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 |
|---|---|---|---|---|---|
| MUFG Securities EMEA plc | 52,444 | $2.58M | 0.03% | +27,763+112.5% | Added |
| PMC FIG Opportunities LLC | 52,391 | $2.58M | 4.05% | +52,391 | New |
| Kempner Capital Management Inc. | 51,784 | $2.58M | 2.43% | −5,028−8.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 51,941 | $2.56M | 0.06% | −996−1.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 51,936 | $2.56M | 0.61% | −2,446−4.5% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 51,533 | $2.54M | 0.11% | −634−1.2% | Reduced |
| BlueChip Wealth Advisors LLC | 51,246 | $2.52M | 1.06% | +927+1.8% | Added |
| Ally Financial Inc. | 51,000 | $2.51M | 0.31% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 52,226 | $2.48M | 0.06% | −19,047−26.7% | Reduced |
| Argyle Capital Management Inc. | 49,616 | $2.44M | 0.82% | +250+0.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 49,599 | $2.44M | 0.06% | −10,000−16.8% | Reduced |
| Vident Advisory, LLC | 49,484 | $2.44M | 0.02% | +148+0.3% | Added |
| Old North State Trust, LLC | 49,483 | $2.44M | 1.44% | +28,279+133.4% | Added |
| Laurel Wealth Advisors LLC | 49,400 | $2.43M | 0.32% | −2,542−4.9% | Reduced |
| CWA Asset Management Group, LLC | 49,076 | $2.42M | 0.09% | +1,056+2.2% | Added |
| Empowered Funds, LLC | 48,949 | $2.41M | 0.04% | +2,302+4.9% | Added |
| Moors & Cabot, Inc. | 48,842 | $2.40M | 0.10% | −13,101−21.2% | Reduced |
| Principal Securities, Inc. | 48,509 | $2.39M | 0.04% | +1,316+2.8% | Added |
| Quantitative Investment Management, LLC | 48,306 | $2.38M | 0.23% | +48,306 | New |
| BCS Wealth Management | 48,048 | $2.36M | 0.24% | +21,939+84.0% | Added |
| IVC Wealth Advisors LLC | 48,024 | $2.36M | 1.03% | −1,644−3.3% | Reduced |
| Everence Capital Management Inc | 47,920 | $2.36M | 0.14% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 47,800 | $2.35M | 0.91% | −7,100−12.9% | Reduced |
| Buckingham Strategic Partners | 47,710 | $2.35M | 0.03% | +2,205+4.8% | Added |
| Glenmede Trust Co NA | 47,564 | $2.34M | 0.01% | +47,564 | New |
| SageView Advisory Group, LLC | 47,447 | $2.33M | 0.08% | −926−1.9% | Reduced |
| SeaCrest Wealth Management, LLC | 46,087 | $2.33M | 0.24% | −283−0.6% | Reduced |
| Legato Capital Management LLC | 47,230 | $2.32M | 0.20% | +47,230 | New |
| CIBC Private Wealth Group, LLC | 46,874 | $2.31M | 0.00% | +7,395+18.7% | Added |
| Wealth Advisors of Tampa Bay, LLC | 46,602 | $2.29M | 0.79% | −2,800−5.7% | Reduced |
| Stock Yards Bank & Trust Co | 46,540 | $2.29M | 0.07% | −2,425−5.0% | Reduced |
| GHP Investment Advisors, Inc. | 46,183 | $2.27M | 0.09% | +335+0.7% | Added |
| Ritholtz Wealth Management | 45,749 | $2.25M | 0.04% | +21,903+91.9% | Added |
| Raleigh Capital Management Inc. | 45,312 | $2.23M | 0.81% | +347+0.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 45,172 | $2.22M | 0.24% | −1,885−4.0% | Reduced |
| Argent Advisors, Inc. | 44,982 | $2.21M | 0.62% | +46+0.1% | Added |
| Empirical Finance, LLC | 44,735 | $2.20M | 0.11% | −1,931−4.1% | Reduced |
| Pathway Financial Advisers, LLC | 44,609 | $2.20M | 0.64% | −1,055−2.3% | Reduced |
| ZWJ Investment Counsel Inc | 44,404 | $2.19M | 0.08% | +1,138+2.6% | Added |
| North Dakota State Investment Board | 44,242 | $2.18M | 0.08% | +44,242 | New |
| Davis Investment Partners, LLC | 43,622 | $2.17M | 0.76% | −3,741−7.9% | Reduced |
| New England Research & Management, Inc. | 43,842 | $2.16M | 0.94% | −383−0.9% | Reduced |
| Investors Research Corp | 43,678 | $2.15M | 0.39% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 43,593 | $2.15M | 0.07% | +43,593 | New |
| Morningstar Investment Management LLC | 43,382 | $2.13M | 0.13% | −1,162−2.6% | Reduced |
| D.A. Davidson & Co. | 43,355 | $2.13M | 0.01% | +7,791+21.9% | Added |
| Savant Capital, LLC | 43,199 | $2.13M | 0.01% | +3,135+7.8% | Added |
| San Luis Wealth Advisors LLC | 42,995 | $2.12M | 0.35% | +1,779+4.3% | Added |
| Lido Advisors, LLC | 45,188 | $2.10M | 0.01% | +864+1.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 42,617 | $2.10M | 0.38% | +5,163+13.8% | Added |
| Laird Norton Trust Company, LLC | 41,775 | $2.06M | 0.04% | +41,775 | New |
| Level Four Advisory Services, LLC | 41,533 | $2.04M | 0.07% | +1,643+4.1% | Added |
| Wiregrass Investment Management LLC | 41,498 | $2.04M | 1.71% | +41,498 | New |
| Vestmark Advisory Solutions, Inc. | 41,271 | $2.03M | 0.03% | +24,718+149.3% | Added |
| Hilton Head Capital Partners, LLC | 41,249 | $2.03M | 1.19% | +41,249 | New |
| Integrated Wealth Concepts LLC | 41,244 | $2.03M | 0.02% | −4,771−10.4% | Reduced |
| Wealth Alliance | 41,154 | $2.03M | 0.20% | +5,170+14.4% | Added |
| Tokio Marine Asset Management Co Ltd | 41,017 | $2.02M | 0.07% | +2,539+6.6% | Added |
| Royal Fund Management, LLC | 40,902 | $2.01M | 0.18% | +3,952+10.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,874 | $2.01M | 0.02% | −223−0.5% | Reduced |
| Vise Technologies, Inc. | 40,785 | $2.01M | 0.04% | +11,612+39.8% | Added |
| Metis Global Partners, LLC | 40,760 | $2.01M | 0.05% | −3,074−7.0% | Reduced |
| Marco Investment Management LLC | 40,681 | $2.00M | 0.15% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 40,552 | $2.00M | 0.03% | −10,612−20.7% | Reduced |
| Signaturefd, LLC | 40,541 | $2.00M | 0.03% | +2,540+6.7% | Added |
| Huntington National Bank | 40,520 | $1.99M | 0.01% | −9,818−19.5% | Reduced |
| Jacobi Capital Management LLC | 40,400 | $1.99M | 0.12% | +99+0.2% | Added |
| Eventide Asset Management, LLC | 39,758 | $1.97M | 0.03% | +39,758 | New |
| Verity & Verity, LLC | 39,954 | $1.97M | 0.15% | −5,383−11.9% | Reduced |
| Mutual Advisors, LLC | 39,951 | $1.97M | 0.04% | +1,337+3.5% | Added |
| Tradewinds, LLC. | 39,767 | $1.96M | 0.47% | −362−0.9% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 39,674 | $1.95M | 1.18% | −2,946−6.9% | Reduced |
| Ballast, Inc. | 39,668 | $1.95M | 0.46% | −329−0.8% | Reduced |
| Farther Finance Advisors, LLC | 39,541 | $1.95M | 0.02% | +16,247+69.7% | Added |
| Ascent Group, LLC | 39,508 | $1.94M | 0.07% | +12,572+46.7% | Added |
| Greenleaf Trust | 39,138 | $1.93M | 0.02% | +25,964+197.1% | Added |
| BankPlus Trust Department | 39,066 | $1.92M | 0.50% | +788+2.1% | Added |
| Callan Family Office, LLC | 38,777 | $1.91M | 0.04% | +18,283+89.2% | Added |
| St. Johns Investment Management Company, LLC | 38,595 | $1.90M | 0.79% | +380+1.0% | Added |
| Norris Financial Group, LLC | 38,420 | $1.89M | 0.64% | +327+0.9% | Added |
| Frank, Rimerman Advisors LLC | 38,290 | $1.88M | 0.12% | +174+0.5% | Added |
| Heritage Wealth Advisors | 38,230 | $1.88M | 0.07% | −1,177−3.0% | Reduced |
| Kentucky Trust Co | 38,131 | $1.88M | 1.00% | −1,312−3.3% | Reduced |
| Novare Capital Management LLC | 37,926 | $1.87M | 0.14% | −1,408−3.6% | Reduced |
| Cornercap Investment Counsel Inc | 37,701 | $1.86M | 0.91% | −516−1.4% | Reduced |
| Investors Asset Management of Georgia Inc | 37,683 | $1.85M | 0.77% | +101+0.3% | Added |
| Arcus Capital Partners, LLC | 37,639 | $1.85M | 0.66% | +917+2.5% | Added |
| Quadrant Capital Group LLC | 37,637 | $1.85M | 0.06% | +228+0.6% | Added |
| Tower Research Capital LLC (TRC) | 37,514 | $1.85M | 0.04% | +22,030+142.3% | Added |
| MUFG Securities Americas Inc. | 37,444 | $1.84M | 0.11% | −196−0.5% | Reduced |
| Kinneret Advisory, LLC | 37,112 | $1.83M | 0.15% | −1,016−2.7% | Reduced |
| Creative Financial Designs Inc | 37,055 | $1.82M | 0.11% | +947+2.6% | Added |
| Arvest Investments, Inc. | 36,906 | $1.82M | 0.26% | −3,252−8.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 36,636 | $1.80M | 0.09% | −4,830−11.6% | Reduced |
| one8zero8, LLC | 36,537 | $1.80M | 0.39% | −4,135−10.2% | Reduced |
| Hennessy Advisors Inc | 36,500 | $1.80M | 0.06% | 00.0% | Unchanged |
| IFG Advisory, LLC | 36,240 | $1.78M | 0.08% | −1,092−2.9% | Reduced |
| Pensionmark Financial Group, LLC | 36,181 | $1.78M | 0.03% | +8,639+31.4% | Added |
| Colonial Trust Co | 36,008 | $1.77M | 0.24% | −21,318−37.2% | Reduced |
| Farringdon Capital, Ltd. | 35,891 | $1.77M | 0.43% | +35,891 | New |