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 |
|---|---|---|---|---|---|
| Beese Fulmer Investment Management, Inc. | 17,471 | $859.7K | 0.06% | −344−1.9% | Reduced |
| Alamea Verwaltungs GmbH | 16,659 | $856.6K | 0.58% | +2,372+16.6% | Added |
| Cane Capital Partners, LLC | 17,384 | $855.5K | 0.36% | +17,384 | New |
| Waterloo Capital, L.P. | 17,342 | $853.4K | 0.06% | +1,152+7.1% | Added |
| Cyndeo Wealth Partners, LLC | 17,311 | $851.9K | 0.05% | −2,040−10.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 17,257 | $849.2K | 0.13% | −240−1.4% | Reduced |
| United Community Bank | 17,179 | $845.4K | 0.32% | +255+1.5% | Added |
| Aaron Wealth Advisors | 17,139 | $843.4K | 0.05% | +3,773+28.2% | Added |
| HM Payson & Co | 17,123 | $842.6K | 0.01% | −570−3.2% | Reduced |
| Naples Global Advisors, LLC | 17,095 | $841.2K | 0.06% | +337+2.0% | Added |
| Smith Chas P & Associates Pa Cpas | 17,005 | $836.8K | 0.04% | +11,556+212.1% | Added |
| Inspirion Wealth Advisors, LLC | 16,990 | $836.1K | 0.10% | +1,290+8.2% | Added |
| Elevated Capital Advisors, LLC | 16,982 | $835.7K | 0.19% | +417+2.5% | Added |
| City Holding Co | 16,883 | $830.6K | 0.10% | −3,752−18.2% | Reduced |
| International Assets Investment Management, LLC | 16,833 | $828.3K | 0.06% | −5,587−24.9% | Reduced |
| RKL Wealth Management LLC | 16,747 | $824.1K | 0.07% | +6,309+60.4% | Added |
| Capital International Sarl | 16,657 | $819.7K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 16,630 | $818.4K | 0.20% | −88−0.5% | Reduced |
| GTS Securities LLC | 16,609 | $817.3K | 0.03% | +10,956+193.8% | Added |
| Adapt Wealth Advisors, LLC | 16,598 | $816.8K | 0.28% | −2,494−13.1% | Reduced |
| Mather Group, LLC. | 16,538 | $813.8K | 0.01% | +289+1.8% | Added |
| NBT Bank N A | 16,536 | $813.7K | 0.05% | −160−1.0% | Reduced |
| Prosperity Consulting Group, LLC | 16,496 | $811.8K | 0.04% | +1,910+13.1% | Added |
| Perigon Wealth Management, LLC | 16,397 | $806.9K | 0.01% | +5,003+43.9% | Added |
| Citizens Financial Group Inc | 16,337 | $804.0K | 0.01% | +1,988+13.9% | Added |
| Dudley Capital Management, LLC | 16,328 | $803.5K | 0.35% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 16,248 | $799.6K | 0.05% | −658−3.9% | Reduced |
| Van Eck Associates Corp | 16,238 | $799.0K | 0.00% | −61,660−79.2% | Reduced |
| Congress Asset Management Co | 16,224 | $798.4K | 0.01% | −1,354−7.7% | Reduced |
| CacheTech Inc. | 16,106 | $792.6K | 0.15% | +4,434+38.0% | Added |
| Franklin Street Advisors Inc | 16,106 | $792.6K | 0.05% | +5,131+46.8% | Added |
| Strategic Advisors LLC | 16,077 | $791.2K | 0.12% | −253−1.5% | Reduced |
| Invst, LLC | 16,072 | $790.9K | 0.09% | −1,132−6.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,050 | $789.8K | 0.04% | −559−3.4% | Reduced |
| Gabelli Funds LLC | 16,000 | $787.4K | 0.01% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 15,961 | $785.4K | 0.00% | +26+0.2% | Added |
| YANKCOM Partnership | 15,950 | $784.9K | 0.33% | +93+0.6% | Added |
| FLC Capital Advisors | 15,853 | $780.1K | 0.14% | +30.0% | Added |
| Prime Capital Investment Advisors, LLC | 15,833 | $779.1K | 0.01% | +3,001+23.4% | Added |
| EverSource Wealth Advisors, LLC | 15,828 | $778.9K | 0.03% | +62+0.4% | Added |
| Highland Capital Management, LLC | 15,828 | $778.9K | 0.04% | −111,500−87.6% | Reduced |
| MBL Wealth, LLC | 15,753 | $775.2K | 0.06% | +4,947+45.8% | Added |
| Profund Advisors LLC | 15,743 | $774.7K | 0.02% | −3,725−19.1% | Reduced |
| Wedmont Private Capital | 15,277 | $772.7K | 0.03% | +699+4.8% | Added |
| BKD Wealth Advisors, LLC | 15,677 | $771.5K | 0.01% | +4,646+42.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 15,664 | $770.8K | 0.04% | +50.0% | Added |
| Mayfair Advisory Group, LLC | 15,497 | $770.8K | 0.30% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 15,634 | $769.4K | 0.19% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 15,620 | $768.7K | 0.17% | −127−0.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 15,609 | $768.1K | 0.21% | +482+3.2% | Added |
| Riverbend Wealth Management, LLC | 15,570 | $766.2K | 0.48% | +422+2.8% | Added |
| Fisher Asset Management, LLC | 15,506 | $763.1K | 0.00% | +6,778+77.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 13,651 | $761.9K | 0.11% | +1,402+11.4% | Added |
| Paragon Private Wealth Management, LLC | 15,458 | $760.7K | 0.23% | +2,583+20.1% | Added |
| First Horizon Corp | 15,388 | $757.2K | 0.03% | +1,132+7.9% | Added |
| Syon Capital LLC | 15,353 | $755.5K | 0.04% | +2,662+21.0% | Added |
| Pines Wealth Management, LLC | 15,317 | $753.8K | 0.24% | +268+1.8% | Added |
| WCG Wealth Advisors LLC | 15,269 | $751.4K | 0.02% | +15,269 | New |
| Ausdal Financial Partners, Inc. | 15,215 | $748.1K | 0.03% | +43+0.3% | Added |
| FSM Wealth Advisors, LLC | 15,173 | $746.6K | 0.10% | +12+0.1% | Added |
| Busey Wealth Management | 15,161 | $746.1K | 0.02% | +832+5.8% | Added |
| Centurion Wealth Management LLC | 15,125 | $744.3K | 0.16% | +171+1.1% | Added |
| Centennial Wealth Advisory LLC | 15,045 | $740.4K | 0.20% | +70.0% | Added |
| RMB Capital Management, LLC | 15,016 | $738.9K | 0.01% | −942−5.9% | Reduced |
| X-Square Capital, LLC | 14,949 | $736.0K | 0.24% | +311+2.1% | Added |
| Moody National Bank Trust Division | 14,930 | $734.7K | 0.07% | −5,519−27.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 14,922 | $734.3K | 0.03% | +202+1.4% | Added |
| Ingalls & Snyder LLC | 14,914 | $734.0K | 0.03% | −4,594−23.5% | Reduced |
| Sivia Capital Partners, LLC | 14,852 | $730.9K | 0.15% | +1,293+9.5% | Added |
| Partners in Financial Planning | 14,808 | $728.7K | 0.12% | 00.0% | Unchanged |
| Washington Capital Management Inc | 14,800 | $728.3K | 0.59% | −2,200−12.9% | Reduced |
| Sunpointe, LLC | 14,781 | $727.4K | 0.24% | +173+1.2% | Added |
| SRS Capital Advisors, Inc. | 14,773 | $727.0K | 0.02% | −48,642−76.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 14,755 | $726.1K | 0.05% | −13,366−47.5% | Reduced |
| Trust Asset Management LLC | 14,747 | $725.7K | 0.05% | −577−3.8% | Reduced |
| 3Chopt Investment Partners, LLC | 14,713 | $724.0K | 0.16% | +193+1.3% | Added |
| Legacy Capital Group California, Inc. | 14,628 | $719.8K | 0.17% | −143−1.0% | Reduced |
| Z3 Capital Partners, LLC | 14,608 | $718.9K | 0.17% | +14,608 | New |
| Aspire Private Capital, LLC | 14,597 | $718.3K | 0.16% | −427−2.8% | Reduced |
| Alteri Wealth LLC | 14,597 | $718.3K | 0.23% | +20+0.1% | Added |
| First County Bank | 14,595 | $718.2K | 0.38% | −605−4.0% | Reduced |
| Panagora Asset Management Inc | 14,578 | $717.4K | 0.00% | −170−1.2% | Reduced |
| Keel Point, LLC | 14,485 | $712.8K | 0.04% | +253+1.8% | Added |
| First Dallas Securities Inc. | 14,448 | $711.0K | 0.26% | +3,762+35.2% | Added |
| Princeton Capital Management LLC | 14,434 | $710.3K | 0.18% | −656−4.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 14,420 | $709.6K | 0.13% | +476+3.4% | Added |
| Texas Yale Capital Corp. | 14,400 | $708.6K | 0.02% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 12,803 | $705.6K | 0.18% | +30+0.2% | Added |
| Code Waechter LLC | 14,270 | $702.2K | 0.45% | +1,589+12.5% | Added |
| Sumitomo Life Insurance Co | 14,258 | $701.6K | 0.02% | +157+1.1% | Added |
| Premier Path Wealth Partners, LLC | 14,203 | $698.9K | 0.09% | +516+3.8% | Added |
| Lighthouse Financial Services Inc | 14,089 | $693.3K | 0.16% | +14,089 | New |
| Rossmore Private Capital | 14,068 | $692.3K | 0.06% | −30−0.2% | Reduced |
| Prosperity Wealth Management, Inc. | 14,032 | $690.5K | 0.23% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 13,996 | $688.7K | 0.08% | −716−4.9% | Reduced |
| Mediolanum International Funds Ltd | 13,890 | $688.4K | 0.01% | +13,890 | New |
| 1620 Investment Advisors, Inc. | 13,974 | $687.7K | 0.46% | −2,705−16.2% | Reduced |
| First City Capital Management, Inc. | 13,911 | $684.6K | 0.36% | −448−3.1% | Reduced |
| Change Path, LLC | 13,902 | $684.1K | 0.02% | +244+1.8% | Added |
| Aviance Capital Partners, LLC | 13,824 | $680.3K | 0.08% | −891−6.1% | Reduced |