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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 12,174 | $679.5K | 0.02% | +100+0.8% | Added |
| F/M Investments LLC | 13,720 | $675.2K | 0.03% | 00.0% | Unchanged |
| Teza Capital Management LLC | 13,664 | $672.4K | 2.17% | +707+5.5% | Added |
| Klingman & Associates, LLC | 13,629 | $670.7K | 0.03% | +43+0.3% | Added |
| Integrated Advisors Network LLC | 13,554 | $667.0K | 0.03% | −1,484−9.9% | Reduced |
| Fideuram Asset Management (Ireland) dac | 14,726 | $665.5K | 0.05% | +14,726 | New |
| Pinnacle Holdings, LLC | 13,520 | $665.3K | 0.22% | 00.0% | Unchanged |
| Intrust Bank NA | 13,511 | $664.9K | 0.06% | +913+7.2% | Added |
| Fee-Only Financial Planning, L.C. | 13,506 | $664.6K | 0.39% | 00.0% | Unchanged |
| CX Institutional | 13,502 | $664.0K | 0.02% | +1,225+10.0% | Added |
| Icon Wealth Advisors, LLC | 13,492 | $664.0K | 0.04% | −1,022−7.0% | Reduced |
| Eastover Investment Advisors LLC | 13,481 | $663.4K | 0.29% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 13,480 | $663.4K | 0.16% | +460+3.5% | Added |
| Vontobel Holding Ltd. | 13,477 | $663.2K | 0.00% | −1,842−12.0% | Reduced |
| Sage Mountain Advisors LLC | 13,444 | $661.6K | 0.04% | +1,272+10.5% | Added |
| Quest Partners LLC | 13,434 | $661.1K | 0.04% | −47,215−77.8% | Reduced |
| Driehaus Capital Management LLC | 13,418 | $660.3K | 0.00% | +13,418 | New |
| Archer Investment Corp | 13,412 | $660.0K | 0.15% | +10.0% | Added |
| Intech Investment Management LLC | 13,300 | $654.5K | 0.01% | −49,584−78.8% | Reduced |
| XTX Topco Ltd | 13,292 | $654.1K | 0.02% | +13,292 | New |
| IHT Wealth Management, LLC | 13,287 | $653.9K | 0.02% | +399+3.1% | Added |
| Heritage Investors Management Corp | 13,273 | $653.0K | 0.02% | +1,498+12.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,123 | $645.8K | 0.17% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 12,871 | $643.8K | 0.03% | +6,392+98.7% | Added |
| Koshinski Asset Management, Inc. | 13,074 | $643.4K | 0.04% | −366−2.7% | Reduced |
| Venturi Wealth Management, LLC | 13,058 | $642.6K | 0.03% | +1,090+9.1% | Added |
| Hazlett, Burt & Watson, Inc. | 12,950 | $638.0K | 0.20% | −798−5.8% | Reduced |
| Barr E S & Co | 12,961 | $637.8K | 0.03% | +12,961 | New |
| Hilltop National Bank | 12,901 | $634.9K | 0.15% | +1,078+9.1% | Added |
| Forefront Wealth Partners, LLC | 12,899 | $634.8K | 0.30% | +373+3.0% | Added |
| Toth Financial Advisory Corp | 12,898 | $634.7K | 0.07% | +3,508+37.4% | Added |
| Hoxton Planning & Management, LLC | 12,895 | $634.6K | 0.19% | −87−0.7% | Reduced |
| Piedmont Capital Management, LLC | 12,855 | $632.6K | 0.42% | +12,855 | New |
| First United Bank Trust | 12,843 | $632.0K | 0.20% | +5,206+68.2% | Added |
| Aprio Wealth Management, LLC | 12,830 | $631.3K | 0.04% | +4,266+49.8% | Added |
| Sigma Planning Corp | 12,808 | $630.3K | 0.02% | −1,300−9.2% | Reduced |
| EJF Capital LLC | 12,808 | $630.3K | 0.36% | −33,878−72.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,806 | $630.2K | 0.03% | −1,500−10.5% | Reduced |
| Crawford Investment Counsel Inc | 12,804 | $630.1K | 0.01% | +5,121+66.7% | Added |
| Payden & Rygel | 12,800 | $630.0K | 0.04% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 12,530 | $626.8K | 0.01% | +2,392+23.6% | Added |
| Boston Private Wealth LLC | 12,735 | $626.7K | 0.04% | −1,015−7.4% | Reduced |
| Sig Brokerage, LP | 12,731 | $626.5K | 0.21% | +12,731 | New |
| 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 |
| Wolff Financial Management LLC | 12,560 | $618.1K | 0.14% | 00.0% | Unchanged |
| Churchill Financial Advisors, LLC | 12,511 | $615.7K | 0.19% | +12,511 | New |
| Cigna Investments Inc | 12,444 | $613.0K | 0.09% | −237−1.9% | Reduced |
| Westhampton Capital, LLC | 12,455 | $612.9K | 0.29% | −300−2.4% | Reduced |
| Live Oak Private Wealth LLC | 12,448 | $612.6K | 0.08% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 12,366 | $608.5K | 0.02% | +12,366 | New |
| Aull & Monroe Investment Management Corp | 12,200 | $600.4K | 0.30% | −135−1.1% | Reduced |
| Tannin Capital LLC | 12,192 | $600.0K | 0.54% | +12,192 | New |
| Revisor Wealth Management LLC | 12,160 | $598.4K | 0.16% | +12,160 | New |
| Hamilton Capital Partners Inc. | 12,087 | $594.8K | 0.02% | +1,860+18.2% | Added |
| Shepherd Financial Partners LLC | 12,040 | $592.5K | 0.05% | +125+1.0% | Added |
| Advyzon Investment Management, LLC | 12,018 | $591.4K | 0.07% | +12,018 | New |
| Thompson Investment Management, Inc. | 11,976 | $589.3K | 0.07% | −300−2.4% | Reduced |
| Fiduciary Family Office, LLC | 11,964 | $588.7K | 0.17% | −2,638−18.1% | Reduced |
| First Financial Group Corp | 11,945 | $587.8K | 0.50% | −1,553−11.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 11,886 | $584.9K | 0.01% | −4,572−27.8% | Reduced |
| Leavell Investment Management, Inc. | 11,884 | $584.8K | 0.02% | −1,107−8.5% | Reduced |
| Evercore Wealth Management, LLC | 11,878 | $584.5K | 0.01% | −90−0.8% | Reduced |
| Cidel Asset Management Inc | 11,866 | $583.9K | 0.04% | +457+4.0% | Added |
| Farmers & Merchants Investments Inc | 11,860 | $583.6K | 0.02% | −382−3.1% | Reduced |
| Foster & Motley Inc | 11,843 | $583.0K | 0.03% | −409−3.3% | Reduced |
| Simplicity Wealth,LLC | 11,841 | $582.7K | 0.03% | +387+3.4% | Added |
| Sterling Capital Management LLC | 11,837 | $582.5K | 0.01% | −2,858−19.4% | Reduced |
| Ransom Advisory, Ltd | 11,783 | $579.8K | 0.23% | −647−5.2% | Reduced |
| FineMark National Bank & Trust | 11,774 | $579.4K | 0.02% | +11,774 | New |
| Cypress Wealth Services, LLC | 11,734 | $577.4K | 0.08% | +3,268+38.6% | Added |
| Chemung Canal Trust Co | 11,662 | $573.9K | 0.11% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 11,659 | $573.7K | 0.20% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 11,631 | $572.4K | 0.02% | +1,156+11.0% | Added |
| Nalls Sherbakoff Group, LLC | 11,622 | $571.9K | 0.41% | 00.0% | Unchanged |
| Rothschild Investment LLC | 11,620 | $571.8K | 0.03% | +1,312+12.7% | Added |
| Johnson Investment Counsel Inc | 11,492 | $565.5K | 0.00% | +766+7.1% | Added |
| Ameritas Investment Partners, Inc. | 11,449 | $563.4K | 0.02% | −304−2.6% | Reduced |
| TCG Advisory Services, LLC | 11,426 | $562.3K | 0.02% | −96−0.8% | Reduced |
| Parkside Financial Bank & Trust | 11,409 | $561.4K | 0.04% | −214−1.8% | Reduced |
| GeoWealth Management, LLC | 11,318 | $557.0K | 0.02% | −1,899−14.4% | Reduced |
| Alliance Wealth Advisors, LLC | 11,298 | $556.0K | 0.27% | +205+1.8% | Added |
| Culbertson A N & Co Inc | 11,293 | $555.7K | 0.08% | −335−2.9% | Reduced |
| Eads & Heald Wealth Management | 11,269 | $554.5K | 0.27% | −419−3.6% | Reduced |
| Adams Wealth Management | 11,186 | $550.5K | 0.12% | −486−4.2% | Reduced |
| Howe & Rusling Inc | 11,180 | $550.2K | 0.04% | −71−0.6% | Reduced |
| SLT Holdings LLC | 11,114 | $546.9K | 0.36% | 00.0% | Unchanged |
| Apella Capital, LLC | 11,083 | $545.4K | 0.01% | +3,227+41.1% | Added |
| Longfellow Investment Management Co LLC | 11,083 | $545.4K | 0.12% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,047 | $543.6K | 0.01% | −406−3.5% | Reduced |
| Moneta Group Investment Advisors LLC | 11,009 | $541.7K | 0.00% | −911−7.6% | Reduced |
| Gratus Wealth Advisors, LLC | 10,960 | $539.3K | 0.07% | −868−7.3% | Reduced |
| Vaughan David Investments LLC | 10,946 | $539.0K | 0.01% | −200−1.8% | Reduced |
| Symphony Financial, Ltd. Co. | 10,843 | $536.6K | 0.07% | −16,425−60.2% | Reduced |
| Park Place Capital Corp | 10,889 | $535.8K | 0.11% | +283+2.7% | Added |
| Verum Partners LLC | 10,828 | $532.9K | 0.11% | +10+0.1% | Added |
| Northwest & Ethical Investments L.P. | 10,800 | $531.5K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 10,789 | $530.9K | 0.02% | −272−2.5% | Reduced |
| Whittier Trust Co | 10,357 | $530.1K | 0.01% | −769−6.9% | Reduced |
| Greenspring Advisors, LLC | 10,769 | $529.9K | 0.03% | +10,769 | New |