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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 35,875 | $1.77M | 0.02% | +10,883+43.5% | Added |
| Eagle Bluffs Wealth Management LLC | 35,682 | $1.76M | 0.71% | +1,115+3.2% | Added |
| DRW Securities, LLC | 35,519 | $1.75M | 0.13% | −80,435−69.4% | Reduced |
| Hancock Whitney Corp | 35,422 | $1.74M | 0.03% | −2,132−5.7% | Reduced |
| Marotta Asset Management | 35,420 | $1.74M | 0.32% | +10.0% | Added |
| Engineers Gate Manager LP | 35,255 | $1.73M | 0.02% | −41,695−54.2% | Reduced |
| AMG National Trust Bank | 35,195 | $1.73M | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 34,785 | $1.71M | 0.06% | −27,486−44.1% | Reduced |
| GAMMA Investing LLC | 34,762 | $1.71M | 0.09% | +2,589+8.0% | Added |
| Trust Co of Toledo NA | 34,740 | $1.71M | 0.17% | +39+0.1% | Added |
| Mindset Wealth Management, LLC | 34,667 | $1.71M | 0.45% | +201+0.6% | Added |
| Crews Bank & Trust | 34,628 | $1.70M | 0.24% | −10.0% | Reduced |
| Physicians Financial Services, Inc. | 34,315 | $1.69M | 0.45% | −684−2.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 33,949 | $1.67M | 0.11% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 33,577 | $1.65M | 0.03% | −10,348−23.6% | Reduced |
| Ballentine Partners, LLC | 33,306 | $1.64M | 0.02% | +761+2.3% | Added |
| Parallel Advisors, LLC | 33,232 | $1.64M | 0.03% | +44+0.1% | Added |
| Voya Financial Advisors, Inc. | 32,427 | $1.62M | 0.16% | −687−2.1% | Reduced |
| Taylor Financial Group, Inc. | 32,888 | $1.62M | 0.95% | −250−0.8% | Reduced |
| Neville Rodie & Shaw Inc | 32,845 | $1.62M | 0.11% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 32,839 | $1.62M | 0.28% | −4,303−11.6% | Reduced |
| RSM US Wealth Management LLC | 32,502 | $1.61M | 0.02% | −3,841−10.6% | Reduced |
| Marshall Wace, LLP | 32,576 | $1.60M | 0.00% | +32,576 | New |
| Twin City Private Wealth, LLC | 32,538 | $1.60M | 1.21% | −1,217−3.6% | Reduced |
| We Are One Seven, LLC | 32,519 | $1.60M | 0.03% | −661−2.0% | Reduced |
| Nomura Holdings Inc | 32,390 | $1.59M | 0.00% | −701−2.1% | Reduced |
| Wealthspire Advisors, LLC | 32,337 | $1.59M | 0.01% | +6,870+27.0% | Added |
| Summit Trail Advisors, LLC | 32,161 | $1.58M | 0.03% | −1,148−3.4% | Reduced |
| Trust Co of the South | 32,136 | $1.58M | 0.25% | +6,536+25.5% | Added |
| FIL Ltd | 32,029 | $1.58M | 0.00% | +10,610+49.5% | Added |
| Bayview Asset Management, LLC | 32,000 | $1.57M | 1.42% | −23,308−42.1% | Reduced |
| HighPoint Advisor Group LLC | 31,953 | $1.57M | 0.03% | +5,123+19.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 31,749 | $1.56M | 0.00% | −9,847−23.7% | Reduced |
| Foundations Investment Advisors, LLC | 31,720 | $1.56M | 0.02% | −1,525−4.6% | Reduced |
| Octavia Wealth Advisors, LLC | 31,683 | $1.56M | 0.15% | −640−2.0% | Reduced |
| Ted Buchan & Co | 31,610 | $1.56M | 0.57% | +120+0.4% | Added |
| Canandaigua National Bank & Trust Co | 31,603 | $1.56M | 0.14% | −526−1.6% | Reduced |
| Applied Capital LLC | 31,392 | $1.54M | 1.06% | +131+0.4% | Added |
| Old Port Advisors | 31,154 | $1.53M | 0.38% | +2,406+8.4% | Added |
| Ossiam | 31,057 | $1.53M | 0.03% | −263,468−89.5% | Reduced |
| LOM Asset Management Ltd | 31,023 | $1.53M | 0.44% | +7,226+30.4% | Added |
| E. Ohman J:or Asset Management AB | 30,981 | $1.52M | 0.04% | −19,903−39.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 30,900 | $1.52M | 0.07% | +14,952+93.8% | Added |
| Mount Yale Investment Advisors, LLC | 30,837 | $1.52M | 0.07% | +23,562+323.9% | Added |
| Brown Brothers Harriman & Co | 30,751 | $1.51M | 0.01% | +5,753+23.0% | Added |
| Great Lakes Retirement, Inc. | 30,731 | $1.51M | 0.16% | +1,545+5.3% | Added |
| AssuredPartners Investment Advisors, LLC | 30,493 | $1.50M | 0.22% | −983−3.1% | Reduced |
| Capital Investment Counsel, Inc | 30,476 | $1.50M | 0.18% | −1,197−3.8% | Reduced |
| First American Bank | 30,326 | $1.49M | 0.09% | +244+0.8% | Added |
| Diamant Asset Management, Inc. | 30,121 | $1.48M | 1.07% | −6,600−18.0% | Reduced |
| Gotham Asset Management, LLC | 30,025 | $1.48M | 0.01% | −500−1.6% | Reduced |
| Berkeley Capital Partners, LLC | 29,902 | $1.47M | 0.35% | −8,509−22.2% | Reduced |
| Hilltop Holdings Inc. | 29,794 | $1.47M | 0.09% | −507−1.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 29,586 | $1.46M | 0.22% | −2,854−8.8% | Reduced |
| JT Stratford LLC | 29,438 | $1.45M | 0.19% | −271−0.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 29,426 | $1.45M | 0.71% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 29,379 | $1.45M | 0.05% | +3,732+14.6% | Added |
| Quadcap Wealth Management, LLC | 29,362 | $1.44M | 0.17% | −254−0.9% | Reduced |
| Tiaa Trust, National Association | 29,293 | $1.44M | 0.00% | +1,588+5.7% | Added |
| Blair William & Co | 29,175 | $1.44M | 0.00% | −8,855−23.3% | Reduced |
| Trust Co of Vermont | 29,144 | $1.43M | 0.06% | −926−3.1% | Reduced |
| MCF Advisors LLC | 28,991 | $1.43M | 0.08% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 28,961 | $1.43M | 0.14% | +718+2.5% | Added |
| Meitav Dash Investments Ltd | 28,832 | $1.42M | 0.02% | −9,412−24.6% | Reduced |
| BIP Wealth, LLC | 28,595 | $1.41M | 0.05% | +6,412+28.9% | Added |
| Wealth Quarterback LLC | 28,064 | $1.38M | 0.50% | +530+1.9% | Added |
| Smartleaf Asset Management LLC | 27,427 | $1.36M | 0.05% | +3,305+13.7% | Added |
| Tounjian Advisory Partners, LLC | 27,540 | $1.36M | 0.46% | −1,202−4.2% | Reduced |
| Huntleigh Advisors, Inc. | 27,453 | $1.35M | 0.23% | +401+1.5% | Added |
| Dividend Assets Capital, LLC | 27,228 | $1.34M | 0.26% | −110.0% | Reduced |
| Independence Bank of Kentucky | 27,203 | $1.34M | 0.17% | −822−2.9% | Reduced |
| William B. Walkup & Associates, Inc. | 27,194 | $1.34M | 0.73% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 27,187 | $1.34M | 0.07% | +61+0.2% | Added |
| Snowden Capital Advisors LLC | 27,091 | $1.33M | 0.03% | +2,537+10.3% | Added |
| United Bank | 27,000 | $1.33M | 0.18% | 00.0% | Unchanged |
| Ostrum Asset Management | 26,505 | $1.30M | 0.06% | −4,541−14.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 26,331 | $1.30M | 0.57% | +26,331 | New |
| Bank & Trust Co | 26,215 | $1.29M | 0.91% | +134+0.5% | Added |
| Sagespring Wealth Partners, LLC | 26,201 | $1.29M | 0.02% | +2,660+11.3% | Added |
| WealthShield Partners, LLC | 26,123 | $1.29M | 0.14% | +22+0.1% | Added |
| RBF Capital, LLC | 25,900 | $1.27M | 0.06% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 25,722 | $1.27M | 0.08% | +25,722 | New |
| Founders Financial Alliance, LLC | 25,700 | $1.26M | 0.24% | −95−0.4% | Reduced |
| Silver Oak Securities, Inc | 25,502 | $1.26M | 0.09% | +3,323+15.0% | Added |
| Atomi Financial Group, Inc. | 25,463 | $1.25M | 0.04% | +5,839+29.8% | Added |
| Patten Group, Inc. | 25,251 | $1.24M | 0.23% | −68−0.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 24,984 | $1.23M | 0.15% | +1,590+6.8% | Added |
| Cornerstone Select Advisors, LLC | 24,893 | $1.22M | 0.85% | +510+2.1% | Added |
| Meadowbrook Advisors Group, LLC | 24,882 | $1.22M | 0.69% | +24,882 | New |
| V-Square Quantitative Management LLC | 24,878 | $1.22M | 0.13% | −4,191−14.4% | Reduced |
| Bridges Investment Management Inc | 24,764 | $1.22M | 0.02% | +53+0.2% | Added |
| Vestcor Inc | 24,742 | $1.22M | 0.03% | 00.0% | Unchanged |
| Community Trust & Investment Co | 24,640 | $1.21M | 0.06% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 24,567 | $1.21M | 0.05% | +7,346+42.7% | Added |
| Provident Investment Management, Inc. | 24,370 | $1.20M | 0.11% | +40+0.2% | Added |
| Marino, Stram & Associates LLC | 24,101 | $1.19M | 0.21% | +9,303+62.9% | Added |
| Fiduciary Trust Co | 24,101 | $1.19M | 0.01% | +5,798+31.7% | Added |
| AlphaStar Capital Management, LLC | 24,093 | $1.19M | 0.09% | +4,124+20.7% | Added |
| Clear Street Markets LLC | 23,817 | $1.17M | 0.21% | +21,193+807.7% | Added |
| MAI Capital Management | 23,764 | $1.17M | 0.01% | +7,300+44.3% | Added |