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 |
|---|---|---|---|---|---|
| Eventide Asset Management, LLC | 39,758 | $1.97M | 0.03% | +39,758 | New |
| Jacobi Capital Management LLC | 40,400 | $1.99M | 0.12% | +99+0.2% | Added |
| Huntington National Bank | 40,520 | $1.99M | 0.01% | −9,818−19.5% | Reduced |
| Signaturefd, LLC | 40,541 | $2.00M | 0.03% | +2,540+6.7% | Added |
| Prospera Financial Services Inc | 40,552 | $2.00M | 0.03% | −10,612−20.7% | Reduced |
| Marco Investment Management LLC | 40,681 | $2.00M | 0.15% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 40,760 | $2.01M | 0.05% | −3,074−7.0% | Reduced |
| Vise Technologies, Inc. | 40,785 | $2.01M | 0.04% | +11,612+39.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,874 | $2.01M | 0.02% | −223−0.5% | Reduced |
| Royal Fund Management, LLC | 40,902 | $2.01M | 0.18% | +3,952+10.7% | Added |
| Tokio Marine Asset Management Co Ltd | 41,017 | $2.02M | 0.07% | +2,539+6.6% | Added |
| Wealth Alliance | 41,154 | $2.03M | 0.20% | +5,170+14.4% | Added |
| Integrated Wealth Concepts LLC | 41,244 | $2.03M | 0.02% | −4,771−10.4% | Reduced |
| Hilton Head Capital Partners, LLC | 41,249 | $2.03M | 1.19% | +41,249 | New |
| Vestmark Advisory Solutions, Inc. | 41,271 | $2.03M | 0.03% | +24,718+149.3% | Added |
| Wiregrass Investment Management LLC | 41,498 | $2.04M | 1.71% | +41,498 | New |
| Level Four Advisory Services, LLC | 41,533 | $2.04M | 0.07% | +1,643+4.1% | Added |
| Laird Norton Trust Company, LLC | 41,775 | $2.06M | 0.04% | +41,775 | New |
| Prevail Innovative Wealth Advisors, LLC | 42,617 | $2.10M | 0.38% | +5,163+13.8% | Added |
| Lido Advisors, LLC | 45,188 | $2.10M | 0.01% | +864+1.9% | Added |
| San Luis Wealth Advisors LLC | 42,995 | $2.12M | 0.35% | +1,779+4.3% | Added |
| Savant Capital, LLC | 43,199 | $2.13M | 0.01% | +3,135+7.8% | Added |
| D.A. Davidson & Co. | 43,355 | $2.13M | 0.01% | +7,791+21.9% | Added |
| Morningstar Investment Management LLC | 43,382 | $2.13M | 0.13% | −1,162−2.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 43,593 | $2.15M | 0.07% | +43,593 | New |
| Investors Research Corp | 43,678 | $2.15M | 0.39% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 43,842 | $2.16M | 0.94% | −383−0.9% | Reduced |
| Davis Investment Partners, LLC | 43,622 | $2.17M | 0.76% | −3,741−7.9% | Reduced |
| North Dakota State Investment Board | 44,242 | $2.18M | 0.08% | +44,242 | New |
| ZWJ Investment Counsel Inc | 44,404 | $2.19M | 0.08% | +1,138+2.6% | Added |
| Pathway Financial Advisers, LLC | 44,609 | $2.20M | 0.64% | −1,055−2.3% | Reduced |
| Empirical Finance, LLC | 44,735 | $2.20M | 0.11% | −1,931−4.1% | Reduced |
| Argent Advisors, Inc. | 44,982 | $2.21M | 0.62% | +46+0.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 45,172 | $2.22M | 0.24% | −1,885−4.0% | Reduced |
| Raleigh Capital Management Inc. | 45,312 | $2.23M | 0.81% | +347+0.8% | Added |
| Ritholtz Wealth Management | 45,749 | $2.25M | 0.04% | +21,903+91.9% | Added |
| GHP Investment Advisors, Inc. | 46,183 | $2.27M | 0.09% | +335+0.7% | Added |
| Stock Yards Bank & Trust Co | 46,540 | $2.29M | 0.07% | −2,425−5.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 46,602 | $2.29M | 0.79% | −2,800−5.7% | Reduced |
| CIBC Private Wealth Group, LLC | 46,874 | $2.31M | 0.00% | +7,395+18.7% | Added |
| Legato Capital Management LLC | 47,230 | $2.32M | 0.20% | +47,230 | New |
| SeaCrest Wealth Management, LLC | 46,087 | $2.33M | 0.24% | −283−0.6% | Reduced |
| SageView Advisory Group, LLC | 47,447 | $2.33M | 0.08% | −926−1.9% | Reduced |
| Glenmede Trust Co NA | 47,564 | $2.34M | 0.01% | +47,564 | New |
| Buckingham Strategic Partners | 47,710 | $2.35M | 0.03% | +2,205+4.8% | Added |
| Peloton Wealth Strategists | 47,800 | $2.35M | 0.91% | −7,100−12.9% | Reduced |
| Everence Capital Management Inc | 47,920 | $2.36M | 0.14% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 48,024 | $2.36M | 1.03% | −1,644−3.3% | Reduced |
| BCS Wealth Management | 48,048 | $2.36M | 0.24% | +21,939+84.0% | Added |
| Quantitative Investment Management, LLC | 48,306 | $2.38M | 0.23% | +48,306 | New |
| Principal Securities, Inc. | 48,509 | $2.39M | 0.04% | +1,316+2.8% | Added |
| Moors & Cabot, Inc. | 48,842 | $2.40M | 0.10% | −13,101−21.2% | Reduced |
| Empowered Funds, LLC | 48,949 | $2.41M | 0.04% | +2,302+4.9% | Added |
| CWA Asset Management Group, LLC | 49,076 | $2.42M | 0.09% | +1,056+2.2% | Added |
| Laurel Wealth Advisors LLC | 49,400 | $2.43M | 0.32% | −2,542−4.9% | Reduced |
| Old North State Trust, LLC | 49,483 | $2.44M | 1.44% | +28,279+133.4% | Added |
| Vident Advisory, LLC | 49,484 | $2.44M | 0.02% | +148+0.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 49,599 | $2.44M | 0.06% | −10,000−16.8% | Reduced |
| Argyle Capital Management Inc. | 49,616 | $2.44M | 0.82% | +250+0.5% | Added |
| J.W. Cole Advisors, Inc. | 52,226 | $2.48M | 0.06% | −19,047−26.7% | Reduced |
| Ally Financial Inc. | 51,000 | $2.51M | 0.31% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 51,246 | $2.52M | 1.06% | +927+1.8% | Added |
| AG2R la Mondiale Gestion D'Actifs | 51,533 | $2.54M | 0.11% | −634−1.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 51,936 | $2.56M | 0.61% | −2,446−4.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 51,941 | $2.56M | 0.06% | −996−1.9% | Reduced |
| Kempner Capital Management Inc. | 51,784 | $2.58M | 2.43% | −5,028−8.9% | Reduced |
| PMC FIG Opportunities LLC | 52,391 | $2.58M | 4.05% | +52,391 | New |
| MUFG Securities EMEA plc | 52,444 | $2.58M | 0.03% | +27,763+112.5% | Added |
| Balyasny Asset Management LLC | 52,499 | $2.58M | 0.00% | −2,830,533−98.2% | Reduced |
| KMG Fiduciary Partners, LLC | 52,719 | $2.59M | 0.18% | +1,805+3.5% | Added |
| Arvest Bank Trust Division | 52,814 | $2.60M | 0.14% | −1,999−3.6% | Reduced |
| Farmers National Bank | 53,038 | $2.61M | 0.58% | −970−1.8% | Reduced |
| Park Avenue Securities LLC | 53,450 | $2.63M | 0.02% | +4,836+9.9% | Added |
| Disciplined Equity Management, Inc. | 53,450 | $2.63M | 1.36% | −580−1.1% | Reduced |
| Capital Investment Advisors, LLC | 53,773 | $2.65M | 0.04% | +14,178+35.8% | Added |
| Salzhauer Michael | 54,327 | $2.67M | 1.19% | −3,000−5.2% | Reduced |
| Massmutual Trust Co FSB | 54,537 | $2.68M | 0.07% | −6,221−10.2% | Reduced |
| Kavar Capital Partners Group, LLC | 54,858 | $2.70M | 0.37% | −2,110−3.7% | Reduced |
| First National Trust Co | 54,943 | $2.70M | 0.09% | −26,632−32.6% | Reduced |
| Caption Management, LLC | 55,000 | $2.71M | 0.12% | +55,000 | New |
| Hardin Capital Partners, LLC | 55,265 | $2.72M | 1.29% | +155+0.3% | Added |
| Rather & Kittrell, Inc. | 55,558 | $2.73M | 0.44% | −363−0.6% | Reduced |
| Veratis Advisors, Inc. | 52,525 | $2.74M | 2.17% | +52,525 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 56,518 | $2.78M | 0.02% | −8,056−12.5% | Reduced |
| Cullinan Associates Inc | 57,435 | $2.83M | 0.19% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 57,617 | $2.84M | 0.58% | +5,243+10.0% | Added |
| Apollon Wealth Management, LLC | 57,744 | $2.84M | 0.05% | −480−0.8% | Reduced |
| Woodbridge Co Ltd | 57,999 | $2.85M | 0.01% | +57,999 | New |
| Allianz Asset Management GmbH | 58,502 | $2.88M | 0.00% | −10,830−15.6% | Reduced |
| Lighthouse Investment Partners, LLC | 58,735 | $2.89M | 0.10% | +58,735 | New |
| ING Groep NV | 58,855 | $2.90M | 0.02% | −1,339−2.2% | Reduced |
| Holderness Investments Co | 59,110 | $2.91M | 0.59% | +1,789+3.1% | Added |
| New Mexico Educational Retirement Board | 59,188 | $2.91M | 0.09% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 59,259 | $2.92M | 0.08% | −4,914−7.7% | Reduced |
| Bleakley Financial Group, LLC | 59,275 | $2.92M | 0.05% | +7,246+13.9% | Added |
| New Age Alpha Advisors, LLC | 59,805 | $2.94M | 0.13% | +59,805 | New |
| Simmons Bank | 59,924 | $2.95M | 0.20% | −1,529−2.5% | Reduced |
| Lee Danner & Bass Inc | 60,280 | $2.97M | 0.21% | +1,786+3.1% | Added |
| Aptus Capital Advisors, LLC | 60,734 | $2.99M | 0.03% | −217−0.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 59,894 | $2.99M | 0.17% | −5,072−7.8% | Reduced |