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; 1,706 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 | 1,706 | $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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 1,023 | $50.3K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,063 | $52.3K | 0.01% | +858+418.5% | Added |
| Paradigm Asset Management Co LLC | 1,083 | $53.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,092 | $53.7K | 0.01% | −143−11.6% | Reduced |
| Washington Trust Advisors, Inc. | 1,094 | $53.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,169 | $57.5K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,211 | $59.6K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,069 | $60.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,230 | $60.5K | 0.01% | −425−25.7% | Reduced |
| Burkett Financial Services, LLC | 1,268 | $62.4K | 0.02% | +13+1.0% | Added |
| Ameriflex Group, Inc. | 1,271 | $62.5K | 0.03% | −1,257−49.7% | Reduced |
| Reflection Asset Management | 1,271 | $62.5K | 0.04% | +1,271 | New |
| Banque Cantonale Vaudoise | 1,276 | $63.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,288 | $63.4K | 0.01% | +592+85.1% | Added |
| Harbor Investment Advisory, LLC | 1,295 | $63.7K | 0.00% | +266+25.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,295 | $63.7K | 0.01% | +1,295 | New |
| Pinney & Scofield, Inc. | 1,310 | $64.5K | 0.04% | 00.0% | Unchanged |
| Resources Management Corp | 1,331 | $65.0K | 0.01% | +1,331 | New |
| Flagship Harbor Advisors, LLC | 1,334 | $65.7K | 0.00% | +1,334 | New |
| Brown, Lisle/Cummings, Inc. | 1,340 | $65.9K | 0.02% | 00.0% | Unchanged |
| EFG International AG | 1,380 | $67.9K | 0.00% | +1,380 | New |
| Wellington-Altus USA Inc. | 1,414 | $69.6K | 0.05% | +1,414 | New |
| Rossby Financial, LCC | 1,431 | $70.4K | 0.02% | +688+92.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $71.4K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1,473 | $72.5K | 0.01% | −256−14.8% | Reduced |
| Evolution Advisers, Inc. | 73,840 | $73.0K | 0.03% | −930−1.2% | Reduced |
| Chilton Capital Management LLC | 1,513 | $74.5K | 0.00% | +13+0.9% | Added |
| SBI Securities Co., Ltd. | 1,515 | $74.6K | 0.00% | −588−28.0% | Reduced |
| Riverview Trust Co | 1,549 | $76.2K | 0.09% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,555 | $76.5K | 0.02% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 1,588 | $78.1K | 0.02% | +1,588 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,613 | $79.4K | 0.03% | +1,251+345.6% | Added |
| Motco | 1,669 | $82.1K | 0.01% | +1,078+182.4% | Added |
| Truvestments Capital LLC | 1,672 | $82.3K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,641 | $82.4K | 0.03% | +14+0.9% | Added |
| DV Equities, LLC | 1,798 | $88.5K | 0.02% | +1,798 | New |
| Nemes Rush Group LLC | 1,902 | $93.6K | 0.01% | +9+0.5% | Added |
| AdvisorNet Financial, Inc | 1,928 | $94.9K | 0.01% | +105+5.8% | Added |
| GW&K Investment Management, LLC | 1,938 | $95.0K | 0.00% | −34−1.7% | Reduced |
| Golden State Wealth Management, LLC | 1,956 | $96.3K | 0.01% | −121−5.8% | Reduced |
| IMA Wealth, Inc. | 1,979 | $97.4K | 0.01% | +18+0.9% | Added |
| Smithfield Trust Co | 1,970 | $98.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2,005 | $98.7K | 0.03% | −194−8.8% | Reduced |
| REAP Financial Group, LLC | 2,048 | $100.8K | 0.02% | +265+14.9% | Added |
| Gables Capital Management Inc. | 2,053 | $101.0K | 0.04% | −118−5.4% | Reduced |
| Richardson Financial Services Inc. | 2,065 | $101.6K | 0.06% | +516+33.3% | Added |
| Trust Co | 2,134 | $105.0K | 0.01% | +2,134 | New |
| Beacon Financial Strategies CORP | 2,152 | $105.9K | 0.06% | +2,152 | New |
| Abound Wealth Management | 2,203 | $108.4K | 0.03% | +92+4.4% | Added |
| Atlantic Trust, LLC | 2,226 | $109.5K | 0.02% | −94−4.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 2,246 | $110.5K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,256 | $111.0K | 0.01% | +168+8.0% | Added |
| Root Financial Partners, LLC | 2,263 | $111.4K | 0.01% | +13+0.6% | Added |
| Hughes Financial Services, LLC | 2,279 | $112.2K | 0.02% | +10.0% | Added |
| Cranbrook Wealth Management, LLC | 2,430 | $119.6K | 0.02% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,436 | $119.9K | 0.07% | −40−1.6% | Reduced |
| Curat Global, LLC | 2,443 | $120.2K | 0.13% | 00.0% | Unchanged |
| Central Trust Co | 2,446 | $120.4K | 0.00% | −2,080−46.0% | Reduced |
| Proffitt & Goodson Inc | 2,455 | $120.8K | 0.02% | −201−7.6% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $121.4K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,476 | $121.8K | 0.02% | +352+16.6% | Added |
| Millstone Evans Group, LLC | 2,483 | $122.2K | 0.07% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,587 | $127.3K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,609 | $128.4K | 0.00% | +199+8.3% | Added |
| Caldwell Sutter Capital, Inc. | 2,613 | $128.6K | 0.05% | −64−2.4% | Reduced |
| Quent Capital, LLC | 2,619 | $128.9K | 0.01% | +61+2.4% | Added |
| Entrust Financial LLC | 2,656 | $130.7K | 0.10% | +2,656 | New |
| Union Savings Bank | 2,897 | $142.5K | 0.06% | +2,897 | New |
| Asset Dedication, LLC | 2,974 | $146.4K | 0.01% | −5,432−64.6% | Reduced |
| Viking Fund Management LLC | 3,000 | $147.6K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,000 | $147.6K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 3,000 | $148.0K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 3,063 | $150.7K | 0.04% | +156+5.4% | Added |
| Bravera Wealth | 3,077 | $151.4K | 0.08% | +3,077 | New |
| Curio Wealth, LLC | 3,022 | $153.3K | 0.05% | +1,985+191.4% | Added |
| Sentry Investment Management LLC | 3,137 | $154.0K | 0.10% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,166 | $155.8K | 0.01% | −1,882−37.3% | Reduced |
| Deseret Mutual Benefit Administrators | 3,234 | $159.1K | 0.07% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3,328 | $163.8K | 0.13% | +3,328 | New |
| Global Trust Asset Management, LLC | 3,401 | $167.4K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,417 | $168.2K | 0.02% | −224−6.2% | Reduced |
| Accordant Advisory Group Inc | 3,463 | $170.4K | 0.12% | −836−19.4% | Reduced |
| Bruce G. Allen Investments, LLC | 3,486 | $171.5K | 0.12% | −301−7.9% | Reduced |
| Fairscale Capital, LLC | 3,503 | $172.4K | 0.11% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3,525 | $173.5K | 0.13% | −4,046−53.4% | Reduced |
| Johnson Financial Group, Inc. | 3,699 | $182.0K | 0.01% | −1,826−33.0% | Reduced |
| VSM Wealth Advisory, LLC | 3,730 | $183.6K | 0.06% | 00.0% | Unchanged |
| Onefund, LLC | 3,820 | $188.0K | 0.11% | +199+5.5% | Added |
| CNB Bank | 3,844 | $189.2K | 0.08% | −752−16.4% | Reduced |
| Grove Bank & Trust | 3,862 | $190.0K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 4,599 | $192.7K | 0.00% | +4,599 | New |
| Hantz Financial Services, Inc. | 4,006 | $197.0K | 0.00% | +40+1.0% | Added |
| Hillsdale Investment Management Inc. | 4,010 | $197.3K | 0.01% | +2,500+165.6% | Added |
| Dakota Community Bank & Trust NA | 4,022 | $197.9K | 0.68% | +274+7.3% | Added |
| Johnson & White Wealth Management, LLC | 4,073 | $200.4K | 0.09% | +4,073 | New |
| Curated Wealth Partners LLC | 4,079 | $200.7K | 0.02% | +4,079 | New |
| Soltis Investment Advisors LLC | 4,079 | $200.7K | 0.01% | +4,079 | New |
| Stewardship Advisors, LLC | 4,084 | $201.0K | 0.05% | +4,084 | New |
| Tempo Wealth, LLC | 4,086 | $201.1K | 0.04% | +4,086 | New |
| waypoint wealth counsel | 4,092 | $201.4K | 0.07% | −545−11.8% | Reduced |