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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 9,554 | $439.2K | 0.02% | −977−9.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 9,560 | $439.5K | 0.07% | +4,460+87.5% | Added |
| Vaughan David Investments LLC | 9,572 | $440.0K | 0.01% | −1,374−12.6% | Reduced |
| Brady Family Wealth, LLC | 9,581 | $440.4K | 0.14% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 9,631 | $442.7K | 0.08% | −782−7.5% | Reduced |
| Nwam LLC | 9,640 | $443.2K | 0.03% | +1,680+21.1% | Added |
| Fisher Asset Management, LLC | 9,646 | $443.5K | 0.00% | −5,860−37.8% | Reduced |
| Wealth Science Advisors LLC | 9,015 | $443.6K | 0.25% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 9,290 | $445.7K | 0.34% | −577−5.8% | Reduced |
| Abacus Planning Group, Inc. | 9,735 | $447.5K | 0.06% | +1,833+23.2% | Added |
| Stonebridge Financial Group, LLC | 9,738 | $447.7K | 0.04% | −114−1.2% | Reduced |
| Hardy Reed LLC | 9,744 | $447.9K | 0.03% | −293−2.9% | Reduced |
| RFP Financial Group LLC | 9,760 | $448.7K | 0.24% | −63−0.6% | Reduced |
| Southeast Asset Advisors Inc. | 9,765 | $448.9K | 0.05% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 9,767 | $449.0K | 0.04% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 9,798 | $450.4K | 0.13% | −2,166−18.1% | Reduced |
| Chancellor Financial Group WB LP | 9,896 | $454.9K | 0.33% | +150+1.5% | Added |
| Cape Investment Advisory, Inc. | 9,932 | $456.6K | 0.15% | +3,817+62.4% | Added |
| Valmark Advisers, Inc. | 9,946 | $457.2K | 0.01% | −91−0.9% | Reduced |
| New Hampshire Trust | 9,951 | $457.4K | 0.09% | +362+3.8% | Added |
| Wilkins Investment Counsel Inc | 9,975 | $458.6K | 0.07% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,353 | $459.3K | 0.01% | −2,821−23.2% | Reduced |
| American Assets Inc | 10,000 | $459.7K | 0.15% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 10,007 | $460.0K | 0.14% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10,017 | $460.5K | 0.01% | −361−3.5% | Reduced |
| Greenspring Advisors, LLC | 10,046 | $461.8K | 0.03% | −723−6.7% | Reduced |
| Avalon Trust Co | 10,070 | $462.9K | 0.03% | +1,295+14.8% | Added |
| Stoneridge Investment Partners LLC | 10,080 | $463.0K | 0.33% | +10,080 | New |
| Wright Investors Service Inc | 10,112 | $464.8K | 0.15% | +57+0.6% | Added |
| Mason & Associates, LLC | 10,142 | $466.2K | 0.11% | 00.0% | Unchanged |
| Financial Management Network Inc | 9,250 | $468.0K | 0.07% | +76+0.8% | Added |
| Tower Bridge Advisors | 10,190 | $468.4K | 0.05% | +2,370+30.3% | Added |
| Pine Harbor Wealth Management, LLC | 10,208 | $469.3K | 0.14% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 10,368 | $469.9K | 0.06% | −475−4.4% | Reduced |
| Centaurus Financial, Inc. | 10,255 | $471.0K | 0.02% | +439+4.5% | Added |
| Successful Portfolios LLC | 10,285 | $471.4K | 0.26% | +21+0.2% | Added |
| BSW Wealth Partners | 10,257 | $471.5K | 0.06% | +663+6.9% | Added |
| Diamant Asset Management, Inc. | 472,388 | $472.4K | 0.34% | +442,267+1,468.3% | Added |
| EntryPoint Capital, LLC | 10,318 | $474.3K | 0.14% | 00.0% | Unchanged |
| Keystone Financial Group | 10,459 | $480.8K | 0.03% | +1,996+23.6% | Added |
| Keudell/Morrison Wealth Management | 10,488 | $482.1K | 0.10% | −275−2.6% | Reduced |
| First County Bank | 10,509 | $483.1K | 0.26% | −4,086−28.0% | Reduced |
| Chicago Partners Investment Group LLC | 9,485 | $483.3K | 0.01% | +1,090+13.0% | Added |
| Fiduciary Group LLC | 10,585 | $486.6K | 0.04% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,618 | $488.1K | 0.02% | −1,013−8.7% | Reduced |
| Twinbeech Capital LP | 10,628 | $488.6K | 0.05% | +2,492+30.6% | Added |
| Retirement Planning Group | 10,653 | $489.7K | 0.02% | +295+2.8% | Added |
| Kennebec Savings Bank | 10,701 | $491.9K | 0.44% | −62−0.6% | Reduced |
| Evercore Wealth Management, LLC | 10,723 | $492.9K | 0.01% | −1,155−9.7% | Reduced |
| Whittier Trust Co | 10,349 | $493.0K | 0.01% | −8−0.1% | Reduced |
| Wall Street Access Asset Management, LLC | 63,415 | $496.7K | 0.13% | +56,139+771.6% | Added |
| Chicago Trust Co NA | 10,856 | $499.0K | 0.08% | +453+4.4% | Added |
| Cypress Wealth Services, LLC | 10,880 | $500.2K | 0.07% | −854−7.3% | Reduced |
| Pallas Capital Advisors LLC | 10,881 | $500.2K | 0.02% | +641+6.3% | Added |
| NBC Securities, Inc. | 10,914 | $501.7K | 0.04% | +196+1.8% | Added |
| Driehaus Capital Management LLC | 10,943 | $503.1K | 0.00% | −2,475−18.4% | Reduced |
| Howe & Rusling Inc | 11,011 | $506.2K | 0.03% | −169−1.5% | Reduced |
| Dover Advisors, LLC | 11,028 | $507.0K | 0.21% | −9,930−47.4% | Reduced |
| Change Path, LLC | 11,046 | $507.8K | 0.01% | −2,856−20.5% | Reduced |
| Congress Asset Management Co | 11,066 | $508.7K | 0.00% | −5,158−31.8% | Reduced |
| Gratus Wealth Advisors, LLC | 11,082 | $509.4K | 0.07% | +122+1.1% | Added |
| Longfellow Investment Management Co LLC | 11,083 | $509.5K | 0.11% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 10,359 | $509.8K | 0.05% | +50+0.5% | Added |
| Boston Private Wealth LLC | 11,095 | $510.1K | 0.03% | −1,640−12.9% | Reduced |
| SLT Holdings LLC | 11,172 | $513.6K | 0.36% | +58+0.5% | Added |
| Alliance Wealth Advisors, LLC | 11,241 | $516.8K | 0.24% | −57−0.5% | Reduced |
| Mirabella Financial Services LLP | 11,304 | $519.6K | 0.05% | +11,304 | New |
| Austin Asset Management Co Inc | 11,309 | $519.9K | 0.09% | +11,309 | New |
| Revisor Wealth Management LLC | 11,310 | $519.9K | 0.14% | −850−7.0% | Reduced |
| Lighthouse Financial Services Inc | 10,503 | $520.2K | 0.12% | −3,586−25.5% | Reduced |
| Ameritas Investment Partners, Inc. | 11,321 | $520.4K | 0.02% | −128−1.1% | Reduced |
| Foster & Motley Inc | 11,415 | $525.0K | 0.03% | −428−3.6% | Reduced |
| Churchill Financial Advisors, LLC | 11,503 | $528.8K | 0.11% | −1,008−8.1% | Reduced |
| Checchi Capital Advisers, LLC | 11,505 | $528.9K | 0.04% | +1,809+18.7% | Added |
| Journey Strategic Wealth LLC | 11,511 | $529.2K | 0.01% | +2,891+33.5% | Added |
| Eads & Heald Wealth Management | 11,530 | $530.0K | 0.26% | +261+2.3% | Added |
| Volterra Technologies LP | 11,598 | $533.2K | 0.38% | +11,598 | New |
| Advyzon Investment Management, LLC | 11,622 | $534.2K | 0.05% | −396−3.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 11,622 | $534.3K | 0.39% | 00.0% | Unchanged |
| First Financial Group Corp | 11,641 | $535.1K | 0.44% | −304−2.5% | Reduced |
| Moneta Group Investment Advisors LLC | 11,650 | $535.6K | 0.00% | +641+5.8% | Added |
| Sculati Wealth Management, LLC | 11,659 | $536.0K | 0.20% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 11,662 | $536.1K | 0.11% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 11,664 | $536.2K | 0.02% | +875+8.1% | Added |
| First Manhattan Co | 11,665 | $536.2K | 0.00% | +11,665 | New |
| Farmers & Merchants Investments Inc | 11,695 | $537.6K | 0.01% | −165−1.4% | Reduced |
| BKD Wealth Advisors, LLC | 11,807 | $542.8K | 0.01% | −3,870−24.7% | Reduced |
| First United Bank Trust | 11,843 | $544.4K | 0.18% | −1,000−7.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 11,858 | $545.1K | 0.01% | −28−0.2% | Reduced |
| Cigna Investments Inc | 11,879 | $546.0K | 0.08% | −565−4.5% | Reduced |
| Sterling Capital Management LLC | 11,906 | $547.3K | 0.01% | +69+0.6% | Added |
| Thompson Investment Management, Inc. | 11,976 | $550.5K | 0.07% | 00.0% | Unchanged |
| EJF Capital LLC | 11,997 | $551.5K | 0.39% | −811−6.3% | Reduced |
| Citizens Financial Group Inc | 12,057 | $554.3K | 0.01% | −4,280−26.2% | Reduced |
| SageView Advisory Group, LLC | 12,065 | $554.6K | 0.02% | −35,382−74.6% | Reduced |
| Hamilton Capital Partners Inc. | 12,087 | $555.6K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12,097 | $556.1K | 0.03% | +477+4.1% | Added |
| Shepherd Financial Partners LLC | 12,118 | $557.1K | 0.05% | +78+0.6% | Added |
| Erste Asset Management GmbH | 12,530 | $559.3K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 12,174 | $559.6K | 0.01% | +1,637+15.5% | Added |