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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 11,837 | $582.5K | 0.01% | −2,858−19.4% | Reduced |
| Simplicity Wealth,LLC | 11,841 | $582.7K | 0.03% | +387+3.4% | Added |
| Foster & Motley Inc | 11,843 | $583.0K | 0.03% | −409−3.3% | Reduced |
| Farmers & Merchants Investments Inc | 11,860 | $583.6K | 0.02% | −382−3.1% | Reduced |
| Cidel Asset Management Inc | 11,866 | $583.9K | 0.04% | +457+4.0% | Added |
| Evercore Wealth Management, LLC | 11,878 | $584.5K | 0.01% | −90−0.8% | Reduced |
| Leavell Investment Management, Inc. | 11,884 | $584.8K | 0.02% | −1,107−8.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 11,886 | $584.9K | 0.01% | −4,572−27.8% | Reduced |
| First Financial Group Corp | 11,945 | $587.8K | 0.50% | −1,553−11.5% | Reduced |
| Fiduciary Family Office, LLC | 11,964 | $588.7K | 0.17% | −2,638−18.1% | Reduced |
| Thompson Investment Management, Inc. | 11,976 | $589.3K | 0.07% | −300−2.4% | Reduced |
| Advyzon Investment Management, LLC | 12,018 | $591.4K | 0.07% | +12,018 | New |
| Shepherd Financial Partners LLC | 12,040 | $592.5K | 0.05% | +125+1.0% | Added |
| Hamilton Capital Partners Inc. | 12,087 | $594.8K | 0.02% | +1,860+18.2% | Added |
| Revisor Wealth Management LLC | 12,160 | $598.4K | 0.16% | +12,160 | New |
| Tannin Capital LLC | 12,192 | $600.0K | 0.54% | +12,192 | New |
| Aull & Monroe Investment Management Corp | 12,200 | $600.4K | 0.30% | −135−1.1% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 12,366 | $608.5K | 0.02% | +12,366 | New |
| Live Oak Private Wealth LLC | 12,448 | $612.6K | 0.08% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 12,455 | $612.9K | 0.29% | −300−2.4% | Reduced |
| Cigna Investments Inc | 12,444 | $613.0K | 0.09% | −237−1.9% | Reduced |
| Churchill Financial Advisors, LLC | 12,511 | $615.7K | 0.19% | +12,511 | New |
| Wolff Financial Management LLC | 12,560 | $618.1K | 0.14% | 00.0% | Unchanged |
| Groupama Asset Managment | 12,629 | $621.5K | 0.01% | −802−6.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 12,629 | $621.5K | 0.11% | +50.0% | Added |
| Sig Brokerage, LP | 12,731 | $626.5K | 0.21% | +12,731 | New |
| Boston Private Wealth LLC | 12,735 | $626.7K | 0.04% | −1,015−7.4% | Reduced |
| Erste Asset Management GmbH | 12,530 | $626.8K | 0.01% | +2,392+23.6% | Added |
| Payden & Rygel | 12,800 | $630.0K | 0.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 12,804 | $630.1K | 0.01% | +5,121+66.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,806 | $630.2K | 0.03% | −1,500−10.5% | Reduced |
| EJF Capital LLC | 12,808 | $630.3K | 0.36% | −33,878−72.6% | Reduced |
| Sigma Planning Corp | 12,808 | $630.3K | 0.02% | −1,300−9.2% | Reduced |
| Aprio Wealth Management, LLC | 12,830 | $631.3K | 0.04% | +4,266+49.8% | Added |
| First United Bank Trust | 12,843 | $632.0K | 0.20% | +5,206+68.2% | Added |
| Piedmont Capital Management, LLC | 12,855 | $632.6K | 0.42% | +12,855 | New |
| Hoxton Planning & Management, LLC | 12,895 | $634.6K | 0.19% | −87−0.7% | Reduced |
| Toth Financial Advisory Corp | 12,898 | $634.7K | 0.07% | +3,508+37.4% | Added |
| Forefront Wealth Partners, LLC | 12,899 | $634.8K | 0.30% | +373+3.0% | Added |
| Hilltop National Bank | 12,901 | $634.9K | 0.15% | +1,078+9.1% | Added |
| Barr E S & Co | 12,961 | $637.8K | 0.03% | +12,961 | New |
| Hazlett, Burt & Watson, Inc. | 12,950 | $638.0K | 0.20% | −798−5.8% | Reduced |
| Venturi Wealth Management, LLC | 13,058 | $642.6K | 0.03% | +1,090+9.1% | Added |
| Koshinski Asset Management, Inc. | 13,074 | $643.4K | 0.04% | −366−2.7% | Reduced |
| Skopos Labs, Inc. | 12,871 | $643.8K | 0.03% | +6,392+98.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $645.8K | 0.17% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 13,273 | $653.0K | 0.02% | +1,498+12.7% | Added |
| IHT Wealth Management, LLC | 13,287 | $653.9K | 0.02% | +399+3.1% | Added |
| XTX Topco Ltd | 13,292 | $654.1K | 0.02% | +13,292 | New |
| Intech Investment Management LLC | 13,300 | $654.5K | 0.01% | −49,584−78.8% | Reduced |
| Archer Investment Corp | 13,412 | $660.0K | 0.15% | +10.0% | Added |
| Driehaus Capital Management LLC | 13,418 | $660.3K | 0.00% | +13,418 | New |
| Quest Partners LLC | 13,434 | $661.1K | 0.04% | −47,215−77.8% | Reduced |
| Sage Mountain Advisors LLC | 13,444 | $661.6K | 0.04% | +1,272+10.5% | Added |
| Vontobel Holding Ltd. | 13,477 | $663.2K | 0.00% | −1,842−12.0% | Reduced |
| Uncommon Cents Investing LLC | 13,480 | $663.4K | 0.16% | +460+3.5% | Added |
| Eastover Investment Advisors LLC | 13,481 | $663.4K | 0.29% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 13,492 | $664.0K | 0.04% | −1,022−7.0% | Reduced |
| CX Institutional | 13,502 | $664.0K | 0.02% | +1,225+10.0% | Added |
| Fee-Only Financial Planning, L.C. | 13,506 | $664.6K | 0.39% | 00.0% | Unchanged |
| Intrust Bank NA | 13,511 | $664.9K | 0.06% | +913+7.2% | Added |
| Pinnacle Holdings, LLC | 13,520 | $665.3K | 0.22% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 14,726 | $665.5K | 0.05% | +14,726 | New |
| Integrated Advisors Network LLC | 13,554 | $667.0K | 0.03% | −1,484−9.9% | Reduced |
| Klingman & Associates, LLC | 13,629 | $670.7K | 0.03% | +43+0.3% | Added |
| Teza Capital Management LLC | 13,664 | $672.4K | 2.17% | +707+5.5% | Added |
| F/M Investments LLC | 13,720 | $675.2K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 12,174 | $679.5K | 0.02% | +100+0.8% | Added |
| Aviance Capital Partners, LLC | 13,824 | $680.3K | 0.08% | −891−6.1% | Reduced |
| Change Path, LLC | 13,902 | $684.1K | 0.02% | +244+1.8% | Added |
| First City Capital Management, Inc. | 13,911 | $684.6K | 0.36% | −448−3.1% | Reduced |
| 1620 Investment Advisors, Inc. | 13,974 | $687.7K | 0.46% | −2,705−16.2% | Reduced |
| Mediolanum International Funds Ltd | 13,890 | $688.4K | 0.01% | +13,890 | New |
| Moisand Fitzgerald Tamayo, LLC | 13,996 | $688.7K | 0.08% | −716−4.9% | Reduced |
| Prosperity Wealth Management, Inc. | 14,032 | $690.5K | 0.23% | 00.0% | Unchanged |
| Rossmore Private Capital | 14,068 | $692.3K | 0.06% | −30−0.2% | Reduced |
| Lighthouse Financial Services Inc | 14,089 | $693.3K | 0.16% | +14,089 | New |
| Premier Path Wealth Partners, LLC | 14,203 | $698.9K | 0.09% | +516+3.8% | Added |
| Sumitomo Life Insurance Co | 14,258 | $701.6K | 0.02% | +157+1.1% | Added |
| Code Waechter LLC | 14,270 | $702.2K | 0.45% | +1,589+12.5% | Added |
| Duncan Williams Asset Management, LLC | 12,803 | $705.6K | 0.18% | +30+0.2% | Added |
| Texas Yale Capital Corp. | 14,400 | $708.6K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 14,420 | $709.6K | 0.13% | +476+3.4% | Added |
| Princeton Capital Management LLC | 14,434 | $710.3K | 0.18% | −656−4.3% | Reduced |
| First Dallas Securities Inc. | 14,448 | $711.0K | 0.26% | +3,762+35.2% | Added |
| Keel Point, LLC | 14,485 | $712.8K | 0.04% | +253+1.8% | Added |
| Panagora Asset Management Inc | 14,578 | $717.4K | 0.00% | −170−1.2% | Reduced |
| First County Bank | 14,595 | $718.2K | 0.38% | −605−4.0% | Reduced |
| Alteri Wealth LLC | 14,597 | $718.3K | 0.23% | +20+0.1% | Added |
| Aspire Private Capital, LLC | 14,597 | $718.3K | 0.16% | −427−2.8% | Reduced |
| Z3 Capital Partners, LLC | 14,608 | $718.9K | 0.17% | +14,608 | New |
| Legacy Capital Group California, Inc. | 14,628 | $719.8K | 0.17% | −143−1.0% | Reduced |
| 3Chopt Investment Partners, LLC | 14,713 | $724.0K | 0.16% | +193+1.3% | Added |
| Trust Asset Management LLC | 14,747 | $725.7K | 0.05% | −577−3.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 14,755 | $726.1K | 0.05% | −13,366−47.5% | Reduced |
| SRS Capital Advisors, Inc. | 14,773 | $727.0K | 0.02% | −48,642−76.7% | Reduced |
| Sunpointe, LLC | 14,781 | $727.4K | 0.24% | +173+1.2% | Added |
| Washington Capital Management Inc | 14,800 | $728.3K | 0.59% | −2,200−12.9% | Reduced |
| Partners in Financial Planning | 14,808 | $728.7K | 0.12% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 14,852 | $730.9K | 0.15% | +1,293+9.5% | Added |