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 |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | 12,178 | $559.9K | 0.05% | +7,844+181.0% | Added |
| Crawford Investment Counsel Inc | 12,299 | $565.4K | 0.01% | −505−3.9% | Reduced |
| Tannin Capital LLC | 12,299 | $565.4K | 0.41% | +107+0.9% | Added |
| Westhampton Capital, LLC | 12,309 | $565.8K | 0.26% | −146−1.2% | Reduced |
| Aprio Wealth Management, LLC | 12,393 | $569.7K | 0.03% | −437−3.4% | Reduced |
| CX Institutional | 12,434 | $572.0K | 0.02% | −1,068−7.9% | Reduced |
| Live Oak Private Wealth LLC | 12,448 | $572.2K | 0.08% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 12,487 | $574.0K | 0.02% | +603+5.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 12,491 | $574.2K | 0.06% | −1,505−10.8% | Reduced |
| Hoxton Planning & Management, LLC | 12,515 | $575.3K | 0.17% | −380−2.9% | Reduced |
| Wolff Financial Management LLC | 12,560 | $577.4K | 0.13% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12,612 | $579.8K | 0.04% | +1,203+10.5% | Added |
| Piedmont Capital Management, LLC | 12,701 | $583.9K | 0.39% | −154−1.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 12,751 | $586.2K | 0.09% | +122+1.0% | Added |
| Payden & Rygel | 12,800 | $588.0K | 0.05% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 12,334 | $589.4K | 0.02% | −6,346−34.0% | Reduced |
| Sigma Planning Corp | 12,892 | $592.7K | 0.02% | +84+0.7% | Added |
| Hazlett, Burt & Watson, Inc. | 12,950 | $593.0K | 0.19% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 12,953 | $595.0K | 0.01% | +12,953 | New |
| Tower Research Capital LLC (TRC) | 12,995 | $597.4K | 0.02% | −24,519−65.4% | Reduced |
| Profund Advisors LLC | 12,998 | $597.5K | 0.02% | −2,745−17.4% | Reduced |
| Koshinski Asset Management, Inc. | 13,043 | $599.6K | 0.04% | −31−0.2% | Reduced |
| Heritage Investors Management Corp | 13,123 | $603.0K | 0.02% | −150−1.1% | Reduced |
| Highland Capital Management, LLC | 13,143 | $604.2K | 0.03% | −2,685−17.0% | Reduced |
| Legacy Capital Group California, Inc. | 13,153 | $604.6K | 0.23% | −1,475−10.1% | Reduced |
| Verum Partners LLC | 13,168 | $605.3K | 0.12% | +2,340+21.6% | Added |
| Adams Wealth Management | 13,285 | $610.7K | 0.13% | +2,099+18.8% | Added |
| F/M Investments LLC | 13,314 | $612.0K | 0.04% | −406−3.0% | Reduced |
| Intrust Bank NA | 13,321 | $612.4K | 0.05% | −190−1.4% | Reduced |
| Aviance Capital Partners, LLC | 13,340 | $613.2K | 0.07% | −484−3.5% | Reduced |
| Mediolanum International Funds Ltd | 13,772 | $614.8K | 0.01% | −118−0.8% | Reduced |
| Venturi Wealth Management, LLC | 13,394 | $615.7K | 0.03% | +336+2.6% | Added |
| Forefront Wealth Partners, LLC | 13,408 | $616.4K | 0.26% | +509+3.9% | Added |
| Archer Investment Corp | 13,412 | $616.6K | 0.13% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13,480 | $619.7K | 0.14% | −1,117−7.7% | Reduced |
| Eastover Investment Advisors LLC | 13,481 | $619.7K | 0.27% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 13,503 | $620.7K | 0.10% | −917−6.4% | Reduced |
| Fee-Only Financial Planning, L.C. | 13,506 | $620.9K | 0.37% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 13,520 | $621.5K | 0.20% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 13,533 | $622.1K | 0.20% | −1,784−11.6% | Reduced |
| Banque Cantonale Vaudoise | 13,578 | $623.0K | 0.02% | +12,302+964.1% | Added |
| Transamerica Financial Advisors, Inc. | 13,618 | $626.0K | 0.05% | +3,564+35.4% | Added |
| Ausdal Financial Partners, Inc. | 13,686 | $629.1K | 0.03% | −1,529−10.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,689 | $629.3K | 0.09% | +38+0.3% | Added |
| Rossmore Private Capital | 13,717 | $630.6K | 0.06% | −351−2.5% | Reduced |
| Park Place Capital Corp | 13,742 | $631.7K | 0.13% | +2,853+26.2% | Added |
| LexAurum Advisors, LLC | 13,798 | $634.3K | 0.08% | +13,798 | New |
| Westover Capital Advisors, LLC | 13,818 | $635.2K | 0.12% | +3,800+37.9% | Added |
| Simplicity Wealth,LLC | 13,838 | $636.1K | 0.04% | +1,997+16.9% | Added |
| Syon Capital LLC | 13,843 | $636.4K | 0.03% | −1,510−9.8% | Reduced |
| Klingman & Associates, LLC | 13,891 | $638.6K | 0.03% | +262+1.9% | Added |
| Uncommon Cents Investing LLC | 13,895 | $638.8K | 0.15% | +415+3.1% | Added |
| Chilton Investment Co LLC | 13,950 | $641.3K | 0.02% | −4,152−22.9% | Reduced |
| Hilltop National Bank | 14,021 | $644.5K | 0.15% | +1,120+8.7% | Added |
| Z3 Capital Partners, LLC | 14,025 | $644.7K | 0.16% | −583−4.0% | Reduced |
| Cidel Asset Management Inc | 14,135 | $649.8K | 0.04% | +2,269+19.1% | Added |
| Aull & Monroe Investment Management Corp | 14,145 | $650.2K | 0.30% | +1,945+15.9% | Added |
| LVW Advisors, LLC | 14,165 | $651.2K | 0.06% | +4,636+48.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,227 | $654.0K | 0.30% | +9,533+203.1% | Added |
| 1620 Investment Advisors, Inc. | 14,332 | $658.9K | 0.45% | +358+2.6% | Added |
| First City Capital Management, Inc. | 14,368 | $660.5K | 0.35% | +457+3.3% | Added |
| Princeton Capital Management LLC | 14,380 | $661.1K | 0.18% | −54−0.4% | Reduced |
| Texas Yale Capital Corp. | 14,400 | $662.0K | 0.02% | 00.0% | Unchanged |
| Alteri Wealth LLC | 14,492 | $666.2K | 0.22% | −105−0.7% | Reduced |
| IHT Wealth Management, LLC | 14,611 | $671.7K | 0.02% | +1,324+10.0% | Added |
| Hills Bank & Trust Co | 14,641 | $673.0K | 0.03% | −1,607−9.9% | Reduced |
| First Dallas Securities Inc. | 14,659 | $673.9K | 0.25% | +211+1.5% | Added |
| 3Chopt Investment Partners, LLC | 14,687 | $675.2K | 0.15% | −26−0.2% | Reduced |
| Sumitomo Life Insurance Co | 14,730 | $677.1K | 0.02% | +472+3.3% | Added |
| Advocacy Wealth Management Services, LLC | 14,737 | $677.5K | 0.03% | −185−1.2% | Reduced |
| Trust Asset Management LLC | 14,747 | $677.9K | 0.05% | 00.0% | Unchanged |
| Code Waechter LLC | 14,747 | $677.9K | 0.40% | +477+3.3% | Added |
| RKL Wealth Management LLC | 14,749 | $678.0K | 0.06% | −1,998−11.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 14,758 | $678.4K | 0.05% | +30.0% | Added |
| Burke & Herbert Bank & Trust Co | 14,787 | $679.8K | 0.19% | −2,910−16.4% | Reduced |
| Panagora Asset Management Inc | 14,802 | $680.4K | 0.00% | +224+1.5% | Added |
| Centurion Wealth Management LLC | 14,862 | $683.2K | 0.15% | −263−1.7% | Reduced |
| Wedmont Private Capital | 13,873 | $683.8K | 0.02% | −1,404−9.2% | Reduced |
| Icon Wealth Advisors, LLC | 13,509 | $684.2K | 0.04% | +17+0.1% | Added |
| CTC Alternative Strategies, Ltd. | 14,905 | $685.2K | 1.56% | +14,905 | New |
| Ingalls & Snyder LLC | 14,914 | $686.0K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 14,964 | $687.9K | 0.00% | +1,487+11.0% | Added |
| Busey Wealth Management | 14,993 | $689.2K | 0.02% | −168−1.1% | Reduced |
| Par Capital Management Inc | 15,000 | $689.5K | 0.02% | +15,000 | New |
| Virtue Asset Management LLC | 15,081 | $693.3K | 0.55% | +7,767+106.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,098 | $694.0K | 0.18% | −511−3.3% | Reduced |
| Evoke Wealth, LLC | 15,132 | $695.6K | 0.01% | +8,266+120.4% | Added |
| Polymer Capital Management (US) LLC | 15,152 | $696.5K | 0.10% | −53,229−77.8% | Reduced |
| Insigneo Advisory Services, LLC | 15,188 | $698.2K | 0.05% | −2,886−16.0% | Reduced |
| Canandaigua National Trust Co of Florida | 15,257 | $701.4K | 0.56% | −4,854−24.1% | Reduced |
| X-Square Capital, LLC | 15,339 | $705.0K | 0.24% | +390+2.6% | Added |
| First Horizon Corp | 15,395 | $707.7K | 0.03% | +70.0% | Added |
| Teza Capital Management LLC | 15,414 | $708.6K | 2.59% | +1,750+12.8% | Added |
| FSM Wealth Advisors, LLC | 15,421 | $708.9K | 0.09% | +248+1.6% | Added |
| Washington Capital Management Inc | 15,430 | $709.3K | 0.60% | +630+4.3% | Added |
| Riverbend Wealth Management, LLC | 15,489 | $712.0K | 0.44% | −81−0.5% | Reduced |
| Mayfair Advisory Group, LLC | 15,497 | $712.4K | 0.25% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 15,290 | $714.2K | 0.05% | −1,543−9.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 15,572 | $715.8K | 0.04% | −92−0.6% | Reduced |
| Invst, LLC | 15,588 | $716.6K | 0.08% | −484−3.0% | Reduced |