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 |
|---|---|---|---|---|---|
| Roehl & Yi Investment Advisors, LLC | 5,171 | $254.5K | 0.10% | +35+0.7% | Added |
| Penserra Capital Management LLC | 5,200 | $255.0K | 0.00% | −385−6.9% | Reduced |
| Abel Hall, LLC | 5,192 | $255.5K | 0.06% | +5,192 | New |
| Childress Capital Advisors, LLC | 5,192 | $255.5K | 0.04% | +279+5.7% | Added |
| Lincoln Capital LLC | 5,196 | $255.7K | 0.05% | +5,196 | New |
| SummitTX Capital, L.P. | 5,201 | $255.9K | 0.01% | −55,011−91.4% | Reduced |
| Sound Income Strategies, LLC | 5,121 | $256.0K | 0.01% | +331+6.9% | Added |
| Spirepoint Private Client, LLC | 5,218 | $256.8K | 0.02% | +147+2.9% | Added |
| RiverFront Investment Group, LLC | 5,269 | $259.3K | 0.00% | +5,269 | New |
| Gamco Investors, Inc. Et Al | 5,273 | $259.5K | 0.00% | +5,273 | New |
| Vantus Wealth LLC | 5,277 | $259.7K | 0.19% | +5,277 | New |
| MASTERINVEST Kapitalanlage GmbH | 5,244 | $259.9K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5,283 | $260.0K | 0.06% | −1,218−18.7% | Reduced |
| WealthTrust Axiom LLC | 5,301 | $260.9K | 0.07% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,302 | $260.9K | 0.06% | −1,313−19.8% | Reduced |
| Westpac Banking Corp | 5,329 | $262.2K | 0.02% | +1,145+27.4% | Added |
| Forteris Wealth Management Inc. | 5,355 | $263.5K | 0.26% | +5,355 | New |
| Newman Dignan & Sheerar, Inc. | 5,361 | $263.8K | 0.05% | +329+6.5% | Added |
| Mountain Pacific Investment Advisers Inc | 5,366 | $264.1K | 0.04% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 5,395 | $265.5K | 0.05% | +185+3.6% | Added |
| Waldron Private Wealth LLC | 5,461 | $268.7K | 0.01% | +171+3.2% | Added |
| Integrated Quantitative Investments LLC | 5,474 | $269.4K | 0.06% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 5,475 | $269.4K | 0.07% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 5,485 | $269.9K | 0.05% | +5,485 | New |
| Exchange Traded Concepts, LLC | 5,498 | $270.6K | 0.00% | +2,295+71.7% | Added |
| LRI Investments, LLC | 5,511 | $271.2K | 0.02% | +1,050+23.5% | Added |
| Calton & Associates, Inc. | 5,540 | $272.6K | 0.04% | −179−3.1% | Reduced |
| Clarius Group, LLC | 5,557 | $273.5K | 0.02% | −49−0.9% | Reduced |
| Parcion Private Wealth LLC | 5,601 | $275.6K | 0.02% | −324−5.5% | Reduced |
| Cascade Financial Partners, LLC | 5,639 | $277.5K | 0.03% | +5,639 | New |
| Next Level Private LLC | 5,642 | $277.6K | 0.07% | +63+1.1% | Added |
| LongView Wealth Management | 5,541 | $277.8K | 0.07% | +702+14.5% | Added |
| Continuum Advisory, LLC | 5,667 | $278.9K | 0.03% | +647+12.9% | Added |
| Visionary Wealth Advisors | 5,669 | $279.0K | 0.01% | +5,669 | New |
| Arbor Investment Advisors, LLC | 5,701 | $280.5K | 0.04% | −77,017−93.1% | Reduced |
| Fortress Wealth Group, LLC | 5,460 | $280.7K | 0.11% | −234−4.1% | Reduced |
| Ambassador Advisors, LLC | 5,720 | $281.5K | 0.04% | +139+2.5% | Added |
| Strategic Wealth Designers | 5,727 | $281.8K | 0.03% | −372−6.1% | Reduced |
| Lafayette Investments, Inc. | 5,727 | $281.8K | 0.05% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 5,741 | $282.5K | 0.05% | +5,741 | New |
| Bridgewater Advisors Inc. | 8,317 | $283.0K | 0.02% | +354+4.4% | Added |
| Evermay Wealth Management LLC | 5,755 | $283.2K | 0.03% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 5,775 | $284.2K | 0.01% | −13−0.2% | Reduced |
| Cornerstone Planning, LLC | 5,779 | $284.4K | 0.07% | +5,779 | New |
| Armis Advisers, LLC | 6,451 | $284.9K | 0.03% | +6,451 | New |
| Aegis Wealth Management LLC | 5,799 | $285.4K | 0.16% | −243−4.0% | Reduced |
| Modern Wealth Management, LLC | 5,855 | $288.1K | 0.01% | +687+13.3% | Added |
| TD Waterhouse Canada Inc. | 5,855 | $288.2K | 0.00% | +2,125+57.0% | Added |
| New Wave Wealth Advisors LLC | 5,857 | $288.2K | 0.11% | +355+6.5% | Added |
| Beverly Hills Private Wealth, LLC | 5,868 | $288.7K | 0.05% | −285−4.6% | Reduced |
| Family Legacy, Inc. | 5,870 | $288.9K | 0.09% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 5,883 | $289.5K | 0.07% | −1,641−21.8% | Reduced |
| Klingenstein Fields & Co LP | 5,912 | $290.9K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,931 | $291.9K | 0.01% | +5,931 | New |
| Cascades Capital Asset Management, LLC | 5,935 | $292.0K | 0.12% | +34+0.6% | Added |
| Avaii Wealth Management, LLC | 5,939 | $292.2K | 0.11% | −68−1.1% | Reduced |
| Timonier Family Office, LTD. | 5,941 | $292.4K | 0.09% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,947 | $292.7K | 0.01% | −683−10.3% | Reduced |
| Frederick Financial Consultants, LLC | 5,964 | $293.5K | 0.16% | −126−2.1% | Reduced |
| Peachtree Investment Partners, LLC | 5,989 | $294.7K | 0.10% | −120−2.0% | Reduced |
| Nilsine Partners, LLC | 6,025 | $296.5K | 0.03% | +822+15.8% | Added |
| Patrick M Sweeney & Associates, Inc | 6,051 | $297.8K | 0.19% | −234−3.7% | Reduced |
| Everstar Asset Management, LLC | 6,063 | $298.4K | 0.16% | 00.0% | Unchanged |
| Outfitter Financial LLC | 6,071 | $298.8K | 0.24% | −20−0.3% | Reduced |
| D'Orazio & Associates, Inc. | 6,107 | $300.5K | 0.04% | +263+4.5% | Added |
| Cape Investment Advisory, Inc. | 6,115 | $300.9K | 0.09% | +1,012+19.8% | Added |
| Councilmark Asset Management, LLC | 6,142 | $302.2K | 0.17% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 6,173 | $303.8K | 0.00% | +6,173 | New |
| Summit Financial Wealth Advisors, LLC | 6,183 | $304.3K | 0.04% | +6,183 | New |
| Atlantic Family Wealth, LLC | 6,251 | $307.6K | 0.23% | +982+18.6% | Added |
| Hill Investment Group Partners, LLC | 6,262 | $308.2K | 0.04% | +30.0% | Added |
| Conning Inc. | 6,278 | $308.9K | 0.01% | +966+18.2% | Added |
| FNY Investment Advisers, LLC | 6,300 | $310.0K | 0.09% | +6,286+44,900.0% | Added |
| Platform Technology Partners | 6,321 | $311.0K | 0.07% | −9−0.1% | Reduced |
| Tennessee Valley Asset Management Partners | 6,364 | $313.2K | 0.04% | +91+1.5% | Added |
| Smith, Moore & Co. | 6,375 | $313.7K | 0.02% | +588+10.2% | Added |
| Sapient Capital LLC | 6,333 | $313.9K | 0.00% | +379+6.4% | Added |
| CVA Family Office, LLC | 6,405 | $315.2K | 0.04% | −117−1.8% | Reduced |
| truNorth Financial Services, Inc. | 6,440 | $316.9K | 0.34% | +6,440 | New |
| ARS Wealth Advisors Group, LLC | 6,446 | $317.2K | 0.03% | +23+0.4% | Added |
| 44 Wealth Management LLC | 6,456 | $317.7K | 0.11% | +107+1.7% | Added |
| L2 Asset Management, LLC | 6,462 | $318.0K | 0.04% | +346+5.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,493 | $319.5K | 0.02% | −2,484−27.7% | Reduced |
| Canton Hathaway, LLC | 6,516 | $320.7K | 0.06% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 6,540 | $321.8K | 0.01% | +253+4.0% | Added |
| PCB Capital LLC | 6,546 | $322.1K | 0.52% | +6,546 | New |
| Kestra Investment Management, LLC | 6,593 | $324.4K | 0.01% | +854+14.9% | Added |
| PDS Planning, Inc | 6,597 | $324.6K | 0.02% | −27−0.4% | Reduced |
| Whipplewood Advisors, LLC | 6,609 | $325.2K | 0.21% | 00.0% | Unchanged |
| CSS LLC | 6,636 | $326.6K | 0.02% | −11,982−64.4% | Reduced |
| Manske Wealth Management | 6,636 | $326.6K | 0.10% | −489−6.9% | Reduced |
| Gradient Investments LLC | 6,672 | $328.3K | 0.01% | +36+0.5% | Added |
| Formidable Asset Management, LLC | 7,184 | $328.5K | 0.05% | −240−3.2% | Reduced |
| Meridian Financial Partners LLC | 6,612 | $330.7K | 0.13% | −4−0.1% | Reduced |
| Jefferies Financial Group Inc. | 6,807 | $335.0K | 0.00% | −87,738−92.8% | Reduced |
| Caldwell Trust Co | 6,826 | $335.9K | 0.03% | −402−5.6% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 6,850 | $337.1K | 0.07% | +1,076+18.6% | Added |
| Pathfinder Wealth Consulting, Inc. | 6,851 | $337.1K | 0.21% | +6,851 | New |
| Basecamp Wealth Advisors LLC | 6,857 | $337.5K | 0.07% | +6,857 | New |
| Fonville Wealth Management LLC | 6,860 | $337.6K | 0.07% | +26+0.4% | Added |