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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 122,575 | $5.63M | 0.06% | −4,825−3.8% | Reduced |
| CWM, LLC | 123,198 | $5.66M | 0.01% | +1,007+0.8% | Added |
| Tocqueville Asset Management L.P. | 123,880 | $5.69M | 0.08% | +40,925+49.3% | Added |
| Associated Banc-Corp | 124,112 | $5.71M | 0.15% | −2,073−1.6% | Reduced |
| State of Alaska, Department of Revenue | 125,188 | $5.75M | 0.06% | −2,050−1.6% | Reduced |
| Atria Investments LLC | 125,570 | $5.77M | 0.06% | −25,930−17.1% | Reduced |
| Linscomb & Williams, Inc. | 126,062 | $5.80M | 0.26% | −31,227−19.9% | Reduced |
| Harvest Portfolios Group Inc. | 126,459 | $5.81M | 0.10% | −5,004−3.8% | Reduced |
| rhino investment partners, Inc | 128,091 | $5.89M | 1.64% | −404,163−75.9% | Reduced |
| Hilton Capital Management, LLC | 130,702 | $6.01M | 0.45% | −2,010−1.5% | Reduced |
| Inspire Trust Co, N.A. | 131,000 | $6.02M | 0.93% | +15,000+12.9% | Added |
| Stephens Inc | 131,289 | $6.04M | 0.08% | +6,136+4.9% | Added |
| HB Wealth Management, LLC | 131,893 | $6.06M | 0.04% | +1,034+0.8% | Added |
| OP Asset Management Ltd | 132,498 | $6.09M | 0.06% | −11,715−8.1% | Reduced |
| United Capital Management of KS, Inc. | 133,234 | $6.12M | 0.93% | +1,952+1.5% | Added |
| Sciencast Management LP | 134,184 | $6.17M | 0.79% | +134,184 | New |
| Mutual of America Capital Management LLC | 134,288 | $6.17M | 0.07% | −3,080−2.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 134,298 | $6.17M | 0.03% | +57,789+75.5% | Added |
| Ofi Invest Asset Management | 155,000 | $6.18M | 0.08% | +150,401+3,270.3% | Added |
| Credit Agricole S A | 134,782 | $6.20M | 0.02% | +408+0.3% | Added |
| Candriam Luxembourg S.C.A. | 135,726 | $6.24M | 0.03% | +10,016+8.0% | Added |
| NTV Asset Management LLC | 136,492 | $6.27M | 0.69% | −4,697−3.3% | Reduced |
| Clearstead Advisors, LLC | 137,104 | $6.30M | 0.06% | +7,207+5.5% | Added |
| Zions Bancorporation, National Association | 138,446 | $6.36M | 0.41% | −17,133−11.0% | Reduced |
| Continental Advisors LLC | 139,650 | $6.42M | 3.98% | −21,522−13.4% | Reduced |
| Griffith & Werner, Inc. | 139,752 | $6.42M | 3.18% | +7,223+5.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 139,989 | $6.44M | 1.01% | +4,581+3.4% | Added |
| Federation des caisses Desjardins du Quebec | 142,570 | $6.56M | 0.02% | +13,634+10.6% | Added |
| Regions Financial Corp | 144,501 | $6.64M | 0.04% | −3,071−2.1% | Reduced |
| JustInvest LLC | 144,501 | $6.64M | 0.07% | +5,253+3.8% | Added |
| Oregon Public Employees Retirement Fund | 144,614 | $6.65M | 0.09% | −1,900−1.3% | Reduced |
| Cornerstone Wealth Group, LLC | 131,612 | $6.72M | 0.43% | −10,190−7.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 146,788 | $6.75M | 0.82% | −195−0.1% | Reduced |
| Oppenheimer & Co Inc | 148,832 | $6.84M | 0.08% | +37,104+33.2% | Added |
| Hunter Perkins Capital Management, LLC | 148,966 | $6.85M | 1.61% | −48,293−24.5% | Reduced |
| Janus Henderson Group PLC | 149,844 | $6.89M | 0.00% | −7,529−4.8% | Reduced |
| Freemont Management S.A. | 149,800 | $6.89M | 1.29% | +84,100+128.0% | Added |
| Yousif Capital Management, LLC | 150,889 | $6.94M | 0.08% | −6,336−4.0% | Reduced |
| Huber Capital Management LLC | 151,464 | $6.96M | 1.08% | −50,000−24.8% | Reduced |
| QRG Capital Management, Inc. | 151,917 | $6.98M | 0.07% | +67,435+79.8% | Added |
| Alerus Financial NA | 152,297 | $7.00M | 0.35% | −20,278−11.8% | Reduced |
| Alpha Omega Wealth Management LLC | 152,493 | $7.01M | 1.14% | −1,141−0.7% | Reduced |
| Manning & Napier Advisors LLC | 152,960 | $7.03M | 0.10% | −11,423−6.9% | Reduced |
| Fourthstone LLC | 153,100 | $7.04M | 1.19% | +153,100 | New |
| Reliant Investment Partners, LLC | 154,404 | $7.10M | 5.88% | −629−0.4% | Reduced |
| Allstate Corp | 154,682 | $7.11M | 0.08% | +55,534+56.0% | Added |
| Advisory Services Network, LLC | 161,391 | $7.42M | 0.10% | +10,448+6.9% | Added |
| Argent Trust Co | 162,524 | $7.47M | 0.25% | −1,285−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 163,909 | $7.54M | 0.03% | −387−0.2% | Reduced |
| Nissay Asset Management Corp | 165,534 | $7.61M | 0.04% | +1,000+0.6% | Added |
| Kanawha Capital Management LLC | 167,000 | $7.68M | 0.54% | −16,393−8.9% | Reduced |
| Diversified Trust Co | 167,815 | $7.71M | 0.14% | +876+0.5% | Added |
| Toroso Investments, LLC | 170,303 | $7.74M | 0.02% | +99,296+139.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 170,667 | $7.85M | 0.02% | +48,455+39.6% | Added |
| Kingsview Wealth Management, LLC | 171,821 | $7.90M | 0.11% | +2,175+1.3% | Added |
| New York Life Investment Management LLC | 175,358 | $8.06M | 0.07% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 176,308 | $8.10M | 0.05% | −52,515−23.0% | Reduced |
| Rakuten Investment Management, Inc. | 188,201 | $8.40M | 0.02% | +19,485+11.5% | Added |
| NEOS Investment Management LLC | 184,060 | $8.46M | 0.04% | +8,736+5.0% | Added |
| Ethic Inc. | 184,125 | $8.46M | 0.13% | +9,970+5.7% | Added |
| Rowland & Co Investment Counsel | 184,285 | $8.47M | 1.72% | −4,358−2.3% | Reduced |
| Northern Oak Wealth Management Inc | 187,020 | $8.60M | 1.07% | +2,992+1.6% | Added |
| Cresset Asset Management, LLC | 188,469 | $8.66M | 0.04% | +1,600+0.9% | Added |
| Robeco Institutional Asset Management B.V. | 188,496 | $8.67M | 0.01% | −11,339−5.7% | Reduced |
| Basswood Capital Management, L.L.C. | 192,431 | $8.85M | 0.45% | −164,546−46.1% | Reduced |
| Atlantic Union Bankshares Corp | 193,310 | $8.89M | 0.17% | +9,597+5.2% | Added |
| Ibex Wealth Advisors | 193,653 | $8.90M | 0.83% | +11,215+6.1% | Added |
| Wealthcare Advisory Partners LLC | 193,896 | $8.91M | 0.17% | −8,850−4.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 195,771 | $9.00M | 0.08% | −1,337−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 196,487 | $9.03M | 0.07% | +3,928+2.0% | Added |
| Pathstone Holdings, LLC | 196,658 | $9.04M | 0.04% | +4,846+2.5% | Added |
| Entropy Technologies, LP | 200,623 | $9.22M | 0.43% | −16,415−7.6% | Reduced |
| Cambria Investment Management, L.P. | 201,224 | $9.25M | 0.52% | +26,894+15.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 203,010 | $9.33M | 0.18% | −135,695−40.1% | Reduced |
| Utah Retirement Systems | 205,348 | $9.44M | 0.10% | −7,798−3.7% | Reduced |
| Benjamin Edwards Inc | 205,514 | $9.45M | 0.09% | +32,402+18.7% | Added |
| Cardinal Capital Management | 208,676 | $9.59M | 1.24% | +381+0.2% | Added |
| Susquehanna International Group, LLP | 208,793 | $9.60M | 0.01% | −401,171−65.8% | Reduced |
| M&T Bank Corp | 210,159 | $9.66M | 0.03% | +27,121+14.8% | Added |
| USS Investment Management Ltd | 211,914 | $9.74M | 0.04% | +4,988+2.4% | Added |
| Xponance, Inc. | 214,244 | $9.85M | 0.07% | +27,785+14.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 216,199 | $9.94M | 0.08% | +3,508+1.6% | Added |
| Daiwa Securities Group Inc. | 216,807 | $9.97M | 0.03% | +9,112+4.4% | Added |
| KBC Group NV | 217,102 | $9.98M | 0.03% | −9,434−4.2% | Reduced |
| Ensign Peak Advisors, Inc | 219,056 | $10.1M | 0.02% | +38,094+21.1% | Added |
| Horizon Investments, LLC | 223,531 | $10.2M | 0.11% | +6,780+3.1% | Added |
| MUFG Securities EMEA plc | 223,258 | $10.3M | 0.15% | +170,814+325.7% | Added |
| Pinnacle Associates Ltd | 223,830 | $10.3M | 0.13% | −72,183−24.4% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 224,011 | $10.3M | 0.10% | −9,141−3.9% | Reduced |
| Davis Selected Advisers | 224,805 | $10.3M | 0.05% | +32,752+17.1% | Added |
| Kestra Advisory Services, LLC | 226,060 | $10.4M | 0.04% | −742−0.3% | Reduced |
| CIBC World Markets Inc. | 226,219 | $10.4M | 0.02% | +40,933+22.1% | Added |
| Modera Wealth Management, LLC | 226,430 | $10.4M | 0.12% | −9,734−4.1% | Reduced |
| GWM Advisors LLC | 227,070 | $10.4M | 0.04% | −4,620−2.0% | Reduced |
| Teacher Retirement System of Texas | 227,871 | $10.5M | 0.04% | −4,098−1.8% | Reduced |
| Mercer Global Advisors Inc | 228,456 | $10.5M | 0.02% | +11,094+5.1% | Added |
| Amalgamated Bank | 228,714 | $10.5M | 0.08% | −10,026−4.2% | Reduced |
| CI Private Wealth, LLC | 230,901 | $10.6M | 0.02% | −9,758−4.1% | Reduced |
| Systematic Alpha Investments, LLC | 233,937 | $10.8M | 0.38% | 00.0% | Unchanged |
| Allworth Financial LP | 235,318 | $10.8M | 0.04% | −6,217−2.6% | Reduced |