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 |
|---|---|---|---|---|---|
| Tripletail Wealth Management, LLC | 634 | $31.2K | 0.04% | −183−22.4% | Reduced |
| Horizon Financial Services, LLC | 634 | $31.2K | 0.01% | +7+1.1% | Added |
| McMillan Office, Inc. | 629 | $31.0K | 0.00% | +629 | New |
| DAGCO, Inc. | 624 | $30.7K | 0.01% | +7+1.1% | Added |
| Hallmark Capital Management Inc | 619 | $30.5K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 601 | $29.6K | 0.00% | −22−3.5% | Reduced |
| Mechanics Financial Corp | 600 | $29.5K | 0.01% | −775−56.4% | Reduced |
| Triumph Capital Management | 600 | $29.5K | 0.01% | +600 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $29.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 600 | $29.0K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 589 | $29.0K | 0.01% | +589 | New |
| SWAN Capital LLC | 570 | $28.1K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 568 | $27.9K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 533 | $26.2K | 0.00% | +533 | New |
| Kemnay Advisory Services Inc. | 505 | $24.9K | 0.00% | +505 | New |
| Vermillion & White Wealth Management Group, LLC | 498 | $24.5K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 484 | $23.8K | 0.01% | +121+33.3% | Added |
| Westfuller Advisors, LLC | 482 | $23.7K | 0.01% | +101+26.5% | Added |
| Richard W. Paul & Associates, LLC | 480 | $23.6K | 0.01% | −8−1.6% | Reduced |
| True Wealth Design, LLC | 479 | $23.6K | 0.01% | −15−3.0% | Reduced |
| Prosperity Bancshares Inc | 475 | $23.4K | 0.02% | +475 | New |
| N.E.W. Advisory Services LLC | 473 | $23.3K | 0.00% | +73+18.3% | Added |
| Ogorek Anthony Joseph | 481 | $23.0K | 0.01% | −65−11.9% | Reduced |
| Dogwood Wealth Management LLC | 460 | $22.6K | 0.01% | +171+59.2% | Added |
| Hartford Financial Management Inc. | 449 | $22.1K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 447 | $22.0K | 0.01% | +447 | New |
| Rialto Wealth Management, LLC | 437 | $21.5K | 0.01% | +10+2.3% | Added |
| McIlrath & Eck, LLC | 427 | $21.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 424 | $20.9K | 0.01% | +3+0.7% | Added |
| Anfield Capital Management, LLC | 410 | $20.2K | 0.01% | +236+135.6% | Added |
| High Note Wealth, LLC | 409 | $20.1K | 0.00% | +79+23.9% | Added |
| TD Capital Management LLC | 406 | $20.0K | 0.00% | +4+1.0% | Added |
| Wilkerson Advisory Group LLC | 405 | $19.9K | 0.01% | +405 | New |
| Edmond de Rothschild Holding S.A. | 403 | $19.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 399 | $19.6K | 0.00% | +154+62.9% | Added |
| Country Trust Bank | 397 | $19.5K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 389 | $19.1K | 0.01% | −254−39.5% | Reduced |
| Tucker Asset Management LLC | 389 | $19.1K | 0.01% | +389 | New |
| Orion Capital Management LLC | 389 | $19.1K | 0.01% | +4+1.0% | Added |
| Monetary Management Group Inc | 388 | $19.1K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 388 | $19.1K | 0.02% | +4+1.0% | Added |
| Basepoint Wealth LLC | 378 | $18.6K | 0.01% | +378 | New |
| Maryland Capital Advisors Inc. | 372 | $18.3K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 356 | $18.0K | 0.00% | −52−12.7% | Reduced |
| Prestige Wealth Management Group LLC | 364 | $17.9K | 0.00% | −104−22.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 361 | $17.8K | 0.00% | +150+71.1% | Added |
| ORG Partners LLC | 361 | $17.8K | 0.00% | −50−12.2% | Reduced |
| Piscataqua Savings Bank | 360 | $17.7K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 338 | $16.6K | 0.00% | −27−7.4% | Reduced |
| Dunhill Financial, LLC | 333 | $16.4K | 0.00% | +13+4.1% | Added |
| Carolina Wealth Advisors, LLC | 333 | $16.4K | 0.01% | +333 | New |
| Armstrong Advisory Group, Inc | 320 | $15.7K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 311 | $15.3K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $14.8K | 0.00% | −145−32.6% | Reduced |
| Coastline Trust Co | 300 | $14.8K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $14.8K | 0.01% | +300 | New |
| Estate Planners Group, LLC | 300 | $14.8K | 0.01% | +300 | New |
| Highline Wealth Partners LLC | 293 | $14.4K | 0.00% | +26+9.7% | Added |
| Fortitude Family Office, LLC | 291 | $14.3K | 0.00% | −3−1.0% | Reduced |
| Valued Wealth Advisors LLC | 287 | $14.1K | 0.01% | +15+5.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 288 | $14.0K | 0.00% | −2,002−87.4% | Reduced |
| Stone House Investment Management, LLC | 280 | $13.8K | 0.00% | +8+2.9% | Added |
| Howard Hughes Medical Institute | 276 | $13.6K | 0.01% | −1−0.4% | Reduced |
| Frazier Financial Advisors, LLC | 275 | $13.5K | 0.01% | +216+366.1% | Added |
| Scarborough Advisors, LLC | 272 | $13.4K | 0.00% | +147+117.6% | Added |
| Eq Wealth Advisors, LLC | 265 | $13.0K | 0.01% | +265 | New |
| Bangor Savings Bank | 264 | $13.0K | 0.00% | −3−1.1% | Reduced |
| Bell Investment Advisors, Inc | 257 | $12.6K | 0.00% | +21+8.9% | Added |
| Miller Wealth Advisors, LLC | 250 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 249 | $12.3K | 0.01% | +249 | New |
| St Germain D J Co Inc | 248 | $12.2K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 244 | $12.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 257 | $12.0K | 0.00% | +11+4.5% | Added |
| Osbon Capital Management LLC | 225 | $11.1K | 0.01% | +225 | New |
| Atwood & Palmer Inc | 225 | $11.1K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 220 | $10.9K | 0.00% | +111+101.8% | Added |
| Cornerstone Planning Group LLC | 209 | $10.5K | 0.00% | +201+2,512.5% | Added |
| Cedar Mountain Advisors, LLC | 210 | $10.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $9.84K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 196 | $9.64K | 0.00% | −85−30.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 196 | $9.64K | 0.00% | −53−21.3% | Reduced |
| Wolff Wiese Magana LLC | 195 | $9.60K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 185 | $9.10K | 0.00% | −51−21.6% | Reduced |
| Sachetta, LLC | 183 | $9.01K | 0.00% | −651−78.1% | Reduced |
| Turning Point Benefit Group, Inc. | 183 | $9.01K | 0.00% | +70+61.9% | Added |
| Coston, McIsaac & Partners | 202 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 180 | $8.86K | 0.00% | +180 | New |
| Boreal Capital Management LLC | 176 | $8.66K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 173 | $8.51K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 168 | $8.27K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 164 | $8.07K | 0.00% | +105+178.0% | Added |
| Centennial Bank | 161 | $7.92K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 147 | $7.74K | 0.00% | +139+1,737.5% | Added |
| Key Financial Inc | 156 | $7.68K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 155 | $7.65K | 0.00% | +155 | New |
| Cornerstone Financial Management LLC | 154 | $7.58K | 0.01% | +154 | New |
| Kilter Group LLC | 151 | $7.43K | 0.00% | −24−13.7% | Reduced |
| Fortis Group Advisors, LLC | 150 | $7.38K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 149 | $7.36K | 0.00% | +77+106.9% | Added |
| MPWM Advisory Solutions, LLC | 145 | $7.15K | 0.00% | +121+504.2% | Added |