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 |
|---|---|---|---|---|---|
| United Community Bank | 16,924 | $773.8K | 0.24% | +10,632+169.0% | Added |
| Hills Bank & Trust Co | 16,906 | $772.9K | 0.05% | −22,149−56.7% | Reduced |
| WESPAC Advisors, LLC | 16,875 | $771.5K | 0.45% | +16,875 | New |
| Naples Global Advisors, LLC | 16,758 | $766.2K | 0.06% | +287+1.7% | Added |
| Legacy Wealth Asset Management, LLC | 16,718 | $764.3K | 0.19% | +261+1.6% | Added |
| Infrastructure Capital Advisors, LLC | 17,112 | $763.7K | 0.09% | −1,647−8.8% | Reduced |
| NBT Bank N A | 16,696 | $763.3K | 0.05% | +847+5.3% | Added |
| 1620 Investment Advisors, Inc. | 16,679 | $762.6K | 0.52% | +10,311+161.9% | Added |
| Capital International Sarl | 16,657 | $761.6K | 0.01% | −26,895−61.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,609 | $759.4K | 0.04% | +48+0.3% | Added |
| Elevated Capital Advisors, LLC | 16,565 | $757.4K | 0.19% | −1,559−8.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,553 | $756.8K | 0.01% | +5,568+50.7% | Added |
| MAI Capital Management | 16,464 | $752.7K | 0.00% | −344−2.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 16,458 | $752.5K | 0.02% | −1,360−7.6% | Reduced |
| NorthRock Partners, LLC | 16,385 | $749.1K | 0.01% | +1,347+9.0% | Added |
| Strategic Advisors LLC | 16,330 | $746.6K | 0.12% | −110−0.7% | Reduced |
| Dudley Capital Management, LLC | 16,328 | $746.5K | 0.34% | 00.0% | Unchanged |
| Mather Group, LLC. | 16,249 | $742.9K | 0.01% | +9,944+157.7% | Added |
| Canal Capital Management, LLC | 16,224 | $741.8K | 0.11% | +132+0.8% | Added |
| Waterloo Capital, L.P. | 16,190 | $740.2K | 0.06% | +447+2.8% | Added |
| Broyhill Asset Management | 16,130 | $737.5K | 0.65% | +150+0.9% | Added |
| Gabelli Funds LLC | 16,000 | $731.5K | 0.00% | −700−4.2% | Reduced |
| Convergence Investment Partners, LLC | 15,985 | $730.8K | 0.16% | +15,985 | New |
| RMB Capital Management, LLC | 15,958 | $729.6K | 0.01% | +5,099+47.0% | Added |
| Kingswood Wealth Advisors, LLC | 15,948 | $729.1K | 0.04% | −237−1.5% | Reduced |
| Bahl & Gaynor Inc | 15,935 | $728.5K | 0.00% | −5,337−25.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 15,924 | $728.1K | 0.01% | −674−4.1% | Reduced |
| YANKCOM Partnership | 15,857 | $725.0K | 0.33% | +1,851+13.2% | Added |
| FLC Capital Advisors | 15,850 | $724.7K | 0.14% | +10.0% | Added |
| EverSource Wealth Advisors, LLC | 15,766 | $720.9K | 0.03% | −200−1.3% | Reduced |
| TownSquare Capital, LLC | 15,747 | $720.0K | 0.11% | −765−4.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 15,659 | $715.9K | 0.06% | +9,845+169.3% | Added |
| Atticus Wealth Management, LLC | 15,634 | $714.8K | 0.18% | 00.0% | Unchanged |
| NBC Securities, Inc. | 15,574 | $712.1K | 0.05% | −562−3.5% | Reduced |
| Mayfair Advisory Group, LLC | 15,497 | $708.5K | 0.30% | −100−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 15,484 | $707.9K | 0.02% | −36,662−70.3% | Reduced |
| Trust Asset Management LLC | 15,324 | $700.6K | 0.05% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 15,319 | $700.4K | 0.00% | −3,050−16.6% | Reduced |
| First County Bank | 15,200 | $694.9K | 0.35% | −1,191−7.3% | Reduced |
| Strategic Blueprint, LLC | 15,197 | $694.8K | 0.03% | +106+0.7% | Added |
| Ausdal Financial Partners, Inc. | 15,172 | $693.7K | 0.03% | +8,076+113.8% | Added |
| FSM Wealth Advisors, LLC | 15,161 | $693.2K | 0.10% | +283+1.9% | Added |
| Riverbend Wealth Management, LLC | 15,148 | $692.6K | 0.48% | +189+1.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,127 | $691.6K | 0.19% | −4,410−22.6% | Reduced |
| Princeton Capital Management LLC | 15,090 | $689.9K | 0.19% | −27,439−64.5% | Reduced |
| Pines Wealth Management, LLC | 15,049 | $688.0K | 0.23% | −970−6.1% | Reduced |
| Centennial Wealth Advisory LLC | 15,038 | $687.6K | 0.19% | +556+3.8% | Added |
| Integrated Advisors Network LLC | 15,038 | $687.5K | 0.03% | −785−5.0% | Reduced |
| Aspire Private Capital, LLC | 15,024 | $686.9K | 0.15% | −2,984−16.6% | Reduced |
| Centurion Wealth Management LLC | 14,954 | $683.7K | 0.16% | +156+1.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 14,918 | $682.0K | 0.04% | +7,040+89.4% | Added |
| Savvy Advisors, Inc. | 14,914 | $681.9K | 0.03% | +2,435+19.5% | Added |
| Partners in Financial Planning | 14,808 | $677.0K | 0.12% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 14,801 | $677.0K | 0.03% | +4,353+41.7% | Added |
| Marino, Stram & Associates LLC | 14,798 | $676.5K | 0.12% | +70+0.5% | Added |
| EntryPoint Capital, LLC | 14,796 | $676.5K | 0.26% | +14,796 | New |
| Legacy Capital Group California, Inc. | 14,771 | $675.3K | 0.17% | +40.0% | Added |
| Panagora Asset Management Inc | 14,748 | $674.3K | 0.00% | −222−1.5% | Reduced |
| Advocacy Wealth Management Services, LLC | 14,720 | $673.0K | 0.03% | +14,720 | New |
| Aviance Capital Partners, LLC | 14,715 | $672.8K | 0.08% | +658+4.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 14,712 | $672.6K | 0.08% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 14,695 | $671.8K | 0.01% | −78−0.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 15,700 | $671.5K | 0.09% | −1,220−7.2% | Reduced |
| X-Square Capital, LLC | 14,638 | $669.0K | 0.21% | +60.0% | Added |
| Sunpointe, LLC | 14,608 | $667.9K | 0.24% | +1,871+14.7% | Added |
| Fiduciary Family Office, LLC | 14,602 | $667.6K | 0.19% | +650+4.7% | Added |
| Prosperity Consulting Group, LLC | 14,586 | $666.9K | 0.03% | +1,025+7.6% | Added |
| Alteri Wealth LLC | 14,577 | $666.5K | 0.23% | +495+3.5% | Added |
| 3Chopt Investment Partners, LLC | 14,520 | $663.9K | 0.15% | −2,877−16.5% | Reduced |
| Icon Wealth Advisors, LLC | 14,514 | $663.6K | 0.04% | +219+1.5% | Added |
| Oak Hill Wealth Advisors, LLC | 14,494 | $662.7K | 0.12% | +650+4.7% | Added |
| Wedmont Private Capital | 14,578 | $658.9K | 0.02% | +1,341+10.1% | Added |
| Texas Yale Capital Corp. | 14,400 | $658.4K | 0.02% | −130−0.9% | Reduced |
| First City Capital Management, Inc. | 14,359 | $656.5K | 0.35% | +13+0.1% | Added |
| Citizens Financial Group Inc | 14,349 | $656.0K | 0.01% | −2,841−16.5% | Reduced |
| Busey Wealth Management | 14,329 | $655.1K | 0.02% | −454−3.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 14,306 | $654.1K | 0.03% | +14,306 | New |
| Alamea Verwaltungs GmbH | 14,287 | $653.2K | 0.45% | +2,085+17.1% | Added |
| Capital Fund Management S.A. | 14,280 | $652.9K | 0.01% | +14,280 | New |
| First Horizon Corp | 14,256 | $651.8K | 0.03% | +14,256 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,252 | $651.6K | 0.32% | −333−2.3% | Reduced |
| Keel Point, LLC | 14,232 | $650.7K | 0.04% | −213−1.5% | Reduced |
| Hudson Bay Capital Management LP | 14,140 | $646.5K | 0.00% | +14,140 | New |
| Sigma Planning Corp | 14,108 | $645.0K | 0.02% | −1,797−11.3% | Reduced |
| Sumitomo Life Insurance Co | 14,101 | $644.7K | 0.02% | −577−3.9% | Reduced |
| Rossmore Private Capital | 14,098 | $644.6K | 0.07% | −20−0.1% | Reduced |
| Prosperity Wealth Management, Inc. | 14,032 | $641.5K | 0.22% | +8+0.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 13,944 | $637.5K | 0.13% | +2,337+20.1% | Added |
| Polymer Capital Management (US) LLC | 13,867 | $634.0K | 0.08% | +13,867 | New |
| Gladstone Institutional Advisory LLC | 13,840 | $632.8K | 0.02% | +81+0.6% | Added |
| Boston Private Wealth LLC | 13,750 | $628.7K | 0.03% | −2,879−17.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 13,748 | $628.0K | 0.22% | +1,253+10.0% | Added |
| F/M Investments LLC | 13,720 | $627.3K | 0.02% | −274−2.0% | Reduced |
| Premier Path Wealth Partners, LLC | 13,687 | $625.7K | 0.08% | +1,210+9.7% | Added |
| Change Path, LLC | 13,658 | $624.4K | 0.02% | +2,172+18.9% | Added |
| Klingman & Associates, LLC | 13,586 | $621.2K | 0.03% | +83+0.6% | Added |
| Sivia Capital Partners, LLC | 13,559 | $619.9K | 0.17% | +177+1.3% | Added |
| Pinnacle Holdings, LLC | 13,520 | $618.1K | 0.22% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 13,506 | $617.5K | 0.36% | −1,865−12.1% | Reduced |
| First Financial Group Corp | 13,498 | $617.1K | 0.53% | −838−5.8% | Reduced |