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 |
|---|---|---|---|---|---|
| Welch & Forbes LLC | 23,295 | $1.07M | 0.01% | −1,146−4.7% | Reduced |
| Farther Finance Advisors, LLC | 23,294 | $1.06M | 0.02% | +1,820+8.5% | Added |
| Edgemoor Investment Advisors, Inc. | 23,199 | $1.06M | 0.08% | +23,199 | New |
| Glenview Trust Co | 23,185 | $1.06M | 0.02% | +1,426+6.6% | Added |
| River Wealth Advisors LLC | 23,024 | $1.05M | 0.12% | −1,204−5.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 23,000 | $1.05M | 0.00% | −4,930−17.7% | Reduced |
| Financial Security Advisor, Inc. | 22,985 | $1.05M | 0.22% | +80.0% | Added |
| Greenwood Capital Associates LLC | 22,742 | $1.04M | 0.12% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 22,561 | $1.03M | 0.23% | −2,307−9.3% | Reduced |
| NewSquare Capital LLC | 22,524 | $1.03M | 0.07% | +2,486+12.4% | Added |
| Tema ETFs LLC | 22,507 | $1.03M | 0.09% | +22,507 | New |
| Park Circle Co | 22,285 | $1.02M | 0.88% | −11,245−33.5% | Reduced |
| Monument Capital Management | 22,280 | $1.02M | 0.25% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 22,272 | $1.02M | 0.13% | −802−3.5% | Reduced |
| EPG Wealth Management LLC | 22,268 | $1.02M | 0.28% | +60.0% | Added |
| BIP Wealth, LLC | 22,183 | $1.01M | 0.05% | +2,143+10.7% | Added |
| Widmann Financial Services, Inc. | 22,179 | $1.01M | 0.64% | +10.0% | Added |
| Silver Oak Securities, Inc | 22,179 | $1.01M | 0.08% | +1,977+9.8% | Added |
| Freemont Management S.A. | 22,100 | $1.01M | 0.79% | −165,400−88.2% | Reduced |
| Dover Advisors, LLC | 21,944 | $1.00M | 0.40% | −465−2.1% | Reduced |
| Salomon & Ludwin, LLC | 21,934 | $998.4K | 0.09% | +239+1.1% | Added |
| Oakworth Capital, Inc. | 21,758 | $994.8K | 0.06% | +1,036+5.0% | Added |
| International Assets Investment Management, LLC | 22,420 | $991.0K | 0.08% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 21,670 | $990.7K | 0.37% | −147−0.7% | Reduced |
| Keystone Financial Group, Inc. | 21,512 | $983.5K | 0.55% | +229+1.1% | Added |
| FIL Ltd | 21,419 | $979.3K | 0.00% | +14,481+208.7% | Added |
| Old North State Trust, LLC | 21,204 | $969.0K | 0.59% | −6,222−22.7% | Reduced |
| Legacy Financial Advisors, Inc. | 20,956 | $958.1K | 0.13% | −1,566−7.0% | Reduced |
| Dodge & Cox | 20,911 | $956.1K | 0.00% | 00.0% | Unchanged |
| American Trust | 20,910 | $956.0K | 0.08% | +1,108+5.6% | Added |
| Carson Advisory Inc. | 20,898 | $955.4K | 0.52% | −99−0.5% | Reduced |
| PFG Investments, LLC | 20,892 | $955.2K | 0.05% | +4,204+25.2% | Added |
| Summit Financial, LLC | 20,888 | $955.0K | 0.01% | +20,888 | New |
| Weaver C. Barksdale & Associates, Inc. | 20,799 | $950.7K | 0.91% | −1,364−6.2% | Reduced |
| RFG Advisory, LLC | 20,707 | $946.7K | 0.02% | −2,679−11.5% | Reduced |
| Applied Finance Capital Management, LLC | 20,706 | $946.7K | 0.07% | −950−4.4% | Reduced |
| Register Financial Advisors LLC | 20,665 | $944.8K | 0.37% | +55+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,656 | $944.4K | 0.03% | +722+3.6% | Added |
| City Holding Co | 20,635 | $943.4K | 0.12% | +5,267+34.3% | Added |
| Cornerstone Advisors, LLC | 20,600 | $941.8K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 20,526 | $938.5K | 0.04% | −82−0.4% | Reduced |
| Callan Family Office, LLC | 20,494 | $937.0K | 0.03% | −167−0.8% | Reduced |
| Moody National Bank Trust Division | 20,449 | $934.9K | 0.08% | −2,554−11.1% | Reduced |
| Legacy Advisors, LLC | 20,323 | $929.2K | 0.11% | +20,323 | New |
| Lebenthal Global Advisors, LLC | 20,296 | $927.9K | 0.16% | −111−0.5% | Reduced |
| Geneos Wealth Management Inc. | 20,284 | $927.4K | 0.02% | −3,100−13.3% | Reduced |
| Sterling Investment Management, Inc. | 20,188 | $923.0K | 0.55% | +20,188 | New |
| Bank Ozk | 20,140 | $920.8K | 0.33% | −4,844−19.4% | Reduced |
| Canandaigua National Trust Co of Florida | 20,136 | $920.6K | 0.73% | −1,239−5.8% | Reduced |
| Staley Capital Advisers Inc | 20,000 | $914.4K | 0.04% | 00.0% | Unchanged |
| Leisure Capital Management | 19,985 | $913.7K | 0.31% | +230+1.2% | Added |
| AlphaStar Capital Management, LLC | 19,969 | $913.0K | 0.08% | +158+0.8% | Added |
| Commonwealth Retirement Investments LLC | 19,702 | $900.8K | 0.31% | −1,533−7.2% | Reduced |
| Atomi Financial Group, Inc. | 19,624 | $897.2K | 0.03% | +4,314+28.2% | Added |
| Reuter James Wealth Management, LLC | 19,591 | $895.7K | 0.13% | +3,876+24.7% | Added |
| Ingalls & Snyder LLC | 19,508 | $892.0K | 0.03% | −2,550−11.6% | Reduced |
| RMR Wealth Builders | 19,476 | $890.4K | 0.07% | +271+1.4% | Added |
| Profund Advisors LLC | 19,468 | $890.1K | 0.03% | +1,994+11.4% | Added |
| AXA Investment Managers S.A. | 19,386 | $886.3K | 0.00% | +19,386 | New |
| Cyndeo Wealth Partners, LLC | 19,351 | $884.7K | 0.05% | +286+1.5% | Added |
| Ignite Planners, LLC | 19,251 | $880.2K | 0.14% | +24+0.1% | Added |
| Hodges Capital Management Inc. | 19,213 | $878.4K | 0.08% | −4,224−18.0% | Reduced |
| Paradigm Capital Management, LLC | 19,095 | $873.0K | 0.87% | −5,250−21.6% | Reduced |
| Adapt Wealth Advisors, LLC | 19,092 | $872.9K | 0.32% | −614−3.1% | Reduced |
| OmniStar Financial Group, Inc. | 19,089 | $872.8K | 0.53% | +2,584+15.7% | Added |
| West Paces Advisors Inc. | 19,070 | $871.9K | 0.17% | −160−0.8% | Reduced |
| KG&L Capital Management,LLC | 19,009 | $869.1K | 0.24% | −500−2.6% | Reduced |
| Todd Asset Management LLC | 18,986 | $868.0K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 18,865 | $862.5K | 0.02% | +210+1.1% | Added |
| Umb Bank N A | 18,841 | $861.4K | 0.01% | −2,372−11.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 18,833 | $861.0K | 0.18% | +1,691+9.9% | Added |
| Trust Co of Virginia | 18,791 | $859.1K | 0.07% | −30−0.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 18,737 | $856.7K | 0.18% | −2,240−10.7% | Reduced |
| Equitable Holdings, Inc. | 18,685 | $854.3K | 0.01% | +1,141+6.5% | Added |
| Cornerstone Advisory, LLC | 18,648 | $852.6K | 0.08% | +83+0.4% | Added |
| CSS LLC | 18,618 | $851.2K | 0.05% | 00.0% | Unchanged |
| Weiss Asset Management LP | 18,610 | $850.8K | 0.01% | +18,610 | New |
| Private Trust Co NA | 18,563 | $848.7K | 0.07% | +79+0.4% | Added |
| Valeo Financial Advisors, LLC | 18,467 | $844.3K | 0.02% | −3,485−15.9% | Reduced |
| Plimoth Trust Co LLC | 18,372 | $840.0K | 0.19% | −855−4.4% | Reduced |
| Fiduciary Trust Co | 18,303 | $836.8K | 0.01% | +3,864+26.8% | Added |
| Smith, Salley & Associates | 18,289 | $836.2K | 0.04% | −2,678−12.8% | Reduced |
| WBI Investments | 18,144 | $829.5K | 0.21% | −3,602−16.6% | Reduced |
| Chilton Investment Co LLC | 18,102 | $827.6K | 0.02% | +4,082+29.1% | Added |
| Sheets Smith Wealth Management | 18,060 | $825.7K | 0.09% | −29−0.2% | Reduced |
| Insigneo Advisory Services, LLC | 17,909 | $818.8K | 0.06% | +690+4.0% | Added |
| Beese Fulmer Investment Management, Inc. | 17,815 | $814.5K | 0.06% | +115+0.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 17,759 | $811.9K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 17,700 | $809.2K | 0.12% | +17,700 | New |
| HM Payson & Co | 17,693 | $808.9K | 0.01% | +817+4.8% | Added |
| Legacy Capital Wealth Partners, LLC | 17,682 | $808.4K | 0.18% | −204−1.1% | Reduced |
| Essex Financial Services, Inc. | 17,672 | $808.0K | 0.05% | +423+2.5% | Added |
| Congress Asset Management Co | 17,578 | $803.7K | 0.01% | −1,270−6.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 17,529 | $801.4K | 0.12% | −45,784−72.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 17,497 | $800.0K | 0.13% | +1,795+11.4% | Added |
| J.Safra Asset Management Corp | 17,395 | $795.3K | 0.05% | +6,076+53.7% | Added |
| Oddo BHF Asset Management SAS | 17,221 | $787.3K | 0.03% | +309+1.8% | Added |
| Invst, LLC | 17,204 | $786.6K | 0.09% | −394−2.2% | Reduced |
| Pitcairn Co | 17,088 | $781.3K | 0.06% | +1,930+12.7% | Added |
| Washington Capital Management Inc | 17,000 | $777.2K | 0.55% | +5,000+41.7% | Added |