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 |
|---|---|---|---|---|---|
| Twin City Private Wealth, LLC | 33,755 | $1.54M | 1.20% | +4,468+15.3% | Added |
| Summit Trail Advisors, LLC | 33,309 | $1.52M | 0.02% | +2,986+9.8% | Added |
| Voya Financial Advisors, Inc. | 33,114 | $1.52M | 0.15% | −163−0.5% | Reduced |
| Foundations Investment Advisors, LLC | 33,245 | $1.52M | 0.02% | −6,954−17.3% | Reduced |
| Parallel Advisors, LLC | 33,188 | $1.52M | 0.03% | +18,845+131.4% | Added |
| We Are One Seven, LLC | 33,180 | $1.52M | 0.04% | +4,331+15.0% | Added |
| Taylor Financial Group, Inc. | 33,138 | $1.52M | 0.87% | −200−0.6% | Reduced |
| Nomura Holdings Inc | 33,091 | $1.51M | 0.01% | +28,286+588.7% | Added |
| Neville Rodie & Shaw Inc | 32,845 | $1.50M | 0.11% | −1,300−3.8% | Reduced |
| Ballentine Partners, LLC | 32,545 | $1.49M | 0.02% | +1,063+3.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 32,440 | $1.48M | 0.23% | −229−0.7% | Reduced |
| Octavia Wealth Advisors, LLC | 32,323 | $1.48M | 0.15% | −1,296−3.9% | Reduced |
| Stonebridge Capital Advisors LLC | 32,322 | $1.48M | 0.11% | −648−2.0% | Reduced |
| GAMMA Investing LLC | 32,173 | $1.47M | 0.08% | +2,918+10.0% | Added |
| Canandaigua National Bank & Trust Co | 32,129 | $1.47M | 0.13% | +355+1.1% | Added |
| Capital Investment Counsel, Inc | 31,673 | $1.45M | 0.18% | −16,593−34.4% | Reduced |
| PBMares Wealth Management LLC | 31,564 | $1.44M | 0.23% | +624+2.0% | Added |
| Ted Buchan & Co | 31,490 | $1.44M | 0.56% | +3,624+13.0% | Added |
| AssuredPartners Investment Advisors, LLC | 31,476 | $1.44M | 0.32% | −98−0.3% | Reduced |
| Applied Capital LLC | 31,261 | $1.43M | 1.02% | −100−0.3% | Reduced |
| Ostrum Asset Management | 31,046 | $1.42M | 0.06% | −2,179−6.6% | Reduced |
| Prudential PLC | 30,858 | $1.41M | 0.01% | +613+2.0% | Added |
| Brighton Jones LLC | 30,748 | $1.41M | 0.03% | +5,183+20.3% | Added |
| Gotham Asset Management, LLC | 30,525 | $1.40M | 0.01% | +306+1.0% | Added |
| Hilltop Holdings Inc. | 30,301 | $1.39M | 0.07% | +2,653+9.6% | Added |
| V. M. Manning & Co., Inc. | 29,384 | $1.38M | 1.26% | 00.0% | Unchanged |
| First American Bank | 30,082 | $1.38M | 0.09% | −461−1.5% | Reduced |
| Trust Co of Vermont | 30,070 | $1.37M | 0.06% | +94+0.3% | Added |
| JT Stratford LLC | 29,709 | $1.36M | 0.18% | −5,940−16.7% | Reduced |
| Quadcap Wealth Management, LLC | 29,616 | $1.35M | 0.16% | −18−0.1% | Reduced |
| VestGen Advisors, LLC | 29,560 | $1.35M | 0.05% | +3,560+13.7% | Added |
| Brooks, Moore & Associates, Inc. | 29,426 | $1.35M | 0.71% | −300−1.0% | Reduced |
| Great Lakes Retirement, Inc. | 29,186 | $1.33M | 0.15% | +1,939+7.1% | Added |
| Vise Technologies, Inc. | 29,173 | $1.33M | 0.05% | −19,640−40.2% | Reduced |
| V-Square Quantitative Management LLC | 29,069 | $1.33M | 0.22% | +1,538+5.6% | Added |
| MCF Advisors LLC | 28,991 | $1.33M | 0.08% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 28,842 | $1.32M | 0.06% | 00.0% | Unchanged |
| Old Port Advisors | 28,748 | $1.31M | 0.33% | +8,192+39.9% | Added |
| Tounjian Advisory Partners, LLC | 28,742 | $1.31M | 0.44% | −4,566−13.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 28,243 | $1.29M | 0.13% | +353+1.3% | Added |
| J. Safra Sarasin Holding AG | 28,170 | $1.29M | 0.02% | +10,252+57.2% | Added |
| Sound View Wealth Advisors Group, LLC | 28,121 | $1.29M | 0.09% | −241−0.8% | Reduced |
| Independence Bank of Kentucky | 28,025 | $1.28M | 0.16% | −5,050−15.3% | Reduced |
| Cobblestone Capital Advisors LLC | 27,772 | $1.27M | 0.06% | +27,772 | New |
| Tiaa Trust, National Association | 27,705 | $1.27M | 0.00% | +291+1.1% | Added |
| Moloney Securities Asset Management, LLC | 27,687 | $1.27M | 0.15% | −24,289−46.7% | Reduced |
| Pensionmark Financial Group, LLC | 27,542 | $1.26M | 0.03% | +3,605+15.1% | Added |
| Wealth Quarterback LLC | 27,534 | $1.26M | 0.49% | +1,042+3.9% | Added |
| New Century Financial Group, LLC | 27,249 | $1.25M | 2.21% | −720−2.6% | Reduced |
| Dividend Assets Capital, LLC | 27,239 | $1.25M | 0.22% | −125−0.5% | Reduced |
| William B. Walkup & Associates, Inc. | 27,194 | $1.24M | 0.67% | −30−0.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 27,126 | $1.24M | 0.06% | +1,245+4.8% | Added |
| Huntleigh Advisors, Inc. | 27,052 | $1.24M | 0.21% | +308+1.2% | Added |
| United Bank | 27,000 | $1.23M | 0.15% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 27,268 | $1.23M | 0.15% | +2,238+8.9% | Added |
| Ascent Group, LLC | 26,936 | $1.23M | 0.04% | +5,619+26.4% | Added |
| HighPoint Advisor Group LLC | 26,830 | $1.23M | 0.06% | +2,658+11.0% | Added |
| HRT Financial LP | 26,802 | $1.23M | 0.00% | −100,641−79.0% | Reduced |
| Impax Asset Management Group plc | 26,596 | $1.22M | 0.01% | 00.0% | Unchanged |
| BCS Wealth Management | 26,109 | $1.19M | 0.27% | −3,760−12.6% | Reduced |
| WealthShield Partners, LLC | 26,101 | $1.19M | 0.14% | −159−0.6% | Reduced |
| Bank & Trust Co | 26,081 | $1.19M | 0.88% | 00.0% | Unchanged |
| RBF Capital, LLC | 25,900 | $1.18M | 0.05% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 25,795 | $1.18M | 0.22% | −1,165−4.3% | Reduced |
| FORA Capital, LLC | 25,769 | $1.18M | 0.21% | +2,188+9.3% | Added |
| Meridian Wealth Management, LLC | 25,647 | $1.17M | 0.04% | +3,225+14.4% | Added |
| Trust Co of the South | 25,600 | $1.17M | 0.19% | −1,128−4.2% | Reduced |
| Plato Investment Management Ltd | 25,757 | $1.17M | 0.08% | +4,575+21.6% | Added |
| Wealthspire Advisors, LLC | 25,467 | $1.16M | 0.01% | −2,206−8.0% | Reduced |
| Catalytic Wealth RIA, LLC | 25,355 | $1.16M | 0.04% | +11,947+89.1% | Added |
| Patten Group, Inc. | 25,319 | $1.16M | 0.23% | −1,547−5.8% | Reduced |
| Argentarii, LLC | 25,091 | $1.15M | 0.49% | −5,179−17.1% | Reduced |
| Versor Investments LP | 25,008 | $1.14M | 0.21% | +9,800+64.4% | Added |
| Brown Brothers Harriman & Co | 24,998 | $1.14M | 0.01% | +309+1.3% | Added |
| Siemens Fonds Invest GmbH | 24,870 | $1.14M | 0.06% | −353−1.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 24,797 | $1.13M | 0.35% | +267+1.1% | Added |
| Vestcor Inc | 24,742 | $1.13M | 0.03% | −3,485−12.3% | Reduced |
| Bridges Investment Management Inc | 24,711 | $1.13M | 0.01% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 24,681 | $1.13M | 0.03% | +20,804+536.6% | Added |
| Community Trust & Investment Co | 24,640 | $1.13M | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 24,599 | $1.12M | 0.05% | −1,409−5.4% | Reduced |
| Snowden Capital Advisors LLC | 24,554 | $1.12M | 0.03% | +474+2.0% | Added |
| Wetherby Asset Management Inc | 24,552 | $1.12M | 0.05% | −34−0.1% | Reduced |
| Cornerstone Select Advisors, LLC | 24,383 | $1.11M | 0.82% | +958+4.1% | Added |
| Provident Investment Management, Inc. | 24,330 | $1.11M | 0.10% | +800+3.4% | Added |
| Marietta Investment Partners LLC | 24,251 | $1.11M | 0.21% | +1,400+6.1% | Added |
| Smartleaf Asset Management LLC | 24,122 | $1.11M | 0.07% | +5,598+30.2% | Added |
| NewEdge Wealth, LLC | 24,992 | $1.10M | 0.02% | +11,103+79.9% | Added |
| Coldstream Capital Management Inc | 23,998 | $1.10M | 0.01% | +3,631+17.8% | Added |
| Intrua Financial, LLC | 23,858 | $1.09M | 0.13% | +1,286+5.7% | Added |
| Ritholtz Wealth Management | 23,846 | $1.09M | 0.02% | +14,986+169.1% | Added |
| LOM Asset Management Ltd | 23,797 | $1.09M | 0.33% | +935+4.1% | Added |
| Forum Financial Management, LP | 23,758 | $1.09M | 0.01% | +3,703+18.5% | Added |
| Sagespring Wealth Partners, LLC | 23,541 | $1.08M | 0.02% | +1,735+8.0% | Added |
| Patton Albertson Miller Group, LLC | 23,539 | $1.08M | 0.13% | −1,321−5.3% | Reduced |
| Scotia Capital Inc. | 23,533 | $1.08M | 0.00% | +409+1.8% | Added |
| Fifth Third Wealth Advisors LLC | 23,476 | $1.07M | 0.04% | −4,823−17.0% | Reduced |
| South State Corp. | 23,416 | $1.07M | 0.05% | +4,487+23.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 23,394 | $1.07M | 0.14% | −1,280−5.2% | Reduced |
| Certified Advisory Corp | 23,341 | $1.07M | 0.10% | +46+0.2% | Added |