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 |
|---|---|---|---|---|---|
| Tounjian Advisory Partners, LLC | 27,540 | $1.36M | 0.46% | −1,202−4.2% | Reduced |
| Smartleaf Asset Management LLC | 27,427 | $1.36M | 0.05% | +3,305+13.7% | Added |
| Wealth Quarterback LLC | 28,064 | $1.38M | 0.50% | +530+1.9% | Added |
| BIP Wealth, LLC | 28,595 | $1.41M | 0.05% | +6,412+28.9% | Added |
| Meitav Dash Investments Ltd | 28,832 | $1.42M | 0.02% | −9,412−24.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 28,961 | $1.43M | 0.14% | +718+2.5% | Added |
| MCF Advisors LLC | 28,991 | $1.43M | 0.08% | 00.0% | Unchanged |
| Trust Co of Vermont | 29,144 | $1.43M | 0.06% | −926−3.1% | Reduced |
| Blair William & Co | 29,175 | $1.44M | 0.00% | −8,855−23.3% | Reduced |
| Tiaa Trust, National Association | 29,293 | $1.44M | 0.00% | +1,588+5.7% | Added |
| Quadcap Wealth Management, LLC | 29,362 | $1.44M | 0.17% | −254−0.9% | Reduced |
| Meridian Wealth Management, LLC | 29,379 | $1.45M | 0.05% | +3,732+14.6% | Added |
| Brooks, Moore & Associates, Inc. | 29,426 | $1.45M | 0.71% | 00.0% | Unchanged |
| JT Stratford LLC | 29,438 | $1.45M | 0.19% | −271−0.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 29,586 | $1.46M | 0.22% | −2,854−8.8% | Reduced |
| Hilltop Holdings Inc. | 29,794 | $1.47M | 0.09% | −507−1.7% | Reduced |
| Berkeley Capital Partners, LLC | 29,902 | $1.47M | 0.35% | −8,509−22.2% | Reduced |
| Gotham Asset Management, LLC | 30,025 | $1.48M | 0.01% | −500−1.6% | Reduced |
| Diamant Asset Management, Inc. | 30,121 | $1.48M | 1.07% | −6,600−18.0% | Reduced |
| First American Bank | 30,326 | $1.49M | 0.09% | +244+0.8% | Added |
| Capital Investment Counsel, Inc | 30,476 | $1.50M | 0.18% | −1,197−3.8% | Reduced |
| AssuredPartners Investment Advisors, LLC | 30,493 | $1.50M | 0.22% | −983−3.1% | Reduced |
| Great Lakes Retirement, Inc. | 30,731 | $1.51M | 0.16% | +1,545+5.3% | Added |
| Brown Brothers Harriman & Co | 30,751 | $1.51M | 0.01% | +5,753+23.0% | Added |
| Mount Yale Investment Advisors, LLC | 30,837 | $1.52M | 0.07% | +23,562+323.9% | Added |
| Kingswood Wealth Advisors, LLC | 30,900 | $1.52M | 0.07% | +14,952+93.8% | Added |
| E. Ohman J:or Asset Management AB | 30,981 | $1.52M | 0.04% | −19,903−39.1% | Reduced |
| LOM Asset Management Ltd | 31,023 | $1.53M | 0.44% | +7,226+30.4% | Added |
| Ossiam | 31,057 | $1.53M | 0.03% | −263,468−89.5% | Reduced |
| Old Port Advisors | 31,154 | $1.53M | 0.38% | +2,406+8.4% | Added |
| Applied Capital LLC | 31,392 | $1.54M | 1.06% | +131+0.4% | Added |
| Canandaigua National Bank & Trust Co | 31,603 | $1.56M | 0.14% | −526−1.6% | Reduced |
| Ted Buchan & Co | 31,610 | $1.56M | 0.57% | +120+0.4% | Added |
| Octavia Wealth Advisors, LLC | 31,683 | $1.56M | 0.15% | −640−2.0% | Reduced |
| Foundations Investment Advisors, LLC | 31,720 | $1.56M | 0.02% | −1,525−4.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 31,749 | $1.56M | 0.00% | −9,847−23.7% | Reduced |
| HighPoint Advisor Group LLC | 31,953 | $1.57M | 0.03% | +5,123+19.1% | Added |
| Bayview Asset Management, LLC | 32,000 | $1.57M | 1.42% | −23,308−42.1% | Reduced |
| FIL Ltd | 32,029 | $1.58M | 0.00% | +10,610+49.5% | Added |
| Trust Co of the South | 32,136 | $1.58M | 0.25% | +6,536+25.5% | Added |
| Summit Trail Advisors, LLC | 32,161 | $1.58M | 0.03% | −1,148−3.4% | Reduced |
| Wealthspire Advisors, LLC | 32,337 | $1.59M | 0.01% | +6,870+27.0% | Added |
| Nomura Holdings Inc | 32,390 | $1.59M | 0.00% | −701−2.1% | Reduced |
| We Are One Seven, LLC | 32,519 | $1.60M | 0.03% | −661−2.0% | Reduced |
| Twin City Private Wealth, LLC | 32,538 | $1.60M | 1.21% | −1,217−3.6% | Reduced |
| Marshall Wace, LLP | 32,576 | $1.60M | 0.00% | +32,576 | New |
| RSM US Wealth Management LLC | 32,502 | $1.61M | 0.02% | −3,841−10.6% | Reduced |
| Drucker Wealth 3.0, LLC | 32,839 | $1.62M | 0.28% | −4,303−11.6% | Reduced |
| Neville Rodie & Shaw Inc | 32,845 | $1.62M | 0.11% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 32,888 | $1.62M | 0.95% | −250−0.8% | Reduced |
| Voya Financial Advisors, Inc. | 32,427 | $1.62M | 0.16% | −687−2.1% | Reduced |
| Parallel Advisors, LLC | 33,232 | $1.64M | 0.03% | +44+0.1% | Added |
| Ballentine Partners, LLC | 33,306 | $1.64M | 0.02% | +761+2.3% | Added |
| Advisors Asset Management, Inc. | 33,577 | $1.65M | 0.03% | −10,348−23.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 33,949 | $1.67M | 0.11% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 34,315 | $1.69M | 0.45% | −684−2.0% | Reduced |
| Crews Bank & Trust | 34,628 | $1.70M | 0.24% | −10.0% | Reduced |
| Mindset Wealth Management, LLC | 34,667 | $1.71M | 0.45% | +201+0.6% | Added |
| Trust Co of Toledo NA | 34,740 | $1.71M | 0.17% | +39+0.1% | Added |
| GAMMA Investing LLC | 34,762 | $1.71M | 0.09% | +2,589+8.0% | Added |
| Securian Asset Management, Inc | 34,785 | $1.71M | 0.06% | −27,486−44.1% | Reduced |
| AMG National Trust Bank | 35,195 | $1.73M | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 35,255 | $1.73M | 0.02% | −41,695−54.2% | Reduced |
| Marotta Asset Management | 35,420 | $1.74M | 0.32% | +10.0% | Added |
| Hancock Whitney Corp | 35,422 | $1.74M | 0.03% | −2,132−5.7% | Reduced |
| DRW Securities, LLC | 35,519 | $1.75M | 0.13% | −80,435−69.4% | Reduced |
| Eagle Bluffs Wealth Management LLC | 35,682 | $1.76M | 0.71% | +1,115+3.2% | Added |
| NewEdge Wealth, LLC | 35,875 | $1.77M | 0.02% | +10,883+43.5% | Added |
| Farringdon Capital, Ltd. | 35,891 | $1.77M | 0.43% | +35,891 | New |
| Colonial Trust Co | 36,008 | $1.77M | 0.24% | −21,318−37.2% | Reduced |
| Pensionmark Financial Group, LLC | 36,181 | $1.78M | 0.03% | +8,639+31.4% | Added |
| IFG Advisory, LLC | 36,240 | $1.78M | 0.08% | −1,092−2.9% | Reduced |
| Hennessy Advisors Inc | 36,500 | $1.80M | 0.06% | 00.0% | Unchanged |
| one8zero8, LLC | 36,537 | $1.80M | 0.39% | −4,135−10.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 36,636 | $1.80M | 0.09% | −4,830−11.6% | Reduced |
| Arvest Investments, Inc. | 36,906 | $1.82M | 0.26% | −3,252−8.1% | Reduced |
| Creative Financial Designs Inc | 37,055 | $1.82M | 0.11% | +947+2.6% | Added |
| Kinneret Advisory, LLC | 37,112 | $1.83M | 0.15% | −1,016−2.7% | Reduced |
| MUFG Securities Americas Inc. | 37,444 | $1.84M | 0.11% | −196−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 37,514 | $1.85M | 0.04% | +22,030+142.3% | Added |
| Quadrant Capital Group LLC | 37,637 | $1.85M | 0.06% | +228+0.6% | Added |
| Arcus Capital Partners, LLC | 37,639 | $1.85M | 0.66% | +917+2.5% | Added |
| Investors Asset Management of Georgia Inc | 37,683 | $1.85M | 0.77% | +101+0.3% | Added |
| Cornercap Investment Counsel Inc | 37,701 | $1.86M | 0.91% | −516−1.4% | Reduced |
| Novare Capital Management LLC | 37,926 | $1.87M | 0.14% | −1,408−3.6% | Reduced |
| Kentucky Trust Co | 38,131 | $1.88M | 1.00% | −1,312−3.3% | Reduced |
| Heritage Wealth Advisors | 38,230 | $1.88M | 0.07% | −1,177−3.0% | Reduced |
| Frank, Rimerman Advisors LLC | 38,290 | $1.88M | 0.12% | +174+0.5% | Added |
| Norris Financial Group, LLC | 38,420 | $1.89M | 0.64% | +327+0.9% | Added |
| St. Johns Investment Management Company, LLC | 38,595 | $1.90M | 0.79% | +380+1.0% | Added |
| Callan Family Office, LLC | 38,777 | $1.91M | 0.04% | +18,283+89.2% | Added |
| BankPlus Trust Department | 39,066 | $1.92M | 0.50% | +788+2.1% | Added |
| Greenleaf Trust | 39,138 | $1.93M | 0.02% | +25,964+197.1% | Added |
| Ascent Group, LLC | 39,508 | $1.94M | 0.07% | +12,572+46.7% | Added |
| Farther Finance Advisors, LLC | 39,541 | $1.95M | 0.02% | +16,247+69.7% | Added |
| Ballast, Inc. | 39,668 | $1.95M | 0.46% | −329−0.8% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 39,674 | $1.95M | 1.18% | −2,946−6.9% | Reduced |
| Tradewinds, LLC. | 39,767 | $1.96M | 0.47% | −362−0.9% | Reduced |
| Mutual Advisors, LLC | 39,951 | $1.97M | 0.04% | +1,337+3.5% | Added |
| Verity & Verity, LLC | 39,954 | $1.97M | 0.15% | −5,383−11.9% | Reduced |