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 |
|---|---|---|---|---|---|
| BW Gestao de Investimentos Ltda. | 61,110 | $3.01M | 0.11% | +61,110 | New |
| United Bank | 61,362 | $3.02M | 1.02% | −1,006−1.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 61,633 | $3.03M | 0.03% | −72,941−54.2% | Reduced |
| First Bank & Trust | 61,996 | $3.05M | 0.50% | +3,160+5.4% | Added |
| HF Advisory Group, LLC | 62,280 | $3.06M | 1.07% | +4,905+8.5% | Added |
| Abc Arbitrage SA | 62,866 | $3.09M | 0.29% | +62,866 | New |
| Stratos Wealth Partners, LTD. | 63,100 | $3.11M | 0.04% | −1,324−2.1% | Reduced |
| Principle Wealth Partners LLC | 63,300 | $3.12M | 0.18% | +517+0.8% | Added |
| Boston Common Asset Management, LLC | 63,343 | $3.12M | 0.19% | −70,812−52.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 63,366 | $3.12M | 0.05% | −5,307−7.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 63,834 | $3.14M | 0.49% | −1,196−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 63,903 | $3.14M | 0.02% | +5,670+9.7% | Added |
| Anchor Investment Management, LLC | 64,015 | $3.15M | 0.26% | −5,491−7.9% | Reduced |
| Maryland State Retirement & Pension System | 64,623 | $3.18M | 0.07% | 00.0% | Unchanged |
| Camden National Bank | 64,831 | $3.19M | 0.44% | +20.0% | Added |
| Sequoia Financial Advisors, LLC | 65,118 | $3.20M | 0.02% | +22,001+51.0% | Added |
| Louisiana State Employees Retirement System | 65,300 | $3.21M | 0.06% | −2,400−3.5% | Reduced |
| Edmp, Inc. | 65,544 | $3.23M | 2.65% | −637−1.0% | Reduced |
| Concord Asset Management, LLC | 65,686 | $3.23M | 0.56% | +55,237+528.6% | Added |
| Freemont Management S.A. | 65,700 | $3.23M | 0.64% | +43,600+197.3% | Added |
| Allspring Global Investments Holdings, LLC | 65,107 | $3.24M | 0.01% | +3,902+6.4% | Added |
| Fulton Bank, N.A. | 66,180 | $3.26M | 0.11% | +9,502+16.8% | Added |
| Dakota Wealth Management | 66,454 | $3.27M | 0.06% | +10,143+18.0% | Added |
| Gulf International Bank (UK) Ltd | 66,525 | $3.27M | 0.11% | 00.0% | Unchanged |
| Montag A & Associates Inc | 66,718 | $3.28M | 0.15% | −1,624−2.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 67,704 | $3.33M | 0.19% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 68,192 | $3.36M | 0.05% | +9,870+16.9% | Added |
| Heritage Trust Co | 68,192 | $3.36M | 0.34% | +14,330+26.6% | Added |
| Csenge Advisory Group | 68,348 | $3.36M | 0.15% | −14,838−17.8% | Reduced |
| Polymer Capital Management (US) LLC | 68,381 | $3.37M | 0.43% | +54,514+393.1% | Added |
| Commerzbank Aktiengesellschaft | 68,592 | $3.38M | 0.07% | +6,635+10.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 68,816 | $3.39M | 0.12% | +13,237+23.8% | Added |
| Fifth Third Bancorp | 69,064 | $3.40M | 0.01% | +3,294+5.0% | Added |
| Concord Wealth Partners | 69,847 | $3.44M | 0.45% | 00.0% | Unchanged |
| Winton Group Ltd | 70,489 | $3.47M | 0.12% | +70,489 | New |
| Toroso Investments, LLC | 71,007 | $3.49M | 0.01% | −14,106−16.6% | Reduced |
| Dean Investment Associates, LLC | 72,161 | $3.55M | 0.51% | −3,283−4.4% | Reduced |
| Larson Financial Group LLC | 72,341 | $3.56M | 0.12% | +7,565+11.7% | Added |
| CAPROCK Group, Inc. | 72,829 | $3.58M | 0.08% | +29,704+68.9% | Added |
| Hartford Investment Management Co | 73,142 | $3.60M | 0.11% | −1,579−2.1% | Reduced |
| XML Financial, LLC | 74,291 | $3.66M | 0.30% | −10,373−12.3% | Reduced |
| Private Advisor Group, LLC | 75,801 | $3.73M | 0.02% | −633−0.8% | Reduced |
| Guardian Wealth Advisors, LLC | 76,269 | $3.75M | 0.24% | +31,860+71.7% | Added |
| Glass Wealth Management Co LLC | 76,305 | $3.75M | 1.54% | −640−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 76,509 | $3.77M | 0.02% | −143−0.2% | Reduced |
| Norinchukin Bank, The | 78,066 | $3.84M | 0.04% | +4,243+5.7% | Added |
| L & S Advisors Inc | 79,533 | $3.91M | 0.36% | +79,533 | New |
| Fiduciary Alliance LLC | 79,644 | $3.92M | 0.26% | −6,837−7.9% | Reduced |
| Thrivent Financial for Lutherans | 80,412 | $3.96M | 0.01% | +20,340+33.9% | Added |
| Kentucky Retirement Systems | 80,993 | $3.99M | 0.11% | 00.0% | Unchanged |
| Commerce Bank | 81,176 | $3.99M | 0.02% | −8,942−9.9% | Reduced |
| Groupe la Francaise | 81,323 | $4.00M | 0.06% | +606+0.8% | Added |
| Merit Financial Group, LLC | 82,762 | $4.07M | 0.03% | +6,250+8.2% | Added |
| Tocqueville Asset Management L.P. | 82,955 | $4.08M | 0.06% | +2,021+2.5% | Added |
| Catherine Avery Investment Management LLC | 83,006 | $4.08M | 2.45% | +5,063+6.5% | Added |
| Two Sigma Advisers, LP | 83,200 | $4.09M | 0.01% | −2,169,060−96.3% | Reduced |
| QRG Capital Management, Inc. | 84,482 | $4.16M | 0.05% | −48−0.1% | Reduced |
| StoneX Group Inc. | 84,697 | $4.17M | 0.18% | +3,016+3.7% | Added |
| Weiss Asset Management LP | 84,965 | $4.18M | 0.06% | +66,355+356.6% | Added |
| Bragg Financial Advisors, Inc | 85,123 | $4.19M | 0.14% | +6,516+8.3% | Added |
| Am Investment Strategies LLC | 86,376 | $4.25M | 0.88% | −623−0.7% | Reduced |
| Global Retirement Partners, LLC | 86,528 | $4.26M | 0.08% | +21,388+32.8% | Added |
| Keybank National Association | 86,698 | $4.27M | 0.02% | −16,610−16.1% | Reduced |
| Hengehold Capital Management LLC | 87,204 | $4.29M | 0.36% | +1,776+2.1% | Added |
| Iowa State Bank | 87,254 | $4.29M | 0.81% | −2,797−3.1% | Reduced |
| Thomasville National Bank | 87,330 | $4.30M | 0.27% | +1,963+2.3% | Added |
| Mizuho Securities USA LLC | 93,146 | $4.33M | 0.07% | −768−0.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 88,112 | $4.34M | 0.17% | +34,914+65.6% | Added |
| Sompo Asset Management Co., Ltd. | 88,495 | $4.35M | 0.75% | −4,790−5.1% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 87,944 | $4.36M | 0.11% | +87,944 | New |
| Axxcess Wealth Management, LLC | 89,579 | $4.41M | 0.08% | +175+0.2% | Added |
| Omers Administration Corp | 89,804 | $4.42M | 0.03% | +42,165+88.5% | Added |
| Arkadios Wealth Advisors | 89,908 | $4.42M | 0.09% | −120,521−57.3% | Reduced |
| Cary Street Partners Financial LLC | 90,024 | $4.43M | 0.11% | +3,530+4.1% | Added |
| Signature Wealth Management Group | 90,600 | $4.46M | 1.82% | −679−0.7% | Reduced |
| Shelton Capital Management | 91,597 | $4.51M | 0.09% | −40,002−30.4% | Reduced |
| Ieq Capital, LLC | 92,551 | $4.55M | 0.01% | −77,128−45.5% | Reduced |
| Icon Advisers Inc | 92,585 | $4.56M | 0.98% | +53,485+136.8% | Added |
| Sterling Investment Advisors, Ltd. | 92,796 | $4.57M | 0.84% | +100.0% | Added |
| Kestra Private Wealth Services, LLC | 93,069 | $4.58M | 0.06% | −4,870−5.0% | Reduced |
| Community Bank, N.A. | 93,904 | $4.62M | 0.55% | +305+0.3% | Added |
| TD Private Client Wealth LLC | 93,939 | $4.62M | 0.10% | −8,910−8.7% | Reduced |
| Capital Investment Advisory Services, LLC | 95,573 | $4.70M | 0.33% | +3,628+3.9% | Added |
| OpenArc Corporate Advisory, LLC | 96,094 | $4.73M | 0.08% | +96,094 | New |
| Envestnet Portfolio Solutions, Inc. | 97,838 | $4.81M | 0.02% | +2,011+2.1% | Added |
| Ronald Blue Trust, Inc. | 99,122 | $4.88M | 0.06% | +59,537+150.4% | Added |
| Allstate Corp | 99,148 | $4.88M | 0.07% | +49,697+100.5% | Added |
| Dana Investment Advisors, Inc. | 100,240 | $4.93M | 0.14% | +227+0.2% | Added |
| Avanza Fonder AB | 101,159 | $4.98M | 0.13% | 00.0% | Unchanged |
| Patten & Patten Inc | 102,828 | $5.06M | 0.30% | −1,410−1.4% | Reduced |
| First Citizens Bank & Trust Co | 103,178 | $5.08M | 0.11% | −6,898−6.3% | Reduced |
| Generali Asset Management SPA SGR | 103,315 | $5.08M | 0.10% | +42,566+70.1% | Added |
| Teachers Retirement System of the State of Kentucky | 103,733 | $5.10M | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 104,094 | $5.12M | 0.17% | +321+0.3% | Added |
| Griffin Asset Management, Inc. | 104,988 | $5.17M | 0.56% | +120.0% | Added |
| Hedeker Wealth, LLC | 105,344 | $5.18M | 1.09% | −954−0.9% | Reduced |
| ASR Vermogensbeheer N.V. | 105,489 | $5.19M | 0.06% | −904−0.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 105,792 | $5.21M | 0.10% | +38,750+57.8% | Added |
| Verdence Capital Advisors LLC | 107,446 | $5.29M | 0.31% | −5,835−5.2% | Reduced |
| Simon Quick Advisors, LLC | 107,651 | $5.30M | 0.23% | +68+0.1% | Added |