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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 23,715 | $1.17M | 0.02% | −43−0.2% | Reduced |
| Alliance Private Wealth, LLC | 21,572 | $1.17M | 0.41% | +21,572 | New |
| Lawood & Co | 23,684 | $1.17M | 1.10% | +23,684 | New |
| Stonebridge Capital Advisors LLC | 23,538 | $1.16M | 0.08% | −8,784−27.2% | Reduced |
| Scotia Capital Inc. | 23,320 | $1.15M | 0.00% | −213−0.9% | Reduced |
| Certified Advisory Corp | 23,266 | $1.14M | 0.10% | −75−0.3% | Reduced |
| Intrua Financial, LLC | 23,204 | $1.14M | 0.13% | −654−2.7% | Reduced |
| Prudential PLC | 23,174 | $1.14M | 0.01% | −7,684−24.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 23,036 | $1.13M | 0.04% | −440−1.9% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 23,000 | $1.13M | 0.00% | 00.0% | Unchanged |
| Parrish Capital LLC | 22,850 | $1.12M | 1.02% | +22,850 | New |
| Summit Financial, LLC | 22,802 | $1.12M | 0.02% | +1,914+9.2% | Added |
| Greenwood Capital Associates LLC | 22,788 | $1.12M | 0.12% | +46+0.2% | Added |
| Coldstream Capital Management Inc | 22,734 | $1.12M | 0.01% | −1,264−5.3% | Reduced |
| EPG Wealth Management LLC | 22,674 | $1.12M | 0.30% | +406+1.8% | Added |
| Financial Security Advisor, Inc. | 22,656 | $1.11M | 0.22% | −329−1.4% | Reduced |
| Staley Capital Advisers Inc | 22,600 | $1.11M | 0.05% | +2,600+13.0% | Added |
| Salomon & Ludwin, LLC | 21,903 | $1.11M | 0.10% | −31−0.1% | Reduced |
| Tema ETFs LLC | 22,443 | $1.10M | 0.09% | −64−0.3% | Reduced |
| BHK Investment Advisors, LLC | 22,395 | $1.10M | 0.36% | +725+3.3% | Added |
| Park Circle Co | 22,285 | $1.10M | 0.99% | 00.0% | Unchanged |
| Monument Capital Management | 22,284 | $1.10M | 0.27% | +40.0% | Added |
| Fort Sheridan Advisors LLC | 22,278 | $1.10M | 0.14% | +60.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 22,230 | $1.09M | 0.33% | −2,567−10.4% | Reduced |
| Meeder Advisory Services, Inc. | 22,220 | $1.09M | 0.05% | −2,379−9.7% | Reduced |
| Glenview Trust Co | 22,208 | $1.09M | 0.02% | −977−4.2% | Reduced |
| South State Corp. | 22,108 | $1.09M | 0.05% | −1,308−5.6% | Reduced |
| Oakworth Capital, Inc. | 22,015 | $1.08M | 0.06% | +257+1.2% | Added |
| Patton Albertson Miller Group, LLC | 22,015 | $1.08M | 0.13% | −1,524−6.5% | Reduced |
| EP Wealth Advisors, LLC | 21,844 | $1.07M | 0.01% | +21,844 | New |
| Keystone Financial Group, Inc. | 21,739 | $1.07M | 0.56% | +227+1.1% | Added |
| Argentarii, LLC | 21,627 | $1.06M | 0.36% | −3,464−13.8% | Reduced |
| American Trust | 21,611 | $1.06M | 0.09% | +701+3.4% | Added |
| Capital Asset Advisory Services LLC | 20,764 | $1.06M | 0.04% | +238+1.2% | Added |
| WBI Investments | 21,414 | $1.05M | 0.27% | +3,270+18.0% | Added |
| J. Safra Sarasin Holding AG | 21,394 | $1.05M | 0.02% | −6,776−24.1% | Reduced |
| Bank Ozk | 21,171 | $1.04M | 0.37% | +1,031+5.1% | Added |
| Marietta Investment Partners LLC | 21,085 | $1.04M | 0.21% | −3,166−13.1% | Reduced |
| Triangle Securities Wealth Management | 21,066 | $1.04M | 0.22% | −1,495−6.6% | Reduced |
| Dover Advisors, LLC | 20,958 | $1.03M | 0.40% | −986−4.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 20,952 | $1.03M | 0.21% | +2,119+11.3% | Added |
| Widmann Financial Services, Inc. | 20,782 | $1.02M | 0.63% | −1,397−6.3% | Reduced |
| Register Financial Advisors LLC | 20,720 | $1.02M | 0.40% | +55+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,715 | $1.02M | 0.03% | +59+0.3% | Added |
| Applied Finance Capital Management, LLC | 20,673 | $1.02M | 0.07% | −33−0.2% | Reduced |
| RFG Advisory, LLC | 20,643 | $1.02M | 0.02% | −64−0.3% | Reduced |
| J.Safra Asset Management Corp | 20,611 | $1.01M | 0.05% | +3,216+18.5% | Added |
| Carson Advisory Inc. | 20,599 | $1.01M | 0.53% | −299−1.4% | Reduced |
| Welch & Forbes LLC | 20,508 | $1.01M | 0.01% | −2,787−12.0% | Reduced |
| Landscape Capital Management, L.L.C. | 20,359 | $1.00M | 0.07% | +11,994+143.4% | Added |
| Hodges Capital Management Inc. | 20,336 | $1.00M | 0.09% | +1,123+5.8% | Added |
| RMR Wealth Builders | 20,300 | $999.0K | 0.08% | +824+4.2% | Added |
| TCW Group Inc | 20,271 | $997.5K | 0.01% | +20,271 | New |
| Legacy Financial Advisors, Inc. | 20,205 | $994.3K | 0.14% | −751−3.6% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 20,200 | $994.0K | 0.22% | +20,200 | New |
| Lebenthal Global Advisors, LLC | 20,197 | $993.9K | 0.15% | −99−0.5% | Reduced |
| Canandaigua National Trust Co of Florida | 20,111 | $989.7K | 0.62% | −25−0.1% | Reduced |
| Umb Bank N A | 20,099 | $989.1K | 0.01% | +1,258+6.7% | Added |
| Sterling Investment Management, Inc. | 20,078 | $988.0K | 0.56% | −110−0.5% | Reduced |
| Legacy Advisors, LLC | 19,989 | $983.7K | 0.11% | −334−1.6% | Reduced |
| PFG Investments, LLC | 19,963 | $982.4K | 0.05% | −929−4.4% | Reduced |
| Leisure Capital Management | 19,881 | $978.3K | 0.32% | −104−0.5% | Reduced |
| Ignite Planners, LLC | 18,857 | $969.6K | 0.15% | −394−2.0% | Reduced |
| Advisortrust Partners, LLC | 19,430 | $956.1K | 0.42% | +19,430 | New |
| Todd Asset Management LLC | 19,402 | $954.8K | 0.02% | +416+2.2% | Added |
| Reuter James Wealth Management, LLC | 19,361 | $952.8K | 0.13% | −230−1.2% | Reduced |
| West Paces Advisors Inc. | 19,334 | $951.4K | 0.18% | +264+1.4% | Added |
| Equitable Holdings, Inc. | 19,278 | $948.7K | 0.01% | +593+3.2% | Added |
| Wealth Group, Ltd. | 19,218 | $946.0K | 0.92% | +19,218 | New |
| OmniStar Financial Group, Inc. | 19,175 | $943.6K | 0.55% | +86+0.5% | Added |
| Commonwealth Retirement Investments LLC | 19,153 | $942.5K | 0.30% | −549−2.8% | Reduced |
| Dodge & Cox | 19,151 | $942.4K | 0.00% | −1,760−8.4% | Reduced |
| Paradigm Capital Management, LLC | 19,095 | $940.0K | 0.87% | 00.0% | Unchanged |
| Caxton Associates LLP | 19,026 | $936.3K | 0.02% | +8,151+75.0% | Added |
| Trust Co of Virginia | 18,954 | $932.7K | 0.08% | +163+0.9% | Added |
| Valeo Financial Advisors, LLC | 18,916 | $930.9K | 0.02% | +449+2.4% | Added |
| Douglass Winthrop Advisors, LLC | 18,865 | $928.3K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 18,845 | $927.4K | 0.08% | −3,679−16.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 18,822 | $926.6K | 0.97% | −1,977−9.5% | Reduced |
| Private Trust Co NA | 18,778 | $924.1K | 0.08% | +215+1.2% | Added |
| Persistent Asset Partners Ltd | 18,710 | $920.7K | 0.44% | +18,710 | New |
| KG&L Capital Management,LLC | 18,709 | $920.7K | 0.24% | −300−1.6% | Reduced |
| VestGen Advisors, LLC | 18,680 | $919.3K | 0.04% | −10,880−36.8% | Reduced |
| Cornerstone Advisory, LLC | 18,678 | $919.1K | 0.09% | +30+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 18,338 | $902.4K | 0.01% | +2,414+15.2% | Added |
| Siemens Fonds Invest GmbH | 18,140 | $899.0K | 0.05% | −6,730−27.1% | Reduced |
| Chilton Investment Co LLC | 18,102 | $890.8K | 0.02% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 18,096 | $890.5K | 0.10% | +984+5.8% | Added |
| Sheets Smith Wealth Management | 18,088 | $890.1K | 0.10% | +28+0.2% | Added |
| Plimoth Trust Co LLC | 18,080 | $889.7K | 0.20% | −292−1.6% | Reduced |
| Insigneo Advisory Services, LLC | 18,074 | $889.4K | 0.06% | +165+0.9% | Added |
| Savvy Advisors, Inc. | 17,916 | $881.7K | 0.03% | +3,002+20.1% | Added |
| Beacon Pointe Advisors, LLC | 17,863 | $879.0K | 0.01% | +9,661+117.8% | Added |
| Smith, Salley & Associates | 17,761 | $874.0K | 0.04% | −528−2.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 17,759 | $873.9K | 0.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 17,697 | $870.9K | 0.24% | −1,040−5.6% | Reduced |
| Geneos Wealth Management Inc. | 17,637 | $867.9K | 0.02% | −2,647−13.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 17,567 | $864.5K | 0.19% | −115−0.7% | Reduced |
| Essex Financial Services, Inc. | 17,495 | $860.9K | 0.05% | −177−1.0% | Reduced |
| Canal Capital Management, LLC | 17,493 | $860.8K | 0.12% | +1,269+7.8% | Added |