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 |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 1,063 | $48.9K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,069 | $49.0K | 0.03% | 00.0% | Unchanged |
| Dorato Capital Management | 1,010 | $49.8K | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,083 | $49.8K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,091 | $50.2K | 0.00% | −28,202−96.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,118 | $51.4K | 0.00% | −177−13.7% | Reduced |
| Innovative Asset Advisors Group, LLC | 1,157 | $53.2K | 0.03% | +1,157 | New |
| City State Bank | 1,169 | $53.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,176 | $54.1K | 0.00% | +82+7.5% | Added |
| Wall Street Financial Group, Inc. | 1,196 | $55.0K | 0.03% | +1,196 | New |
| Princeton Global Asset Management LLC | 1,217 | $55.9K | 0.01% | −71−5.5% | Reduced |
| Atlantic Trust, LLC | 1,251 | $57.5K | 0.01% | −975−43.8% | Reduced |
| Ameriflex Group, Inc. | 1,264 | $58.1K | 0.03% | −7−0.6% | Reduced |
| Burkett Financial Services, LLC | 1,281 | $58.9K | 0.02% | +13+1.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,295 | $59.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,296 | $59.6K | 0.07% | −253−16.3% | Reduced |
| Pinney & Scofield, Inc. | 1,310 | $60.2K | 0.03% | 00.0% | Unchanged |
| Capula Management Ltd | 1,323 | $60.8K | 0.00% | +1,323 | New |
| Resources Management Corp | 1,331 | $61.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,340 | $61.6K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1,341 | $61.6K | 0.01% | +1,341 | New |
| Main Street Group, LTD | 1,349 | $62.0K | 0.02% | +1,349 | New |
| Elequin Capital LP | 1,407 | $64.7K | 0.01% | +1,407 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $66.7K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,470 | $67.6K | 0.00% | +1,470 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,477 | $67.9K | 0.03% | −136−8.4% | Reduced |
| UMA Financial Services, Inc. | 1,479 | $68.0K | 0.01% | +6+0.4% | Added |
| Rossby Financial, LCC | 1,462 | $68.3K | 0.01% | +31+2.2% | Added |
| Chilton Capital Management LLC | 1,500 | $69.0K | 0.00% | −13−0.9% | Reduced |
| Private Wealth Asset Management, LLC | 1,511 | $69.5K | 0.01% | +300+24.8% | Added |
| SBI Securities Co., Ltd. | 1,530 | $70.3K | 0.00% | +15+1.0% | Added |
| Park National Corp | 1,598 | $73.5K | 0.00% | +1,598 | New |
| Quent Capital, LLC | 1,606 | $73.8K | 0.01% | −1,013−38.7% | Reduced |
| Motco | 1,643 | $75.5K | 0.01% | −26−1.6% | Reduced |
| Truvestments Capital LLC | 1,672 | $76.9K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,655 | $81.1K | 0.03% | +14+0.9% | Added |
| Nemes Rush Group LLC | 1,845 | $84.8K | 0.01% | −57−3.0% | Reduced |
| Gables Capital Management Inc. | 1,850 | $85.0K | 0.04% | −203−9.9% | Reduced |
| Magnolia Wealth Management, LLC | 1,904 | $87.5K | 0.05% | +1,904 | New |
| Smithfield Trust Co | 1,970 | $89.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,942 | $89.3K | 0.03% | −63−3.1% | Reduced |
| IMA Wealth, Inc. | 1,961 | $90.1K | 0.01% | −18−0.9% | Reduced |
| Golden State Wealth Management, LLC | 1,973 | $90.7K | 0.01% | +17+0.9% | Added |
| GW&K Investment Management, LLC | 2,011 | $92.0K | 0.00% | +73+3.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,000 | $92.0K | 0.00% | +2,000 | New |
| South Plains Financial, Inc. | 2,060 | $94.7K | 0.06% | −376−15.4% | Reduced |
| REAP Financial Group, LLC | 2,086 | $95.9K | 0.02% | +38+1.9% | Added |
| Boyd Watterson Asset Management LLC | 2,090 | $96.1K | 0.03% | −973−31.8% | Reduced |
| Abound Wealth Management | 2,151 | $98.9K | 0.02% | −52−2.4% | Reduced |
| Beacon Financial Strategies CORP | 2,152 | $98.9K | 0.06% | 00.0% | Unchanged |
| Trust Co | 2,156 | $99.1K | 0.01% | +22+1.0% | Added |
| Sittner & Nelson, LLC | 2,175 | $100.0K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,175 | $100.0K | 0.06% | +110+5.3% | Added |
| AdvisorNet Financial, Inc | 2,186 | $100.5K | 0.01% | +258+13.4% | Added |
| Tripletail Wealth Management, LLC | 2,165 | $102.1K | 0.14% | +1,531+241.5% | Added |
| Capital Advisors, Ltd. LLC | 2,264 | $104.0K | 0.01% | +8+0.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,296 | $105.5K | 0.03% | +50+2.2% | Added |
| Hughes Financial Services, LLC | 2,304 | $105.9K | 0.02% | +25+1.1% | Added |
| Union Savings Bank | 2,309 | $106.1K | 0.05% | −588−20.3% | Reduced |
| Clear Investment Research, LLC | 2,324 | $106.8K | 0.17% | +2,324 | New |
| Proffitt & Goodson Inc | 2,353 | $108.2K | 0.02% | −102−4.2% | Reduced |
| Owl Creek Wealth Partners LLC | 2,366 | $108.8K | 0.04% | +2,366 | New |
| Central Trust Co | 2,388 | $109.8K | 0.00% | −58−2.4% | Reduced |
| Cranbrook Wealth Management, LLC | 2,430 | $111.7K | 0.02% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 2,431 | $111.8K | 0.04% | +2,431 | New |
| Curat Global, LLC | 2,443 | $112.3K | 0.11% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,444 | $112.4K | 0.05% | −169−6.5% | Reduced |
| Hillsdale Investment Management Inc. | 2,500 | $114.9K | 0.00% | −1,510−37.7% | Reduced |
| Quarry LP | 2,532 | $116.4K | 0.02% | +2,532 | New |
| Millstone Evans Group, LLC | 2,541 | $116.8K | 0.07% | +58+2.3% | Added |
| Entrust Financial LLC | 2,586 | $118.9K | 0.08% | −70−2.6% | Reduced |
| Silvant Capital Management LLC | 2,587 | $118.9K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 2,846 | $130.8K | 0.06% | −231−7.5% | Reduced |
| Asset Dedication, LLC | 2,864 | $131.7K | 0.01% | −110−3.7% | Reduced |
| First PREMIER Bank | 3,000 | $138.0K | 0.03% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3,026 | $139.1K | 0.05% | +4+0.1% | Added |
| Global Assets Advisory, LLC | 3,088 | $142.0K | 0.04% | +3,088 | New |
| Bruce G. Allen Investments, LLC | 3,173 | $145.9K | 0.10% | −313−9.0% | Reduced |
| Versant Capital Management, Inc | 3,221 | $148.1K | 0.01% | +745+30.1% | Added |
| Accordant Advisory Group Inc | 3,295 | $151.5K | 0.09% | −168−4.9% | Reduced |
| Gilpin Wealth Management, LLC | 3,328 | $153.0K | 0.12% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,401 | $156.3K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,417 | $157.1K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3,464 | $159.2K | 0.01% | +1,201+53.1% | Added |
| Johnson Financial Group, Inc. | 3,473 | $159.7K | 0.01% | −226−6.1% | Reduced |
| Fairscale Capital, LLC | 3,503 | $161.0K | 0.11% | 00.0% | Unchanged |
| Onefund, LLC | 3,514 | $164.0K | 0.11% | −306−8.0% | Reduced |
| CNB Bank | 3,708 | $170.5K | 0.07% | −136−3.5% | Reduced |
| Grove Bank & Trust | 3,720 | $171.0K | 0.02% | −142−3.7% | Reduced |
| VSM Wealth Advisory, LLC | 3,730 | $171.5K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,758 | $172.8K | 0.01% | +592+18.7% | Added |
| USA Financial Portformulas Corp | 3,841 | $176.6K | 0.03% | +3,841 | New |
| Leonteq Securities AG | 3,899 | $179.2K | 0.01% | +3,897+194,850.0% | Added |
| Dakota Community Bank & Trust NA | 3,982 | $183.1K | 0.62% | −40−1.0% | Reduced |
| Cromwell Holdings LLC | 4,108 | $188.8K | 0.11% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,625 | $190.3K | 0.06% | −21,706−82.4% | Reduced |
| State of Wyoming | 4,256 | $195.6K | 0.02% | +4,256 | New |
| Indivisible Partners | 4,358 | $200.3K | 0.02% | +86+2.0% | Added |
| Advisor OS, LLC | 4,359 | $200.4K | 0.01% | +76+1.8% | Added |
| LRI Investments, LLC | 4,369 | $200.8K | 0.02% | −1,142−20.7% | Reduced |