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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 6,173 | $303.8K | 0.00% | +6,173 | New |
| Councilmark Asset Management, LLC | 6,142 | $302.2K | 0.17% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6,115 | $300.9K | 0.09% | +1,012+19.8% | Added |
| D'Orazio & Associates, Inc. | 6,107 | $300.5K | 0.04% | +263+4.5% | Added |
| Outfitter Financial LLC | 6,071 | $298.8K | 0.24% | −20−0.3% | Reduced |
| Everstar Asset Management, LLC | 6,063 | $298.4K | 0.16% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 6,051 | $297.8K | 0.19% | −234−3.7% | Reduced |
| Nilsine Partners, LLC | 6,025 | $296.5K | 0.03% | +822+15.8% | Added |
| Peachtree Investment Partners, LLC | 5,989 | $294.7K | 0.10% | −120−2.0% | Reduced |
| Frederick Financial Consultants, LLC | 5,964 | $293.5K | 0.16% | −126−2.1% | Reduced |
| Joel Isaacson & Co., LLC | 5,947 | $292.7K | 0.01% | −683−10.3% | Reduced |
| Timonier Family Office, LTD. | 5,941 | $292.4K | 0.09% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 5,939 | $292.2K | 0.11% | −68−1.1% | Reduced |
| Cascades Capital Asset Management, LLC | 5,935 | $292.0K | 0.12% | +34+0.6% | Added |
| Kovack Advisors, Inc. | 5,931 | $291.9K | 0.01% | +5,931 | New |
| Klingenstein Fields & Co LP | 5,912 | $290.9K | 0.01% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 5,883 | $289.5K | 0.07% | −1,641−21.8% | Reduced |
| Family Legacy, Inc. | 5,870 | $288.9K | 0.09% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,868 | $288.7K | 0.05% | −285−4.6% | Reduced |
| New Wave Wealth Advisors LLC | 5,857 | $288.2K | 0.11% | +355+6.5% | Added |
| TD Waterhouse Canada Inc. | 5,855 | $288.2K | 0.00% | +2,125+57.0% | Added |
| Modern Wealth Management, LLC | 5,855 | $288.1K | 0.01% | +687+13.3% | Added |
| Aegis Wealth Management LLC | 5,799 | $285.4K | 0.16% | −243−4.0% | Reduced |
| Armis Advisers, LLC | 6,451 | $284.9K | 0.03% | +6,451 | New |
| Cornerstone Planning, LLC | 5,779 | $284.4K | 0.07% | +5,779 | New |
| BLB&B Advisors, LLC | 5,775 | $284.2K | 0.01% | −13−0.2% | Reduced |
| Evermay Wealth Management LLC | 5,755 | $283.2K | 0.03% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 8,317 | $283.0K | 0.02% | +354+4.4% | Added |
| Commonwealth Financial Services, LLC | 5,741 | $282.5K | 0.05% | +5,741 | New |
| Lafayette Investments, Inc. | 5,727 | $281.8K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Designers | 5,727 | $281.8K | 0.03% | −372−6.1% | Reduced |
| Ambassador Advisors, LLC | 5,720 | $281.5K | 0.04% | +139+2.5% | Added |
| Fortress Wealth Group, LLC | 5,460 | $280.7K | 0.11% | −234−4.1% | Reduced |
| Arbor Investment Advisors, LLC | 5,701 | $280.5K | 0.04% | −77,017−93.1% | Reduced |
| Visionary Wealth Advisors | 5,669 | $279.0K | 0.01% | +5,669 | New |
| Continuum Advisory, LLC | 5,667 | $278.9K | 0.03% | +647+12.9% | Added |
| LongView Wealth Management | 5,541 | $277.8K | 0.07% | +702+14.5% | Added |
| Next Level Private LLC | 5,642 | $277.6K | 0.07% | +63+1.1% | Added |
| Cascade Financial Partners, LLC | 5,639 | $277.5K | 0.03% | +5,639 | New |
| Parcion Private Wealth LLC | 5,601 | $275.6K | 0.02% | −324−5.5% | Reduced |
| Clarius Group, LLC | 5,557 | $273.5K | 0.02% | −49−0.9% | Reduced |
| Calton & Associates, Inc. | 5,540 | $272.6K | 0.04% | −179−3.1% | Reduced |
| LRI Investments, LLC | 5,511 | $271.2K | 0.02% | +1,050+23.5% | Added |
| Exchange Traded Concepts, LLC | 5,498 | $270.6K | 0.00% | +2,295+71.7% | Added |
| Laurel Oak Wealth Management, LLC | 5,485 | $269.9K | 0.05% | +5,485 | New |
| Rock Point Advisors, LLC | 5,475 | $269.4K | 0.07% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 5,474 | $269.4K | 0.06% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 5,461 | $268.7K | 0.01% | +171+3.2% | Added |
| M. Kulyk & Associates, LLC | 5,395 | $265.5K | 0.05% | +185+3.6% | Added |
| Mountain Pacific Investment Advisers Inc | 5,366 | $264.1K | 0.04% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 5,361 | $263.8K | 0.05% | +329+6.5% | Added |
| Forteris Wealth Management Inc. | 5,355 | $263.5K | 0.26% | +5,355 | New |
| Westpac Banking Corp | 5,329 | $262.2K | 0.02% | +1,145+27.4% | Added |
| West Family Investments, Inc. | 5,302 | $260.9K | 0.06% | −1,313−19.8% | Reduced |
| WealthTrust Axiom LLC | 5,301 | $260.9K | 0.07% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5,283 | $260.0K | 0.06% | −1,218−18.7% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 5,244 | $259.9K | 0.02% | 00.0% | Unchanged |
| Vantus Wealth LLC | 5,277 | $259.7K | 0.19% | +5,277 | New |
| Gamco Investors, Inc. Et Al | 5,273 | $259.5K | 0.00% | +5,273 | New |
| RiverFront Investment Group, LLC | 5,269 | $259.3K | 0.00% | +5,269 | New |
| Spirepoint Private Client, LLC | 5,218 | $256.8K | 0.02% | +147+2.9% | Added |
| Sound Income Strategies, LLC | 5,121 | $256.0K | 0.01% | +331+6.9% | Added |
| SummitTX Capital, L.P. | 5,201 | $255.9K | 0.01% | −55,011−91.4% | Reduced |
| Lincoln Capital LLC | 5,196 | $255.7K | 0.05% | +5,196 | New |
| Childress Capital Advisors, LLC | 5,192 | $255.5K | 0.04% | +279+5.7% | Added |
| Abel Hall, LLC | 5,192 | $255.5K | 0.06% | +5,192 | New |
| Penserra Capital Management LLC | 5,200 | $255.0K | 0.00% | −385−6.9% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,171 | $254.5K | 0.10% | +35+0.7% | Added |
| SmartHarvest Portfolios, LLC | 5,164 | $254.1K | 0.09% | +5,164 | New |
| Jackson Thornton Asset Management, LLC | 4,939 | $252.8K | 0.02% | +4,939 | New |
| Great Valley Advisor Group, Inc. | 5,126 | $252.3K | 0.00% | −45−0.9% | Reduced |
| McAdam, LLC | 5,121 | $252.0K | 0.01% | +149+3.0% | Added |
| Interchange Capital Partners, LLC | 5,120 | $252.0K | 0.05% | +5,120 | New |
| Baltimore-Washington Financial Advisors, Inc. | 5,119 | $251.9K | 0.01% | +382+8.1% | Added |
| Baron Wealth Management LLC | 5,116 | $251.8K | 0.08% | −141−2.7% | Reduced |
| TradeWell Securities, LLC. | 5,116 | $251.8K | 0.10% | +31+0.6% | Added |
| Augustine Asset Management Inc | 5,112 | $251.6K | 0.05% | −16−0.3% | Reduced |
| Financial Consulate, Inc | 5,106 | $251.3K | 0.03% | −307−5.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 5,100 | $251.0K | 0.06% | −12,600−71.2% | Reduced |
| Fortress Private Ledger, LLC | 5,086 | $250.3K | 0.08% | +17+0.3% | Added |
| Element Wealth, LLC | 5,078 | $249.9K | 0.10% | +26+0.5% | Added |
| Paragon Capital Management Ltd | 5,078 | $249.9K | 0.05% | +56+1.1% | Added |
| Parsonex Advisory Services, Inc. | 5,078 | $249.9K | 0.16% | −93−1.8% | Reduced |
| Balboa Wealth Partners | 5,064 | $249.2K | 0.04% | +5,064 | New |
| Shayne & Co., LLC | 5,054 | $248.7K | 0.08% | −30−0.6% | Reduced |
| Fidelis Capital Partners, LLC | 5,039 | $248.0K | 0.02% | +505+11.1% | Added |
| Peak Retirement Planning, Inc. | 5,034 | $247.7K | 0.06% | +5,034 | New |
| Payne Capital Management, LLC | 5,000 | $246.1K | 0.08% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,960 | $244.1K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,956 | $243.9K | 0.02% | +434+9.6% | Added |
| Lexington Hill Partners, LLC | 4,952 | $243.7K | 0.18% | +4,952 | New |
| PFW Advisors LLC | 4,951 | $243.6K | 0.07% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $241.6K | 0.09% | +4,871 | New |
| Davis R M Inc | 4,861 | $239.2K | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,853 | $238.8K | 0.02% | +4,853 | New |
| Midland Wealth Advisors LLC | 4,851 | $238.7K | 0.01% | −4,159−46.2% | Reduced |
| Meramec Financial Planners, LLC | 4,277 | $238.7K | 0.09% | +4,277 | New |
| Sandhill Capital Partners LLC | 4,818 | $237.1K | 0.02% | +81+1.7% | Added |
| Chicago Capital, LLC | 4,815 | $236.9K | 0.01% | +53+1.1% | Added |
| Pathway Financial Advisors LLC | 4,626 | $236.8K | 0.03% | 00.0% | Unchanged |