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 |
|---|---|---|---|---|---|
| Victory Financial Group, LLC | 7,397 | $340.0K | 0.04% | +399+5.7% | Added |
| Aldebaran Financial Inc. | 7,403 | $340.3K | 0.32% | −325−4.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,478 | $343.8K | 0.02% | +138+1.9% | Added |
| Groupama Asset Managment | 7,480 | $343.9K | 0.01% | −5,149−40.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,501 | $344.8K | 0.03% | +484+6.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,546 | $346.9K | 0.01% | −1,514−16.7% | Reduced |
| Home Federal Bank of Tennessee | 7,579 | $348.4K | 0.09% | +3,370+80.1% | Added |
| WBH Advisory Inc | 7,499 | $350.3K | 0.03% | +452+6.4% | Added |
| Flputnam Investment Management Co | 7,651 | $351.7K | 0.01% | −1,258−14.1% | Reduced |
| Platform Technology Partners | 7,681 | $353.1K | 0.07% | +1,360+21.5% | Added |
| Formidable Asset Management, LLC | 7,184 | $353.5K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,748 | $356.2K | 0.09% | +880+12.8% | Added |
| Ashton Thomas Private Wealth, LLC | 7,785 | $357.9K | 0.01% | +708+10.0% | Added |
| 71 West Capital Partners | 7,790 | $358.1K | 0.02% | +7,790 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,804 | $358.8K | 0.03% | −481−5.8% | Reduced |
| tru Independence LLC | 7,845 | $360.7K | 0.18% | +41+0.5% | Added |
| Rehmann Capital Advisory Group | 7,875 | $362.1K | 0.02% | −441−5.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 7,914 | $363.8K | 0.11% | +73+0.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,935 | $364.8K | 0.02% | −515−6.1% | Reduced |
| Summit Asset Management, LLC | 7,989 | $367.3K | 0.05% | +15+0.2% | Added |
| Kestra Investment Management, LLC | 7,992 | $367.4K | 0.01% | +1,399+21.2% | Added |
| Selective Wealth Management, Inc. | 7,260 | $367.7K | 0.11% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 8,000 | $367.8K | 0.00% | 00.0% | Unchanged |
| Viking Fund Management LLC | 8,000 | $367.8K | 0.04% | +5,000+166.7% | Added |
| 1st Source Bank | 8,006 | $368.0K | 0.02% | +26+0.3% | Added |
| Eagle Strategies LLC | 8,029 | $369.1K | 0.04% | −143−1.7% | Reduced |
| Duncan Williams Asset Management, LLC | 8,035 | $369.4K | 0.10% | −4,768−37.2% | Reduced |
| German American Bancorp, Inc. | 8,047 | $369.9K | 0.03% | +8,047 | New |
| Cim Investment Mangement Inc | 8,052 | $370.1K | 0.10% | −43−0.5% | Reduced |
| River Wealth Advisors LLC | 8,057 | $370.4K | 0.04% | +8,057 | New |
| Odyssean, LLC | 8,081 | $371.5K | 0.14% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 8,098 | $372.3K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8,110 | $372.8K | 0.04% | −33−0.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,910 | $376.8K | 0.01% | +80+1.0% | Added |
| Hayek Kallen Investment Management | 8,250 | $379.0K | 0.12% | +8,250 | New |
| Cassia Capital Partners, LLC | 8,259 | $379.7K | 0.20% | +8,259 | New |
| McKinley Carter Wealth Services, Inc. | 8,266 | $379.8K | 0.02% | +19+0.2% | Added |
| Institute for Wealth Management, LLC. | 8,267 | $380.1K | 0.04% | +109+1.3% | Added |
| Spire Wealth Management | 8,298 | $381.5K | 0.01% | −7−0.1% | Reduced |
| NFP Retirement, Inc. | 8,354 | $384.0K | 0.02% | −270−3.1% | Reduced |
| Convergence Financial, LLC | 8,360 | $384.3K | 0.04% | +3,626+76.6% | Added |
| City National Bank of Florida | 8,400 | $386.1K | 0.23% | +3,668+77.5% | Added |
| Sunpointe, LLC | 8,410 | $386.6K | 0.13% | −6,371−43.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,432 | $387.6K | 0.02% | −546−6.1% | Reduced |
| Ti-Trust, Inc | 8,453 | $388.6K | 0.23% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8,470 | $389.0K | 0.01% | +4,464+111.4% | Added |
| Belleair Asset Management, LLC | 8,549 | $393.0K | 0.36% | −25−0.3% | Reduced |
| Ellevest, Inc. | 8,562 | $393.6K | 0.05% | −169−1.9% | Reduced |
| Johnson Investment Counsel Inc | 8,573 | $394.1K | 0.00% | −2,919−25.4% | Reduced |
| Baader Bank INC | 8,585 | $394.7K | 0.04% | +8,585 | New |
| Colonial River Wealth Management, LLC | 8,610 | $395.8K | 0.14% | −512−5.6% | Reduced |
| IFP Advisors, Inc | 8,639 | $397.1K | 0.01% | +434+5.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,662 | $398.2K | 0.11% | −4,461−34.0% | Reduced |
| BankPlus Wealth Management LLC | 8,668 | $398.4K | 0.21% | +128+1.5% | Added |
| SkyView Investment Advisors, LLC | 8,687 | $399.0K | 0.05% | +16+0.2% | Added |
| North Star Investment Management Corp. | 8,693 | $399.6K | 0.02% | +60+0.7% | Added |
| RiverFront Investment Group, LLC | 8,709 | $400.4K | 0.01% | +3,440+65.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,740 | $401.8K | 0.26% | −1,078−11.0% | Reduced |
| Tennessee Valley Asset Management Partners | 8,774 | $402.1K | 0.05% | +2,410+37.9% | Added |
| Almanack Investment Partners, LLC. | 8,755 | $402.5K | 0.07% | +13+0.1% | Added |
| International Private Wealth Advisors LLC | 8,759 | $402.6K | 0.25% | +822+10.4% | Added |
| Gateway Wealth Partners, LLC | 8,773 | $403.3K | 0.02% | +8,773 | New |
| TIAA Wealth Investment Management LLC | 8,795 | $403.8K | 0.00% | +8,795 | New |
| Strategic Blueprint, LLC | 8,805 | $404.8K | 0.02% | +561+6.8% | Added |
| Roxbury Financial LLC | 8,850 | $406.8K | 0.37% | +58+0.7% | Added |
| Walsky Investment Management, Inc. | 8,901 | $409.2K | 0.42% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 8,915 | $409.8K | 0.05% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 8,923 | $410.2K | 0.06% | −18−0.2% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 8,945 | $411.2K | 0.34% | −30.0% | Reduced |
| Norden Group LLC | 8,946 | $411.2K | 0.04% | +492+5.8% | Added |
| Transcend Wealth Collective, LLC | 8,951 | $411.5K | 0.03% | −455−4.8% | Reduced |
| Lantz Financial LLC | 8,954 | $411.6K | 0.09% | +318+3.7% | Added |
| Rede Wealth, LLC | 8,978 | $412.7K | 0.15% | +30.0% | Added |
| Cornerstone Advisors Asset Management, LLC | 9,017 | $414.5K | 0.06% | +32+0.4% | Added |
| Total Wealth Planning & Management, Inc. | 9,036 | $415.4K | 0.33% | +300+3.4% | Added |
| Quadrant Private Wealth Management, LLC | 9,043 | $415.7K | 0.06% | −1,603−15.1% | Reduced |
| Patriot Investment Management Inc. | 9,052 | $416.1K | 0.03% | −836−8.5% | Reduced |
| Everett Harris & Co | 9,080 | $417.4K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Group | 9,082 | $417.5K | 0.05% | −145−1.6% | Reduced |
| Parthenon LLC | 9,112 | $418.9K | 0.05% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 9,124 | $419.4K | 0.00% | +515+6.0% | Added |
| Ballew Advisors, Inc | 8,327 | $420.4K | 0.24% | +11+0.1% | Added |
| MTM Investment Management, LLC | 9,215 | $423.6K | 0.13% | +13+0.1% | Added |
| Oslo Pensjonsforsikring AS | 9,216 | $423.7K | 0.07% | +9,216 | New |
| Clearwave Capital, LLC | 9,235 | $424.5K | 0.29% | +768+9.1% | Added |
| Banco Santander, S.A. | 9,237 | $424.6K | 0.00% | +420+4.8% | Added |
| Calamos Wealth Management LLC | 9,245 | $425.0K | 0.01% | −1,489−13.9% | Reduced |
| Calamos Advisors LLC | 9,245 | $425.0K | 0.00% | +9,245 | New |
| Exencial Wealth Advisors, LLC | 9,300 | $427.5K | 0.01% | −858−8.4% | Reduced |
| Greatmark Investment Partners, Inc. | 9,359 | $430.2K | 0.05% | +19+0.2% | Added |
| Biltmore Family Office, LLC | 9,366 | $430.5K | 0.06% | +1,000+12.0% | Added |
| Bartlett & Co. Wealth Management LLC | 8,704 | $430.7K | 0.01% | +42+0.5% | Added |
| Trust Point Inc. | 9,397 | $432.0K | 0.04% | +4,637+97.4% | Added |
| Valley National Advisers Inc | 9,461 | $434.0K | 0.06% | −14−0.1% | Reduced |
| Castleview Partners, LLC | 9,442 | $434.0K | 0.22% | −407−4.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,462 | $435.0K | 0.04% | +545+6.1% | Added |
| Aspiriant, LLC | 9,466 | $435.2K | 0.01% | −255−2.6% | Reduced |
| Bingham Private Wealth, LLC | 9,512 | $437.3K | 0.35% | −550−5.5% | Reduced |
| Waycross Partners, LLC | 9,525 | $437.9K | 0.04% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 9,546 | $438.8K | 0.08% | +182+1.9% | Added |