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 |
|---|---|---|---|---|---|
| Wealth Science Advisors LLC | 9,015 | $443.6K | 0.26% | +9,015 | New |
| Gallagher Fiduciary Advisors, LLC | 9,060 | $445.8K | 0.01% | −221−2.4% | Reduced |
| Howard Capital Management Inc. | 9,060 | $445.8K | 0.01% | +48+0.5% | Added |
| Everett Harris & Co | 9,080 | $446.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9,103 | $448.0K | 0.01% | +2,663+41.4% | Added |
| Parthenon LLC | 9,112 | $448.4K | 0.05% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 9,122 | $448.9K | 0.16% | +229+2.6% | Added |
| MTM Investment Management, LLC | 9,202 | $452.8K | 0.14% | −94−1.0% | Reduced |
| Cypress Capital Group | 9,227 | $454.1K | 0.05% | +10+0.1% | Added |
| Caitong International Asset Management Co., Ltd | 9,266 | $456.0K | 0.11% | +9,266 | New |
| Financial Management Network Inc | 9,174 | $456.3K | 0.07% | +101+1.1% | Added |
| Kathmere Capital Management, LLC | 9,314 | $458.3K | 0.03% | +4,744+103.8% | Added |
| Greatmark Investment Partners, Inc. | 9,340 | $459.6K | 0.05% | +20+0.2% | Added |
| Curbstone Financial Management Corp | 9,364 | $460.8K | 0.09% | +9,364 | New |
| Transcend Wealth Collective, LLC | 9,406 | $462.9K | 0.04% | −417−4.2% | Reduced |
| Valley National Advisers Inc | 9,475 | $466.0K | 0.06% | +835+9.7% | Added |
| Waycross Partners, LLC | 9,525 | $468.7K | 0.04% | 00.0% | Unchanged |
| LVW Advisors, LLC | 9,529 | $468.9K | 0.05% | +118+1.3% | Added |
| Brady Family Wealth, LLC | 9,581 | $471.5K | 0.15% | 00.0% | Unchanged |
| New Hampshire Trust | 9,589 | $471.9K | 0.09% | −1,441−13.1% | Reduced |
| BSW Wealth Partners | 9,594 | $472.1K | 0.06% | −22−0.2% | Reduced |
| Checchi Capital Advisers, LLC | 9,696 | $477.1K | 0.03% | −693−6.7% | Reduced |
| Aspiriant, LLC | 9,721 | $478.4K | 0.01% | +219+2.3% | Added |
| Chancellor Financial Group WB LP | 9,746 | $479.6K | 0.33% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 9,765 | $480.5K | 0.05% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 9,767 | $480.6K | 0.04% | −64−0.7% | Reduced |
| Clark Financial Services Group Inc | 9,540 | $481.6K | 0.26% | +157+1.7% | Added |
| Centaurus Financial, Inc. | 9,816 | $483.0K | 0.02% | −4,985−33.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,818 | $483.1K | 0.27% | −60−0.6% | Reduced |
| RFP Financial Group LLC | 9,823 | $483.4K | 0.23% | −3,143−24.2% | Reduced |
| Castleview Partners, LLC | 9,849 | $484.7K | 0.24% | +2,946+42.7% | Added |
| Stonebridge Financial Group, LLC | 9,852 | $484.8K | 0.04% | +21+0.2% | Added |
| Patriot Investment Management Inc. | 9,888 | $486.6K | 0.03% | −189−1.9% | Reduced |
| Haverford Trust Co | 9,926 | $488.5K | 0.00% | +3,165+46.8% | Added |
| Wilkins Investment Counsel Inc | 9,975 | $490.9K | 0.07% | 00.0% | Unchanged |
| American Assets Inc | 10,000 | $492.1K | 0.16% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 10,007 | $492.4K | 0.15% | −60−0.6% | Reduced |
| Westover Capital Advisors, LLC | 10,018 | $493.0K | 0.09% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 9,867 | $493.6K | 0.40% | −89−0.9% | Reduced |
| Valmark Advisers, Inc. | 10,037 | $493.9K | 0.01% | −462−4.4% | Reduced |
| Hardy Reed LLC | 10,037 | $493.9K | 0.04% | −134−1.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 10,054 | $494.8K | 0.04% | +1,367+15.7% | Added |
| Wright Investors Service Inc | 10,055 | $494.8K | 0.15% | −302−2.9% | Reduced |
| Bingham Private Wealth, LLC | 10,062 | $495.2K | 0.43% | +10,062 | New |
| Mason & Associates, LLC | 10,142 | $499.1K | 0.11% | +10,142 | New |
| Exencial Wealth Advisors, LLC | 10,158 | $499.9K | 0.02% | −2,461−19.5% | Reduced |
| Berkshire Money Management, Inc. | 10,192 | $501.5K | 0.05% | −100−1.0% | Reduced |
| Pine Harbor Wealth Management, LLC | 10,208 | $502.3K | 0.15% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 10,240 | $503.9K | 0.02% | +161+1.6% | Added |
| Pitcairn Wealth Advisors LLC | 10,309 | $507.3K | 0.05% | +10,309 | New |
| EntryPoint Capital, LLC | 10,318 | $507.7K | 0.20% | −4,478−30.3% | Reduced |
| Retirement Planning Group | 10,358 | $509.7K | 0.02% | +4,258+69.8% | Added |
| Cassaday & Co Wealth Management LLC | 10,378 | $510.7K | 0.01% | +265+2.6% | Added |
| Chicago Trust Co NA | 10,403 | $511.9K | 0.08% | +264+2.6% | Added |
| Paradigm Financial Partners, LLC | 10,413 | $512.4K | 0.05% | +923+9.7% | Added |
| Empower Advisory Group, LLC | 10,425 | $513.0K | 0.00% | +3,462+49.7% | Added |
| Ameritas Advisory Services, LLC | 10,531 | $518.2K | 0.02% | +7,613+260.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,537 | $518.5K | 0.01% | +288+2.8% | Added |
| Successful Portfolios LLC | 10,264 | $519.6K | 0.26% | −93−0.9% | Reduced |
| Fiduciary Group LLC | 10,585 | $520.9K | 0.04% | −663−5.9% | Reduced |
| South Shore Capital Advisors | 10,592 | $521.2K | 0.38% | +10,592 | New |
| Westwood Holdings Group Inc. | 10,629 | $523.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 10,646 | $523.9K | 0.09% | +71+0.7% | Added |
| Accurate Wealth Management, LLC | 10,372 | $525.1K | 0.07% | +1,164+12.6% | Added |
| NBC Securities, Inc. | 10,718 | $527.5K | 0.04% | −4,856−31.2% | Reduced |
| Calamos Wealth Management LLC | 10,734 | $528.2K | 0.02% | +1,268+13.4% | Added |
| Keudell/Morrison Wealth Management | 10,763 | $529.6K | 0.11% | +10,763 | New |
| Kennebec Savings Bank | 10,763 | $529.6K | 0.46% | +230+2.2% | Added |
| Greenspring Advisors, LLC | 10,769 | $529.9K | 0.03% | +10,769 | New |
| Whittier Trust Co | 10,357 | $530.1K | 0.01% | −769−6.9% | Reduced |
| Daymark Wealth Partners, LLC | 10,789 | $530.9K | 0.02% | −272−2.5% | Reduced |
| Northwest & Ethical Investments L.P. | 10,800 | $531.5K | 0.01% | 00.0% | Unchanged |
| Verum Partners LLC | 10,828 | $532.9K | 0.11% | +10+0.1% | Added |
| Park Place Capital Corp | 10,889 | $535.8K | 0.11% | +283+2.7% | Added |
| Symphony Financial, Ltd. Co. | 10,843 | $536.6K | 0.07% | −16,425−60.2% | Reduced |
| Vaughan David Investments LLC | 10,946 | $539.0K | 0.01% | −200−1.8% | Reduced |
| Gratus Wealth Advisors, LLC | 10,960 | $539.3K | 0.07% | −868−7.3% | Reduced |
| Moneta Group Investment Advisors LLC | 11,009 | $541.7K | 0.00% | −911−7.6% | Reduced |
| Evergreen Capital Management LLC | 11,047 | $543.6K | 0.01% | −406−3.5% | Reduced |
| Longfellow Investment Management Co LLC | 11,083 | $545.4K | 0.12% | 00.0% | Unchanged |
| Apella Capital, LLC | 11,083 | $545.4K | 0.01% | +3,227+41.1% | Added |
| SLT Holdings LLC | 11,114 | $546.9K | 0.36% | 00.0% | Unchanged |
| Howe & Rusling Inc | 11,180 | $550.2K | 0.04% | −71−0.6% | Reduced |
| Adams Wealth Management | 11,186 | $550.5K | 0.12% | −486−4.2% | Reduced |
| Eads & Heald Wealth Management | 11,269 | $554.5K | 0.27% | −419−3.6% | Reduced |
| Culbertson A N & Co Inc | 11,293 | $555.7K | 0.08% | −335−2.9% | Reduced |
| Alliance Wealth Advisors, LLC | 11,298 | $556.0K | 0.27% | +205+1.8% | Added |
| GeoWealth Management, LLC | 11,318 | $557.0K | 0.02% | −1,899−14.4% | Reduced |
| Parkside Financial Bank & Trust | 11,409 | $561.4K | 0.04% | −214−1.8% | Reduced |
| TCG Advisory Services, LLC | 11,426 | $562.3K | 0.02% | −96−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 11,449 | $563.4K | 0.02% | −304−2.6% | Reduced |
| Johnson Investment Counsel Inc | 11,492 | $565.5K | 0.00% | +766+7.1% | Added |
| Rothschild Investment LLC | 11,620 | $571.8K | 0.03% | +1,312+12.7% | Added |
| Nalls Sherbakoff Group, LLC | 11,622 | $571.9K | 0.41% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 11,631 | $572.4K | 0.02% | +1,156+11.0% | Added |
| Sculati Wealth Management, LLC | 11,659 | $573.7K | 0.20% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 11,662 | $573.9K | 0.11% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 11,734 | $577.4K | 0.08% | +3,268+38.6% | Added |
| FineMark National Bank & Trust | 11,774 | $579.4K | 0.02% | +11,774 | New |
| Ransom Advisory, Ltd | 11,783 | $579.8K | 0.23% | −647−5.2% | Reduced |