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 |
|---|---|---|---|---|---|
| Annex Advisory Services, LLC | 4,805 | $236.5K | 0.00% | +4,805 | New |
| Trust Point Inc. | 4,760 | $234.2K | 0.02% | +345+7.8% | Added |
| Cornerstone Management, Inc. | 4,750 | $233.7K | 0.04% | −1,928−28.9% | Reduced |
| Capital Square, LLC | 4,744 | $233.4K | 0.12% | +26+0.6% | Added |
| Keynote Financial Services LLC | 4,740 | $233.3K | 0.13% | 00.0% | Unchanged |
| Convergence Financial, LLC | 4,734 | $233.0K | 0.03% | −1,097−18.8% | Reduced |
| City National Bank of Florida | 4,732 | $232.9K | 0.15% | +4,732 | New |
| Citizens & Northern Corp | 4,727 | $232.6K | 0.06% | −29,621−86.2% | Reduced |
| Alaethes Wealth LLC | 4,694 | $231.0K | 0.07% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 4,700 | $231.0K | 0.16% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,679 | $230.3K | 0.02% | −4,471−48.9% | Reduced |
| Mach-1 Financial Group, Inc. | 4,677 | $230.2K | 0.05% | +4,677 | New |
| NorthRock Partners, LLC | 4,662 | $229.5K | 0.00% | −11,723−71.5% | Reduced |
| Alta Advisers Ltd | 4,650 | $228.8K | 0.08% | −1,700−26.8% | Reduced |
| Patton Fund Management, Inc. | 4,612 | $227.0K | 0.03% | −1,234−21.1% | Reduced |
| Catalyst Financial Partners LLC | 4,600 | $226.4K | 0.03% | −72−1.5% | Reduced |
| Colton Groome Financial Advisors, LLC | 4,595 | $226.1K | 0.06% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 4,575 | $225.1K | 0.32% | +4,575 | New |
| Yeomans Consulting Group, Inc. | 4,555 | $224.2K | 0.07% | −336−6.9% | Reduced |
| Capital Analysts, LLC | 4,557 | $224.0K | 0.01% | −457−9.1% | Reduced |
| Mill Capital Management, LLC | 4,509 | $221.9K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4,509 | $221.9K | 0.10% | +3+0.1% | Added |
| CrossGen Wealth, LLC | 4,475 | $220.2K | 0.19% | +4,475 | New |
| WESPAC Advisors, LLC | 4,474 | $220.2K | 0.12% | −12,401−73.5% | Reduced |
| Lloyd Advisory Services, LLC. | 4,471 | $220.0K | 0.09% | −179−3.8% | Reduced |
| Nikulski Financial, Inc. | 4,463 | $219.6K | 0.05% | −137−3.0% | Reduced |
| BCJ Capital Management, LLC | 4,463 | $219.6K | 0.01% | +4,463 | New |
| Capital Management Corp | 4,443 | $218.6K | 0.04% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,436 | $218.3K | 0.01% | −729−14.1% | Reduced |
| Chase Investment Counsel Corp | 4,421 | $217.0K | 0.06% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 4,389 | $216.0K | 0.08% | +4,389 | New |
| QTR Family Wealth, LLC | 3,917 | $215.8K | 0.10% | +3,917 | New |
| Inscription Capital, LLC | 4,376 | $215.3K | 0.02% | −99−2.2% | Reduced |
| Bradley Foster & Sargent Inc | 4,366 | $214.9K | 0.00% | −280−6.0% | Reduced |
| Passive Capital Management, LLC. | 4,364 | $214.8K | 0.07% | +4,364 | New |
| Eastern Bank | 4,349 | $214.0K | 0.00% | −10.0% | Reduced |
| RNC Capital Management LLC | 4,346 | $213.9K | 0.01% | +4,346 | New |
| Hartford Funds Management Co LLC | 4,334 | $213.4K | 0.02% | +4,334 | New |
| Insight Advisors, LLC | 4,325 | $212.8K | 0.03% | +4,325 | New |
| Blueshift Asset Management, LLC | 4,321 | $212.6K | 0.06% | +4,321 | New |
| Drive Wealth Management, LLC | 4,313 | $212.3K | 0.04% | +4,313 | New |
| Bayban | 4,311 | $212.1K | 0.19% | +4,311 | New |
| Saxony Capital Management, LLC | 4,310 | $212.1K | 0.13% | +4,310 | New |
| Golden State Equity Partners | 4,307 | $211.9K | 0.03% | +4,307 | New |
| First Business Financial Services, Inc. | 4,292 | $211.2K | 0.02% | +4,292 | New |
| Kuhn & Co Investment Counsel | 4,290 | $211.1K | 0.14% | +4,290 | New |
| Advisor OS, LLC | 4,283 | $210.8K | 0.02% | +4,283 | New |
| Mayflower Financial Advisors, LLC | 4,277 | $210.5K | 0.03% | +4,277 | New |
| Indivisible Partners | 4,272 | $210.2K | 0.02% | +4,272 | New |
| National Asset Management, Inc. | 4,271 | $210.2K | 0.01% | −3,246−43.2% | Reduced |
| Boltwood Capital Management | 4,270 | $210.1K | 0.05% | −240−5.3% | Reduced |
| Convergence Investment Partners, LLC | 4,267 | $210.0K | 0.04% | −11,718−73.3% | Reduced |
| Western Wealth Management, LLC | 4,262 | $209.7K | 0.01% | +4,262 | New |
| 180 Wealth Advisors, LLC | 4,259 | $209.6K | 0.02% | +4,259 | New |
| Avidian Wealth Solutions, LLC | 4,241 | $208.7K | 0.01% | +4,241 | New |
| Second Half Financial Partners, LLC | 4,229 | $208.1K | 0.09% | +4,229 | New |
| Rare Wolf Capital LLC | 4,229 | $208.1K | 0.13% | +4,229 | New |
| Capstone Investment Advisors, LLC | 4,225 | $207.9K | 0.00% | +4,225 | New |
| Home Federal Bank of Tennessee | 4,209 | $207.1K | 0.05% | +4,209 | New |
| Woodward Diversified Capital, LLC | 4,186 | $206.0K | 0.09% | +4,186 | New |
| Crestwood Advisors Group LLC | 4,184 | $205.9K | 0.00% | +4,184 | New |
| Longboard Asset Management, LP | 4,183 | $205.8K | 1.31% | +4,183 | New |
| Cannon Wealth Management Services, LLC | 4,170 | $205.2K | 0.14% | +4,170 | New |
| Harmony Asset Management LLC | 4,155 | $204.5K | 0.07% | −1,209−22.5% | Reduced |
| Chris Bulman Inc | 4,155 | $204.5K | 0.09% | +4,155 | New |
| Ellis Investment Partners, LLC | 4,130 | $203.3K | 0.04% | +4,130 | New |
| Newbridge Financial Services Group, Inc. | 4,126 | $203.0K | 0.03% | −143−3.3% | Reduced |
| Cromwell Holdings LLC | 4,108 | $202.2K | 0.11% | 00.0% | Unchanged |
| waypoint wealth counsel | 4,092 | $201.4K | 0.07% | −545−11.8% | Reduced |
| Tempo Wealth, LLC | 4,086 | $201.1K | 0.04% | +4,086 | New |
| Stewardship Advisors, LLC | 4,084 | $201.0K | 0.05% | +4,084 | New |
| Soltis Investment Advisors LLC | 4,079 | $200.7K | 0.01% | +4,079 | New |
| Curated Wealth Partners LLC | 4,079 | $200.7K | 0.02% | +4,079 | New |
| Johnson & White Wealth Management, LLC | 4,073 | $200.4K | 0.09% | +4,073 | New |
| Dakota Community Bank & Trust NA | 4,022 | $197.9K | 0.68% | +274+7.3% | Added |
| Hillsdale Investment Management Inc. | 4,010 | $197.3K | 0.01% | +2,500+165.6% | Added |
| Hantz Financial Services, Inc. | 4,006 | $197.0K | 0.00% | +40+1.0% | Added |
| Ofi Invest Asset Management | 4,599 | $192.7K | 0.00% | +4,599 | New |
| Grove Bank & Trust | 3,862 | $190.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 3,844 | $189.2K | 0.08% | −752−16.4% | Reduced |
| Onefund, LLC | 3,820 | $188.0K | 0.11% | +199+5.5% | Added |
| VSM Wealth Advisory, LLC | 3,730 | $183.6K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,699 | $182.0K | 0.01% | −1,826−33.0% | Reduced |
| Bayforest Capital Ltd | 3,525 | $173.5K | 0.13% | −4,046−53.4% | Reduced |
| Fairscale Capital, LLC | 3,503 | $172.4K | 0.11% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3,486 | $171.5K | 0.12% | −301−7.9% | Reduced |
| Accordant Advisory Group Inc | 3,463 | $170.4K | 0.12% | −836−19.4% | Reduced |
| Manchester Capital Management LLC | 3,417 | $168.2K | 0.02% | −224−6.2% | Reduced |
| Global Trust Asset Management, LLC | 3,401 | $167.4K | 0.07% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3,328 | $163.8K | 0.13% | +3,328 | New |
| Deseret Mutual Benefit Administrators | 3,234 | $159.1K | 0.07% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,166 | $155.8K | 0.01% | −1,882−37.3% | Reduced |
| Sentry Investment Management LLC | 3,137 | $154.0K | 0.10% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3,022 | $153.3K | 0.05% | +1,985+191.4% | Added |
| Bravera Wealth | 3,077 | $151.4K | 0.08% | +3,077 | New |
| Boyd Watterson Asset Management LLC | 3,063 | $150.7K | 0.04% | +156+5.4% | Added |
| First PREMIER Bank | 3,000 | $148.0K | 0.03% | 00.0% | Unchanged |
| Viking Fund Management LLC | 3,000 | $147.6K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,000 | $147.6K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,974 | $146.4K | 0.01% | −5,432−64.6% | Reduced |