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 |
|---|---|---|---|---|---|
| Keystone Financial Group | 8,463 | $416.5K | 0.03% | +29+0.3% | Added |
| Chicago Partners Investment Group LLC | 8,395 | $416.1K | 0.01% | +682+8.8% | Added |
| Norden Group LLC | 8,454 | $416.0K | 0.04% | +2,078+32.6% | Added |
| Ti-Trust, Inc | 8,453 | $416.0K | 0.26% | −51−0.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,450 | $415.8K | 0.02% | −6,468−43.4% | Reduced |
| Ballew Advisors, Inc | 8,316 | $413.2K | 0.23% | +12+0.1% | Added |
| Biltmore Family Office, LLC | 8,366 | $411.7K | 0.06% | +1,092+15.0% | Added |
| 5T Wealth, LLC | 8,357 | $411.2K | 0.16% | −1,249−13.0% | Reduced |
| Rehmann Capital Advisory Group | 8,316 | $409.2K | 0.02% | −1,261−13.2% | Reduced |
| Spire Wealth Management | 8,305 | $408.7K | 0.01% | −120−1.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,285 | $407.7K | 0.04% | 00.0% | Unchanged |
| Krilogy Financial LLC | 8,089 | $406.0K | 0.01% | −5,801−41.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 8,247 | $405.8K | 0.02% | −4,291−34.2% | Reduced |
| Strategic Blueprint, LLC | 8,244 | $405.7K | 0.02% | −6,953−45.8% | Reduced |
| IFP Advisors, Inc | 8,205 | $403.8K | 0.01% | +194+2.4% | Added |
| Eagle Strategies LLC | 8,172 | $402.2K | 0.05% | −310−3.7% | Reduced |
| Institute for Wealth Management, LLC. | 8,158 | $401.5K | 0.04% | −409−4.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,830 | $400.7K | 0.01% | −454−5.5% | Reduced |
| HHM Wealth Advisors, LLC | 8,143 | $400.7K | 0.05% | −993−10.9% | Reduced |
| Twinbeech Capital LP | 8,136 | $400.4K | 0.03% | +8,136 | New |
| Nwam LLC | 7,960 | $399.3K | 0.02% | −30.0% | Reduced |
| LBMC Investment Advisors, LLC | 8,098 | $398.5K | 0.02% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,095 | $398.4K | 0.10% | 00.0% | Unchanged |
| Odyssean, LLC | 8,081 | $397.7K | 0.29% | +8,081 | New |
| Compagnie Lombard Odier SCmA | 8,000 | $393.7K | 0.00% | 00.0% | Unchanged |
| 1st Source Bank | 7,980 | $392.7K | 0.02% | −134−1.7% | Reduced |
| Summit Asset Management, LLC | 7,974 | $392.4K | 0.06% | +15+0.2% | Added |
| Frec Markets, Inc. | 7,947 | $391.1K | 0.11% | +7,947 | New |
| International Private Wealth Advisors LLC | 7,937 | $390.6K | 0.25% | −247−3.0% | Reduced |
| Facet Wealth, Inc. | 7,761 | $390.5K | 0.01% | +3,361+76.4% | Added |
| Abacus Planning Group, Inc. | 7,902 | $388.9K | 0.05% | +122+1.6% | Added |
| Catalytic Wealth RIA, LLC | 7,853 | $386.4K | 0.01% | −17,502−69.0% | Reduced |
| Gladstone Institutional Advisory LLC | 7,846 | $386.1K | 0.01% | −5,994−43.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 7,841 | $385.9K | 0.12% | −698−8.2% | Reduced |
| Ci Investments Inc. | 7,833 | $385.5K | 0.00% | −2,354−23.1% | Reduced |
| Tower Bridge Advisors | 7,820 | $384.8K | 0.04% | −3,470−30.7% | Reduced |
| tru Independence LLC | 7,804 | $384.0K | 0.10% | +47+0.6% | Added |
| Aldebaran Financial Inc. | 7,728 | $383.0K | 0.35% | 00.0% | Unchanged |
| Oak Barrel Wealth Advisory LLC | 7,777 | $382.7K | 0.23% | +7,777 | New |
| Wedbush Securities Inc | 7,716 | $380.0K | 0.01% | +1,953+33.9% | Added |
| Plato Investment Management Ltd | 7,660 | $378.8K | 0.02% | −18,097−70.3% | Reduced |
| Waddell & Associates, LLC | 7,433 | $365.8K | 0.02% | +24+0.3% | Added |
| Selective Wealth Management, Inc. | 7,260 | $365.0K | 0.11% | −300−4.0% | Reduced |
| Genesis Private Wealth, LLC | 7,416 | $364.9K | 0.11% | +150+2.1% | Added |
| Jaffetilchin Investment Partners, LLC | 7,340 | $361.2K | 0.02% | −14−0.2% | Reduced |
| Virtue Asset Management LLC | 7,314 | $359.9K | 0.29% | +7,314 | New |
| Larry Mathis Financial Planning, LLC | 7,289 | $358.7K | 0.32% | +7,289 | New |
| Wall Street Access Asset Management, LLC | 7,276 | $358.0K | 0.08% | +7,276 | New |
| Renaissance Technologies LLC | 7,217 | $355.1K | 0.00% | +7,217 | New |
| Fukoku Mutual Life Insurance Co | 7,199 | $354.3K | 0.02% | −85−1.2% | Reduced |
| Wynn Capital, LLC | 7,166 | $352.6K | 0.17% | −808−10.1% | Reduced |
| Silverlake Wealth Management LLC | 7,113 | $350.0K | 0.08% | +518+7.9% | Added |
| Ashton Thomas Private Wealth, LLC | 7,077 | $348.3K | 0.01% | +328+4.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,066 | $347.7K | 0.01% | −1,700−19.4% | Reduced |
| Storgate, LLC | 7,063 | $347.6K | 0.29% | +7,063 | New |
| Morris Financial Concepts, Inc. | 7,060 | $347.4K | 0.12% | −628−8.2% | Reduced |
| WBH Advisory Inc | 7,047 | $346.8K | 0.03% | +950+15.6% | Added |
| ForthRight Wealth Management, LLC | 7,034 | $346.2K | 0.10% | +20.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 7,017 | $345.3K | 0.03% | +7,017 | New |
| Sage Investment Counsel LLC | 7,014 | $345.1K | 0.38% | +10+0.1% | Added |
| Stone Point Wealth LLC | 7,000 | $344.5K | 0.09% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 6,998 | $344.4K | 0.04% | +516+8.0% | Added |
| Arlington Trust Co LLC | 6,978 | $343.4K | 0.04% | −1,914−21.5% | Reduced |
| Wellington Shields Capital Management, LLC | 6,935 | $341.2K | 0.05% | −94,489−93.2% | Reduced |
| Tompkins Financial Corp | 6,925 | $340.8K | 0.03% | −2,098−23.3% | Reduced |
| Blue Rock Wealth Management LLC | 6,900 | $339.5K | 0.21% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,868 | $338.0K | 0.09% | −1,418−17.1% | Reduced |
| Evoke Wealth, LLC | 6,866 | $337.9K | 0.01% | +1,822+36.1% | Added |
| Fonville Wealth Management LLC | 6,860 | $337.6K | 0.07% | +26+0.4% | Added |
| Basecamp Wealth Advisors LLC | 6,857 | $337.5K | 0.07% | +6,857 | New |
| Pathfinder Wealth Consulting, Inc. | 6,851 | $337.1K | 0.21% | +6,851 | New |
| Allegiance Financial Group Advisory Services LLC | 6,850 | $337.1K | 0.07% | +1,076+18.6% | Added |
| Caldwell Trust Co | 6,826 | $335.9K | 0.03% | −402−5.6% | Reduced |
| Jefferies Financial Group Inc. | 6,807 | $335.0K | 0.00% | −87,738−92.8% | Reduced |
| Meridian Financial Partners LLC | 6,612 | $330.7K | 0.13% | −4−0.1% | Reduced |
| Formidable Asset Management, LLC | 7,184 | $328.5K | 0.05% | −240−3.2% | Reduced |
| Gradient Investments LLC | 6,672 | $328.3K | 0.01% | +36+0.5% | Added |
| Manske Wealth Management | 6,636 | $326.6K | 0.10% | −489−6.9% | Reduced |
| CSS LLC | 6,636 | $326.6K | 0.02% | −11,982−64.4% | Reduced |
| Whipplewood Advisors, LLC | 6,609 | $325.2K | 0.21% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,597 | $324.6K | 0.02% | −27−0.4% | Reduced |
| Kestra Investment Management, LLC | 6,593 | $324.4K | 0.01% | +854+14.9% | Added |
| PCB Capital LLC | 6,546 | $322.1K | 0.52% | +6,546 | New |
| Quotient Wealth Partners, LLC | 6,540 | $321.8K | 0.01% | +253+4.0% | Added |
| Canton Hathaway, LLC | 6,516 | $320.7K | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 6,493 | $319.5K | 0.02% | −2,484−27.7% | Reduced |
| L2 Asset Management, LLC | 6,462 | $318.0K | 0.04% | +346+5.7% | Added |
| 44 Wealth Management LLC | 6,456 | $317.7K | 0.11% | +107+1.7% | Added |
| ARS Wealth Advisors Group, LLC | 6,446 | $317.2K | 0.03% | +23+0.4% | Added |
| truNorth Financial Services, Inc. | 6,440 | $316.9K | 0.34% | +6,440 | New |
| CVA Family Office, LLC | 6,405 | $315.2K | 0.04% | −117−1.8% | Reduced |
| Sapient Capital LLC | 6,333 | $313.9K | 0.00% | +379+6.4% | Added |
| Smith, Moore & Co. | 6,375 | $313.7K | 0.02% | +588+10.2% | Added |
| Tennessee Valley Asset Management Partners | 6,364 | $313.2K | 0.04% | +91+1.5% | Added |
| Platform Technology Partners | 6,321 | $311.0K | 0.07% | −9−0.1% | Reduced |
| FNY Investment Advisers, LLC | 6,300 | $310.0K | 0.09% | +6,286+44,900.0% | Added |
| Conning Inc. | 6,278 | $308.9K | 0.01% | +966+18.2% | Added |
| Hill Investment Group Partners, LLC | 6,262 | $308.2K | 0.04% | +30.0% | Added |
| Atlantic Family Wealth, LLC | 6,251 | $307.6K | 0.23% | +982+18.6% | Added |
| Summit Financial Wealth Advisors, LLC | 6,183 | $304.3K | 0.04% | +6,183 | New |