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, Q1 2026
Institutional positions in Truist Financial Corp as of Mar 31, 2026. 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
- 1,648
- +8 vs. Q4 2025
- Shares held
- 933.7M
- +103.6M (+12.5%) vs. Q4 2025
- Total value
- $42.7B
- +$2.05B (+5.0%) vs. Q4 2025
- New holders
- 152
- 636 more added
- Sold out
- 144
- 648 more reduced
29 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 20,389 | $937.3K | 0.08% | +53+0.3% | Added |
| Fort Sheridan Advisors LLC | 20,431 | $939.2K | 0.11% | −1,847−8.3% | Reduced |
| BHK Investment Advisors, LLC | 20,448 | $940.0K | 0.31% | −1,947−8.7% | Reduced |
| PFG Investments, LLC | 20,667 | $950.1K | 0.04% | +704+3.5% | Added |
| J.Safra Asset Management Corp | 20,696 | $951.4K | 0.05% | +85+0.4% | Added |
| Bank Ozk | 20,757 | $954.2K | 0.34% | −414−2.0% | Reduced |
| Register Financial Advisors LLC | 20,774 | $955.0K | 0.35% | +54+0.3% | Added |
| Widmann Financial Services, Inc. | 20,783 | $955.4K | 0.57% | +10.0% | Added |
| Crews Bank & Trust | 20,820 | $957.1K | 0.14% | −13,808−39.9% | Reduced |
| EPG Wealth Management LLC | 20,853 | $958.6K | 0.26% | −1,821−8.0% | Reduced |
| TCW Group Inc | 20,855 | $958.7K | 0.01% | +584+2.9% | Added |
| CacheTech Inc. | 21,257 | $977.2K | 0.19% | +5,151+32.0% | Added |
| Glenview Trust Co | 21,303 | $979.3K | 0.02% | −905−4.1% | Reduced |
| American Trust | 21,480 | $987.4K | 0.09% | −131−0.6% | Reduced |
| Argentarii, LLC | 21,641 | $994.8K | 0.35% | +14+0.1% | Added |
| Accurate Wealth Management, LLC | 20,039 | $997.0K | 0.12% | +9,667+93.2% | Added |
| South State Corp. | 21,696 | $997.4K | 0.05% | −412−1.9% | Reduced |
| Equitable Holdings, Inc. | 20,521 | $997.4K | 0.01% | +1,243+6.4% | Added |
| Keystone Financial Group, Inc. | 21,814 | $1.00M | 0.52% | +75+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21,867 | $1.01M | 0.03% | +1,152+5.6% | Added |
| Scotia Capital Inc. | 21,933 | $1.01M | 0.00% | −1,387−5.9% | Reduced |
| Paradigm Capital Management, LLC | 22,000 | $1.01M | 0.93% | +2,905+15.2% | Added |
| Prudential PLC | 22,024 | $1.01M | 0.01% | −1,150−5.0% | Reduced |
| Capital Investment Counsel, Inc | 22,042 | $1.01M | 0.12% | −8,434−27.7% | Reduced |
| Stonebridge Capital Advisors LLC | 22,144 | $1.02M | 0.07% | −1,394−5.9% | Reduced |
| Raiffeisen Bank International AG | 22,816 | $1.02M | 0.01% | +13,881+155.4% | Added |
| Alliance Private Wealth, LLC | 22,166 | $1.02M | 0.37% | +594+2.8% | Added |
| Intrua Financial, LLC | 22,205 | $1.02M | 0.11% | −999−4.3% | Reduced |
| Cornerstone Select Advisors, LLC | 22,231 | $1.02M | 0.64% | −2,662−10.7% | Reduced |
| Strategic Investment Advisors | 22,282 | $1.02M | 0.07% | +22,282 | New |
| Park Circle Co | 22,285 | $1.02M | 0.97% | 00.0% | Unchanged |
| Monument Capital Management | 22,303 | $1.03M | 0.26% | +19+0.1% | Added |
| Salomon & Ludwin, LLC | 21,903 | $1.03M | 0.09% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 22,477 | $1.03M | 0.00% | +22,477 | New |
| Tema ETFs LLC | 22,555 | $1.04M | 0.07% | +112+0.5% | Added |
| Meadowbrook Advisors Group, LLC | 22,589 | $1.04M | 0.62% | −2,293−9.2% | Reduced |
| Staley Capital Advisers Inc | 22,600 | $1.04M | 0.04% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 22,630 | $1.04M | 0.00% | −370−1.6% | Reduced |
| Financial Security Advisor, Inc. | 22,738 | $1.05M | 0.19% | +82+0.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 22,775 | $1.05M | 0.31% | +545+2.5% | Added |
| Greenwood Capital Associates LLC | 22,857 | $1.05M | 0.12% | +69+0.3% | Added |
| Coldstream Capital Management Inc | 23,001 | $1.06M | 0.01% | +267+1.2% | Added |
| Wealthspire Advisors, LLC | 23,056 | $1.06M | 0.01% | −9,281−28.7% | Reduced |
| Summit Financial, LLC | 23,133 | $1.06M | 0.01% | +331+1.5% | Added |
| WealthShield Partners, LLC | 23,138 | $1.06M | 0.12% | −2,985−11.4% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 23,148 | $1.06M | 0.04% | +10,782+87.2% | Added |
| Boothbay Fund Management, LLC | 23,151 | $1.06M | 0.02% | −110,523−82.7% | Reduced |
| Capital Asset Advisory Services LLC | 21,205 | $1.08M | 0.04% | +441+2.1% | Added |
| Skopos Labs, Inc. | 23,673 | $1.09M | 0.03% | +10,802+83.9% | Added |
| Lawood & Co | 23,784 | $1.09M | 1.01% | +100+0.4% | Added |
| Meitav Dash Investments Ltd | 23,811 | $1.09M | 0.01% | −5,021−17.4% | Reduced |
| Certified Advisory Corp | 23,841 | $1.10M | 0.10% | +575+2.5% | Added |
| Marino, Stram & Associates LLC | 23,874 | $1.10M | 0.20% | −227−0.9% | Reduced |
| Oakworth Capital, Inc. | 23,958 | $1.10M | 0.06% | +1,943+8.8% | Added |
| Patton Albertson Miller Group, LLC | 24,088 | $1.11M | 0.13% | +2,073+9.4% | Added |
| BCS Wealth Management | 24,146 | $1.11M | 0.23% | −23,902−49.7% | Reduced |
| Advisortrust Partners, LLC | 24,221 | $1.11M | 0.46% | +4,791+24.7% | Added |
| Community Bank & Trust, Waco, Texas | 24,355 | $1.12M | 0.23% | +3,403+16.2% | Added |
| William B. Walkup & Associates, Inc. | 27,224 | $1.12M | 0.67% | +30+0.1% | Added |
| Evolve Private Wealth, LLC | 24,509 | $1.13M | 0.06% | −1,213−4.7% | Reduced |
| Canandaigua National Corp | 24,525 | $1.13M | 0.10% | +24,525 | New |
| Patten Group, Inc. | 24,567 | $1.13M | 0.20% | −684−2.7% | Reduced |
| Community Trust & Investment Co | 24,640 | $1.13M | 0.06% | 00.0% | Unchanged |
| Parrish Capital LLC | 24,650 | $1.13M | 1.01% | +1,800+7.9% | Added |
| Bridges Investment Management Inc | 24,764 | $1.14M | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 24,880 | $1.14M | 0.04% | −583−2.3% | Reduced |
| AlphaStar Capital Management, LLC | 24,930 | $1.15M | 0.08% | +837+3.5% | Added |
| Founders Financial Alliance, LLC | 24,944 | $1.15M | 0.21% | −756−2.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,004 | $1.15M | 0.00% | −6,745−21.2% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 25,301 | $1.16M | 0.02% | −176,769−87.5% | Reduced |
| V-Square Quantitative Management LLC | 25,322 | $1.16M | 0.12% | +444+1.8% | Added |
| Procyon Private Wealth Partners, LLC | 25,420 | $1.17M | 0.06% | −11,216−30.6% | Reduced |
| Numerai GP LLC | 25,556 | $1.17M | 0.12% | +25,556 | New |
| Meeder Advisory Services, Inc. | 25,629 | $1.18M | 0.05% | +3,409+15.3% | Added |
| RBF Capital, LLC | 25,900 | $1.19M | 0.06% | 00.0% | Unchanged |
| Brighton Jones LLC | 25,958 | $1.19M | 0.03% | +25,958 | New |
| Oddo BHF Asset Management SAS | 25,961 | $1.19M | 0.05% | +1,394+5.7% | Added |
| Wealth Quarterback LLC | 25,985 | $1.19M | 0.47% | −2,079−7.4% | Reduced |
| BIP Wealth, LLC | 26,175 | $1.20M | 0.05% | −2,420−8.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 25,454 | $1.21M | 0.13% | −5,039−16.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 23,770 | $1.21M | 0.05% | −208,935−89.8% | Reduced |
| Natixis | 26,415 | $1.21M | 0.00% | −282,346−91.4% | Reduced |
| RFG Advisory, LLC | 26,481 | $1.22M | 0.02% | +5,838+28.3% | Added |
| Independence Bank of Kentucky | 26,528 | $1.22M | 0.15% | −675−2.5% | Reduced |
| SRS Capital Advisors, Inc. | 26,503 | $1.22M | 0.03% | +11,730+79.4% | Added |
| United Bank | 27,000 | $1.24M | 0.16% | 00.0% | Unchanged |
| Myriad Asset Management Advisors LLC | 27,141 | $1.25M | 0.37% | +27,141 | New |
| Brooks, Moore & Associates, Inc. | 27,225 | $1.25M | 0.63% | −2,201−7.5% | Reduced |
| Dividend Assets Capital, LLC | 27,228 | $1.25M | 0.25% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 27,246 | $1.25M | 0.02% | +20,439+300.3% | Added |
| Geneos Wealth Management Inc. | 27,337 | $1.26M | 0.03% | +9,700+55.0% | Added |
| Sagespring Wealth Partners, LLC | 27,784 | $1.28M | 0.02% | +1,583+6.0% | Added |
| Smartleaf Asset Management LLC | 28,703 | $1.28M | 0.05% | +1,276+4.7% | Added |
| Fiduciary Trust Co | 27,958 | $1.29M | 0.02% | +3,857+16.0% | Added |
| Provident Investment Management, Inc. | 28,015 | $1.29M | 0.13% | +3,645+15.0% | Added |
| MAI Capital Management | 28,067 | $1.29M | 0.01% | +4,303+18.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 28,206 | $1.30M | 0.05% | +15,400+120.3% | Added |
| Octavia Wealth Advisors, LLC | 28,515 | $1.31M | 0.13% | −3,168−10.0% | Reduced |
| Snowden Capital Advisors LLC | 28,629 | $1.32M | 0.03% | +1,538+5.7% | Added |
| Tounjian Advisory Partners, LLC | 28,692 | $1.32M | 0.48% | +1,152+4.2% | Added |