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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 14,914 | $734.0K | 0.03% | −4,594−23.5% | Reduced |
| Advocacy Wealth Management Services, LLC | 14,922 | $734.3K | 0.03% | +202+1.4% | Added |
| Moody National Bank Trust Division | 14,930 | $734.7K | 0.07% | −5,519−27.0% | Reduced |
| X-Square Capital, LLC | 14,949 | $736.0K | 0.24% | +311+2.1% | Added |
| RMB Capital Management, LLC | 15,016 | $738.9K | 0.01% | −942−5.9% | Reduced |
| Centennial Wealth Advisory LLC | 15,045 | $740.4K | 0.20% | +70.0% | Added |
| Centurion Wealth Management LLC | 15,125 | $744.3K | 0.16% | +171+1.1% | Added |
| Busey Wealth Management | 15,161 | $746.1K | 0.02% | +832+5.8% | Added |
| FSM Wealth Advisors, LLC | 15,173 | $746.6K | 0.10% | +12+0.1% | Added |
| Ausdal Financial Partners, Inc. | 15,215 | $748.1K | 0.03% | +43+0.3% | Added |
| WCG Wealth Advisors LLC | 15,269 | $751.4K | 0.02% | +15,269 | New |
| Pines Wealth Management, LLC | 15,317 | $753.8K | 0.24% | +268+1.8% | Added |
| Syon Capital LLC | 15,353 | $755.5K | 0.04% | +2,662+21.0% | Added |
| First Horizon Corp | 15,388 | $757.2K | 0.03% | +1,132+7.9% | Added |
| Paragon Private Wealth Management, LLC | 15,458 | $760.7K | 0.23% | +2,583+20.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,651 | $761.9K | 0.11% | +1,402+11.4% | Added |
| Fisher Asset Management, LLC | 15,506 | $763.1K | 0.00% | +6,778+77.7% | Added |
| Riverbend Wealth Management, LLC | 15,570 | $766.2K | 0.48% | +422+2.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,609 | $768.1K | 0.21% | +482+3.2% | Added |
| TownSquare Capital, LLC | 15,620 | $768.7K | 0.17% | −127−0.8% | Reduced |
| Atticus Wealth Management, LLC | 15,634 | $769.4K | 0.19% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 15,497 | $770.8K | 0.30% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 15,664 | $770.8K | 0.04% | +50.0% | Added |
| BKD Wealth Advisors, LLC | 15,677 | $771.5K | 0.01% | +4,646+42.1% | Added |
| Wedmont Private Capital | 15,277 | $772.7K | 0.03% | +699+4.8% | Added |
| Profund Advisors LLC | 15,743 | $774.7K | 0.02% | −3,725−19.1% | Reduced |
| MBL Wealth, LLC | 15,753 | $775.2K | 0.06% | +4,947+45.8% | Added |
| Highland Capital Management, LLC | 15,828 | $778.9K | 0.04% | −111,500−87.6% | Reduced |
| EverSource Wealth Advisors, LLC | 15,828 | $778.9K | 0.03% | +62+0.4% | Added |
| Prime Capital Investment Advisors, LLC | 15,833 | $779.1K | 0.01% | +3,001+23.4% | Added |
| FLC Capital Advisors | 15,853 | $780.1K | 0.14% | +30.0% | Added |
| YANKCOM Partnership | 15,950 | $784.9K | 0.33% | +93+0.6% | Added |
| Bahl & Gaynor Inc | 15,961 | $785.4K | 0.00% | +26+0.2% | Added |
| Gabelli Funds LLC | 16,000 | $787.4K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 16,050 | $789.8K | 0.04% | −559−3.4% | Reduced |
| Invst, LLC | 16,072 | $790.9K | 0.09% | −1,132−6.6% | Reduced |
| Strategic Advisors LLC | 16,077 | $791.2K | 0.12% | −253−1.5% | Reduced |
| CacheTech Inc. | 16,106 | $792.6K | 0.15% | +4,434+38.0% | Added |
| Franklin Street Advisors Inc | 16,106 | $792.6K | 0.05% | +5,131+46.8% | Added |
| Congress Asset Management Co | 16,224 | $798.4K | 0.01% | −1,354−7.7% | Reduced |
| Van Eck Associates Corp | 16,238 | $799.0K | 0.00% | −61,660−79.2% | Reduced |
| Hills Bank & Trust Co | 16,248 | $799.6K | 0.05% | −658−3.9% | Reduced |
| Dudley Capital Management, LLC | 16,328 | $803.5K | 0.35% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 16,337 | $804.0K | 0.01% | +1,988+13.9% | Added |
| Perigon Wealth Management, LLC | 16,397 | $806.9K | 0.01% | +5,003+43.9% | Added |
| Prosperity Consulting Group, LLC | 16,496 | $811.8K | 0.04% | +1,910+13.1% | Added |
| NBT Bank N A | 16,536 | $813.7K | 0.05% | −160−1.0% | Reduced |
| Mather Group, LLC. | 16,538 | $813.8K | 0.01% | +289+1.8% | Added |
| Adapt Wealth Advisors, LLC | 16,598 | $816.8K | 0.28% | −2,494−13.1% | Reduced |
| GTS Securities LLC | 16,609 | $817.3K | 0.03% | +10,956+193.8% | Added |
| Legacy Wealth Asset Management, LLC | 16,630 | $818.4K | 0.20% | −88−0.5% | Reduced |
| Capital International Sarl | 16,657 | $819.7K | 0.01% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 16,747 | $824.1K | 0.07% | +6,309+60.4% | Added |
| International Assets Investment Management, LLC | 16,833 | $828.3K | 0.06% | −5,587−24.9% | Reduced |
| City Holding Co | 16,883 | $830.6K | 0.10% | −3,752−18.2% | Reduced |
| Elevated Capital Advisors, LLC | 16,982 | $835.7K | 0.19% | +417+2.5% | Added |
| Inspirion Wealth Advisors, LLC | 16,990 | $836.1K | 0.10% | +1,290+8.2% | Added |
| Smith Chas P & Associates Pa Cpas | 17,005 | $836.8K | 0.04% | +11,556+212.1% | Added |
| Naples Global Advisors, LLC | 17,095 | $841.2K | 0.06% | +337+2.0% | Added |
| HM Payson & Co | 17,123 | $842.6K | 0.01% | −570−3.2% | Reduced |
| Aaron Wealth Advisors | 17,139 | $843.4K | 0.05% | +3,773+28.2% | Added |
| United Community Bank | 17,179 | $845.4K | 0.32% | +255+1.5% | Added |
| Woodard & Co Asset Management Group Inc | 17,257 | $849.2K | 0.13% | −240−1.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 17,311 | $851.9K | 0.05% | −2,040−10.5% | Reduced |
| Waterloo Capital, L.P. | 17,342 | $853.4K | 0.06% | +1,152+7.1% | Added |
| Cane Capital Partners, LLC | 17,384 | $855.5K | 0.36% | +17,384 | New |
| Alamea Verwaltungs GmbH | 16,659 | $856.6K | 0.58% | +2,372+16.6% | Added |
| Beese Fulmer Investment Management, Inc. | 17,471 | $859.7K | 0.06% | −344−1.9% | Reduced |
| Canal Capital Management, LLC | 17,493 | $860.8K | 0.12% | +1,269+7.8% | Added |
| Essex Financial Services, Inc. | 17,495 | $860.9K | 0.05% | −177−1.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 17,567 | $864.5K | 0.19% | −115−0.7% | Reduced |
| Geneos Wealth Management Inc. | 17,637 | $867.9K | 0.02% | −2,647−13.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 17,697 | $870.9K | 0.24% | −1,040−5.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 17,759 | $873.9K | 0.02% | 00.0% | Unchanged |
| Smith, Salley & Associates | 17,761 | $874.0K | 0.04% | −528−2.9% | Reduced |
| Beacon Pointe Advisors, LLC | 17,863 | $879.0K | 0.01% | +9,661+117.8% | Added |
| Savvy Advisors, Inc. | 17,916 | $881.7K | 0.03% | +3,002+20.1% | Added |
| Insigneo Advisory Services, LLC | 18,074 | $889.4K | 0.06% | +165+0.9% | Added |
| Plimoth Trust Co LLC | 18,080 | $889.7K | 0.20% | −292−1.6% | Reduced |
| Sheets Smith Wealth Management | 18,088 | $890.1K | 0.10% | +28+0.2% | Added |
| Infrastructure Capital Advisors, LLC | 18,096 | $890.5K | 0.10% | +984+5.8% | Added |
| Chilton Investment Co LLC | 18,102 | $890.8K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 18,140 | $899.0K | 0.05% | −6,730−27.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 18,338 | $902.4K | 0.01% | +2,414+15.2% | Added |
| Cornerstone Advisory, LLC | 18,678 | $919.1K | 0.09% | +30+0.2% | Added |
| VestGen Advisors, LLC | 18,680 | $919.3K | 0.04% | −10,880−36.8% | Reduced |
| KG&L Capital Management,LLC | 18,709 | $920.7K | 0.24% | −300−1.6% | Reduced |
| Persistent Asset Partners Ltd | 18,710 | $920.7K | 0.44% | +18,710 | New |
| Private Trust Co NA | 18,778 | $924.1K | 0.08% | +215+1.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 18,822 | $926.6K | 0.97% | −1,977−9.5% | Reduced |
| NewSquare Capital LLC | 18,845 | $927.4K | 0.08% | −3,679−16.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,865 | $928.3K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 18,916 | $930.9K | 0.02% | +449+2.4% | Added |
| Trust Co of Virginia | 18,954 | $932.7K | 0.08% | +163+0.9% | Added |
| Caxton Associates LLP | 19,026 | $936.3K | 0.02% | +8,151+75.0% | Added |
| Paradigm Capital Management, LLC | 19,095 | $940.0K | 0.87% | 00.0% | Unchanged |
| Dodge & Cox | 19,151 | $942.4K | 0.00% | −1,760−8.4% | Reduced |
| Commonwealth Retirement Investments LLC | 19,153 | $942.5K | 0.30% | −549−2.8% | Reduced |
| OmniStar Financial Group, Inc. | 19,175 | $943.6K | 0.55% | +86+0.5% | Added |
| Wealth Group, Ltd. | 19,218 | $946.0K | 0.92% | +19,218 | New |