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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 42,256 | $1.94M | 0.02% | −5,454−11.4% | Reduced |
| SeaCrest Wealth Management, LLC | 42,408 | $1.95M | 0.21% | −3,679−8.0% | Reduced |
| Inceptionr LLC | 42,748 | $1.97M | 0.47% | +42,748 | New |
| Pathway Financial Advisers, LLC | 42,927 | $1.97M | 0.56% | −1,682−3.8% | Reduced |
| Wiregrass Investment Management LLC | 42,979 | $1.98M | 1.64% | +1,481+3.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 43,127 | $1.98M | 0.66% | −3,475−7.5% | Reduced |
| San Luis Wealth Advisors LLC | 43,289 | $1.99M | 0.33% | +294+0.7% | Added |
| Voleon Capital Management LP | 43,456 | $2.00M | 0.04% | +43,456 | New |
| Davis Investment Partners, LLC | 43,460 | $2.00M | 0.71% | −162−0.4% | Reduced |
| Vise Technologies, Inc. | 40,785 | $2.01M | 0.04% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 43,737 | $2.01M | 0.13% | +5,447+14.2% | Added |
| ZWJ Investment Counsel Inc | 44,056 | $2.03M | 0.07% | −348−0.8% | Reduced |
| Plato Investment Management Ltd | 44,054 | $2.03M | 0.14% | +36,394+475.1% | Added |
| Signaturefd, LLC | 44,340 | $2.04M | 0.03% | +3,799+9.4% | Added |
| Vestcor Inc | 44,542 | $2.05M | 0.06% | +19,800+80.0% | Added |
| Carlson Capital L P | 44,600 | $2.05M | 0.81% | +44,600 | New |
| Empirical Finance, LLC | 44,624 | $2.05M | 0.10% | −111−0.2% | Reduced |
| Tradewinds, LLC. | 40,618 | $2.07M | 0.67% | +851+2.1% | Added |
| Argent Advisors, Inc. | 45,484 | $2.09M | 0.57% | +502+1.1% | Added |
| Stock Yards Bank & Trust Co | 45,530 | $2.09M | 0.07% | −1,010−2.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 45,677 | $2.10M | 0.08% | +4,660+11.4% | Added |
| Old North State Trust, LLC | 45,875 | $2.11M | 1.25% | −3,608−7.3% | Reduced |
| Raleigh Capital Management Inc. | 46,232 | $2.13M | 0.73% | +920+2.0% | Added |
| GAMMA Investing LLC | 46,299 | $2.13M | 0.10% | +11,537+33.2% | Added |
| Commerzbank Aktiengesellschaft | 46,883 | $2.15M | 0.05% | −21,709−31.6% | Reduced |
| GHP Investment Advisors, Inc. | 46,936 | $2.16M | 0.09% | +753+1.6% | Added |
| Apella Capital, LLC | 42,798 | $2.16M | 0.03% | +31,715+286.2% | Added |
| Saudi Central Bank | 47,218 | $2.17M | 0.05% | +47,218 | New |
| Morningstar Investment Management LLC | 47,479 | $2.18M | 0.14% | +4,097+9.4% | Added |
| Savant Capital, LLC | 47,693 | $2.19M | 0.01% | +4,494+10.4% | Added |
| IVC Wealth Advisors LLC | 47,827 | $2.20M | 0.95% | −197−0.4% | Reduced |
| Everence Capital Management Inc | 47,920 | $2.20M | 0.13% | 00.0% | Unchanged |
| Farmers National Bank | 48,476 | $2.23M | 0.49% | −4,562−8.6% | Reduced |
| J.W. Cole Advisors, Inc. | 48,481 | $2.23M | 0.08% | −3,745−7.2% | Reduced |
| New England Research & Management, Inc. | 48,667 | $2.24M | 0.95% | +4,825+11.0% | Added |
| Andra AP-fonden | 48,718 | $2.24M | 0.03% | +48,718 | New |
| BlueChip Wealth Advisors LLC | 48,780 | $2.24M | 0.98% | −2,466−4.8% | Reduced |
| Integrated Wealth Concepts LLC | 48,831 | $2.24M | 0.02% | +7,587+18.4% | Added |
| CWA Asset Management Group, LLC | 49,199 | $2.26M | 0.08% | +123+0.3% | Added |
| Principal Securities, Inc. | 49,787 | $2.29M | 0.03% | +1,278+2.6% | Added |
| Capital Investment Advisors, LLC | 50,104 | $2.30M | 0.03% | −3,669−6.8% | Reduced |
| First National Trust Co | 50,520 | $2.32M | 0.08% | −4,423−8.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 50,593 | $2.33M | 0.54% | −1,343−2.6% | Reduced |
| Disciplined Equity Management, Inc. | 50,600 | $2.33M | 1.17% | −2,850−5.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 51,195 | $2.35M | 0.40% | +8,578+20.1% | Added |
| D.A. Davidson & Co. | 51,330 | $2.36M | 0.01% | +7,975+18.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 51,410 | $2.36M | 0.25% | +6,238+13.8% | Added |
| Argyle Capital Management Inc. | 51,616 | $2.37M | 0.77% | +2,000+4.0% | Added |
| Lowe Brockenbrough & Co Inc | 51,670 | $2.38M | 0.12% | +24,483+90.1% | Added |
| Farther Finance Advisors, LLC | 50,899 | $2.38M | 0.02% | +11,358+28.7% | Added |
| Nicholas Hoffman & Company, LLC. | 51,895 | $2.39M | 0.06% | −46−0.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 52,224 | $2.40M | 0.11% | +691+1.3% | Added |
| Laurel Wealth Advisors LLC | 49,400 | $2.43M | 0.24% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 52,826 | $2.43M | 0.30% | −2,032−3.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 52,914 | $2.43M | 0.04% | −10,452−16.5% | Reduced |
| Arvest Bank Trust Division | 53,480 | $2.46M | 0.13% | +666+1.3% | Added |
| KMG Fiduciary Partners, LLC | 53,768 | $2.47M | 0.18% | +1,049+2.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 53,902 | $2.48M | 0.14% | +28,918+115.7% | Added |
| Salzhauer Michael | 53,937 | $2.48M | 1.17% | −390−0.7% | Reduced |
| Marshall Wace, LLP | 54,643 | $2.51M | 0.00% | +22,067+67.7% | Added |
| Hardin Capital Partners, LLC | 55,090 | $2.53M | 1.18% | −175−0.3% | Reduced |
| Occudo Quantitative Strategies LP | 49,177 | $2.53M | 0.14% | +49,177 | New |
| Cullinan Associates Inc | 55,435 | $2.55M | 0.21% | −2,000−3.5% | Reduced |
| Rather & Kittrell, Inc. | 55,587 | $2.56M | 0.39% | +29+0.1% | Added |
| Massmutual Trust Co FSB | 56,236 | $2.59M | 0.07% | +1,699+3.1% | Added |
| Wesbanco Bank Inc | 56,253 | $2.59M | 0.07% | −3,006−5.1% | Reduced |
| Bleakley Financial Group, LLC | 56,699 | $2.61M | 0.04% | −2,576−4.3% | Reduced |
| ING Groep NV | 57,146 | $2.63M | 0.02% | −1,709−2.9% | Reduced |
| Glenmede Trust Co NA | 57,199 | $2.63M | 0.01% | +9,635+20.3% | Added |
| CAPROCK Group, Inc. | 57,536 | $2.64M | 0.06% | −15,293−21.0% | Reduced |
| Poehling Capital Management, LLC | 57,631 | $2.65M | 0.56% | +140.0% | Added |
| New Mexico Educational Retirement Board | 59,188 | $2.72M | 0.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 59,192 | $2.72M | 0.02% | +5,742+10.7% | Added |
| Mount Yale Investment Advisors, LLC | 59,573 | $2.74M | 0.07% | +28,736+93.2% | Added |
| United Bank | 59,586 | $2.74M | 0.91% | −1,776−2.9% | Reduced |
| Apollon Wealth Management, LLC | 59,621 | $2.74M | 0.04% | +1,877+3.3% | Added |
| New Age Alpha Advisors, LLC | 60,204 | $2.77M | 0.13% | +399+0.7% | Added |
| Holderness Investments Co | 60,773 | $2.79M | 0.56% | +1,663+2.8% | Added |
| Patten & Patten Inc | 60,960 | $2.80M | 0.17% | −41,868−40.7% | Reduced |
| Blue Sparrow, LLC | 61,100 | $2.81M | 0.05% | −118,900−66.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 61,219 | $2.81M | 0.03% | +19,948+48.3% | Added |
| Lee Danner & Bass Inc | 61,342 | $2.82M | 0.18% | +1,062+1.8% | Added |
| Simmons Bank | 61,348 | $2.82M | 0.19% | +1,424+2.4% | Added |
| Stratos Wealth Partners, LTD. | 62,205 | $2.86M | 0.03% | −895−1.4% | Reduced |
| HF Advisory Group, LLC | 62,226 | $2.86M | 0.97% | −54−0.1% | Reduced |
| Abn Amro Investment Solutions | 62,543 | $2.88M | 0.04% | −51,761−45.3% | Reduced |
| Anchor Investment Management, LLC | 62,873 | $2.89M | 0.24% | −1,142−1.8% | Reduced |
| Capital Group Private Client Services, Inc. | 63,002 | $2.90M | 0.05% | −98,802−61.1% | Reduced |
| Pacer Advisors, Inc. | 63,288 | $2.91M | 0.01% | −65,893−51.0% | Reduced |
| Maryland State Retirement & Pension System | 63,596 | $2.92M | 0.06% | −1,027−1.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 64,011 | $2.94M | 0.02% | −33,827−34.6% | Reduced |
| Louisiana State Employees Retirement System | 64,300 | $2.96M | 0.05% | −1,000−1.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 59,767 | $2.96M | 0.17% | −127−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 63,622 | $2.97M | 0.00% | −1,485−2.3% | Reduced |
| Camden National Bank | 64,809 | $2.98M | 0.40% | −220.0% | Reduced |
| Ritholtz Wealth Management | 64,899 | $2.98M | 0.05% | +19,150+41.9% | Added |
| United Capital Financial Advisers, LLC | 65,157 | $3.00M | 0.02% | +1,254+2.0% | Added |
| Montag A & Associates Inc | 65,170 | $3.00M | 0.14% | −1,548−2.3% | Reduced |
| Edmp, Inc. | 65,278 | $3.00M | 2.43% | −266−0.4% | Reduced |
| ISAM Funds (UK) Ltd | 65,295 | $3.00M | 1.48% | +65,295 | New |