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 |
|---|---|---|---|---|---|
| Union Savings Bank | 2,897 | $142.5K | 0.06% | +2,897 | New |
| Entrust Financial LLC | 2,656 | $130.7K | 0.10% | +2,656 | New |
| Quent Capital, LLC | 2,619 | $128.9K | 0.01% | +61+2.4% | Added |
| Caldwell Sutter Capital, Inc. | 2,613 | $128.6K | 0.05% | −64−2.4% | Reduced |
| AlphaCore Capital LLC | 2,609 | $128.4K | 0.00% | +199+8.3% | Added |
| Silvant Capital Management LLC | 2,587 | $127.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,483 | $122.2K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,476 | $121.8K | 0.02% | +352+16.6% | Added |
| Sittner & Nelson, LLC | 2,175 | $121.4K | 0.04% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,455 | $120.8K | 0.02% | −201−7.6% | Reduced |
| Central Trust Co | 2,446 | $120.4K | 0.00% | −2,080−46.0% | Reduced |
| Curat Global, LLC | 2,443 | $120.2K | 0.13% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 2,436 | $119.9K | 0.07% | −40−1.6% | Reduced |
| Cranbrook Wealth Management, LLC | 2,430 | $119.6K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2,279 | $112.2K | 0.02% | +10.0% | Added |
| Root Financial Partners, LLC | 2,263 | $111.4K | 0.01% | +13+0.6% | Added |
| Capital Advisors, Ltd. LLC | 2,256 | $111.0K | 0.01% | +168+8.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,246 | $110.5K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,226 | $109.5K | 0.02% | −94−4.1% | Reduced |
| Abound Wealth Management | 2,203 | $108.4K | 0.03% | +92+4.4% | Added |
| Beacon Financial Strategies CORP | 2,152 | $105.9K | 0.06% | +2,152 | New |
| Trust Co | 2,134 | $105.0K | 0.01% | +2,134 | New |
| Richardson Financial Services Inc. | 2,065 | $101.6K | 0.06% | +516+33.3% | Added |
| Gables Capital Management Inc. | 2,053 | $101.0K | 0.04% | −118−5.4% | Reduced |
| REAP Financial Group, LLC | 2,048 | $100.8K | 0.02% | +265+14.9% | Added |
| Essential Partners LLC | 2,005 | $98.7K | 0.03% | −194−8.8% | Reduced |
| Smithfield Trust Co | 1,970 | $98.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,979 | $97.4K | 0.01% | +18+0.9% | Added |
| Golden State Wealth Management, LLC | 1,956 | $96.3K | 0.01% | −121−5.8% | Reduced |
| GW&K Investment Management, LLC | 1,938 | $95.0K | 0.00% | −34−1.7% | Reduced |
| AdvisorNet Financial, Inc | 1,928 | $94.9K | 0.01% | +105+5.8% | Added |
| Nemes Rush Group LLC | 1,902 | $93.6K | 0.01% | +9+0.5% | Added |
| DV Equities, LLC | 1,798 | $88.5K | 0.02% | +1,798 | New |
| Investment Research & Advisory Group, Inc. | 1,641 | $82.4K | 0.03% | +14+0.9% | Added |
| Truvestments Capital LLC | 1,672 | $82.3K | 0.01% | 00.0% | Unchanged |
| Motco | 1,669 | $82.1K | 0.01% | +1,078+182.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,613 | $79.4K | 0.03% | +1,251+345.6% | Added |
| Elyxium Wealth, LLC | 1,588 | $78.1K | 0.02% | +1,588 | New |
| Stephens Consulting, LLC | 1,555 | $76.5K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 1,549 | $76.2K | 0.09% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,515 | $74.6K | 0.00% | −588−28.0% | Reduced |
| Chilton Capital Management LLC | 1,513 | $74.5K | 0.00% | +13+0.9% | Added |
| Evolution Advisers, Inc. | 73,840 | $73.0K | 0.03% | −930−1.2% | Reduced |
| UMA Financial Services, Inc. | 1,473 | $72.5K | 0.01% | −256−14.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $71.4K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,431 | $70.4K | 0.02% | +688+92.6% | Added |
| Wellington-Altus USA Inc. | 1,414 | $69.6K | 0.05% | +1,414 | New |
| EFG International AG | 1,380 | $67.9K | 0.00% | +1,380 | New |
| Brown, Lisle/Cummings, Inc. | 1,340 | $65.9K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,334 | $65.7K | 0.00% | +1,334 | New |
| Resources Management Corp | 1,331 | $65.0K | 0.01% | +1,331 | New |
| Pinney & Scofield, Inc. | 1,310 | $64.5K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,295 | $63.7K | 0.00% | +266+25.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,295 | $63.7K | 0.01% | +1,295 | New |
| Princeton Global Asset Management LLC | 1,288 | $63.4K | 0.01% | +592+85.1% | Added |
| Banque Cantonale Vaudoise | 1,276 | $63.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,271 | $62.5K | 0.03% | −1,257−49.7% | Reduced |
| Reflection Asset Management | 1,271 | $62.5K | 0.04% | +1,271 | New |
| Burkett Financial Services, LLC | 1,268 | $62.4K | 0.02% | +13+1.0% | Added |
| SOA Wealth Advisors, LLC. | 1,230 | $60.5K | 0.01% | −425−25.7% | Reduced |
| Pin Oak Investment Advisors Inc | 1,069 | $60.0K | 0.04% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,211 | $59.6K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,169 | $57.5K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,094 | $53.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1,092 | $53.7K | 0.01% | −143−11.6% | Reduced |
| Paradigm Asset Management Co LLC | 1,083 | $53.3K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,063 | $52.3K | 0.01% | +858+418.5% | Added |
| TCTC Holdings, LLC | 1,023 | $50.3K | 0.00% | 00.0% | Unchanged |
| Dorato Capital Management | 1,010 | $50.3K | 0.04% | +1,010 | New |
| WPG Advisers, LLC | 1,021 | $50.2K | 0.04% | +633+163.1% | Added |
| Catalyst Capital Advisors LLC | 1,011 | $49.8K | 0.00% | −727−41.8% | Reduced |
| Ancora Advisors, LLC | 1,006 | $49.5K | 0.00% | +313+45.2% | Added |
| DV Trading LLC | 1,000 | $49.2K | 0.00% | +1,000 | New |
| Torren Management, LLC | 985 | $48.5K | 0.02% | +985 | New |
| CoreCap Advisors, LLC | 976 | $48.0K | 0.00% | −44−4.3% | Reduced |
| Flagship Wealth Advisors, LLC | 961 | $47.3K | 0.01% | −15−1.5% | Reduced |
| Aventura Private Wealth, LLC | 940 | $46.3K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 854 | $42.0K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 853 | $42.0K | 0.03% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 843 | $41.5K | 0.04% | +806+2,178.4% | Added |
| SHP Wealth Management | 834 | $41.0K | 0.00% | +834 | New |
| Winthrop Capital Management, LLC | 840 | $41.0K | 0.01% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 16,137 | $40.7K | 0.03% | +16,137 | New |
| Bare Financial Services, Inc | 822 | $40.5K | 0.01% | +298+56.9% | Added |
| Ramirez Asset Management, Inc. | 800 | $39.4K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 798 | $39.3K | 0.01% | +798 | New |
| Signature Equity Partners, LLC | 797 | $39.2K | 0.02% | +797 | New |
| Pinnacle Bancorp, Inc. | 759 | $37.4K | 0.01% | −100−11.6% | Reduced |
| Atlantic Private Wealth, LLC | 715 | $35.2K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 712 | $35.1K | 0.01% | +8+1.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 695 | $34.2K | 0.00% | −192−21.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 682 | $33.6K | 0.00% | +682 | New |
| Horizon Bancorp Inc | 676 | $33.0K | 0.02% | −534−44.1% | Reduced |
| Rosenberg Matthew Hamilton | 668 | $32.9K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 657 | $32.3K | 0.05% | +431+190.7% | Added |
| Maseco LLP | 652 | $32.1K | 0.00% | +228+53.8% | Added |
| Wealth Preservation Advisors, LLC | 652 | $32.1K | 0.02% | +16+2.5% | Added |
| Covestor Ltd | 640 | $32.0K | 0.02% | −56−8.0% | Reduced |
| Financial Perspectives, Inc | 637 | $31.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 635 | $31.2K | 0.00% | +157+32.8% | Added |