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 |
|---|---|---|---|---|---|
| Belleair Asset Management, LLC | 8,549 | $393.0K | 0.36% | −25−0.3% | Reduced |
| Hantz Financial Services, Inc. | 8,470 | $389.0K | 0.01% | +4,464+111.4% | Added |
| Ti-Trust, Inc | 8,453 | $388.6K | 0.23% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,432 | $387.6K | 0.02% | −546−6.1% | Reduced |
| Sunpointe, LLC | 8,410 | $386.6K | 0.13% | −6,371−43.1% | Reduced |
| City National Bank of Florida | 8,400 | $386.1K | 0.23% | +3,668+77.5% | Added |
| Convergence Financial, LLC | 8,360 | $384.3K | 0.04% | +3,626+76.6% | Added |
| NFP Retirement, Inc. | 8,354 | $384.0K | 0.02% | −270−3.1% | Reduced |
| Spire Wealth Management | 8,298 | $381.5K | 0.01% | −7−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 8,267 | $380.1K | 0.04% | +109+1.3% | Added |
| McKinley Carter Wealth Services, Inc. | 8,266 | $379.8K | 0.02% | +19+0.2% | Added |
| Cassia Capital Partners, LLC | 8,259 | $379.7K | 0.20% | +8,259 | New |
| Hayek Kallen Investment Management | 8,250 | $379.0K | 0.12% | +8,250 | New |
| Whittier Trust Co of Nevada Inc | 7,910 | $376.8K | 0.01% | +80+1.0% | Added |
| HHM Wealth Advisors, LLC | 8,110 | $372.8K | 0.04% | −33−0.4% | Reduced |
| LBMC Investment Advisors, LLC | 8,098 | $372.3K | 0.02% | 00.0% | Unchanged |
| Odyssean, LLC | 8,081 | $371.5K | 0.14% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 8,057 | $370.4K | 0.04% | +8,057 | New |
| Cim Investment Mangement Inc | 8,052 | $370.1K | 0.10% | −43−0.5% | Reduced |
| German American Bancorp, Inc. | 8,047 | $369.9K | 0.03% | +8,047 | New |
| Duncan Williams Asset Management, LLC | 8,035 | $369.4K | 0.10% | −4,768−37.2% | Reduced |
| Eagle Strategies LLC | 8,029 | $369.1K | 0.04% | −143−1.7% | Reduced |
| 1st Source Bank | 8,006 | $368.0K | 0.02% | +26+0.3% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $367.8K | 0.00% | 00.0% | Unchanged |
| Viking Fund Management LLC | 8,000 | $367.8K | 0.04% | +5,000+166.7% | Added |
| Selective Wealth Management, Inc. | 7,260 | $367.7K | 0.11% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 7,992 | $367.4K | 0.01% | +1,399+21.2% | Added |
| Summit Asset Management, LLC | 7,989 | $367.3K | 0.05% | +15+0.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,935 | $364.8K | 0.02% | −515−6.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 7,914 | $363.8K | 0.11% | +73+0.9% | Added |
| Rehmann Capital Advisory Group | 7,875 | $362.1K | 0.02% | −441−5.3% | Reduced |
| tru Independence LLC | 7,845 | $360.7K | 0.18% | +41+0.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,804 | $358.8K | 0.03% | −481−5.8% | Reduced |
| 71 West Capital Partners | 7,790 | $358.1K | 0.02% | +7,790 | New |
| Ashton Thomas Private Wealth, LLC | 7,785 | $357.9K | 0.01% | +708+10.0% | Added |
| Cary Street Partner Investment Advisory LLC | 7,748 | $356.2K | 0.09% | +880+12.8% | Added |
| Formidable Asset Management, LLC | 7,184 | $353.5K | 0.05% | 00.0% | Unchanged |
| Platform Technology Partners | 7,681 | $353.1K | 0.07% | +1,360+21.5% | Added |
| Flputnam Investment Management Co | 7,651 | $351.7K | 0.01% | −1,258−14.1% | Reduced |
| WBH Advisory Inc | 7,499 | $350.3K | 0.03% | +452+6.4% | Added |
| Home Federal Bank of Tennessee | 7,579 | $348.4K | 0.09% | +3,370+80.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,546 | $346.9K | 0.01% | −1,514−16.7% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,501 | $344.8K | 0.03% | +484+6.9% | Added |
| Groupama Asset Managment | 7,480 | $343.9K | 0.01% | −5,149−40.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,478 | $343.8K | 0.02% | +138+1.9% | Added |
| Aldebaran Financial Inc. | 7,403 | $340.3K | 0.32% | −325−4.2% | Reduced |
| Victory Financial Group, LLC | 7,397 | $340.0K | 0.04% | +399+5.7% | Added |
| One Wealth Advisors, LLC | 7,377 | $339.1K | 0.04% | +7,377 | New |
| Facet Wealth, Inc. | 7,353 | $338.0K | 0.01% | −408−5.3% | Reduced |
| Caldwell Trust Co | 7,283 | $334.8K | 0.03% | +457+6.7% | Added |
| Silverlake Wealth Management LLC | 7,246 | $333.1K | 0.07% | +133+1.9% | Added |
| Arlington Trust Co LLC | 7,216 | $331.7K | 0.03% | +238+3.4% | Added |
| Krilogy Financial LLC | 6,698 | $331.1K | 0.01% | −1,391−17.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,199 | $330.9K | 0.02% | 00.0% | Unchanged |
| Wynn Capital, LLC | 7,166 | $329.4K | 0.17% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 7,165 | $329.4K | 0.01% | −681−8.7% | Reduced |
| Storgate, LLC | 7,163 | $329.3K | 0.26% | +100+1.4% | Added |
| FDx Advisors, Inc. | 7,146 | $329.0K | 0.11% | +7,146 | New |
| McAdam, LLC | 7,120 | $327.3K | 0.01% | +1,999+39.0% | Added |
| Larry Mathis Financial Planning, LLC | 7,115 | $327.1K | 0.29% | −174−2.4% | Reduced |
| Quotient Wealth Partners, LLC | 7,109 | $326.8K | 0.01% | +569+8.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,066 | $324.6K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 7,037 | $323.5K | 0.04% | +7,037 | New |
| ForthRight Wealth Management, LLC | 7,037 | $323.5K | 0.09% | +30.0% | Added |
| IFS Group,LLC | 7,004 | $322.0K | 0.29% | +7,004 | New |
| Exchange Traded Concepts, LLC | 6,942 | $319.1K | 0.00% | +1,444+26.3% | Added |
| Waddell & Associates, LLC | 6,923 | $318.3K | 0.02% | −510−6.9% | Reduced |
| Blue Rock Wealth Management LLC | 6,900 | $317.2K | 0.20% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 6,857 | $315.2K | 0.02% | −2,457−26.4% | Reduced |
| L2 Asset Management, LLC | 6,850 | $314.9K | 0.03% | +388+6.0% | Added |
| Fonville Wealth Management LLC | 6,843 | $314.6K | 0.06% | −17−0.2% | Reduced |
| Meridian Financial Partners LLC | 6,567 | $314.1K | 0.12% | −45−0.7% | Reduced |
| Waldron Private Wealth LLC | 6,805 | $312.8K | 0.01% | +1,344+24.6% | Added |
| Broyhill Asset Management | 6,800 | $312.6K | 0.31% | −1,680−19.8% | Reduced |
| CVA Family Office, LLC | 6,788 | $312.0K | 0.03% | +383+6.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 6,753 | $310.4K | 0.06% | −97−1.4% | Reduced |
| PCB Capital LLC | 6,744 | $310.0K | 0.49% | +198+3.0% | Added |
| Pathfinder Wealth Consulting, Inc. | 6,737 | $309.7K | 0.20% | −114−1.7% | Reduced |
| Kovack Advisors, Inc. | 6,648 | $309.6K | 0.02% | +717+12.1% | Added |
| 111 Capital | 6,729 | $309.3K | 0.08% | +6,729 | New |
| PDS Planning, Inc | 6,692 | $307.6K | 0.02% | +95+1.4% | Added |
| Haverford Trust Co | 6,689 | $307.5K | 0.00% | −3,237−32.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 6,668 | $306.5K | 0.03% | +222+3.4% | Added |
| Tompkins Financial Corp | 6,616 | $304.1K | 0.02% | −309−4.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,572 | $302.1K | 0.04% | +389+6.3% | Added |
| Sage Investment Counsel LLC | 6,570 | $302.0K | 0.34% | −444−6.3% | Reduced |
| Wedbush Securities Inc | 6,568 | $302.0K | 0.01% | −1,148−14.9% | Reduced |
| Whipplewood Advisors, LLC | 6,557 | $301.4K | 0.16% | −52−0.8% | Reduced |
| Tandem Investment Advisors, Inc. | 6,538 | $300.6K | 0.01% | +6,538 | New |
| Canton Hathaway, LLC | 6,516 | $299.5K | 0.06% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 6,500 | $298.8K | 0.08% | −500−7.1% | Reduced |
| Empower Advisory Group, LLC | 6,488 | $298.3K | 0.00% | −3,937−37.8% | Reduced |
| Basecamp Wealth Advisors LLC | 6,487 | $298.2K | 0.06% | −370−5.4% | Reduced |
| Ostrum Asset Management | 6,485 | $298.1K | 0.02% | −20,020−75.5% | Reduced |
| Morris Financial Concepts, Inc. | 6,485 | $298.1K | 0.10% | −575−8.1% | Reduced |
| Ci Investments Inc. | 6,424 | $295.3K | 0.00% | −1,409−18.0% | Reduced |
| Atlantic Family Wealth, LLC | 6,407 | $294.5K | 0.21% | +156+2.5% | Added |
| 44 Wealth Management LLC | 6,395 | $294.0K | 0.10% | −61−0.9% | Reduced |
| Everhart Financial Group, Inc. | 6,365 | $292.6K | 0.02% | +6,365 | New |
| New Wave Wealth Advisors LLC | 6,303 | $289.8K | 0.10% | +446+7.6% | Added |