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 |
|---|---|---|---|---|---|
| Kennebec Savings Bank | 10,763 | $529.6K | 0.46% | +230+2.2% | Added |
| Keudell/Morrison Wealth Management | 10,763 | $529.6K | 0.11% | +10,763 | New |
| Calamos Wealth Management LLC | 10,734 | $528.2K | 0.02% | +1,268+13.4% | Added |
| NBC Securities, Inc. | 10,718 | $527.5K | 0.04% | −4,856−31.2% | Reduced |
| Accurate Wealth Management, LLC | 10,372 | $525.1K | 0.07% | +1,164+12.6% | Added |
| Quadrant Private Wealth Management, LLC | 10,646 | $523.9K | 0.09% | +71+0.7% | Added |
| Westwood Holdings Group Inc. | 10,629 | $523.1K | 0.00% | 00.0% | Unchanged |
| South Shore Capital Advisors | 10,592 | $521.2K | 0.38% | +10,592 | New |
| Fiduciary Group LLC | 10,585 | $520.9K | 0.04% | −663−5.9% | Reduced |
| Successful Portfolios LLC | 10,264 | $519.6K | 0.26% | −93−0.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,537 | $518.5K | 0.01% | +288+2.8% | Added |
| Ameritas Advisory Services, LLC | 10,531 | $518.2K | 0.02% | +7,613+260.9% | Added |
| Empower Advisory Group, LLC | 10,425 | $513.0K | 0.00% | +3,462+49.7% | Added |
| Paradigm Financial Partners, LLC | 10,413 | $512.4K | 0.05% | +923+9.7% | Added |
| Chicago Trust Co NA | 10,403 | $511.9K | 0.08% | +264+2.6% | Added |
| Cassaday & Co Wealth Management LLC | 10,378 | $510.7K | 0.01% | +265+2.6% | Added |
| Retirement Planning Group | 10,358 | $509.7K | 0.02% | +4,258+69.8% | Added |
| EntryPoint Capital, LLC | 10,318 | $507.7K | 0.20% | −4,478−30.3% | Reduced |
| Pitcairn Wealth Advisors LLC | 10,309 | $507.3K | 0.05% | +10,309 | New |
| Pallas Capital Advisors LLC | 10,240 | $503.9K | 0.02% | +161+1.6% | Added |
| Pine Harbor Wealth Management, LLC | 10,208 | $502.3K | 0.15% | 00.0% | Unchanged |
| Berkshire Money Management, Inc. | 10,192 | $501.5K | 0.05% | −100−1.0% | Reduced |
| Exencial Wealth Advisors, LLC | 10,158 | $499.9K | 0.02% | −2,461−19.5% | Reduced |
| Mason & Associates, LLC | 10,142 | $499.1K | 0.11% | +10,142 | New |
| Bingham Private Wealth, LLC | 10,062 | $495.2K | 0.43% | +10,062 | New |
| Wright Investors Service Inc | 10,055 | $494.8K | 0.15% | −302−2.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 10,054 | $494.8K | 0.04% | +1,367+15.7% | Added |
| 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 |
| Phillips Wealth Planners LLC | 9,867 | $493.6K | 0.40% | −89−0.9% | Reduced |
| Westover Capital Advisors, LLC | 10,018 | $493.0K | 0.09% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 10,007 | $492.4K | 0.15% | −60−0.6% | Reduced |
| American Assets Inc | 10,000 | $492.1K | 0.16% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 9,975 | $490.9K | 0.07% | 00.0% | Unchanged |
| Haverford Trust Co | 9,926 | $488.5K | 0.00% | +3,165+46.8% | Added |
| Patriot Investment Management Inc. | 9,888 | $486.6K | 0.03% | −189−1.9% | Reduced |
| Stonebridge Financial Group, LLC | 9,852 | $484.8K | 0.04% | +21+0.2% | Added |
| Castleview Partners, LLC | 9,849 | $484.7K | 0.24% | +2,946+42.7% | Added |
| RFP Financial Group LLC | 9,823 | $483.4K | 0.23% | −3,143−24.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,818 | $483.1K | 0.27% | −60−0.6% | Reduced |
| Centaurus Financial, Inc. | 9,816 | $483.0K | 0.02% | −4,985−33.7% | Reduced |
| Clark Financial Services Group Inc | 9,540 | $481.6K | 0.26% | +157+1.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 9,767 | $480.6K | 0.04% | −64−0.7% | Reduced |
| Southeast Asset Advisors Inc. | 9,765 | $480.5K | 0.05% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 9,746 | $479.6K | 0.33% | 00.0% | Unchanged |
| Aspiriant, LLC | 9,721 | $478.4K | 0.01% | +219+2.3% | Added |
| Checchi Capital Advisers, LLC | 9,696 | $477.1K | 0.03% | −693−6.7% | Reduced |
| BSW Wealth Partners | 9,594 | $472.1K | 0.06% | −22−0.2% | Reduced |
| New Hampshire Trust | 9,589 | $471.9K | 0.09% | −1,441−13.1% | Reduced |
| Brady Family Wealth, LLC | 9,581 | $471.5K | 0.15% | 00.0% | Unchanged |
| LVW Advisors, LLC | 9,529 | $468.9K | 0.05% | +118+1.3% | Added |
| Waycross Partners, LLC | 9,525 | $468.7K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9,475 | $466.0K | 0.06% | +835+9.7% | Added |
| Transcend Wealth Collective, LLC | 9,406 | $462.9K | 0.04% | −417−4.2% | Reduced |
| Curbstone Financial Management Corp | 9,364 | $460.8K | 0.09% | +9,364 | New |
| Greatmark Investment Partners, Inc. | 9,340 | $459.6K | 0.05% | +20+0.2% | Added |
| Kathmere Capital Management, LLC | 9,314 | $458.3K | 0.03% | +4,744+103.8% | Added |
| Financial Management Network Inc | 9,174 | $456.3K | 0.07% | +101+1.1% | Added |
| Caitong International Asset Management Co., Ltd | 9,266 | $456.0K | 0.11% | +9,266 | New |
| Cypress Capital Group | 9,227 | $454.1K | 0.05% | +10+0.1% | Added |
| MTM Investment Management, LLC | 9,202 | $452.8K | 0.14% | −94−1.0% | Reduced |
| Colonial River Wealth Management, LLC | 9,122 | $448.9K | 0.16% | +229+2.6% | Added |
| Parthenon LLC | 9,112 | $448.4K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9,103 | $448.0K | 0.01% | +2,663+41.4% | Added |
| Everett Harris & Co | 9,080 | $446.8K | 0.01% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 9,060 | $445.8K | 0.01% | +48+0.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 9,060 | $445.8K | 0.01% | −221−2.4% | Reduced |
| Wealth Science Advisors LLC | 9,015 | $443.6K | 0.26% | +9,015 | New |
| Raiffeisen Bank International AG | 8,935 | $442.8K | 0.01% | −611−6.4% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 8,985 | $442.2K | 0.07% | +75+0.8% | Added |
| Fox Run Management, L.L.C. | 8,979 | $441.9K | 0.07% | −32,457−78.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,978 | $441.8K | 0.02% | +454+5.3% | Added |
| Rede Wealth, LLC | 8,975 | $441.6K | 0.15% | +8,975 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 8,948 | $440.3K | 0.36% | +149+1.7% | Added |
| 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 |
| Pinnacle Wealth Planning Services, Inc. | 8,917 | $438.8K | 0.05% | −77−0.9% | Reduced |
| Fiducient Advisors LLC | 8,915 | $438.7K | 0.05% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 8,909 | $438.4K | 0.01% | +8,909 | New |
| Walsky Investment Management, Inc. | 8,901 | $438.0K | 0.45% | +8,901 | New |
| Banco Santander, S.A. | 8,817 | $433.9K | 0.00% | −1,204−12.0% | Reduced |
| Versor Investments LP | 8,808 | $433.4K | 0.07% | −16,200−64.8% | Reduced |
| Roxbury Financial LLC | 8,792 | $432.6K | 0.39% | −638−6.8% | Reduced |
| Avalon Trust Co | 8,775 | $431.8K | 0.03% | −32−0.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,744 | $430.3K | 0.03% | +100+1.2% | Added |
| Almanack Investment Partners, LLC. | 8,742 | $430.2K | 0.07% | +8,742 | New |
| Total Wealth Planning & Management, Inc. | 8,736 | $429.9K | 0.34% | +8,736 | New |
| Ellevest, Inc. | 8,731 | $429.7K | 0.06% | −702−7.4% | Reduced |
| Souders Financial Advisors | 8,706 | $428.4K | 0.05% | +398+4.8% | Added |
| SkyView Investment Advisors, LLC | 8,671 | $427.0K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8,662 | $426.3K | 0.01% | −1,515−14.9% | Reduced |
| Lantz Financial LLC | 8,636 | $425.0K | 0.09% | +572+7.1% | Added |
| North Star Investment Management Corp. | 8,633 | $424.8K | 0.03% | −2,709−23.9% | Reduced |
| NFP Retirement, Inc. | 8,624 | $424.4K | 0.03% | +10.0% | Added |
| Journey Strategic Wealth LLC | 8,620 | $424.2K | 0.01% | +153+1.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 8,609 | $423.6K | 0.00% | 00.0% | Unchanged |
| Belleair Asset Management, LLC | 8,574 | $421.9K | 0.40% | +8,574 | New |
| BankPlus Wealth Management LLC | 8,540 | $420.2K | 0.23% | −293−3.3% | Reduced |
| Broyhill Asset Management | 8,480 | $417.3K | 0.37% | −7,650−47.4% | Reduced |
| Clearwave Capital, LLC | 8,467 | $416.6K | 0.31% | +8,467 | New |