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 |
|---|---|---|---|---|---|
| First Business Financial Services, Inc. | 4,377 | $201.2K | 0.02% | +85+2.0% | Added |
| SmartHarvest Portfolios, LLC | 4,380 | $201.4K | 0.08% | −784−15.2% | Reduced |
| Orographic Financial Advisors, LLC | 4,404 | $202.0K | 0.14% | +4,404 | New |
| Broadleaf Partners, LLC | 4,410 | $202.7K | 0.05% | +4,410 | New |
| Chase Investment Counsel Corp | 4,421 | $203.0K | 0.05% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,421 | $203.3K | 0.00% | +4,421 | New |
| Eastern Bank | 4,422 | $203.3K | 0.00% | +73+1.7% | Added |
| Capital Management Corp | 4,443 | $204.2K | 0.03% | 00.0% | Unchanged |
| Bayban | 4,443 | $204.2K | 0.18% | +132+3.1% | Added |
| Passive Capital Management, LLC. | 4,453 | $204.7K | 0.06% | +89+2.0% | Added |
| CrossGen Wealth, LLC | 4,476 | $205.7K | 0.18% | +10.0% | Added |
| Pursuit Wealth Strategies, LLC | 4,477 | $205.8K | 0.29% | −98−2.1% | Reduced |
| HighPoint Advisor Group LLC | 4,484 | $206.1K | 0.01% | −27,469−86.0% | Reduced |
| BCJ Capital Management, LLC | 4,490 | $206.4K | 0.01% | +27+0.6% | Added |
| Childress Capital Advisors, LLC | 4,504 | $207.1K | 0.04% | −688−13.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,521 | $207.8K | 0.04% | −840−15.7% | Reduced |
| American Capital Advisory, LLC | 4,526 | $208.1K | 0.08% | +17+0.4% | Added |
| Jackson Thornton Asset Management, LLC | 4,203 | $208.5K | 0.02% | −736−14.9% | Reduced |
| Main Street Financial Solutions, LLC | 4,540 | $208.7K | 0.02% | −139−3.0% | Reduced |
| Woodward Diversified Capital, LLC | 4,141 | $209.4K | 0.10% | −45−1.1% | Reduced |
| Capital Performance Advisors LLP | 4,560 | $209.6K | 0.01% | +4,560 | New |
| Myriad Asset Management US LP | 4,579 | $210.0K | 0.31% | +4,579 | New |
| Sage Mountain Advisors LLC | 4,579 | $210.5K | 0.01% | −8,865−65.9% | Reduced |
| Howard Capital Management Inc. | 4,587 | $210.9K | 0.00% | −4,473−49.4% | Reduced |
| Trask Adam Roland | 4,600 | $211.5K | 0.20% | +4,600 | New |
| VisionPoint Advisory Group, LLC | 4,620 | $212.4K | 0.04% | +4,620 | New |
| 180 Wealth Advisors, LLC | 4,621 | $212.4K | 0.02% | +362+8.5% | Added |
| Soltis Investment Advisors LLC | 4,637 | $213.1K | 0.01% | +558+13.7% | Added |
| Legacy Financial Independent Advisors LLC | 4,637 | $213.2K | 0.11% | +4,637 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 4,644 | $213.5K | 0.01% | −4,100−46.9% | Reduced |
| QTR Family Wealth, LLC | 4,311 | $213.5K | 0.09% | +394+10.1% | Added |
| Alta Advisers Ltd | 4,650 | $213.8K | 0.08% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,655 | $214.0K | 0.02% | −198−4.1% | Reduced |
| NorthRock Partners, LLC | 4,676 | $215.0K | 0.00% | +14+0.3% | Added |
| Hexagon Capital Partners LLC | 4,684 | $215.3K | 0.03% | +4,684 | New |
| Alaethes Wealth LLC | 4,694 | $215.8K | 0.06% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 4,700 | $216.1K | 0.06% | −775−14.2% | Reduced |
| E Fund Management Co., Ltd. | 4,707 | $216.4K | 0.01% | +4,707 | New |
| Outfitter Financial LLC | 4,711 | $216.6K | 0.17% | −1,360−22.4% | Reduced |
| Capital Analysts, LLC | 4,717 | $217.0K | 0.01% | +160+3.5% | Added |
| Meramec Financial Planners, LLC | 4,271 | $217.1K | 0.09% | −6−0.1% | Reduced |
| Clear Wave Wealth Management LLC | 4,731 | $217.5K | 0.06% | +4,731 | New |
| Pathway Financial Advisors LLC | 4,626 | $218.2K | 0.03% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 4,750 | $218.4K | 0.03% | 00.0% | Unchanged |
| TFB Advisors LLC | 4,758 | $218.7K | 0.11% | +4,758 | New |
| Chicago Capital, LLC | 4,762 | $218.9K | 0.01% | −53−1.1% | Reduced |
| Sandhill Capital Partners LLC | 4,818 | $221.5K | 0.02% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 4,833 | $222.2K | 0.07% | +444+10.1% | Added |
| Abundance Wealth Counselors | 4,858 | $223.3K | 0.03% | +4,858 | New |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $223.9K | 0.09% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,871 | $223.9K | 0.05% | −207−4.1% | Reduced |
| Capital Square, LLC | 4,450 | $225.8K | 0.10% | −294−6.2% | Reduced |
| Davis R M Inc | 4,934 | $226.8K | 0.00% | +73+1.5% | Added |
| PFW Advisors LLC | 4,951 | $227.6K | 0.07% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,960 | $228.0K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,894 | $228.6K | 0.01% | −227−4.4% | Reduced |
| Gamco Investors, Inc. Et Al | 4,973 | $228.6K | 0.00% | −300−5.7% | Reduced |
| Taylor Securities Services, Inc. | 5,000 | $229.8K | 0.11% | +5,000 | New |
| Lexington Hill Partners, LLC | 5,023 | $230.9K | 0.13% | +71+1.4% | Added |
| Patton Fund Management, Inc. | 5,028 | $231.1K | 0.04% | +416+9.0% | Added |
| Augustine Asset Management Inc | 5,048 | $232.1K | 0.05% | −64−1.3% | Reduced |
| Shayne & Co., LLC | 5,054 | $232.3K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,084 | $233.7K | 0.01% | +5,084 | New |
| Element Wealth, LLC | 5,085 | $233.8K | 0.10% | +7+0.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,097 | $234.3K | 0.01% | −22−0.4% | Reduced |
| Catalyst Financial Partners LLC | 5,099 | $234.4K | 0.03% | +499+10.8% | Added |
| Golden State Equity Partners | 5,125 | $235.6K | 0.02% | +818+19.0% | Added |
| Crestwood Advisors Group LLC | 5,136 | $236.1K | 0.00% | +952+22.8% | Added |
| Financial Consulate, Inc | 5,141 | $236.3K | 0.03% | +35+0.7% | Added |
| TradeWell Securities, LLC. | 5,145 | $236.5K | 0.10% | +29+0.6% | Added |
| Fortress Private Ledger, LLC | 5,169 | $237.6K | 0.07% | +83+1.6% | Added |
| Lincoln Capital LLC | 5,196 | $238.9K | 0.05% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 5,218 | $239.9K | 0.02% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 5,227 | $240.3K | 0.05% | −500−8.7% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 5,244 | $241.1K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,245 | $241.1K | 0.01% | −1,248−19.2% | Reduced |
| West Family Investments, Inc. | 5,256 | $241.6K | 0.08% | −46−0.9% | Reduced |
| Penserra Capital Management LLC | 5,300 | $242.0K | 0.00% | +100+1.9% | Added |
| Avaii Wealth Management, LLC | 5,267 | $242.1K | 0.08% | −672−11.3% | Reduced |
| BTG Pactual Asset Management US LLC | 5,268 | $242.2K | 0.02% | +5,268 | New |
| Wagner Wealth Management, LLC | 5,275 | $242.5K | 0.05% | −8−0.2% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,295 | $243.4K | 0.09% | +124+2.4% | Added |
| Forteris Wealth Management Inc. | 5,300 | $243.6K | 0.23% | −55−1.0% | Reduced |
| WealthTrust Axiom LLC | 5,301 | $243.7K | 0.06% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 5,304 | $243.8K | 0.13% | +564+11.9% | Added |
| Curated Wealth Partners LLC | 5,314 | $244.3K | 0.03% | +1,235+30.3% | Added |
| Laurel Oak Wealth Management, LLC | 5,319 | $244.5K | 0.04% | −166−3.0% | Reduced |
| Conning Inc. | 5,323 | $244.7K | 0.01% | −955−15.2% | Reduced |
| Continuum Advisory, LLC | 5,357 | $246.3K | 0.02% | −310−5.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 5,366 | $246.7K | 0.04% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 5,369 | $246.8K | 0.02% | +330+6.5% | Added |
| Strategic Wealth Designers | 5,373 | $247.0K | 0.03% | −354−6.2% | Reduced |
| M. Kulyk & Associates, LLC | 5,395 | $248.0K | 0.05% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 5,400 | $248.2K | 0.07% | +5,400 | New |
| MV Capital Management, Inc. | 5,412 | $248.8K | 0.02% | +456+9.2% | Added |
| Brookwood Investment Group LLC | 5,451 | $250.6K | 0.03% | +5,451 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,453 | $250.7K | 0.00% | +5,453 | New |
| Terry L. Blaker | 5,500 | $252.8K | 0.01% | +5,500 | New |
| Atlas Wealth Partners, LLC | 5,503 | $253.0K | 0.26% | +5,503 | New |
| Great Valley Advisor Group, Inc. | 5,524 | $253.9K | 0.00% | +398+7.8% | Added |