Who Owns Truist Financial Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Truist Financial Corp.

Who crossed 5% of TFC →

Managers holding

as of 2026-09-30

Reported value

$232.8M

summed across filings

Shares held

Added vs trimmed

22 / 24

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
Artemis Investment Management LLPCOM1.9M shtrimmed	1.9M	$87M	trimmed
Douglas Lane & Associates, LLCCOMMON1.2M shtrimmed	1.2M	$54.1M	trimmed
Mn Services Vermogensbeheer B.V.COM361.6K shheld	361.6K	$16.7M	held
AVITY INVESTMENT MANAGEMENT INC.COM277.3K shtrimmed	277.3K	$12.8M	trimmed
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock250K shtrimmed	250K	$11.6M	trimmed
Farther Finance Advisors, LLCStock111.7K shadded	111.7K	$5.2M	added
Venture Visionary Partners LLCCOM110.1K shadded	110.1K	$5.1M	added
HF Advisory Group, LLCCOM72.6K shadded	72.6K	$3.4M	added
Iowa State BankCom63.3K shtrimmed	63.3K	$2.9M	trimmed
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock55K shtrimmed	55K	$2.5M	trimmed
Hardin Capital Partners, LLCCOM54.9K shtrimmed	54.9K	$2.5M	trimmed
GAMMA Investing LLCCommon Stock50.9K shadded	50.9K	$2.4M	added
Graves Light Lenhart Wealth, Inc.COM50.6K shtrimmed	50.6K	$2.3M	trimmed
Apella Capital, LLCCOM48K shadded	48K	$2.2M	added
Avidian Wealth Enterprises, LLCCOM41.6K shadded	41.6K	$1.9M	added
Investors Research CorpCOM37.4K shtrimmed	37.4K	$1.7M	trimmed
Bank & Trust CoCOM33.1K shadded	33.1K	$1.5M	added
NEVILLE RODIE & SHAW INCCOM31.9K shtrimmed	31.9K	$1.5M	trimmed
Applied Capital LLC/FLCOM30.3K shtrimmed	30.3K	$1.4M	trimmed
LAWOOD & COCommon Stock23.6K shheld	23.6K	$1.1M	held
Monument Capital ManagementCOM23K shadded	23K	$1.1M	added
Allen Mooney & Barnes Investment Advisors LLCStock18.9K shtrimmed	18.9K	$874.5K	trimmed
Wedmont Private CapitalCOM18.9K shadded	18.9K	$874.5K	added
TOTH FINANCIAL ADVISORY CORPCOM18.8K shtrimmed	18.8K	$869.6K	trimmed
MOODY NATIONAL BANK TRUST DIVISIONCOM17.3K shadded	17.3K	$799.9K	added
INSPIRION WEALTH ADVISORS, LLCCOM17K shheld	17K	$786.6K	held
Valeo Financial Advisors, LLCStock16.8K shtrimmed	16.8K	$775.6K	trimmed
Castleview Partners, LLCCOM13.6K shadded	13.6K	$630.9K	added
Eastover Investment Advisors LLCCOM13.5K shheld	13.5K	$624.2K	held
Legacy Wealth Asset Management, LLCCOM13.3K shtrimmed	13.3K	$614.1K	trimmed
Successful Portfolios LLCCOM10.1K shtrimmed	10.1K	$469.8K	trimmed
CANANDAIGUA NATIONAL BANK & TRUST COCom8.5K shadded	8.5K	$391.4K	added
Ballew Advisors, IncCOM8.4K shadded	8.4K	$387.9K	added
FINANCIAL MANAGEMENT NETWORK INCCOM8.2K shtrimmed	8.2K	$381.1K	trimmed
Canandaigua National Trust Co of FloridaCom7.5K shtrimmed	7.5K	$346.5K	trimmed
Gradient Investments LLCCOM6.7K shadded	6.7K	$310.4K	added
TOMPKINS FINANCIAL CORPCOM6.6K shheld	6.6K	$306.3K	held
Everhart Financial Group, Inc.COM5.8K shadded	5.8K	$269.6K	added
Lincoln Capital LLCCOM5.2K shheld	5.2K	$240.6K	held
PFW Advisors LLCCOM5K shadded	5K	$230.3K	added
AVAII WEALTH MANAGEMENT, LLCCOM4.9K shtrimmed	4.9K	$229.1K	trimmed
Balefire, LLCCOM4.8K shtrimmed	4.8K	$222.8K	trimmed
EASTERN BANKCOM4.4K shheld	4.4K	$204.7K	held
Dakota Community Bank & Trust NACOM4K shheld	4K	$184.4K	held
Grove Bank & TrustCOM3.9K shadded	3.9K	$179.1K	added
GILPIN WEALTH MANAGEMENT, LLCCOM3.3K shheld	3.3K	$154.1K	held
Wealth Enhancement Trust Services, Inc.COM1.3K shheld	1.3K	$60K	held
CoreCap Advisors, LLCStock1.1K shadded	1.1K	$52.9K	added
Trust CoStock875 shheld	875	$40.5K	held
Horizons Wealth ManagementStock853 shheld	853	$39.5K	held
ELEVATION WEALTH PARTNERS, LLCCOM718 shtrimmed	718	$33.2K	trimmed
ARMSTRONG ADVISORY GROUP, INCCOM641 shadded	641	$29.7K	added
VALLEY WEALTH MANAGERS, INC.Stock619 shheld	619	$28.7K	held
Dorato Capital ManagementCOM560 shtrimmed	560	$25.5K	trimmed
Rosenberg Matthew HamiltonStock480 shtrimmed	480	$22.2K	trimmed
AMERICAN NATIONAL BANK & TRUSTCOM348 shadded	348	$16.1K	added
Olistico Wealth, LLCStock300 shheld	300	$13.9K	held
ATWOOD & PALMER INCCOM225 shheld	225	$10.4K	held
Marquette Asset Management, LLCCOM159 shheld	159	$7.4K	held
Bangor Savings BankCOM134 shtrimmed	134	$6.2K	trimmed
Retirement Wealth Solutions LLCCOM68 shadded	68	$3.1K	added
Aventus Investment Advisors, Inc.Stock50 shheld	50	$2.3K	held
Davis Capital ManagementStock35 shadded	35	$1.6K	added

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on TFC

Company overviewEverything on TFC in one place, with the price.SEC filingsWhat TFC's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat TFC's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold TFC, and how big a bet.LobbyingWhat TFC spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on TFC's account, and who they worked for.

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