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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 15,634 | $718.7K | 0.19% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 15,635 | $718.7K | 0.01% | −198−1.3% | Reduced |
| Keel Point, LLC | 15,676 | $720.6K | 0.05% | +1,191+8.2% | Added |
| Strategic Advisors LLC | 15,739 | $723.6K | 0.12% | −338−2.1% | Reduced |
| GeoWealth Management, LLC | 15,817 | $727.1K | 0.03% | +4,499+39.8% | Added |
| YANKCOM Partnership | 15,837 | $728.0K | 0.30% | −113−0.7% | Reduced |
| FLC Capital Advisors | 15,849 | $728.6K | 0.13% | −40.0% | Reduced |
| Frec Markets, Inc. | 15,968 | $734.0K | 0.12% | +8,021+100.9% | Added |
| Gabelli Funds LLC | 16,000 | $735.5K | 0.00% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 16,015 | $736.2K | 0.04% | −990−5.8% | Reduced |
| TownSquare Capital, LLC | 16,018 | $736.3K | 0.17% | +398+2.5% | Added |
| Modern Wealth Management, LLC | 15,767 | $736.5K | 0.01% | +9,912+169.3% | Added |
| WCG Wealth Advisors LLC | 16,024 | $736.6K | 0.02% | +755+4.9% | Added |
| Mather Group, LLC. | 16,052 | $737.9K | 0.01% | −486−2.9% | Reduced |
| Perigon Wealth Management, LLC | 16,065 | $738.5K | 0.01% | −332−2.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,073 | $738.9K | 0.04% | +23+0.1% | Added |
| Steel Peak Wealth Management LLC | 16,106 | $740.4K | 0.02% | +16,106 | New |
| Dudley Capital Management, LLC | 16,254 | $747.2K | 0.33% | −74−0.5% | Reduced |
| Franklin Street Advisors Inc | 16,262 | $747.6K | 0.05% | +156+1.0% | Added |
| Hilltop Holdings Inc. | 16,297 | $749.2K | 0.07% | −13,497−45.3% | Reduced |
| Perpetual Ltd | 16,374 | $752.7K | 0.01% | +16,374 | New |
| WBI Investments | 16,385 | $753.2K | 0.21% | −5,029−23.5% | Reduced |
| Millington Securities, LLC | 16,385 | $753.2K | 0.21% | +16,385 | New |
| Moody National Bank Trust Division | 16,467 | $757.0K | 0.07% | +1,537+10.3% | Added |
| Harbour Investments, Inc. | 16,474 | $757.3K | 0.01% | +7,371+81.0% | Added |
| Adapt Wealth Advisors, LLC | 16,598 | $763.0K | 0.28% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 16,637 | $764.8K | 0.04% | −502−2.9% | Reduced |
| Premier Path Wealth Partners, LLC | 16,652 | $765.5K | 0.10% | +2,449+17.2% | Added |
| Landscape Capital Management, L.L.C. | 16,653 | $765.5K | 0.05% | −3,706−18.2% | Reduced |
| MBL Wealth, LLC | 16,706 | $768.0K | 0.06% | +953+6.0% | Added |
| Legacy Wealth Asset Management, LLC | 16,771 | $771.0K | 0.19% | +141+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 16,775 | $771.2K | 0.01% | −1,563−8.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 16,828 | $773.6K | 0.05% | −643−3.7% | Reduced |
| SummitTX Capital, L.P. | 16,835 | $773.9K | 0.02% | +11,634+223.7% | Added |
| Waterloo Capital, L.P. | 16,843 | $774.3K | 0.05% | −499−2.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,880 | $776.0K | 0.04% | −431−2.5% | Reduced |
| City Holding Co | 16,883 | $776.1K | 0.10% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 16,915 | $777.6K | 0.06% | −180−1.1% | Reduced |
| Smith, Salley & Associates | 16,938 | $778.6K | 0.04% | −823−4.6% | Reduced |
| J. Safra Sarasin Holding AG | 16,965 | $779.1K | 0.01% | −4,429−20.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 16,990 | $781.0K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17,023 | $782.6K | 0.02% | +1,195+7.5% | Added |
| Van Eck Associates Corp | 17,031 | $783.0K | 0.00% | +793+4.9% | Added |
| HM Payson & Co | 17,052 | $783.9K | 0.01% | −71−0.4% | Reduced |
| Valeo Financial Advisors, LLC | 17,053 | $783.9K | 0.02% | −1,863−9.8% | Reduced |
| Plimoth Trust Co LLC | 17,060 | $784.2K | 0.18% | −1,020−5.6% | Reduced |
| Partners in Financial Planning | 17,071 | $784.8K | 0.13% | +2,263+15.3% | Added |
| Prosperity Consulting Group, LLC | 17,080 | $785.2K | 0.03% | +584+3.5% | Added |
| Legacy Advisors, LLC | 17,126 | $787.3K | 0.09% | −2,863−14.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 17,126 | $787.3K | 0.13% | −131−0.8% | Reduced |
| GTS Securities LLC | 17,225 | $791.8K | 0.03% | +616+3.7% | Added |
| Gateway Investment Advisers LLC | 17,332 | $796.8K | 0.01% | +11,159+180.8% | Added |
| RMB Capital Management, LLC | 17,346 | $797.4K | 0.01% | +2,330+15.5% | Added |
| Bahl & Gaynor Inc | 17,361 | $798.1K | 0.00% | +1,400+8.8% | Added |
| Legacy Capital Wealth Partners, LLC | 17,376 | $798.8K | 0.16% | −191−1.1% | Reduced |
| Paragon Private Wealth Management, LLC | 17,438 | $801.6K | 0.25% | +1,980+12.8% | Added |
| Centennial Wealth Advisory LLC | 17,473 | $803.1K | 0.19% | +2,428+16.1% | Added |
| Canal Capital Management, LLC | 17,481 | $803.6K | 0.11% | −12−0.1% | Reduced |
| Junk Investment Group, LLC | 17,616 | $809.8K | 0.42% | +17,616 | New |
| Essex Financial Services, Inc. | 17,682 | $812.9K | 0.05% | +187+1.1% | Added |
| Westpac Banking Corp | 17,686 | $813.0K | 0.06% | +12,357+231.9% | Added |
| Campbell & CO Investment Adviser LLC | 17,724 | $814.8K | 0.05% | +17,724 | New |
| NBT Bank N A | 17,739 | $815.5K | 0.05% | +1,203+7.3% | Added |
| Advisors Asset Management, Inc. | 17,793 | $817.9K | 0.01% | −15,784−47.0% | Reduced |
| Commonwealth Retirement Investments LLC | 17,936 | $824.5K | 0.26% | −1,217−6.4% | Reduced |
| Siemens Fonds Invest GmbH | 18,137 | $833.8K | 0.05% | −30.0% | Reduced |
| Sheets Smith Wealth Management | 18,149 | $834.3K | 0.09% | +61+0.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 18,236 | $838.3K | 0.02% | +477+2.7% | Added |
| United Community Bank | 18,294 | $841.0K | 0.28% | +1,115+6.5% | Added |
| TD Waterhouse Canada Inc. | 18,015 | $841.1K | 0.00% | +12,160+207.7% | Added |
| Virtu Financial LLC | 18,498 | $850.0K | 0.04% | +18,498 | New |
| Evergreen Capital Management LLC | 18,695 | $859.4K | 0.02% | +7,648+69.2% | Added |
| Silver Oak Securities, Inc | 18,699 | $859.6K | 0.06% | −6,803−26.7% | Reduced |
| Trust Co of Virginia | 18,706 | $859.9K | 0.07% | −248−1.3% | Reduced |
| Private Trust Co NA | 18,734 | $861.2K | 0.08% | −44−0.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,865 | $867.2K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 18,870 | $867.4K | 0.08% | +192+1.0% | Added |
| Elevated Capital Advisors, LLC | 19,134 | $879.6K | 0.22% | +2,152+12.7% | Added |
| Dodge & Cox | 19,151 | $880.4K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 19,213 | $881.5K | 0.14% | +356+1.9% | Added |
| Reuter James Wealth Management, LLC | 19,289 | $886.7K | 0.13% | −72−0.4% | Reduced |
| West Paces Advisors Inc. | 19,334 | $888.8K | 0.17% | 00.0% | Unchanged |
| NewSquare Capital LLC | 19,397 | $891.7K | 0.08% | +552+2.9% | Added |
| OmniStar Financial Group, Inc. | 19,445 | $893.9K | 0.46% | +270+1.4% | Added |
| Todd Asset Management LLC | 19,459 | $894.5K | 0.02% | +57+0.3% | Added |
| EP Wealth Advisors, LLC | 19,487 | $895.8K | 0.00% | −2,357−10.8% | Reduced |
| Wealth Group, Ltd. | 19,500 | $896.0K | 0.84% | +282+1.5% | Added |
| Triangle Securities Wealth Management | 19,508 | $896.8K | 0.20% | −1,558−7.4% | Reduced |
| Carson Advisory Inc. | 19,604 | $901.2K | 0.47% | −995−4.8% | Reduced |
| Sterling Investment Management, Inc. | 19,693 | $905.3K | 0.54% | −385−1.9% | Reduced |
| Leisure Capital Management | 19,713 | $906.2K | 0.32% | −168−0.8% | Reduced |
| Savvy Advisors, Inc. | 19,844 | $912.2K | 0.02% | +1,928+10.8% | Added |
| Welch & Forbes LLC | 19,990 | $918.9K | 0.01% | −518−2.5% | Reduced |
| RMR Wealth Builders | 20,041 | $921.3K | 0.07% | −259−1.3% | Reduced |
| CSS LLC | 20,066 | $922.4K | 0.05% | +13,430+202.4% | Added |
| Umb Bank N A | 20,080 | $923.1K | 0.01% | −19−0.1% | Reduced |
| Toth Financial Advisory Corp | 20,157 | $926.6K | 0.10% | +7,259+56.3% | Added |
| Legacy Financial Advisors, Inc. | 20,195 | $928.4K | 0.13% | −100.0% | Reduced |
| Lebenthal Global Advisors, LLC | 20,273 | $931.9K | 0.14% | +76+0.4% | Added |
| Applied Finance Capital Management, LLC | 20,342 | $935.1K | 0.07% | −331−1.6% | Reduced |