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 |
|---|---|---|---|---|---|
| Advocate Investing Services LLC | 143 | $7.04K | 0.01% | +143 | New |
| IMG Wealth Management, Inc. | 141 | $6.94K | 0.00% | +21+17.5% | Added |
| Purpose Unlimited Inc. | 134 | $6.59K | 0.00% | +134 | New |
| Daytona Street Capital LLC | 134 | $6.59K | 0.01% | +134 | New |
| SJS Investment Consulting Inc. | 130 | $6.42K | 0.00% | +58+80.6% | Added |
| DiNuzzo Private Wealth, Inc. | 130 | $6.40K | 0.00% | +37+39.8% | Added |
| Legacy Bridge, LLC | 122 | $6.00K | 0.00% | +122 | New |
| Sit Investment Associates Inc | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 120 | $5.91K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 119 | $5.86K | 0.00% | +119 | New |
| Kayne Anderson Rudnick Investment Management LLC | 114 | $5.62K | 0.00% | +6+5.6% | Added |
| Bay Harbor Wealth Management, LLC | 107 | $5.26K | 0.00% | +36+50.7% | Added |
| West Financial Advisors, LLC | 102 | $5.02K | 0.00% | +102 | New |
| Westend Capital Management, LLC | 100 | $4.92K | 0.00% | +100 | New |
| Nvest Wealth Strategies, Inc. | 100 | $4.92K | 0.00% | +100 | New |
| Darwin Advisors, LLC | 96 | $4.73K | 0.00% | −599−86.2% | Reduced |
| Proathlete Wealth Management LLC | 89 | $4.38K | 0.00% | −192−68.3% | Reduced |
| DT Investment Partners, LLC | 88 | $4.33K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 85 | $4.18K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 82 | $4.04K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 81 | $3.99K | 0.00% | +81 | New |
| Cherry Tree Wealth Management, LLC | 78 | $3.84K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 69 | $3.40K | 0.00% | +69 | New |
| Lodestone Wealth Management LLC | 65 | $3.20K | 0.00% | +65 | New |
| Beaird Harris Wealth Management, LLC | 63 | $3.10K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 60 | $2.95K | 0.00% | +60 | New |
| Battery Global Advisors, LLC | 58 | $2.85K | 0.00% | +58 | New |
| Abound Financial, LLC | 58 | $2.85K | 0.00% | +58 | New |
| Navalign, LLC | 54 | $2.64K | 0.00% | +54 | New |
| RMG Wealth Management LLC | 50 | $2.52K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 50 | $2.46K | 0.00% | +50 | New |
| WestEnd Advisors, LLC | 41 | $2.02K | 0.00% | +12+41.4% | Added |
| ZRC Wealth Management, LLC | 40 | $1.97K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 39 | $1.92K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 39 | $1.92K | 0.00% | +39 | New |
| Quaker Wealth Management, LLC | 36 | $1.77K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 34 | $1.67K | 0.00% | +5+17.2% | Added |
| First Command Advisory Services, Inc. | 34 | $1.67K | 0.00% | +30+750.0% | Added |
| Cornerstone National Bank & Trust Co | 34 | $1.67K | 0.00% | +34 | New |
| Evolution Wealth Management Inc. | 33 | $1.62K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 33 | $1.62K | 0.00% | +33 | New |
| 1015 Capital Partners, LLC | 32 | $1.57K | 0.00% | +32 | New |
| TFC Financial Management | 31 | $1.53K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 31 | $1.53K | 0.00% | +2+6.9% | Added |
| Financial Management Professionals, Inc. | 31 | $1.53K | 0.00% | +31 | New |
| Ankerstar Wealth, LLC | 30 | $1.48K | 0.00% | +30 | New |
| Winnow Wealth LLC | 29 | $1.45K | 0.00% | −12−29.3% | Reduced |
| Mascoma Wealth Management LLC | 28 | $1.38K | 0.00% | +28 | New |
| Wealth Watch Advisors, INC | 27 | $1.33K | 0.00% | −27−50.0% | Reduced |
| Financial Network Wealth Advisors LLC | 26 | $1.28K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 25 | $1.23K | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 24 | $1.18K | 0.00% | +24 | New |
| NorthAvenue LLC | 21 | $1.03K | 0.00% | +21 | New |
| Three Bearings Fiduciary Advisors, Inc. | 20 | $1.03K | 0.00% | +20 | New |
| Harvest Fund Management Co., Ltd | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 18 | $886 | 0.00% | +18 | New |
| Indiana Trust & Investment Management CO | 16 | $787 | 0.00% | +16 | New |
| Luken Investment Analytics, LLC | 15 | $738 | 0.00% | +15 | New |
| Davis Capital Management | 12 | $591 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 12 | $591 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 3,323 | $513 | 0.00% | −923−21.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 10 | $493 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 7 | $345 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7 | $345 | 0.00% | +7 | New |
| Godfrey Financial Associates, Inc. | 4 | $197 | 0.00% | +4 | New |
| Leonteq Securities AG | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 1 | $49 | 0.00% | +1 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,694 | – | – | −9,558−67.1% | Reduced |
| Azora Capital LP | 0 | $0 | 0.00% | −2,524,440−100.0% | Sold out |
| Appaloosa LPSuperinvestorAppaloosa | 0 | $0 | 0.00% | −1,387,500−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −665,900−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −308,820−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −251,584−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −224,800−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −190,918−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −103,928−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −98,500−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −98,115−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −60,849−100.0% | Sold out |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −58,580−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −53,262−100.0% | Sold out |
| Southern Capital Advisors, LLC | 0 | $0 | 0.00% | −48,221−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −46,134−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −38,700−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −30,748−100.0% | Sold out |
| V. M. Manning & Co., Inc. | 0 | $0 | 0.00% | −29,384−100.0% | Sold out |
| Caisse des Depots Et Consignations | 0 | $0 | 0.00% | −28,842−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −27,249−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −26,596−100.0% | Sold out |
| Edgemoor Investment Advisors, Inc. | 0 | $0 | 0.00% | −23,199−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −23,024−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −17,088−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −14,280−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −12,835−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −12,552−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −12,402−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −12,093−100.0% | Sold out |