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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 322,075 | $15.8M | 0.01% | −813,300−71.6% | Reduced |
| Montgomery Investment Management Inc | 318,881 | $15.7M | 5.65% | −460−0.1% | Reduced |
| Brookstone Capital Management | 318,403 | $15.7M | 0.18% | −17,692−5.3% | Reduced |
| Ategra Capital Management, LLC | 317,620 | $15.6M | 8.93% | 00.0% | Unchanged |
| McRae Capital Management Inc | 316,838 | $15.6M | 3.18% | +13,979+4.6% | Added |
| Baird Financial Group, Inc. | 308,796 | $15.2M | 0.02% | −2,577−0.8% | Reduced |
| Natixis | 308,761 | $15.2M | 0.06% | −284,321−47.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 307,501 | $15.1M | 1.06% | −1,345−0.4% | Reduced |
| Delta Asset Management LLC | 307,444 | $15.1M | 1.30% | −8,078−2.6% | Reduced |
| Assetmark, Inc | 307,386 | $15.1M | 0.03% | +40,516+15.2% | Added |
| MetLife Investment Management | 306,839 | $15.1M | 0.07% | −13,100−4.1% | Reduced |
| ProShare Advisors LLC | 305,575 | $15.0M | 0.03% | +9,477+3.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 305,369 | $15.0M | 0.02% | +67,222+28.2% | Added |
| Handelsbanken Fonder AB | 305,051 | $15.0M | 0.05% | −4,234−1.4% | Reduced |
| Bank of Nova Scotia | 298,825 | $14.7M | 0.02% | +55,062+22.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 297,560 | $14.6M | 0.07% | −12,080−3.9% | Reduced |
| Pinnacle Associates Ltd | 296,013 | $14.6M | 0.19% | −25,949−8.1% | Reduced |
| Midwest Trust Co | 289,759 | $14.3M | 0.18% | +2,497+0.9% | Added |
| Forsta Ap-Fonden | 288,400 | $14.2M | 0.08% | −11,000−3.7% | Reduced |
| Auto-Owners Insurance Co | 288,000 | $14.2M | 0.30% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 271,371 | $14.0M | 0.04% | −3,942−1.4% | Reduced |
| Skba Capital Management LLC | 281,450 | $13.9M | 1.97% | −500.0% | Reduced |
| South Dakota Investment Council | 281,234 | $13.8M | 0.26% | −2,200−0.8% | Reduced |
| Voya Investment Management LLC | 275,354 | $13.6M | 0.01% | +64,026+30.3% | Added |
| Salem Investment Counselors Inc | 274,601 | $13.5M | 0.38% | +1,904+0.7% | Added |
| Guggenheim Capital LLC | 274,224 | $13.5M | 0.10% | −38,671−12.4% | Reduced |
| Millennium Management LLC | 273,472 | $13.5M | 0.01% | −2,408,622−89.8% | Reduced |
| Retirement Systems of Alabama | 272,140 | $13.4M | 0.04% | −2,921−1.1% | Reduced |
| Trexquant Investment LP | 270,902 | $13.3M | 0.12% | +270,902 | New |
| IFM Investors Pty Ltd | 269,199 | $13.2M | 0.11% | +4,142+1.6% | Added |
| Concurrent Investment Advisors, LLC | 268,702 | $13.2M | 0.15% | +111,518+70.9% | Added |
| SG Americas Securities, LLC | 268,312 | $13.2M | 0.02% | −26,005−8.8% | Reduced |
| Bryn Mawr Trust Co | 261,346 | $12.9M | 0.30% | −27,616−9.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 258,447 | $12.7M | 0.92% | +2,806+1.1% | Added |
| Bogart Wealth, LLC | 253,794 | $12.5M | 0.50% | −3,287−1.3% | Reduced |
| Brown Advisory Inc | 251,465 | $12.4M | 0.02% | −11,217−4.3% | Reduced |
| Cramer Rosenthal McGlynn LLC | 247,952 | $12.2M | 0.79% | −22,977−8.5% | Reduced |
| Old National Bancorp | 244,509 | $12.0M | 0.20% | −7,699−3.1% | Reduced |
| Sanctuary Advisors, LLC | 243,163 | $12.0M | 0.07% | +4,048+1.7% | Added |
| Wealthfront Advisers LLC | 241,880 | $11.9M | 0.03% | −213−0.1% | Reduced |
| Allworth Financial LP | 241,535 | $11.9M | 0.05% | −898−0.4% | Reduced |
| CI Private Wealth, LLC | 240,659 | $11.8M | 0.02% | +10,447+4.5% | Added |
| WSFS Capital Management, LLC | 240,036 | $11.8M | 0.57% | −13,328−5.3% | Reduced |
| Amalgamated Bank | 238,740 | $11.7M | 0.08% | −6,304−2.6% | Reduced |
| Modera Wealth Management, LLC | 236,164 | $11.6M | 0.13% | −2,211−0.9% | Reduced |
| Systematic Alpha Investments, LLC | 233,937 | $11.5M | 0.36% | 00.0% | Unchanged |
| PensionDanmark Pensionsforsikringsaktieselskab | 233,152 | $11.5M | 0.10% | +233,152 | New |
| Parallax Volatility Advisers, L.P. | 232,705 | $11.5M | 0.36% | +222,107+2,095.7% | Added |
| Teacher Retirement System of Texas | 231,969 | $11.4M | 0.04% | +29,241+14.4% | Added |
| GWM Advisors LLC | 231,690 | $11.4M | 0.04% | +12,170+5.5% | Added |
| British Columbia Investment Management Corp | 228,823 | $11.3M | 0.06% | +40,620+21.6% | Added |
| Kestra Advisory Services, LLC | 226,802 | $11.2M | 0.05% | +17,586+8.4% | Added |
| KBC Group NV | 226,536 | $11.1M | 0.03% | −6,472−2.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 225,702 | $11.1M | 0.03% | +39,924+21.5% | Added |
| La Banque Postale Asset Management SA | 220,195 | $10.8M | 0.13% | +220,195 | New |
| Woodline Partners LP | 218,450 | $10.7M | 0.04% | +48,034+28.2% | Added |
| Mercer Global Advisors Inc | 217,362 | $10.7M | 0.02% | +29,595+15.8% | Added |
| Entropy Technologies, LP | 217,038 | $10.7M | 0.58% | +217,038 | New |
| Horizon Investments, LLC | 216,751 | $10.7M | 0.14% | −12,939−5.6% | Reduced |
| Utah Retirement Systems | 213,146 | $10.5M | 0.10% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 212,691 | $10.5M | 0.08% | +1,494+0.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 209,198 | $10.3M | 0.09% | −10,700−4.9% | Reduced |
| Cardinal Capital Management | 208,295 | $10.3M | 1.36% | +1,355+0.7% | Added |
| Daiwa Securities Group Inc. | 207,695 | $10.2M | 0.03% | +4,163+2.0% | Added |
| Brevan Howard Capital Management LP | 207,141 | $10.2M | 0.20% | +110,131+113.5% | Added |
| USS Investment Management Ltd | 206,926 | $10.2M | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 202,746 | $9.98M | 0.20% | −13,872−6.4% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 202,070 | $9.94M | 0.14% | 00.0% | Unchanged |
| Huber Capital Management LLC | 201,464 | $9.91M | 1.46% | +20,000+11.0% | Added |
| Robeco Institutional Asset Management B.V. | 199,835 | $9.83M | 0.01% | −27,758−12.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 197,259 | $9.71M | 2.24% | −5,840−2.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 197,108 | $9.70M | 0.08% | −9,555−4.6% | Reduced |
| Warren Averett Asset Management, LLC | 192,559 | $9.48M | 0.08% | +105,373+120.9% | Added |
| Davis Selected Advisers | 192,053 | $9.45M | 0.04% | +35,616+22.8% | Added |
| Pathstone Holdings, LLC | 191,812 | $9.44M | 0.04% | +8,974+4.9% | Added |
| Rowland & Co Investment Counsel | 188,643 | $9.28M | 1.79% | −1,824−1.0% | Reduced |
| Cresset Asset Management, LLC | 186,869 | $9.20M | 0.04% | −18,995−9.2% | Reduced |
| Xponance, Inc. | 186,459 | $9.18M | 0.07% | +6,018+3.3% | Added |
| CIBC World Markets Inc. | 185,286 | $9.12M | 0.02% | +11,245+6.5% | Added |
| Northern Oak Wealth Management Inc | 184,028 | $9.06M | 1.14% | −4,145−2.2% | Reduced |
| Atlantic Union Bankshares Corp | 183,713 | $9.04M | 0.17% | −6,801−3.6% | Reduced |
| Kanawha Capital Management LLC | 183,393 | $9.02M | 0.62% | −29,601−13.9% | Reduced |
| Two Sigma Investments, LP | 183,236 | $9.02M | 0.01% | −2,147,183−92.1% | Reduced |
| M&T Bank Corp | 183,038 | $9.01M | 0.03% | +22,926+14.3% | Added |
| Mackenzie Financial Corp | 182,101 | $9.01M | 0.01% | +28,869+18.8% | Added |
| Ibex Wealth Advisors | 182,438 | $8.98M | 0.88% | +290+0.2% | Added |
| Ensign Peak Advisors, Inc | 180,962 | $8.91M | 0.02% | −44,255−19.6% | Reduced |
| Polar Asset Management Partners Inc. | 180,271 | $8.87M | 0.18% | +180,271 | New |
| Blue Sparrow, LLC | 180,000 | $8.86M | 0.17% | +180,000 | New |
| Point72 Asset Management, L.P. | 178,783 | $8.80M | 0.01% | −1,749,881−90.7% | Reduced |
| CIBC World Markets Corp | 178,306 | $8.77M | 0.04% | +178,306 | New |
| Logan Capital Management Inc | 177,473 | $8.73M | 0.37% | −610.0% | Reduced |
| New York Life Investment Management LLC | 175,358 | $8.63M | 0.07% | +304+0.2% | Added |
| NEOS Investment Management LLC | 175,324 | $8.63M | 0.05% | −10,500−5.7% | Reduced |
| Cambria Investment Management, L.P. | 174,330 | $8.58M | 0.50% | −30,113−14.7% | Reduced |
| Ethic Inc. | 174,155 | $8.57M | 0.13% | −929−0.5% | Reduced |
| Benjamin Edwards Inc | 173,112 | $8.52M | 0.09% | −86,676−33.4% | Reduced |
| Alerus Financial NA | 172,575 | $8.49M | 0.42% | +8,147+5.0% | Added |
| Rakuten Investment Management, Inc. | 168,716 | $8.44M | 0.03% | +1,833+1.1% | Added |
| Kingsview Wealth Management, LLC | 169,646 | $8.35M | 0.12% | +3,311+2.0% | Added |