |
| Advisors Asset Management, Inc. | 43,925 | $2.01M | 0.03% | −20,833−32.2% | Reduced |
| Metis Global Partners, LLC | 43,834 | $2.00M | 0.05% | −12,797−22.6% | Reduced |
| Investors Research Corp | 43,678 | $2.00M | 0.37% | +300+0.7% | Added |
| ZWJ Investment Counsel Inc | 43,266 | $1.98M | 0.07% | −33−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 43,117 | $1.97M | 0.01% | +2,290+5.6% | Added |
| Fearless Solutions, LLC dba Best Invest | 42,620 | $1.95M | 1.25% | −1,712−3.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 41,596 | $1.90M | 0.00% | +25,909+165.2% | Added |
| Procyon Private Wealth Partners, LLC | 41,466 | $1.90M | 0.11% | +541+1.3% | Added |
| Fox Run Management, L.L.C. | 41,436 | $1.89M | 0.30% | +41,436 | New |
| San Luis Wealth Advisors LLC | 41,216 | $1.88M | 0.34% | +6,042+17.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 41,097 | $1.88M | 0.03% | −679−1.6% | Reduced |
| Marco Investment Management LLC | 40,681 | $1.86M | 0.14% | −1,275−3.0% | Reduced |
| one8zero8, LLC | 40,672 | $1.86M | 0.40% | −1,500−3.6% | Reduced |
| Jacobi Capital Management LLC | 40,301 | $1.84M | 0.11% | +472+1.2% | Added |
| Arvest Investments, Inc. | 40,158 | $1.84M | 0.26% | −367−0.9% | Reduced |
| Tradewinds, LLC. | 40,129 | $1.83M | 0.45% | +40,129 | New |
| Savant Capital, LLC | 40,064 | $1.83M | 0.01% | +1,306+3.4% | Added |
| Ballast, Inc. | 39,997 | $1.83M | 0.45% | −1,061−2.6% | Reduced |
| Ahl Investment Management, Inc. | 39,954 | $1.83M | 1.25% | −1,655−4.0% | Reduced |
| Level Four Advisory Services, LLC | 39,890 | $1.82M | 0.06% | +1,014+2.6% | Added |
| Capital Investment Advisors, LLC | 39,595 | $1.81M | 0.03% | −3,898−9.0% | Reduced |
| Ronald Blue Trust, Inc. | 39,585 | $1.81M | 0.02% | +1,128+2.9% | Added |
| CIBC Private Wealth Group, LLC | 39,479 | $1.80M | 0.00% | −8,894−18.4% | Reduced |
| Kentucky Trust Co | 39,443 | $1.80M | 0.98% | −222−0.6% | Reduced |
| Heritage Wealth Advisors | 39,407 | $1.80M | 0.08% | +208+0.5% | Added |
| Novare Capital Management LLC | 39,334 | $1.80M | 0.14% | −4,723−10.7% | Reduced |
| Icon Advisers Inc | 39,100 | $1.79M | 0.39% | 00.0% | Unchanged |
| Nkcfo LLC | 38,700 | $1.77M | 0.53% | +38,700 | New |
| Tokio Marine Asset Management Co Ltd | 38,478 | $1.76M | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 38,442 | $1.76M | 0.02% | +1,220+3.3% | Added |
| Berkeley Capital Partners, LLC | 38,411 | $1.76M | 0.42% | −475−1.2% | Reduced |
| BankPlus Trust Department | 38,278 | $1.75M | 0.47% | +122+0.3% | Added |
| Meitav Dash Investments Ltd | 38,244 | $1.75M | 0.02% | +6,098+19.0% | Added |
| Cornercap Investment Counsel Inc | 38,217 | $1.75M | 0.87% | −645−1.7% | Reduced |
| St. Johns Investment Management Company, LLC | 38,215 | $1.75M | 0.74% | −196−0.5% | Reduced |
| Kinneret Advisory, LLC | 38,128 | $1.74M | 0.15% | −171−0.4% | Reduced |
| Frank, Rimerman Advisors LLC | 38,116 | $1.74M | 0.11% | −1,381−3.5% | Reduced |
| Norris Financial Group, LLC | 38,093 | $1.74M | 0.64% | +635+1.7% | Added |
| Blair William & Co | 38,030 | $1.74M | 0.00% | +2,519+7.1% | Added |
| Signaturefd, LLC | 38,001 | $1.74M | 0.03% | +326+0.9% | Added |
| MUFG Securities Americas Inc. | 37,640 | $1.72M | 0.11% | +6,242+19.9% | Added |
| Investors Asset Management of Georgia Inc | 37,582 | $1.72M | 0.73% | +37,582 | New |
| Hancock Whitney Corp | 37,554 | $1.72M | 0.03% | −27,305−42.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 37,454 | $1.71M | 0.33% | +13,739+57.9% | Added |
| Quadrant Capital Group LLC | 37,409 | $1.71M | 0.06% | +250+0.7% | Added |
| IFG Advisory, LLC | 37,332 | $1.71M | 0.08% | −2,494−6.3% | Reduced |
| Drucker Wealth 3.0, LLC | 37,142 | $1.70M | 0.30% | −16,851−31.2% | Reduced |
| Royal Fund Management, LLC | 36,950 | $1.69M | 0.21% | +36,950 | New |
| Mutual Advisors, LLC | 38,614 | $1.68M | 0.04% | −6,842−15.1% | Reduced |
| Arcus Capital Partners, LLC | 36,722 | $1.68M | 0.73% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 36,721 | $1.68M | 1.24% | −1,700−4.4% | Reduced |
| Hennessy Advisors Inc | 36,500 | $1.67M | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 36,343 | $1.66M | 0.02% | −68,488−65.3% | Reduced |
| Creative Financial Designs Inc | 36,108 | $1.65M | 0.11% | +2,467+7.3% | Added |
| Wealth Alliance | 35,984 | $1.65M | 0.17% | −289−0.8% | Reduced |
| D.A. Davidson & Co. | 35,564 | $1.63M | 0.01% | +3,595+11.2% | Added |
| Marotta Asset Management | 35,419 | $1.61M | 0.30% | +203+0.6% | Added |
| AMG National Trust Bank | 35,195 | $1.61M | 0.04% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 34,999 | $1.60M | 0.44% | +56+0.2% | Added |
| Trust Co of Toledo NA | 34,701 | $1.59M | 0.16% | −1,552−4.3% | Reduced |
| Crews Bank & Trust | 34,629 | $1.58M | 0.23% | −115−0.3% | Reduced |
| Eagle Bluffs Wealth Management LLC | 34,567 | $1.58M | 0.68% | +866+2.6% | Added |
| Mindset Wealth Management, LLC | 34,466 | $1.58M | 0.43% | −922−2.6% | Reduced |
| Citizens & Northern Corp | 34,348 | $1.57M | 0.39% | −2,128−5.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 33,949 | $1.55M | 0.10% | −2,354−6.5% | Reduced |