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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 6,866 | $337.9K | 0.01% | +1,822+36.1% | Added |
| Cary Street Partner Investment Advisory LLC | 6,868 | $338.0K | 0.09% | −1,418−17.1% | Reduced |
| Blue Rock Wealth Management LLC | 6,900 | $339.5K | 0.21% | 00.0% | Unchanged |
| Tompkins Financial Corp | 6,925 | $340.8K | 0.03% | −2,098−23.3% | Reduced |
| Wellington Shields Capital Management, LLC | 6,935 | $341.2K | 0.05% | −94,489−93.2% | Reduced |
| Arlington Trust Co LLC | 6,978 | $343.4K | 0.04% | −1,914−21.5% | Reduced |
| Victory Financial Group, LLC | 6,998 | $344.4K | 0.04% | +516+8.0% | Added |
| Stone Point Wealth LLC | 7,000 | $344.5K | 0.09% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 7,014 | $345.1K | 0.38% | +10+0.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 7,017 | $345.3K | 0.03% | +7,017 | New |
| ForthRight Wealth Management, LLC | 7,034 | $346.2K | 0.10% | +20.0% | Added |
| WBH Advisory Inc | 7,047 | $346.8K | 0.03% | +950+15.6% | Added |
| Morris Financial Concepts, Inc. | 7,060 | $347.4K | 0.12% | −628−8.2% | Reduced |
| Storgate, LLC | 7,063 | $347.6K | 0.29% | +7,063 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,066 | $347.7K | 0.01% | −1,700−19.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,077 | $348.3K | 0.01% | +328+4.9% | Added |
| Silverlake Wealth Management LLC | 7,113 | $350.0K | 0.08% | +518+7.9% | Added |
| Wynn Capital, LLC | 7,166 | $352.6K | 0.17% | −808−10.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,199 | $354.3K | 0.02% | −85−1.2% | Reduced |
| Renaissance Technologies LLC | 7,217 | $355.1K | 0.00% | +7,217 | New |
| Wall Street Access Asset Management, LLC | 7,276 | $358.0K | 0.08% | +7,276 | New |
| Larry Mathis Financial Planning, LLC | 7,289 | $358.7K | 0.32% | +7,289 | New |
| Virtue Asset Management LLC | 7,314 | $359.9K | 0.29% | +7,314 | New |
| Jaffetilchin Investment Partners, LLC | 7,340 | $361.2K | 0.02% | −14−0.2% | Reduced |
| Genesis Private Wealth, LLC | 7,416 | $364.9K | 0.11% | +150+2.1% | Added |
| Selective Wealth Management, Inc. | 7,260 | $365.0K | 0.11% | −300−4.0% | Reduced |
| Waddell & Associates, LLC | 7,433 | $365.8K | 0.02% | +24+0.3% | Added |
| Plato Investment Management Ltd | 7,660 | $378.8K | 0.02% | −18,097−70.3% | Reduced |
| Wedbush Securities Inc | 7,716 | $380.0K | 0.01% | +1,953+33.9% | Added |
| Oak Barrel Wealth Advisory LLC | 7,777 | $382.7K | 0.23% | +7,777 | New |
| Aldebaran Financial Inc. | 7,728 | $383.0K | 0.35% | 00.0% | Unchanged |
| tru Independence LLC | 7,804 | $384.0K | 0.10% | +47+0.6% | Added |
| Tower Bridge Advisors | 7,820 | $384.8K | 0.04% | −3,470−30.7% | Reduced |
| Ci Investments Inc. | 7,833 | $385.5K | 0.00% | −2,354−23.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 7,841 | $385.9K | 0.12% | −698−8.2% | Reduced |
| Gladstone Institutional Advisory LLC | 7,846 | $386.1K | 0.01% | −5,994−43.3% | Reduced |
| Catalytic Wealth RIA, LLC | 7,853 | $386.4K | 0.01% | −17,502−69.0% | Reduced |
| Abacus Planning Group, Inc. | 7,902 | $388.9K | 0.05% | +122+1.6% | Added |
| Facet Wealth, Inc. | 7,761 | $390.5K | 0.01% | +3,361+76.4% | Added |
| International Private Wealth Advisors LLC | 7,937 | $390.6K | 0.25% | −247−3.0% | Reduced |
| Frec Markets, Inc. | 7,947 | $391.1K | 0.11% | +7,947 | New |
| Summit Asset Management, LLC | 7,974 | $392.4K | 0.06% | +15+0.2% | Added |
| 1st Source Bank | 7,980 | $392.7K | 0.02% | −134−1.7% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $393.7K | 0.00% | 00.0% | Unchanged |
| Odyssean, LLC | 8,081 | $397.7K | 0.29% | +8,081 | New |
| Cim Investment Mangement Inc | 8,095 | $398.4K | 0.10% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 8,098 | $398.5K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 7,960 | $399.3K | 0.02% | −30.0% | Reduced |
| Twinbeech Capital LP | 8,136 | $400.4K | 0.03% | +8,136 | New |
| HHM Wealth Advisors, LLC | 8,143 | $400.7K | 0.05% | −993−10.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,830 | $400.7K | 0.01% | −454−5.5% | Reduced |
| Institute for Wealth Management, LLC. | 8,158 | $401.5K | 0.04% | −409−4.8% | Reduced |
| Eagle Strategies LLC | 8,172 | $402.2K | 0.05% | −310−3.7% | Reduced |
| IFP Advisors, Inc | 8,205 | $403.8K | 0.01% | +194+2.4% | Added |
| Strategic Blueprint, LLC | 8,244 | $405.7K | 0.02% | −6,953−45.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 8,247 | $405.8K | 0.02% | −4,291−34.2% | Reduced |
| Krilogy Financial LLC | 8,089 | $406.0K | 0.01% | −5,801−41.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,285 | $407.7K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 8,305 | $408.7K | 0.01% | −120−1.4% | Reduced |
| Rehmann Capital Advisory Group | 8,316 | $409.2K | 0.02% | −1,261−13.2% | Reduced |
| 5T Wealth, LLC | 8,357 | $411.2K | 0.16% | −1,249−13.0% | Reduced |
| Biltmore Family Office, LLC | 8,366 | $411.7K | 0.06% | +1,092+15.0% | Added |
| Ballew Advisors, Inc | 8,316 | $413.2K | 0.23% | +12+0.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,450 | $415.8K | 0.02% | −6,468−43.4% | Reduced |
| Ti-Trust, Inc | 8,453 | $416.0K | 0.26% | −51−0.6% | Reduced |
| Norden Group LLC | 8,454 | $416.0K | 0.04% | +2,078+32.6% | Added |
| Chicago Partners Investment Group LLC | 8,395 | $416.1K | 0.01% | +682+8.8% | Added |
| Keystone Financial Group | 8,463 | $416.5K | 0.03% | +29+0.3% | Added |
| Clearwave Capital, LLC | 8,467 | $416.6K | 0.31% | +8,467 | New |
| Broyhill Asset Management | 8,480 | $417.3K | 0.37% | −7,650−47.4% | Reduced |
| BankPlus Wealth Management LLC | 8,540 | $420.2K | 0.23% | −293−3.3% | Reduced |
| Belleair Asset Management, LLC | 8,574 | $421.9K | 0.40% | +8,574 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 8,609 | $423.6K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 8,620 | $424.2K | 0.01% | +153+1.8% | Added |
| NFP Retirement, Inc. | 8,624 | $424.4K | 0.03% | +10.0% | Added |
| North Star Investment Management Corp. | 8,633 | $424.8K | 0.03% | −2,709−23.9% | Reduced |
| Lantz Financial LLC | 8,636 | $425.0K | 0.09% | +572+7.1% | Added |
| Bartlett & Co. Wealth Management LLC | 8,662 | $426.3K | 0.01% | −1,515−14.9% | Reduced |
| SkyView Investment Advisors, LLC | 8,671 | $427.0K | 0.05% | 00.0% | Unchanged |
| Souders Financial Advisors | 8,706 | $428.4K | 0.05% | +398+4.8% | Added |
| Ellevest, Inc. | 8,731 | $429.7K | 0.06% | −702−7.4% | Reduced |
| Total Wealth Planning & Management, Inc. | 8,736 | $429.9K | 0.34% | +8,736 | New |
| Almanack Investment Partners, LLC. | 8,742 | $430.2K | 0.07% | +8,742 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 8,744 | $430.3K | 0.03% | +100+1.2% | Added |
| Avalon Trust Co | 8,775 | $431.8K | 0.03% | −32−0.4% | Reduced |
| Roxbury Financial LLC | 8,792 | $432.6K | 0.39% | −638−6.8% | Reduced |
| Versor Investments LP | 8,808 | $433.4K | 0.07% | −16,200−64.8% | Reduced |
| Banco Santander, S.A. | 8,817 | $433.9K | 0.00% | −1,204−12.0% | Reduced |
| Walsky Investment Management, Inc. | 8,901 | $438.0K | 0.45% | +8,901 | New |
| Flputnam Investment Management Co | 8,909 | $438.4K | 0.01% | +8,909 | New |
| Fiducient Advisors LLC | 8,915 | $438.7K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 8,917 | $438.8K | 0.05% | −77−0.9% | Reduced |
| AA Financial Advisors, LLC | 8,941 | $440.0K | 0.08% | +404+4.7% | Added |
| Sherbrooke Park Advisers LLC | 8,941 | $440.0K | 1.14% | +8,941 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 8,948 | $440.3K | 0.36% | +149+1.7% | Added |
| Rede Wealth, LLC | 8,975 | $441.6K | 0.15% | +8,975 | New |
| Dorsey & Whitney Trust CO LLC | 8,978 | $441.8K | 0.02% | +454+5.3% | Added |
| Fox Run Management, L.L.C. | 8,979 | $441.9K | 0.07% | −32,457−78.3% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 8,985 | $442.2K | 0.07% | +75+0.8% | Added |
| Raiffeisen Bank International AG | 8,935 | $442.8K | 0.01% | −611−6.4% | Reduced |