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 |
|---|---|---|---|---|---|
| Alphadyne Asset Management LP | 28,826 | $1.33M | 0.17% | +28,826 | New |
| MCF Advisors LLC | 28,991 | $1.33M | 0.06% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 29,014 | $1.33M | 0.19% | −572−1.9% | Reduced |
| Oasis Advisors, LLC | 29,087 | $1.34M | 0.26% | +29,087 | New |
| Headlands Technologies LLC | 29,158 | $1.34M | 0.15% | +29,158 | New |
| JT Stratford LLC | 29,360 | $1.35M | 0.17% | −78−0.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 29,365 | $1.35M | 0.06% | −1,535−5.0% | Reduced |
| Culbertson A N & Co Inc | 29,496 | $1.36M | 0.18% | +18,203+161.2% | Added |
| Quadcap Wealth Management, LLC | 29,546 | $1.36M | 0.15% | +184+0.6% | Added |
| Drucker Wealth 3.0, LLC | 29,644 | $1.36M | 0.24% | −3,195−9.7% | Reduced |
| Huntleigh Advisors, Inc. | 29,654 | $1.36M | 0.23% | +2,201+8.0% | Added |
| Novare Capital Management LLC | 29,676 | $1.36M | 0.11% | −8,250−21.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 29,783 | $1.37M | 0.13% | +822+2.8% | Added |
| Blair William & Co | 29,853 | $1.37M | 0.00% | +678+2.3% | Added |
| Eventide Asset Management, LLC | 30,783 | $1.37M | 0.02% | −8,975−22.6% | Reduced |
| Wealth Alliance | 30,039 | $1.38M | 0.14% | −11,115−27.0% | Reduced |
| TCG Advisory Services, LLC | 30,229 | $1.39M | 0.03% | +18,803+164.6% | Added |
| Balyasny Asset Management LLC | 30,371 | $1.40M | 0.00% | −22,128−42.1% | Reduced |
| Verity & Verity, LLC | 30,436 | $1.40M | 0.10% | −9,518−23.8% | Reduced |
| Applied Capital LLC | 30,552 | $1.40M | 1.02% | −840−2.7% | Reduced |
| Voya Financial Advisors, Inc. | 31,803 | $1.42M | 0.14% | −624−1.9% | Reduced |
| E. Ohman J:or Asset Management AB | 30,981 | $1.42M | 0.04% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 31,270 | $1.44M | 0.87% | −1,618−4.9% | Reduced |
| Foundations Investment Advisors, LLC | 31,338 | $1.44M | 0.02% | −382−1.2% | Reduced |
| First American Bank | 31,376 | $1.44M | 0.09% | +1,050+3.5% | Added |
| LOM Asset Management Ltd | 31,515 | $1.45M | 0.42% | +492+1.6% | Added |
| Meridian Wealth Management, LLC | 31,528 | $1.45M | 0.05% | +2,149+7.3% | Added |
| NewEdge Wealth, LLC | 31,620 | $1.45M | 0.02% | −4,255−11.9% | Reduced |
| Bank & Trust Co | 31,771 | $1.46M | 0.98% | +5,556+21.2% | Added |
| Brevan Howard Capital Management LP | 31,877 | $1.47M | 0.02% | −175,264−84.6% | Reduced |
| Vanguard National Trust Co | 32,138 | $1.48M | 0.09% | +32,138 | New |
| Trust Co of the South | 32,290 | $1.48M | 0.24% | +154+0.5% | Added |
| Ted Buchan & Co | 32,558 | $1.50M | 0.54% | +948+3.0% | Added |
| Neville Rodie & Shaw Inc | 32,845 | $1.51M | 0.11% | 00.0% | Unchanged |
| We Are One Seven, LLC | 33,297 | $1.53M | 0.03% | +778+2.4% | Added |
| RSM US Wealth Management LLC | 33,466 | $1.54M | 0.02% | +964+3.0% | Added |
| Squarepoint Ops LLC | 33,559 | $1.54M | 0.00% | −454,045−93.1% | Reduced |
| Tudor Investment Corp Et Al | 33,571 | $1.54M | 0.01% | −98,698−74.6% | Reduced |
| Prospera Financial Services Inc | 33,636 | $1.55M | 0.02% | −6,916−17.1% | Reduced |
| Colonial Trust Co | 33,754 | $1.55M | 0.21% | −2,254−6.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 33,876 | $1.56M | 0.02% | −22,642−40.1% | Reduced |
| Integrated Quantitative Investments LLC | 33,881 | $1.56M | 0.28% | +28,407+518.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 33,949 | $1.56M | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 34,157 | $1.57M | 0.03% | +925+2.8% | Added |
| Physicians Financial Services, Inc. | 34,165 | $1.57M | 0.43% | −150−0.4% | Reduced |
| one8zero8, LLC | 34,200 | $1.57M | 0.35% | −2,337−6.4% | Reduced |
| Securian Asset Management, Inc | 34,248 | $1.57M | 0.06% | −537−1.5% | Reduced |
| Great Lakes Retirement, Inc. | 34,537 | $1.59M | 0.16% | +3,806+12.4% | Added |
| Twin City Private Wealth, LLC | 34,663 | $1.59M | 1.21% | +2,125+6.5% | Added |
| Trust Co of Toledo NA | 34,708 | $1.60M | 0.15% | −32−0.1% | Reduced |
| Berkeley Capital Partners, LLC | 34,828 | $1.60M | 0.37% | +4,926+16.5% | Added |
| Old Port Advisors | 35,145 | $1.62M | 0.37% | +3,991+12.8% | Added |
| Pensionmark Financial Group, LLC | 35,447 | $1.63M | 0.03% | −734−2.0% | Reduced |
| AMG National Trust Bank | 35,471 | $1.63M | 0.04% | +276+0.8% | Added |
| Kinneret Advisory, LLC | 35,536 | $1.63M | 0.15% | −1,576−4.2% | Reduced |
| Marotta Asset Management | 35,421 | $1.65M | 0.30% | +10.0% | Added |
| Avidian Wealth Solutions, LLC | 35,995 | $1.65M | 0.05% | +31,754+748.7% | Added |
| Hennessy Advisors Inc | 36,000 | $1.65M | 0.06% | −500−1.4% | Reduced |
| Heritage Wealth Advisors | 36,076 | $1.66M | 0.06% | −2,154−5.6% | Reduced |
| Arvest Investments, Inc. | 36,102 | $1.66M | 0.23% | −804−2.2% | Reduced |
| Metis Global Partners, LLC | 36,135 | $1.66M | 0.04% | −4,625−11.3% | Reduced |
| Norris Financial Group, LLC | 36,177 | $1.66M | 0.54% | −2,243−5.8% | Reduced |
| Mindset Wealth Management, LLC | 36,311 | $1.67M | 0.45% | +1,644+4.7% | Added |
| Donoghue Forlines LLC | 36,483 | $1.68M | 0.46% | +36,483 | New |
| BankPlus Trust Department | 36,538 | $1.68M | 0.45% | −2,528−6.5% | Reduced |
| Arcus Capital Partners, LLC | 36,603 | $1.68M | 0.60% | −1,036−2.8% | Reduced |
| Eagle Bluffs Wealth Management LLC | 36,765 | $1.69M | 0.66% | +1,083+3.0% | Added |
| Fieldview Capital Management, LLC | 37,059 | $1.70M | 0.50% | +37,059 | New |
| Summit Trail Advisors, LLC | 37,233 | $1.71M | 0.02% | +5,072+15.8% | Added |
| Creative Financial Designs Inc | 37,257 | $1.71M | 0.10% | +202+0.5% | Added |
| Ballentine Partners, LLC | 37,294 | $1.71M | 0.02% | +3,988+12.0% | Added |
| North Dakota State Investment Board | 37,370 | $1.72M | 0.07% | −6,872−15.5% | Reduced |
| Mutual Advisors, LLC | 37,447 | $1.72M | 0.04% | −2,504−6.3% | Reduced |
| Nomura Holdings Inc | 37,630 | $1.73M | 0.01% | +5,240+16.2% | Added |
| Kentucky Trust Co | 37,631 | $1.73M | 0.91% | −500−1.3% | Reduced |
| MUFG Securities Americas Inc. | 37,964 | $1.75M | 0.11% | +520+1.4% | Added |
| Beacon Pointe Advisors, LLC | 38,002 | $1.75M | 0.01% | +20,139+112.7% | Added |
| Caxton Associates LLP | 38,416 | $1.77M | 0.04% | +19,390+101.9% | Added |
| Quadrant Capital Group LLC | 38,496 | $1.77M | 0.05% | +859+2.3% | Added |
| Investors Research Corp | 38,527 | $1.77M | 0.34% | −5,151−11.8% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 38,749 | $1.78M | 1.07% | −925−2.3% | Reduced |
| Lido Advisors, LLC | 38,937 | $1.79M | 0.01% | −6,251−13.8% | Reduced |
| St. Johns Investment Management Company, LLC | 39,230 | $1.80M | 0.76% | +635+1.6% | Added |
| Ballast, Inc. | 39,641 | $1.82M | 0.42% | −27−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,650 | $1.82M | 0.05% | −9,949−20.1% | Reduced |
| Callan Family Office, LLC | 39,746 | $1.83M | 0.04% | +969+2.5% | Added |
| Investors Asset Management of Georgia Inc | 39,817 | $1.83M | 0.75% | +2,134+5.7% | Added |
| Hancock Whitney Corp | 36,320 | $1.85M | 0.03% | +898+2.5% | Added |
| Jacobi Capital Management LLC | 40,363 | $1.86M | 0.10% | −37−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 40,396 | $1.86M | 0.03% | −478−1.2% | Reduced |
| Royal Fund Management, LLC | 40,443 | $1.86M | 0.18% | −459−1.1% | Reduced |
| Greenleaf Trust | 40,466 | $1.86M | 0.02% | +1,328+3.4% | Added |
| Hilton Head Capital Partners, LLC | 40,680 | $1.87M | 1.05% | −569−1.4% | Reduced |
| Marco Investment Management LLC | 40,681 | $1.87M | 0.14% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 40,770 | $1.87M | 0.06% | −763−1.8% | Reduced |
| Ascent Group, LLC | 41,400 | $1.90M | 0.07% | +1,892+4.8% | Added |
| Brown Brothers Harriman & Co | 41,438 | $1.90M | 0.01% | +10,687+34.8% | Added |
| IMC-Chicago, LLC | 41,712 | $1.92M | 0.03% | +41,712 | New |
| Laird Norton Trust Company, LLC | 41,974 | $1.93M | 0.04% | +199+0.5% | Added |
| Moors & Cabot, Inc. | 42,074 | $1.93M | 0.08% | −6,768−13.9% | Reduced |