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 |
|---|---|---|---|---|---|
| Retirement Planning Group | 10,653 | $489.7K | 0.02% | +295+2.8% | Added |
| Twinbeech Capital LP | 10,628 | $488.6K | 0.05% | +2,492+30.6% | Added |
| Sowell Financial Services LLC | 10,618 | $488.1K | 0.02% | −1,013−8.7% | Reduced |
| Fiduciary Group LLC | 10,585 | $486.6K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 9,485 | $483.3K | 0.01% | +1,090+13.0% | Added |
| First County Bank | 10,509 | $483.1K | 0.26% | −4,086−28.0% | Reduced |
| Keudell/Morrison Wealth Management | 10,488 | $482.1K | 0.10% | −275−2.6% | Reduced |
| Keystone Financial Group | 10,459 | $480.8K | 0.03% | +1,996+23.6% | Added |
| EntryPoint Capital, LLC | 10,318 | $474.3K | 0.14% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 472,388 | $472.4K | 0.34% | +442,267+1,468.3% | Added |
| BSW Wealth Partners | 10,257 | $471.5K | 0.06% | +663+6.9% | Added |
| Successful Portfolios LLC | 10,285 | $471.4K | 0.26% | +21+0.2% | Added |
| Centaurus Financial, Inc. | 10,255 | $471.0K | 0.02% | +439+4.5% | Added |
| Symphony Financial, Ltd. Co. | 10,368 | $469.9K | 0.06% | −475−4.4% | Reduced |
| Pine Harbor Wealth Management, LLC | 10,208 | $469.3K | 0.14% | 00.0% | Unchanged |
| Tower Bridge Advisors | 10,190 | $468.4K | 0.05% | +2,370+30.3% | Added |
| Financial Management Network Inc | 9,250 | $468.0K | 0.07% | +76+0.8% | Added |
| Mason & Associates, LLC | 10,142 | $466.2K | 0.11% | 00.0% | Unchanged |
| Wright Investors Service Inc | 10,112 | $464.8K | 0.15% | +57+0.6% | Added |
| Stoneridge Investment Partners LLC | 10,080 | $463.0K | 0.33% | +10,080 | New |
| Avalon Trust Co | 10,070 | $462.9K | 0.03% | +1,295+14.8% | Added |
| Greenspring Advisors, LLC | 10,046 | $461.8K | 0.03% | −723−6.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,017 | $460.5K | 0.01% | −361−3.5% | Reduced |
| Taylor Hoffman Capital Management LLC | 10,007 | $460.0K | 0.14% | 00.0% | Unchanged |
| American Assets Inc | 10,000 | $459.7K | 0.15% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,353 | $459.3K | 0.01% | −2,821−23.2% | Reduced |
| Wilkins Investment Counsel Inc | 9,975 | $458.6K | 0.07% | 00.0% | Unchanged |
| New Hampshire Trust | 9,951 | $457.4K | 0.09% | +362+3.8% | Added |
| Valmark Advisers, Inc. | 9,946 | $457.2K | 0.01% | −91−0.9% | Reduced |
| Cape Investment Advisory, Inc. | 9,932 | $456.6K | 0.15% | +3,817+62.4% | Added |
| Chancellor Financial Group WB LP | 9,896 | $454.9K | 0.33% | +150+1.5% | Added |
| Fiduciary Family Office, LLC | 9,798 | $450.4K | 0.13% | −2,166−18.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 9,767 | $449.0K | 0.04% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 9,765 | $448.9K | 0.05% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9,760 | $448.7K | 0.24% | −63−0.6% | Reduced |
| Hardy Reed LLC | 9,744 | $447.9K | 0.03% | −293−2.9% | Reduced |
| Stonebridge Financial Group, LLC | 9,738 | $447.7K | 0.04% | −114−1.2% | Reduced |
| Abacus Planning Group, Inc. | 9,735 | $447.5K | 0.06% | +1,833+23.2% | Added |
| Phillips Wealth Planners LLC | 9,290 | $445.7K | 0.34% | −577−5.8% | Reduced |
| Wealth Science Advisors LLC | 9,015 | $443.6K | 0.25% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 9,646 | $443.5K | 0.00% | −5,860−37.8% | Reduced |
| Nwam LLC | 9,640 | $443.2K | 0.03% | +1,680+21.1% | Added |
| Paradigm Financial Partners, LLC | 9,631 | $442.7K | 0.08% | −782−7.5% | Reduced |
| Brady Family Wealth, LLC | 9,581 | $440.4K | 0.14% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 9,572 | $440.0K | 0.01% | −1,374−12.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 9,560 | $439.5K | 0.07% | +4,460+87.5% | Added |
| Ameritas Advisory Services, LLC | 9,554 | $439.2K | 0.02% | −977−9.3% | Reduced |
| Curbstone Financial Management Corp | 9,546 | $438.8K | 0.08% | +182+1.9% | Added |
| Waycross Partners, LLC | 9,525 | $437.9K | 0.04% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 9,512 | $437.3K | 0.35% | −550−5.5% | Reduced |
| Aspiriant, LLC | 9,466 | $435.2K | 0.01% | −255−2.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,462 | $435.0K | 0.04% | +545+6.1% | Added |
| Castleview Partners, LLC | 9,442 | $434.0K | 0.22% | −407−4.1% | Reduced |
| Valley National Advisers Inc | 9,461 | $434.0K | 0.06% | −14−0.1% | Reduced |
| Trust Point Inc. | 9,397 | $432.0K | 0.04% | +4,637+97.4% | Added |
| Bartlett & Co. Wealth Management LLC | 8,704 | $430.7K | 0.01% | +42+0.5% | Added |
| Biltmore Family Office, LLC | 9,366 | $430.5K | 0.06% | +1,000+12.0% | Added |
| Greatmark Investment Partners, Inc. | 9,359 | $430.2K | 0.05% | +19+0.2% | Added |
| Exencial Wealth Advisors, LLC | 9,300 | $427.5K | 0.01% | −858−8.4% | Reduced |
| 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 |
| Banco Santander, S.A. | 9,237 | $424.6K | 0.00% | +420+4.8% | Added |
| Clearwave Capital, LLC | 9,235 | $424.5K | 0.29% | +768+9.1% | Added |
| Oslo Pensjonsforsikring AS | 9,216 | $423.7K | 0.07% | +9,216 | New |
| MTM Investment Management, LLC | 9,215 | $423.6K | 0.13% | +13+0.1% | Added |
| Ballew Advisors, Inc | 8,327 | $420.4K | 0.24% | +11+0.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 9,124 | $419.4K | 0.00% | +515+6.0% | Added |
| Parthenon LLC | 9,112 | $418.9K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Group | 9,082 | $417.5K | 0.05% | −145−1.6% | Reduced |
| Everett Harris & Co | 9,080 | $417.4K | 0.01% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 9,052 | $416.1K | 0.03% | −836−8.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 9,043 | $415.7K | 0.06% | −1,603−15.1% | Reduced |
| Total Wealth Planning & Management, Inc. | 9,036 | $415.4K | 0.33% | +300+3.4% | Added |
| Cornerstone Advisors Asset Management, LLC | 9,017 | $414.5K | 0.06% | +32+0.4% | Added |
| Rede Wealth, LLC | 8,978 | $412.7K | 0.15% | +30.0% | Added |
| Lantz Financial LLC | 8,954 | $411.6K | 0.09% | +318+3.7% | Added |
| Transcend Wealth Collective, LLC | 8,951 | $411.5K | 0.03% | −455−4.8% | Reduced |
| Norden Group LLC | 8,946 | $411.2K | 0.04% | +492+5.8% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 8,945 | $411.2K | 0.34% | −30.0% | Reduced |
| AA Financial Advisors, LLC | 8,923 | $410.2K | 0.06% | −18−0.2% | Reduced |
| Fiducient Advisors LLC | 8,915 | $409.8K | 0.05% | 00.0% | Unchanged |
| Walsky Investment Management, Inc. | 8,901 | $409.2K | 0.42% | 00.0% | Unchanged |
| Roxbury Financial LLC | 8,850 | $406.8K | 0.37% | +58+0.7% | Added |
| Strategic Blueprint, LLC | 8,805 | $404.8K | 0.02% | +561+6.8% | Added |
| TIAA Wealth Investment Management LLC | 8,795 | $403.8K | 0.00% | +8,795 | New |
| Gateway Wealth Partners, LLC | 8,773 | $403.3K | 0.02% | +8,773 | New |
| International Private Wealth Advisors LLC | 8,759 | $402.6K | 0.25% | +822+10.4% | Added |
| Almanack Investment Partners, LLC. | 8,755 | $402.5K | 0.07% | +13+0.1% | Added |
| Tennessee Valley Asset Management Partners | 8,774 | $402.1K | 0.05% | +2,410+37.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,740 | $401.8K | 0.26% | −1,078−11.0% | Reduced |
| RiverFront Investment Group, LLC | 8,709 | $400.4K | 0.01% | +3,440+65.3% | Added |
| North Star Investment Management Corp. | 8,693 | $399.6K | 0.02% | +60+0.7% | Added |
| SkyView Investment Advisors, LLC | 8,687 | $399.0K | 0.05% | +16+0.2% | Added |
| BankPlus Wealth Management LLC | 8,668 | $398.4K | 0.21% | +128+1.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 8,662 | $398.2K | 0.11% | −4,461−34.0% | Reduced |
| IFP Advisors, Inc | 8,639 | $397.1K | 0.01% | +434+5.3% | Added |
| Colonial River Wealth Management, LLC | 8,610 | $395.8K | 0.14% | −512−5.6% | Reduced |
| Baader Bank INC | 8,585 | $394.7K | 0.04% | +8,585 | New |
| Johnson Investment Counsel Inc | 8,573 | $394.1K | 0.00% | −2,919−25.4% | Reduced |
| Ellevest, Inc. | 8,562 | $393.6K | 0.05% | −169−1.9% | Reduced |