# TRUIST FINL CORP (TFC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/TFC/

- Reporting holders: 71
- Reported value: $218.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $87.0M | 1,879,173 | 0.8% | 4 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $54.1M | 1,169,427 | 0.7% | 28 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $12.8M | 277,292 | 0.8% | 28 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $11.6M | 249,985 | 0.8% | 28 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.2M | 111,726 | 0.0% | 16 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $5.1M | 110,066 | 0.1% | 28 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $3.4M | 72,628 | 1.0% | 11 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $2.9M | 63,276 | 0.5% | 20 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.5M | 54,966 | 0.1% | 28 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $2.5M | 54,877 | 1.2% | 10 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $2.4M | 50,900 | 0.1% | 12 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $2.3M | 50,551 | 0.2% | 28 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.2M | 48,031 | 0.0% | 7 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.9M | 41,571 | 0.1% | 4 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.7M | 37,417 | 0.3% | 28 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $1.5M | 33,055 | 1.0% | 10 |
| [Applied Capital LLC/FL](https://holderbook.com/funds/1965393-applied-capital-llc-fl/) | $1.4M | 30,302 | 0.6% | 16 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $1.3M | 27,318 | 0.2% | 27 |
| [LAWOOD & CO](https://holderbook.com/funds/2109484-lawood-co/) | $1.1M | 23,634 | 0.8% | 4 |
| [Parrish Capital LLC](https://holderbook.com/funds/2131053-parrish-capital-llc/) | $1.1M | 23,007 | 1.0% | 4 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $1.1M | 23,002 | 0.2% | 22 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $874.5K | 18,888 | 0.1% | 19 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $874.5K | 18,937 | 0.0% | 12 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $869.6K | 18,782 | 0.1% | 28 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $799.9K | 17,276 | 0.1% | 27 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 71 | $218.6M |
| Q2 2026 | 1,711 | $51.4B |
| Q1 2026 | 1,647 | $43.5B |
| Q4 2025 | 1,675 | $48.3B |
| Q3 2025 | 1,569 | $44.9B |
| Q2 2025 | 1,556 | $42.8B |
| Q1 2025 | 1,562 | $40.9B |
| Q4 2024 | 1,573 | $42.7B |
| Q3 2024 | 1,483 | $44.0B |
| Q2 2024 | 1,432 | $40.0B |
| Q1 2024 | 1,432 | $40.5B |
| Q4 2023 | 1,412 | $37.7B |