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, Q4 2025
Institutional positions in Truist Financial Corp as of Dec 31, 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
- 1,669
- +146 vs. Q3 2025
- Shares held
- 962.3M
- +18.6M (+2.0%) vs. Q3 2025
- Total value
- $47.2B
- +$4.07B (+9.4%) vs. Q3 2025
- New holders
- 240
- 605 more added
- Sold out
- 94
- 624 more reduced
39 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 19,278 | $948.7K | 0.01% | +593+3.2% | Added |
| West Paces Advisors Inc. | 19,334 | $951.4K | 0.18% | +264+1.4% | Added |
| Reuter James Wealth Management, LLC | 19,361 | $952.8K | 0.13% | −230−1.2% | Reduced |
| Todd Asset Management LLC | 19,402 | $954.8K | 0.02% | +416+2.2% | Added |
| Advisortrust Partners, LLC | 19,430 | $956.1K | 0.42% | +19,430 | New |
| Ignite Planners, LLC | 18,857 | $969.6K | 0.15% | −394−2.0% | Reduced |
| Leisure Capital Management | 19,881 | $978.3K | 0.32% | −104−0.5% | Reduced |
| PFG Investments, LLC | 19,963 | $982.4K | 0.05% | −929−4.4% | Reduced |
| Legacy Advisors, LLC | 19,989 | $983.7K | 0.11% | −334−1.6% | Reduced |
| Sterling Investment Management, Inc. | 20,078 | $988.0K | 0.56% | −110−0.5% | Reduced |
| Umb Bank N A | 20,099 | $989.1K | 0.01% | +1,258+6.7% | Added |
| Canandaigua National Trust Co of Florida | 20,111 | $989.7K | 0.62% | −25−0.1% | Reduced |
| Lebenthal Global Advisors, LLC | 20,197 | $993.9K | 0.15% | −99−0.5% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 20,200 | $994.0K | 0.22% | +20,200 | New |
| Legacy Financial Advisors, Inc. | 20,205 | $994.3K | 0.14% | −751−3.6% | Reduced |
| TCW Group Inc | 20,271 | $997.5K | 0.01% | +20,271 | New |
| RMR Wealth Builders | 20,300 | $999.0K | 0.08% | +824+4.2% | Added |
| Hodges Capital Management Inc. | 20,336 | $1.00M | 0.09% | +1,123+5.8% | Added |
| Landscape Capital Management, L.L.C. | 20,359 | $1.00M | 0.07% | +11,994+143.4% | Added |
| Welch & Forbes LLC | 20,508 | $1.01M | 0.01% | −2,787−12.0% | Reduced |
| Carson Advisory Inc. | 20,599 | $1.01M | 0.53% | −299−1.4% | Reduced |
| J.Safra Asset Management Corp | 20,611 | $1.01M | 0.05% | +3,216+18.5% | Added |
| RFG Advisory, LLC | 20,643 | $1.02M | 0.02% | −64−0.3% | Reduced |
| Applied Finance Capital Management, LLC | 20,673 | $1.02M | 0.07% | −33−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,715 | $1.02M | 0.03% | +59+0.3% | Added |
| Register Financial Advisors LLC | 20,720 | $1.02M | 0.40% | +55+0.3% | Added |
| Widmann Financial Services, Inc. | 20,782 | $1.02M | 0.63% | −1,397−6.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 20,952 | $1.03M | 0.21% | +2,119+11.3% | Added |
| Dover Advisors, LLC | 20,958 | $1.03M | 0.40% | −986−4.5% | Reduced |
| Triangle Securities Wealth Management | 21,066 | $1.04M | 0.22% | −1,495−6.6% | Reduced |
| Marietta Investment Partners LLC | 21,085 | $1.04M | 0.21% | −3,166−13.1% | Reduced |
| Bank Ozk | 21,171 | $1.04M | 0.37% | +1,031+5.1% | Added |
| J. Safra Sarasin Holding AG | 21,394 | $1.05M | 0.02% | −6,776−24.1% | Reduced |
| WBI Investments | 21,414 | $1.05M | 0.27% | +3,270+18.0% | Added |
| Capital Asset Advisory Services LLC | 20,764 | $1.06M | 0.04% | +238+1.2% | Added |
| American Trust | 21,611 | $1.06M | 0.09% | +701+3.4% | Added |
| Argentarii, LLC | 21,627 | $1.06M | 0.36% | −3,464−13.8% | Reduced |
| Keystone Financial Group, Inc. | 21,739 | $1.07M | 0.56% | +227+1.1% | Added |
| EP Wealth Advisors, LLC | 21,844 | $1.07M | 0.01% | +21,844 | New |
| Patton Albertson Miller Group, LLC | 22,015 | $1.08M | 0.13% | −1,524−6.5% | Reduced |
| Oakworth Capital, Inc. | 22,015 | $1.08M | 0.06% | +257+1.2% | Added |
| South State Corp. | 22,108 | $1.09M | 0.05% | −1,308−5.6% | Reduced |
| Glenview Trust Co | 22,208 | $1.09M | 0.02% | −977−4.2% | Reduced |
| Meeder Advisory Services, Inc. | 22,220 | $1.09M | 0.05% | −2,379−9.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 22,230 | $1.09M | 0.33% | −2,567−10.4% | Reduced |
| Fort Sheridan Advisors LLC | 22,278 | $1.10M | 0.14% | +60.0% | Added |
| Monument Capital Management | 22,284 | $1.10M | 0.27% | +40.0% | Added |
| Park Circle Co | 22,285 | $1.10M | 0.99% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 22,395 | $1.10M | 0.36% | +725+3.3% | Added |
| Tema ETFs LLC | 22,443 | $1.10M | 0.09% | −64−0.3% | Reduced |
| Salomon & Ludwin, LLC | 21,903 | $1.11M | 0.10% | −31−0.1% | Reduced |
| Staley Capital Advisers Inc | 22,600 | $1.11M | 0.05% | +2,600+13.0% | Added |
| Financial Security Advisor, Inc. | 22,656 | $1.11M | 0.22% | −329−1.4% | Reduced |
| EPG Wealth Management LLC | 22,674 | $1.12M | 0.30% | +406+1.8% | Added |
| Coldstream Capital Management Inc | 22,734 | $1.12M | 0.01% | −1,264−5.3% | Reduced |
| Greenwood Capital Associates LLC | 22,788 | $1.12M | 0.12% | +46+0.2% | Added |
| Summit Financial, LLC | 22,802 | $1.12M | 0.02% | +1,914+9.2% | Added |
| Parrish Capital LLC | 22,850 | $1.12M | 1.02% | +22,850 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 23,000 | $1.13M | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 23,036 | $1.13M | 0.04% | −440−1.9% | Reduced |
| Prudential PLC | 23,174 | $1.14M | 0.01% | −7,684−24.9% | Reduced |
| Intrua Financial, LLC | 23,204 | $1.14M | 0.13% | −654−2.7% | Reduced |
| Certified Advisory Corp | 23,266 | $1.14M | 0.10% | −75−0.3% | Reduced |
| Scotia Capital Inc. | 23,320 | $1.15M | 0.00% | −213−0.9% | Reduced |
| Stonebridge Capital Advisors LLC | 23,538 | $1.16M | 0.08% | −8,784−27.2% | Reduced |
| Lawood & Co | 23,684 | $1.17M | 1.10% | +23,684 | New |
| Alliance Private Wealth, LLC | 21,572 | $1.17M | 0.41% | +21,572 | New |
| Forum Financial Management, LP | 23,715 | $1.17M | 0.02% | −43−0.2% | Reduced |
| MAI Capital Management | 23,764 | $1.17M | 0.01% | +7,300+44.3% | Added |
| Clear Street Markets LLC | 23,817 | $1.17M | 0.21% | +21,193+807.7% | Added |
| AlphaStar Capital Management, LLC | 24,093 | $1.19M | 0.09% | +4,124+20.7% | Added |
| Fiduciary Trust Co | 24,101 | $1.19M | 0.01% | +5,798+31.7% | Added |
| Marino, Stram & Associates LLC | 24,101 | $1.19M | 0.21% | +9,303+62.9% | Added |
| Provident Investment Management, Inc. | 24,370 | $1.20M | 0.11% | +40+0.2% | Added |
| Oddo BHF Asset Management SAS | 24,567 | $1.21M | 0.05% | +7,346+42.7% | Added |
| Community Trust & Investment Co | 24,640 | $1.21M | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 24,742 | $1.22M | 0.03% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 24,764 | $1.22M | 0.02% | +53+0.2% | Added |
| V-Square Quantitative Management LLC | 24,878 | $1.22M | 0.13% | −4,191−14.4% | Reduced |
| Meadowbrook Advisors Group, LLC | 24,882 | $1.22M | 0.69% | +24,882 | New |
| Cornerstone Select Advisors, LLC | 24,893 | $1.22M | 0.85% | +510+2.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 24,984 | $1.23M | 0.15% | +1,590+6.8% | Added |
| Patten Group, Inc. | 25,251 | $1.24M | 0.23% | −68−0.3% | Reduced |
| Atomi Financial Group, Inc. | 25,463 | $1.25M | 0.04% | +5,839+29.8% | Added |
| Silver Oak Securities, Inc | 25,502 | $1.26M | 0.09% | +3,323+15.0% | Added |
| Founders Financial Alliance, LLC | 25,700 | $1.26M | 0.24% | −95−0.4% | Reduced |
| Evolve Private Wealth, LLC | 25,722 | $1.27M | 0.08% | +25,722 | New |
| RBF Capital, LLC | 25,900 | $1.27M | 0.06% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 26,123 | $1.29M | 0.14% | +22+0.1% | Added |
| Sagespring Wealth Partners, LLC | 26,201 | $1.29M | 0.02% | +2,660+11.3% | Added |
| Bank & Trust Co | 26,215 | $1.29M | 0.91% | +134+0.5% | Added |
| Aster Capital Management (DIFC) Ltd | 26,331 | $1.30M | 0.57% | +26,331 | New |
| Ostrum Asset Management | 26,505 | $1.30M | 0.06% | −4,541−14.6% | Reduced |
| United Bank | 27,000 | $1.33M | 0.18% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 27,091 | $1.33M | 0.03% | +2,537+10.3% | Added |
| Lowe Brockenbrough & Co Inc | 27,187 | $1.34M | 0.07% | +61+0.2% | Added |
| William B. Walkup & Associates, Inc. | 27,194 | $1.34M | 0.73% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 27,203 | $1.34M | 0.17% | −822−2.9% | Reduced |
| Dividend Assets Capital, LLC | 27,228 | $1.34M | 0.26% | −110.0% | Reduced |
| Huntleigh Advisors, Inc. | 27,453 | $1.35M | 0.23% | +401+1.5% | Added |