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 |
|---|---|---|---|---|---|
| Bull Harbor Capital LLC | 5,528 | $254.1K | 0.07% | +5,528 | New |
| Cobblestone Asset Management LLC | 5,539 | $254.6K | 0.11% | +5,539 | New |
| Beverly Hills Private Wealth, LLC | 5,556 | $255.4K | 0.04% | −312−5.3% | Reduced |
| Parcion Private Wealth LLC | 5,566 | $255.9K | 0.02% | −35−0.6% | Reduced |
| Founders Grove Wealth Partners, LLC | 5,578 | $256.4K | 0.06% | −305−5.2% | Reduced |
| TAGStone Capital, Inc. | 5,629 | $258.8K | 0.09% | +5,629 | New |
| Cascade Financial Partners, LLC | 5,639 | $259.2K | 0.03% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 5,460 | $260.1K | 0.10% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,669 | $260.6K | 0.01% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 5,701 | $262.1K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,703 | $262.2K | 0.01% | −244−4.1% | Reduced |
| Aegis Wealth Management LLC | 5,705 | $262.3K | 0.15% | −94−1.6% | Reduced |
| BLB&B Advisors, LLC | 5,708 | $262.4K | 0.01% | −67−1.2% | Reduced |
| Next Level Private LLC | 5,712 | $262.6K | 0.06% | +70+1.2% | Added |
| Souders Financial Advisors | 5,720 | $262.9K | 0.03% | −2,986−34.3% | Reduced |
| D'Orazio & Associates, Inc. | 5,728 | $263.3K | 0.03% | −379−6.2% | Reduced |
| LongView Wealth Management | 5,329 | $263.9K | 0.07% | −212−3.8% | Reduced |
| Evermay Wealth Management LLC | 5,755 | $264.6K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning, LLC | 5,779 | $265.6K | 0.06% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,806 | $266.9K | 0.04% | +266+4.8% | Added |
| Limestone Investment Advisors LP | 5,840 | $268.5K | 0.13% | +5,840 | New |
| Bridgewater Advisors Inc. | 8,237 | $269.1K | 0.02% | −80−1.0% | Reduced |
| Abbot Financial Management, Inc. | 5,866 | $269.7K | 0.11% | +5,866 | New |
| Family Legacy, Inc. | 5,870 | $269.8K | 0.08% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5,887 | $270.6K | 0.03% | +5,887 | New |
| Klingenstein Fields & Co LP | 5,912 | $271.8K | 0.01% | 00.0% | Unchanged |
| Sapient Capital LLC | 5,946 | $273.3K | 0.00% | −387−6.1% | Reduced |
| Integrated Advisors Network LLC | 5,960 | $274.0K | 0.01% | −7,594−56.0% | Reduced |
| Diversify Wealth Management, LLC | 5,412 | $274.1K | 0.00% | +5,412 | New |
| Cascades Capital Asset Management, LLC | 5,966 | $274.3K | 0.11% | +31+0.5% | Added |
| Gradient Investments LLC | 6,031 | $277.3K | 0.00% | −641−9.6% | Reduced |
| Frederick Financial Consultants, LLC | 6,042 | $277.7K | 0.14% | +78+1.3% | Added |
| Peachtree Investment Partners, LLC | 6,049 | $278.1K | 0.11% | +60+1.0% | Added |
| Patrick M Sweeney & Associates, Inc | 6,052 | $278.2K | 0.18% | +10.0% | Added |
| White Pine Capital LLC | 6,055 | $278.3K | 0.08% | +6,055 | New |
| Catalytic Wealth RIA, LLC | 6,067 | $278.9K | 0.01% | −1,786−22.7% | Reduced |
| Deseret Mutual Benefit Administrators | 6,067 | $278.9K | 0.09% | +2,833+87.6% | Added |
| Commonwealth Financial Services, LLC | 6,076 | $279.3K | 0.04% | +335+5.8% | Added |
| Armis Advisers, LLC | 6,033 | $280.8K | 0.03% | −418−6.5% | Reduced |
| Everstar Asset Management, LLC | 6,128 | $281.7K | 0.15% | +65+1.1% | Added |
| Councilmark Asset Management, LLC | 6,142 | $282.3K | 0.16% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 6,226 | $286.2K | 0.09% | −1,190−16.0% | Reduced |
| Manske Wealth Management | 6,240 | $286.9K | 0.08% | −396−6.0% | Reduced |
| Hill Investment Group Partners, LLC | 6,262 | $287.9K | 0.03% | 00.0% | Unchanged |
| truNorth Financial Services, Inc. | 6,267 | $288.1K | 0.30% | −173−2.7% | Reduced |
| Smith, Moore & Co. | 6,267 | $288.1K | 0.02% | −108−1.7% | Reduced |
| La Banque Postale Asset Management SA | 6,298 | $289.5K | 0.00% | −213,897−97.1% | Reduced |
| New Wave Wealth Advisors LLC | 6,303 | $289.8K | 0.10% | +446+7.6% | Added |
| Everhart Financial Group, Inc. | 6,365 | $292.6K | 0.02% | +6,365 | New |
| 44 Wealth Management LLC | 6,395 | $294.0K | 0.10% | −61−0.9% | Reduced |
| Atlantic Family Wealth, LLC | 6,407 | $294.5K | 0.21% | +156+2.5% | Added |
| Ci Investments Inc. | 6,424 | $295.3K | 0.00% | −1,409−18.0% | Reduced |
| Ostrum Asset Management | 6,485 | $298.1K | 0.02% | −20,020−75.5% | Reduced |
| Morris Financial Concepts, Inc. | 6,485 | $298.1K | 0.10% | −575−8.1% | Reduced |
| Basecamp Wealth Advisors LLC | 6,487 | $298.2K | 0.06% | −370−5.4% | Reduced |
| Empower Advisory Group, LLC | 6,488 | $298.3K | 0.00% | −3,937−37.8% | Reduced |
| Stone Point Wealth LLC | 6,500 | $298.8K | 0.08% | −500−7.1% | Reduced |
| Canton Hathaway, LLC | 6,516 | $299.5K | 0.06% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 6,538 | $300.6K | 0.01% | +6,538 | New |
| Whipplewood Advisors, LLC | 6,557 | $301.4K | 0.16% | −52−0.8% | Reduced |
| Wedbush Securities Inc | 6,568 | $302.0K | 0.01% | −1,148−14.9% | Reduced |
| Sage Investment Counsel LLC | 6,570 | $302.0K | 0.34% | −444−6.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,572 | $302.1K | 0.04% | +389+6.3% | Added |
| Tompkins Financial Corp | 6,616 | $304.1K | 0.02% | −309−4.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 6,668 | $306.5K | 0.03% | +222+3.4% | Added |
| Haverford Trust Co | 6,689 | $307.5K | 0.00% | −3,237−32.6% | Reduced |
| PDS Planning, Inc | 6,692 | $307.6K | 0.02% | +95+1.4% | Added |
| 111 Capital | 6,729 | $309.3K | 0.08% | +6,729 | New |
| Kovack Advisors, Inc. | 6,648 | $309.6K | 0.02% | +717+12.1% | Added |
| Pathfinder Wealth Consulting, Inc. | 6,737 | $309.7K | 0.20% | −114−1.7% | Reduced |
| PCB Capital LLC | 6,744 | $310.0K | 0.49% | +198+3.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 6,753 | $310.4K | 0.06% | −97−1.4% | Reduced |
| CVA Family Office, LLC | 6,788 | $312.0K | 0.03% | +383+6.0% | Added |
| Broyhill Asset Management | 6,800 | $312.6K | 0.31% | −1,680−19.8% | Reduced |
| Waldron Private Wealth LLC | 6,805 | $312.8K | 0.01% | +1,344+24.6% | Added |
| Meridian Financial Partners LLC | 6,567 | $314.1K | 0.12% | −45−0.7% | Reduced |
| Fonville Wealth Management LLC | 6,843 | $314.6K | 0.06% | −17−0.2% | Reduced |
| L2 Asset Management, LLC | 6,850 | $314.9K | 0.03% | +388+6.0% | Added |
| Kathmere Capital Management, LLC | 6,857 | $315.2K | 0.02% | −2,457−26.4% | Reduced |
| Blue Rock Wealth Management LLC | 6,900 | $317.2K | 0.20% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 6,923 | $318.3K | 0.02% | −510−6.9% | Reduced |
| Exchange Traded Concepts, LLC | 6,942 | $319.1K | 0.00% | +1,444+26.3% | Added |
| IFS Group,LLC | 7,004 | $322.0K | 0.29% | +7,004 | New |
| ForthRight Wealth Management, LLC | 7,037 | $323.5K | 0.09% | +30.0% | Added |
| Two Sigma Securities, LLC | 7,037 | $323.5K | 0.04% | +7,037 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,066 | $324.6K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 7,109 | $326.8K | 0.01% | +569+8.7% | Added |
| Larry Mathis Financial Planning, LLC | 7,115 | $327.1K | 0.29% | −174−2.4% | Reduced |
| McAdam, LLC | 7,120 | $327.3K | 0.01% | +1,999+39.0% | Added |
| FDx Advisors, Inc. | 7,146 | $329.0K | 0.11% | +7,146 | New |
| Storgate, LLC | 7,163 | $329.3K | 0.26% | +100+1.4% | Added |
| Gladstone Institutional Advisory LLC | 7,165 | $329.4K | 0.01% | −681−8.7% | Reduced |
| Wynn Capital, LLC | 7,166 | $329.4K | 0.17% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 7,199 | $330.9K | 0.02% | 00.0% | Unchanged |
| Krilogy Financial LLC | 6,698 | $331.1K | 0.01% | −1,391−17.2% | Reduced |
| Arlington Trust Co LLC | 7,216 | $331.7K | 0.03% | +238+3.4% | Added |
| Silverlake Wealth Management LLC | 7,246 | $333.1K | 0.07% | +133+1.9% | Added |
| Caldwell Trust Co | 7,283 | $334.8K | 0.03% | +457+6.7% | Added |
| Facet Wealth, Inc. | 7,353 | $338.0K | 0.01% | −408−5.3% | Reduced |
| One Wealth Advisors, LLC | 7,377 | $339.1K | 0.04% | +7,377 | New |