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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 13,798 | $634.3K | 0.08% | +13,798 | New |
| Park Place Capital Corp | 13,742 | $631.7K | 0.13% | +2,853+26.2% | Added |
| Rossmore Private Capital | 13,717 | $630.6K | 0.06% | −351−2.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 13,689 | $629.3K | 0.09% | +38+0.3% | Added |
| Ausdal Financial Partners, Inc. | 13,686 | $629.1K | 0.03% | −1,529−10.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 13,618 | $626.0K | 0.05% | +3,564+35.4% | Added |
| Banque Cantonale Vaudoise | 13,578 | $623.0K | 0.02% | +12,302+964.1% | Added |
| Pines Wealth Management, LLC | 13,533 | $622.1K | 0.20% | −1,784−11.6% | Reduced |
| Pinnacle Holdings, LLC | 13,520 | $621.5K | 0.20% | 00.0% | Unchanged |
| Fee-Only Financial Planning, L.C. | 13,506 | $620.9K | 0.37% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 13,503 | $620.7K | 0.10% | −917−6.4% | Reduced |
| Eastover Investment Advisors LLC | 13,481 | $619.7K | 0.27% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13,480 | $619.7K | 0.14% | −1,117−7.7% | Reduced |
| Archer Investment Corp | 13,412 | $616.6K | 0.13% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 13,408 | $616.4K | 0.26% | +509+3.9% | Added |
| Venturi Wealth Management, LLC | 13,394 | $615.7K | 0.03% | +336+2.6% | Added |
| Mediolanum International Funds Ltd | 13,772 | $614.8K | 0.01% | −118−0.8% | Reduced |
| Aviance Capital Partners, LLC | 13,340 | $613.2K | 0.07% | −484−3.5% | Reduced |
| Intrust Bank NA | 13,321 | $612.4K | 0.05% | −190−1.4% | Reduced |
| F/M Investments LLC | 13,314 | $612.0K | 0.04% | −406−3.0% | Reduced |
| Adams Wealth Management | 13,285 | $610.7K | 0.13% | +2,099+18.8% | Added |
| Verum Partners LLC | 13,168 | $605.3K | 0.12% | +2,340+21.6% | Added |
| Legacy Capital Group California, Inc. | 13,153 | $604.6K | 0.23% | −1,475−10.1% | Reduced |
| Highland Capital Management, LLC | 13,143 | $604.2K | 0.03% | −2,685−17.0% | Reduced |
| Heritage Investors Management Corp | 13,123 | $603.0K | 0.02% | −150−1.1% | Reduced |
| Koshinski Asset Management, Inc. | 13,043 | $599.6K | 0.04% | −31−0.2% | Reduced |
| Profund Advisors LLC | 12,998 | $597.5K | 0.02% | −2,745−17.4% | Reduced |
| Tower Research Capital LLC (TRC) | 12,995 | $597.4K | 0.02% | −24,519−65.4% | Reduced |
| Employees Retirement System of Texas | 12,953 | $595.0K | 0.01% | +12,953 | New |
| Hazlett, Burt & Watson, Inc. | 12,950 | $593.0K | 0.19% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,892 | $592.7K | 0.02% | +84+0.7% | Added |
| VestGen Advisors, LLC | 12,334 | $589.4K | 0.02% | −6,346−34.0% | Reduced |
| Payden & Rygel | 12,800 | $588.0K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 12,751 | $586.2K | 0.09% | +122+1.0% | Added |
| Piedmont Capital Management, LLC | 12,701 | $583.9K | 0.39% | −154−1.2% | Reduced |
| Parkside Financial Bank & Trust | 12,612 | $579.8K | 0.04% | +1,203+10.5% | Added |
| Wolff Financial Management LLC | 12,560 | $577.4K | 0.13% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 12,515 | $575.3K | 0.17% | −380−2.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 12,491 | $574.2K | 0.06% | −1,505−10.8% | Reduced |
| Leavell Investment Management, Inc. | 12,487 | $574.0K | 0.02% | +603+5.1% | Added |
| Live Oak Private Wealth LLC | 12,448 | $572.2K | 0.08% | 00.0% | Unchanged |
| CX Institutional | 12,434 | $572.0K | 0.02% | −1,068−7.9% | Reduced |
| Aprio Wealth Management, LLC | 12,393 | $569.7K | 0.03% | −437−3.4% | Reduced |
| Westhampton Capital, LLC | 12,309 | $565.8K | 0.26% | −146−1.2% | Reduced |
| Tannin Capital LLC | 12,299 | $565.4K | 0.41% | +107+0.9% | Added |
| Crawford Investment Counsel Inc | 12,299 | $565.4K | 0.01% | −505−3.9% | Reduced |
| Hartford Funds Management Co LLC | 12,178 | $559.9K | 0.05% | +7,844+181.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,174 | $559.6K | 0.01% | +1,637+15.5% | Added |
| Erste Asset Management GmbH | 12,530 | $559.3K | 0.01% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 12,118 | $557.1K | 0.05% | +78+0.6% | Added |
| Rothschild Investment LLC | 12,097 | $556.1K | 0.03% | +477+4.1% | Added |
| Hamilton Capital Partners Inc. | 12,087 | $555.6K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 12,065 | $554.6K | 0.02% | −35,382−74.6% | Reduced |
| Citizens Financial Group Inc | 12,057 | $554.3K | 0.01% | −4,280−26.2% | Reduced |
| EJF Capital LLC | 11,997 | $551.5K | 0.39% | −811−6.3% | Reduced |
| Thompson Investment Management, Inc. | 11,976 | $550.5K | 0.07% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 11,906 | $547.3K | 0.01% | +69+0.6% | Added |
| Cigna Investments Inc | 11,879 | $546.0K | 0.08% | −565−4.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 11,858 | $545.1K | 0.01% | −28−0.2% | Reduced |
| First United Bank Trust | 11,843 | $544.4K | 0.18% | −1,000−7.8% | Reduced |
| BKD Wealth Advisors, LLC | 11,807 | $542.8K | 0.01% | −3,870−24.7% | Reduced |
| Farmers & Merchants Investments Inc | 11,695 | $537.6K | 0.01% | −165−1.4% | Reduced |
| First Manhattan Co | 11,665 | $536.2K | 0.00% | +11,665 | New |
| Daymark Wealth Partners, LLC | 11,664 | $536.2K | 0.02% | +875+8.1% | Added |
| Chemung Canal Trust Co | 11,662 | $536.1K | 0.11% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 11,659 | $536.0K | 0.20% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 11,650 | $535.6K | 0.00% | +641+5.8% | Added |
| First Financial Group Corp | 11,641 | $535.1K | 0.44% | −304−2.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 11,622 | $534.3K | 0.39% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 11,622 | $534.2K | 0.05% | −396−3.3% | Reduced |
| Volterra Technologies LP | 11,598 | $533.2K | 0.38% | +11,598 | New |
| Eads & Heald Wealth Management | 11,530 | $530.0K | 0.26% | +261+2.3% | Added |
| Journey Strategic Wealth LLC | 11,511 | $529.2K | 0.01% | +2,891+33.5% | Added |
| Checchi Capital Advisers, LLC | 11,505 | $528.9K | 0.04% | +1,809+18.7% | Added |
| Churchill Financial Advisors, LLC | 11,503 | $528.8K | 0.11% | −1,008−8.1% | Reduced |
| Foster & Motley Inc | 11,415 | $525.0K | 0.03% | −428−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 11,321 | $520.4K | 0.02% | −128−1.1% | Reduced |
| Lighthouse Financial Services Inc | 10,503 | $520.2K | 0.12% | −3,586−25.5% | Reduced |
| Revisor Wealth Management LLC | 11,310 | $519.9K | 0.14% | −850−7.0% | Reduced |
| Austin Asset Management Co Inc | 11,309 | $519.9K | 0.09% | +11,309 | New |
| Mirabella Financial Services LLP | 11,304 | $519.6K | 0.05% | +11,304 | New |
| Alliance Wealth Advisors, LLC | 11,241 | $516.8K | 0.24% | −57−0.5% | Reduced |
| SLT Holdings LLC | 11,172 | $513.6K | 0.36% | +58+0.5% | Added |
| Boston Private Wealth LLC | 11,095 | $510.1K | 0.03% | −1,640−12.9% | Reduced |
| Pitcairn Wealth Advisors LLC | 10,359 | $509.8K | 0.05% | +50+0.5% | Added |
| Longfellow Investment Management Co LLC | 11,083 | $509.5K | 0.11% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 11,082 | $509.4K | 0.07% | +122+1.1% | Added |
| Congress Asset Management Co | 11,066 | $508.7K | 0.00% | −5,158−31.8% | Reduced |
| Change Path, LLC | 11,046 | $507.8K | 0.01% | −2,856−20.5% | Reduced |
| Dover Advisors, LLC | 11,028 | $507.0K | 0.21% | −9,930−47.4% | Reduced |
| Howe & Rusling Inc | 11,011 | $506.2K | 0.03% | −169−1.5% | Reduced |
| Driehaus Capital Management LLC | 10,943 | $503.1K | 0.00% | −2,475−18.4% | Reduced |
| NBC Securities, Inc. | 10,914 | $501.7K | 0.04% | +196+1.8% | Added |
| Pallas Capital Advisors LLC | 10,881 | $500.2K | 0.02% | +641+6.3% | Added |
| Cypress Wealth Services, LLC | 10,880 | $500.2K | 0.07% | −854−7.3% | Reduced |
| Chicago Trust Co NA | 10,856 | $499.0K | 0.08% | +453+4.4% | Added |
| Wall Street Access Asset Management, LLC | 63,415 | $496.7K | 0.13% | +56,139+771.6% | Added |
| Whittier Trust Co | 10,349 | $493.0K | 0.01% | −8−0.1% | Reduced |
| Evercore Wealth Management, LLC | 10,723 | $492.9K | 0.01% | −1,155−9.7% | Reduced |
| Kennebec Savings Bank | 10,701 | $491.9K | 0.44% | −62−0.6% | Reduced |