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 |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 4,108 | $202.2K | 0.11% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,126 | $203.0K | 0.03% | −143−3.3% | Reduced |
| Ellis Investment Partners, LLC | 4,130 | $203.3K | 0.04% | +4,130 | New |
| Chris Bulman Inc | 4,155 | $204.5K | 0.09% | +4,155 | New |
| Harmony Asset Management LLC | 4,155 | $204.5K | 0.07% | −1,209−22.5% | Reduced |
| Cannon Wealth Management Services, LLC | 4,170 | $205.2K | 0.14% | +4,170 | New |
| Longboard Asset Management, LP | 4,183 | $205.8K | 1.31% | +4,183 | New |
| Crestwood Advisors Group LLC | 4,184 | $205.9K | 0.00% | +4,184 | New |
| Woodward Diversified Capital, LLC | 4,186 | $206.0K | 0.09% | +4,186 | New |
| Home Federal Bank of Tennessee | 4,209 | $207.1K | 0.05% | +4,209 | New |
| Capstone Investment Advisors, LLC | 4,225 | $207.9K | 0.00% | +4,225 | New |
| Second Half Financial Partners, LLC | 4,229 | $208.1K | 0.09% | +4,229 | New |
| Rare Wolf Capital LLC | 4,229 | $208.1K | 0.13% | +4,229 | New |
| Avidian Wealth Solutions, LLC | 4,241 | $208.7K | 0.01% | +4,241 | New |
| 180 Wealth Advisors, LLC | 4,259 | $209.6K | 0.02% | +4,259 | New |
| Western Wealth Management, LLC | 4,262 | $209.7K | 0.01% | +4,262 | New |
| Convergence Investment Partners, LLC | 4,267 | $210.0K | 0.04% | −11,718−73.3% | Reduced |
| Boltwood Capital Management | 4,270 | $210.1K | 0.05% | −240−5.3% | Reduced |
| National Asset Management, Inc. | 4,271 | $210.2K | 0.01% | −3,246−43.2% | Reduced |
| Indivisible Partners | 4,272 | $210.2K | 0.02% | +4,272 | New |
| Mayflower Financial Advisors, LLC | 4,277 | $210.5K | 0.03% | +4,277 | New |
| Advisor OS, LLC | 4,283 | $210.8K | 0.02% | +4,283 | New |
| Kuhn & Co Investment Counsel | 4,290 | $211.1K | 0.14% | +4,290 | New |
| First Business Financial Services, Inc. | 4,292 | $211.2K | 0.02% | +4,292 | New |
| Golden State Equity Partners | 4,307 | $211.9K | 0.03% | +4,307 | New |
| Saxony Capital Management, LLC | 4,310 | $212.1K | 0.13% | +4,310 | New |
| Bayban | 4,311 | $212.1K | 0.19% | +4,311 | New |
| Drive Wealth Management, LLC | 4,313 | $212.3K | 0.04% | +4,313 | New |
| Blueshift Asset Management, LLC | 4,321 | $212.6K | 0.06% | +4,321 | New |
| Insight Advisors, LLC | 4,325 | $212.8K | 0.03% | +4,325 | New |
| Hartford Funds Management Co LLC | 4,334 | $213.4K | 0.02% | +4,334 | New |
| RNC Capital Management LLC | 4,346 | $213.9K | 0.01% | +4,346 | New |
| Eastern Bank | 4,349 | $214.0K | 0.00% | −10.0% | Reduced |
| Passive Capital Management, LLC. | 4,364 | $214.8K | 0.07% | +4,364 | New |
| Bradley Foster & Sargent Inc | 4,366 | $214.9K | 0.00% | −280−6.0% | Reduced |
| Inscription Capital, LLC | 4,376 | $215.3K | 0.02% | −99−2.2% | Reduced |
| QTR Family Wealth, LLC | 3,917 | $215.8K | 0.10% | +3,917 | New |
| Sagewood Asset Management LP | 4,389 | $216.0K | 0.08% | +4,389 | New |
| Chase Investment Counsel Corp | 4,421 | $217.0K | 0.06% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,436 | $218.3K | 0.01% | −729−14.1% | Reduced |
| Capital Management Corp | 4,443 | $218.6K | 0.04% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,463 | $219.6K | 0.01% | +4,463 | New |
| Nikulski Financial, Inc. | 4,463 | $219.6K | 0.05% | −137−3.0% | Reduced |
| Lloyd Advisory Services, LLC. | 4,471 | $220.0K | 0.09% | −179−3.8% | Reduced |
| WESPAC Advisors, LLC | 4,474 | $220.2K | 0.12% | −12,401−73.5% | Reduced |
| CrossGen Wealth, LLC | 4,475 | $220.2K | 0.19% | +4,475 | New |
| Mill Capital Management, LLC | 4,509 | $221.9K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4,509 | $221.9K | 0.10% | +3+0.1% | Added |
| Capital Analysts, LLC | 4,557 | $224.0K | 0.01% | −457−9.1% | Reduced |
| Yeomans Consulting Group, Inc. | 4,555 | $224.2K | 0.07% | −336−6.9% | Reduced |
| Pursuit Wealth Strategies, LLC | 4,575 | $225.1K | 0.32% | +4,575 | New |
| Colton Groome Financial Advisors, LLC | 4,595 | $226.1K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 4,600 | $226.4K | 0.03% | −72−1.5% | Reduced |
| Patton Fund Management, Inc. | 4,612 | $227.0K | 0.03% | −1,234−21.1% | Reduced |
| Alta Advisers Ltd | 4,650 | $228.8K | 0.08% | −1,700−26.8% | Reduced |
| NorthRock Partners, LLC | 4,662 | $229.5K | 0.00% | −11,723−71.5% | Reduced |
| Mach-1 Financial Group, Inc. | 4,677 | $230.2K | 0.05% | +4,677 | New |
| Main Street Financial Solutions, LLC | 4,679 | $230.3K | 0.02% | −4,471−48.9% | Reduced |
| Future Financial Wealth Managment LLC | 4,700 | $231.0K | 0.16% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 4,694 | $231.0K | 0.07% | 00.0% | Unchanged |
| Citizens & Northern Corp | 4,727 | $232.6K | 0.06% | −29,621−86.2% | Reduced |
| City National Bank of Florida | 4,732 | $232.9K | 0.15% | +4,732 | New |
| Convergence Financial, LLC | 4,734 | $233.0K | 0.03% | −1,097−18.8% | Reduced |
| Keynote Financial Services LLC | 4,740 | $233.3K | 0.13% | 00.0% | Unchanged |
| Capital Square, LLC | 4,744 | $233.4K | 0.12% | +26+0.6% | Added |
| Cornerstone Management, Inc. | 4,750 | $233.7K | 0.04% | −1,928−28.9% | Reduced |
| Trust Point Inc. | 4,760 | $234.2K | 0.02% | +345+7.8% | Added |
| Annex Advisory Services, LLC | 4,805 | $236.5K | 0.00% | +4,805 | New |
| Pathway Financial Advisors LLC | 4,626 | $236.8K | 0.03% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,815 | $236.9K | 0.01% | +53+1.1% | Added |
| Sandhill Capital Partners LLC | 4,818 | $237.1K | 0.02% | +81+1.7% | Added |
| Meramec Financial Planners, LLC | 4,277 | $238.7K | 0.09% | +4,277 | New |
| Midland Wealth Advisors LLC | 4,851 | $238.7K | 0.01% | −4,159−46.2% | Reduced |
| MONECO Advisors, LLC | 4,853 | $238.8K | 0.02% | +4,853 | New |
| Davis R M Inc | 4,861 | $239.2K | 0.00% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $241.6K | 0.09% | +4,871 | New |
| PFW Advisors LLC | 4,951 | $243.6K | 0.07% | 00.0% | Unchanged |
| Lexington Hill Partners, LLC | 4,952 | $243.7K | 0.18% | +4,952 | New |
| MV Capital Management, Inc. | 4,956 | $243.9K | 0.02% | +434+9.6% | Added |
| High Net Worth Advisory Group LLC | 4,960 | $244.1K | 0.06% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 5,000 | $246.1K | 0.08% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 5,034 | $247.7K | 0.06% | +5,034 | New |
| Fidelis Capital Partners, LLC | 5,039 | $248.0K | 0.02% | +505+11.1% | Added |
| Shayne & Co., LLC | 5,054 | $248.7K | 0.08% | −30−0.6% | Reduced |
| Balboa Wealth Partners | 5,064 | $249.2K | 0.04% | +5,064 | New |
| Parsonex Advisory Services, Inc. | 5,078 | $249.9K | 0.16% | −93−1.8% | Reduced |
| Paragon Capital Management Ltd | 5,078 | $249.9K | 0.05% | +56+1.1% | Added |
| Element Wealth, LLC | 5,078 | $249.9K | 0.10% | +26+0.5% | Added |
| Fortress Private Ledger, LLC | 5,086 | $250.3K | 0.08% | +17+0.3% | Added |
| Catalyst Funds Management Pty Ltd | 5,100 | $251.0K | 0.06% | −12,600−71.2% | Reduced |
| Financial Consulate, Inc | 5,106 | $251.3K | 0.03% | −307−5.7% | Reduced |
| Augustine Asset Management Inc | 5,112 | $251.6K | 0.05% | −16−0.3% | Reduced |
| TradeWell Securities, LLC. | 5,116 | $251.8K | 0.10% | +31+0.6% | Added |
| Baron Wealth Management LLC | 5,116 | $251.8K | 0.08% | −141−2.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,119 | $251.9K | 0.01% | +382+8.1% | Added |
| Interchange Capital Partners, LLC | 5,120 | $252.0K | 0.05% | +5,120 | New |
| McAdam, LLC | 5,121 | $252.0K | 0.01% | +149+3.0% | Added |
| Great Valley Advisor Group, Inc. | 5,126 | $252.3K | 0.00% | −45−0.9% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,939 | $252.8K | 0.02% | +4,939 | New |
| SmartHarvest Portfolios, LLC | 5,164 | $254.1K | 0.09% | +5,164 | New |