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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 65,513 | $3.01M | 0.07% | −941−1.4% | Reduced |
| Concord Asset Management, LLC | 65,686 | $3.02M | 0.51% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 65,809 | $3.03M | 0.17% | +2,509+4.0% | Added |
| Fulton Bank, N.A. | 65,911 | $3.03M | 0.11% | −269−0.4% | Reduced |
| First Bank & Trust | 66,018 | $3.03M | 0.49% | +4,022+6.5% | Added |
| Pettyjohn, Wood & White, Inc | 66,605 | $3.06M | 0.49% | +2,771+4.3% | Added |
| Crossmark Global Holdings, Inc. | 67,467 | $3.10M | 0.05% | −725−1.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 67,704 | $3.11M | 0.18% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 68,040 | $3.13M | 0.44% | −4,121−5.7% | Reduced |
| StoneX Group Inc. | 68,302 | $3.14M | 0.17% | −16,395−19.4% | Reduced |
| Jane Street Group, LLC | 68,486 | $3.15M | 0.00% | −81,747−54.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 68,675 | $3.16M | 0.03% | +7,042+11.4% | Added |
| Atom Investors LP | 69,031 | $3.17M | 0.23% | +69,031 | New |
| Csenge Advisory Group | 69,199 | $3.18M | 0.15% | +851+1.2% | Added |
| XML Financial, LLC | 69,282 | $3.18M | 0.26% | −5,009−6.7% | Reduced |
| Heritage Trust Co | 69,697 | $3.20M | 0.32% | +1,505+2.2% | Added |
| Concord Wealth Partners | 69,844 | $3.21M | 0.42% | −30.0% | Reduced |
| Sequoia Financial Advisors, LLC | 69,896 | $3.21M | 0.02% | +4,778+7.3% | Added |
| Larson Financial Group LLC | 70,875 | $3.26M | 0.10% | −1,466−2.0% | Reduced |
| Hartford Investment Management Co | 71,075 | $3.27M | 0.10% | −2,067−2.8% | Reduced |
| Oak Thistle LLC | 71,189 | $3.27M | 0.32% | +71,189 | New |
| Iowa State Bank | 71,793 | $3.30M | 0.61% | −15,461−17.7% | Reduced |
| Private Advisor Group, LLC | 71,996 | $3.31M | 0.02% | −3,805−5.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 72,224 | $3.32M | 0.03% | +72,224 | New |
| Hennion & Walsh Asset Management, Inc. | 72,822 | $3.35M | 0.11% | +4,006+5.8% | Added |
| Guardian Wealth Advisors, LLC | 74,911 | $3.44M | 0.22% | −1,358−1.8% | Reduced |
| Cary Street Partners Financial LLC | 74,961 | $3.45M | 0.09% | −15,063−16.7% | Reduced |
| Mizuho Securities USA LLC | 76,322 | $3.51M | 0.08% | −16,824−18.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 76,644 | $3.52M | 0.12% | +53,608+232.7% | Added |
| Norinchukin Bank, The | 76,990 | $3.54M | 0.04% | −1,076−1.4% | Reduced |
| Glass Wealth Management Co LLC | 77,345 | $3.56M | 1.38% | +1,040+1.4% | Added |
| Fiduciary Alliance LLC | 72,272 | $3.58M | 0.22% | −7,372−9.3% | Reduced |
| Legato Capital Management LLC | 78,830 | $3.62M | 0.33% | +31,600+66.9% | Added |
| Jump Financial, LLC | 78,892 | $3.63M | 0.05% | +78,892 | New |
| Commerce Bank | 79,971 | $3.68M | 0.02% | −1,205−1.5% | Reduced |
| Intech Investment Management LLC | 81,021 | $3.72M | 0.04% | +67,721+509.2% | Added |
| Generali Asset Management SPA SGR | 83,625 | $3.84M | 0.08% | −19,690−19.1% | Reduced |
| Brinker Capital Investments, LLC | 83,891 | $3.86M | 0.03% | −39,404−32.0% | Reduced |
| Bragg Financial Advisors, Inc | 84,186 | $3.87M | 0.12% | −937−1.1% | Reduced |
| Gotham Asset Management, LLC | 84,408 | $3.88M | 0.01% | +54,383+181.1% | Added |
| Winton Group Ltd | 84,905 | $3.90M | 0.14% | +14,416+20.5% | Added |
| Aptus Capital Advisors, LLC | 85,691 | $3.94M | 0.03% | +24,957+41.1% | Added |
| Allianz Asset Management GmbH | 85,979 | $3.95M | 0.00% | +27,477+47.0% | Added |
| Lighthouse Investment Partners, LLC | 86,110 | $3.96M | 0.15% | +27,375+46.6% | Added |
| Am Investment Strategies LLC | 86,364 | $3.97M | 0.87% | −120.0% | Reduced |
| Hengehold Capital Management LLC | 87,919 | $4.04M | 0.35% | +715+0.8% | Added |
| Canada Post Corp Registered Pension Plan | 88,037 | $4.05M | 0.16% | −75−0.1% | Reduced |
| Thrivent Financial for Lutherans | 88,786 | $4.08M | 0.01% | +8,374+10.4% | Added |
| Arkadios Wealth Advisors | 88,707 | $4.08M | 0.07% | −1,201−1.3% | Reduced |
| OpenArc Corporate Advisory, LLC | 88,728 | $4.08M | 0.06% | −7,366−7.7% | Reduced |
| Merit Financial Group, LLC | 89,184 | $4.10M | 0.03% | +6,422+7.8% | Added |
| Sompo Asset Management Co., Ltd. | 89,815 | $4.13M | 0.76% | +1,320+1.5% | Added |
| Vident Advisory, LLC | 89,852 | $4.13M | 0.04% | +40,368+81.6% | Added |
| Signature Wealth Management Group | 90,031 | $4.14M | 1.57% | −569−0.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 90,356 | $4.15M | 0.75% | −2,440−2.6% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 90,400 | $4.16M | 0.08% | +90,400 | New |
| Groupe la Francaise | 90,895 | $4.18M | 0.06% | +9,572+11.8% | Added |
| Shelton Capital Management | 91,276 | $4.20M | 0.09% | −321−0.4% | Reduced |
| Investment Management Corp of Ontario | 91,492 | $4.21M | 0.05% | −20,698−18.4% | Reduced |
| Osmosis Investment Management UK Ltd | 92,403 | $4.25M | 0.11% | −41,194−30.8% | Reduced |
| Icon Advisers Inc | 92,585 | $4.26M | 0.98% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 93,216 | $4.29M | 0.31% | −2,357−2.5% | Reduced |
| Empowered Funds, LLC | 93,863 | $4.31M | 0.03% | +44,914+91.8% | Added |
| TD Private Client Wealth LLC | 94,469 | $4.34M | 0.09% | +530+0.6% | Added |
| Equitable Trust Co | 95,575 | $4.39M | 0.20% | −20,789−17.9% | Reduced |
| Community Bank, N.A. | 96,139 | $4.42M | 0.53% | +2,235+2.4% | Added |
| Ieq Capital, LLC | 96,311 | $4.43M | 0.02% | +3,760+4.1% | Added |
| Kestra Private Wealth Services, LLC | 96,909 | $4.45M | 0.05% | +3,840+4.1% | Added |
| Griffin Asset Management, Inc. | 97,188 | $4.47M | 0.50% | −7,800−7.4% | Reduced |
| Holocene Advisors, LP | 97,226 | $4.47M | 0.01% | +97,226 | New |
| Dana Investment Advisors, Inc. | 97,932 | $4.50M | 0.13% | −2,308−2.3% | Reduced |
| Gulf International Bank (UK) Ltd | 98,555 | $4.53M | 0.10% | +32,030+48.1% | Added |
| First Citizens Bank & Trust Co | 100,815 | $4.63M | 0.10% | −2,363−2.3% | Reduced |
| Avanza Fonder AB | 101,159 | $4.65M | 0.13% | 00.0% | Unchanged |
| Keybank National Association | 101,237 | $4.65M | 0.02% | +14,539+16.8% | Added |
| Motley Fool Asset Management LLC | 101,460 | $4.66M | 0.20% | −19,351−16.0% | Reduced |
| Simon Quick Advisors, LLC | 102,069 | $4.69M | 0.21% | −5,582−5.2% | Reduced |
| Colonial Trust Advisors | 102,131 | $4.69M | 0.36% | −16,407−13.8% | Reduced |
| Hedeker Wealth, LLC | 102,654 | $4.72M | 1.00% | −2,690−2.6% | Reduced |
| Venture Visionary Partners LLC | 103,592 | $4.76M | 0.16% | −502−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 103,733 | $4.77M | 0.04% | 00.0% | Unchanged |
| Socorro Asset Management LP | 104,287 | $4.79M | 2.17% | −10,660−9.3% | Reduced |
| XTX Topco Ltd | 104,575 | $4.81M | 0.08% | +91,283+686.8% | Added |
| Carnegie Capital Asset Management, LLC | 105,809 | $4.86M | 0.09% | +170.0% | Added |
| Verdence Capital Advisors LLC | 107,596 | $4.95M | 0.29% | +150+0.1% | Added |
| First National Bank of Omaha | 111,050 | $4.96M | 0.15% | +807+0.7% | Added |
| Omers Administration Corp | 110,170 | $5.06M | 0.03% | +20,366+22.7% | Added |
| ASR Vermogensbeheer N.V. | 110,396 | $5.07M | 0.06% | +4,907+4.7% | Added |
| Ronald Blue Trust, Inc. | 111,165 | $5.11M | 0.06% | +12,043+12.1% | Added |
| DRW Securities, LLC | 111,528 | $5.13M | 0.28% | +76,009+214.0% | Added |
| Elo Mutual Pension Insurance Co | 114,197 | $5.25M | 0.09% | −10,153−8.2% | Reduced |
| D. E. Shaw & Co., Inc. | 114,559 | $5.27M | 0.00% | −29,078−20.2% | Reduced |
| Chesley Taft & Associates LLC | 115,276 | $5.30M | 0.22% | −362−0.3% | Reduced |
| AustralianSuper Pty Ltd | 115,509 | $5.31M | 0.03% | +4,359+3.9% | Added |
| LaFleur & Godfrey LLC | 117,917 | $5.42M | 0.67% | −1,789−1.5% | Reduced |
| Loudon Investment Management, LLC | 119,074 | $5.47M | 2.95% | −1,700−1.4% | Reduced |
| Old Point Trust & Financial Services N A | 119,112 | $5.48M | 1.76% | −3,200−2.6% | Reduced |
| Catherine Avery Investment Management LLC | 119,423 | $5.49M | 2.46% | +36,417+43.9% | Added |
| Whitener Capital Management, Inc. | 120,615 | $5.54M | 1.26% | −341−0.3% | Reduced |
| Baugh & Associates, LLC | 122,147 | $5.62M | 2.43% | −420−0.3% | Reduced |