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 |
|---|---|---|---|---|---|
| La Banque Postale Asset Management SA | 6,298 | $289.5K | 0.00% | −213,897−97.1% | Reduced |
| Smith, Moore & Co. | 6,267 | $288.1K | 0.02% | −108−1.7% | Reduced |
| truNorth Financial Services, Inc. | 6,267 | $288.1K | 0.30% | −173−2.7% | Reduced |
| Hill Investment Group Partners, LLC | 6,262 | $287.9K | 0.03% | 00.0% | Unchanged |
| Manske Wealth Management | 6,240 | $286.9K | 0.08% | −396−6.0% | Reduced |
| Genesis Private Wealth, LLC | 6,226 | $286.2K | 0.09% | −1,190−16.0% | Reduced |
| Councilmark Asset Management, LLC | 6,142 | $282.3K | 0.16% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 6,128 | $281.7K | 0.15% | +65+1.1% | Added |
| Armis Advisers, LLC | 6,033 | $280.8K | 0.03% | −418−6.5% | Reduced |
| Commonwealth Financial Services, LLC | 6,076 | $279.3K | 0.04% | +335+5.8% | Added |
| Catalytic Wealth RIA, LLC | 6,067 | $278.9K | 0.01% | −1,786−22.7% | Reduced |
| Deseret Mutual Benefit Administrators | 6,067 | $278.9K | 0.09% | +2,833+87.6% | Added |
| White Pine Capital LLC | 6,055 | $278.3K | 0.08% | +6,055 | New |
| Patrick M Sweeney & Associates, Inc | 6,052 | $278.2K | 0.18% | +10.0% | Added |
| Peachtree Investment Partners, LLC | 6,049 | $278.1K | 0.11% | +60+1.0% | Added |
| Frederick Financial Consultants, LLC | 6,042 | $277.7K | 0.14% | +78+1.3% | Added |
| Gradient Investments LLC | 6,031 | $277.3K | 0.00% | −641−9.6% | Reduced |
| Cascades Capital Asset Management, LLC | 5,966 | $274.3K | 0.11% | +31+0.5% | Added |
| Diversify Wealth Management, LLC | 5,412 | $274.1K | 0.00% | +5,412 | New |
| Integrated Advisors Network LLC | 5,960 | $274.0K | 0.01% | −7,594−56.0% | Reduced |
| Sapient Capital LLC | 5,946 | $273.3K | 0.00% | −387−6.1% | Reduced |
| Klingenstein Fields & Co LP | 5,912 | $271.8K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5,887 | $270.6K | 0.03% | +5,887 | New |
| Family Legacy, Inc. | 5,870 | $269.8K | 0.08% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 5,866 | $269.7K | 0.11% | +5,866 | New |
| Bridgewater Advisors Inc. | 8,237 | $269.1K | 0.02% | −80−1.0% | Reduced |
| Limestone Investment Advisors LP | 5,840 | $268.5K | 0.13% | +5,840 | New |
| Calton & Associates, Inc. | 5,806 | $266.9K | 0.04% | +266+4.8% | Added |
| Cornerstone Planning, LLC | 5,779 | $265.6K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5,755 | $264.6K | 0.03% | 00.0% | Unchanged |
| LongView Wealth Management | 5,329 | $263.9K | 0.07% | −212−3.8% | Reduced |
| D'Orazio & Associates, Inc. | 5,728 | $263.3K | 0.03% | −379−6.2% | Reduced |
| Souders Financial Advisors | 5,720 | $262.9K | 0.03% | −2,986−34.3% | Reduced |
| Next Level Private LLC | 5,712 | $262.6K | 0.06% | +70+1.2% | Added |
| BLB&B Advisors, LLC | 5,708 | $262.4K | 0.01% | −67−1.2% | Reduced |
| Aegis Wealth Management LLC | 5,705 | $262.3K | 0.15% | −94−1.6% | Reduced |
| Joel Isaacson & Co., LLC | 5,703 | $262.2K | 0.01% | −244−4.1% | Reduced |
| Arbor Investment Advisors, LLC | 5,701 | $262.1K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,669 | $260.6K | 0.01% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 5,460 | $260.1K | 0.10% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 5,639 | $259.2K | 0.03% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 5,629 | $258.8K | 0.09% | +5,629 | New |
| Founders Grove Wealth Partners, LLC | 5,578 | $256.4K | 0.06% | −305−5.2% | Reduced |
| Parcion Private Wealth LLC | 5,566 | $255.9K | 0.02% | −35−0.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,556 | $255.4K | 0.04% | −312−5.3% | Reduced |
| Cobblestone Asset Management LLC | 5,539 | $254.6K | 0.11% | +5,539 | New |
| Bull Harbor Capital LLC | 5,528 | $254.1K | 0.07% | +5,528 | New |
| Great Valley Advisor Group, Inc. | 5,524 | $253.9K | 0.00% | +398+7.8% | Added |
| Atlas Wealth Partners, LLC | 5,503 | $253.0K | 0.26% | +5,503 | New |
| Terry L. Blaker | 5,500 | $252.8K | 0.01% | +5,500 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,453 | $250.7K | 0.00% | +5,453 | New |
| Brookwood Investment Group LLC | 5,451 | $250.6K | 0.03% | +5,451 | New |
| MV Capital Management, Inc. | 5,412 | $248.8K | 0.02% | +456+9.2% | Added |
| AlphaGrep UK Ltd | 5,400 | $248.2K | 0.07% | +5,400 | New |
| M. Kulyk & Associates, LLC | 5,395 | $248.0K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Designers | 5,373 | $247.0K | 0.03% | −354−6.2% | Reduced |
| Fidelis Capital Partners, LLC | 5,369 | $246.8K | 0.02% | +330+6.5% | Added |
| Mountain Pacific Investment Advisers Inc | 5,366 | $246.7K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,357 | $246.3K | 0.02% | −310−5.5% | Reduced |
| Conning Inc. | 5,323 | $244.7K | 0.01% | −955−15.2% | Reduced |
| Laurel Oak Wealth Management, LLC | 5,319 | $244.5K | 0.04% | −166−3.0% | Reduced |
| Curated Wealth Partners LLC | 5,314 | $244.3K | 0.03% | +1,235+30.3% | Added |
| Keynote Financial Services LLC | 5,304 | $243.8K | 0.13% | +564+11.9% | Added |
| WealthTrust Axiom LLC | 5,301 | $243.7K | 0.06% | 00.0% | Unchanged |
| Forteris Wealth Management Inc. | 5,300 | $243.6K | 0.23% | −55−1.0% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,295 | $243.4K | 0.09% | +124+2.4% | Added |
| Wagner Wealth Management, LLC | 5,275 | $242.5K | 0.05% | −8−0.2% | Reduced |
| BTG Pactual Asset Management US LLC | 5,268 | $242.2K | 0.02% | +5,268 | New |
| Avaii Wealth Management, LLC | 5,267 | $242.1K | 0.08% | −672−11.3% | Reduced |
| Penserra Capital Management LLC | 5,300 | $242.0K | 0.00% | +100+1.9% | Added |
| West Family Investments, Inc. | 5,256 | $241.6K | 0.08% | −46−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,245 | $241.1K | 0.01% | −1,248−19.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 5,244 | $241.1K | 0.03% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 5,227 | $240.3K | 0.05% | −500−8.7% | Reduced |
| Spirepoint Private Client, LLC | 5,218 | $239.9K | 0.02% | 00.0% | Unchanged |
| Lincoln Capital LLC | 5,196 | $238.9K | 0.05% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 5,169 | $237.6K | 0.07% | +83+1.6% | Added |
| TradeWell Securities, LLC. | 5,145 | $236.5K | 0.10% | +29+0.6% | Added |
| Financial Consulate, Inc | 5,141 | $236.3K | 0.03% | +35+0.7% | Added |
| Crestwood Advisors Group LLC | 5,136 | $236.1K | 0.00% | +952+22.8% | Added |
| Golden State Equity Partners | 5,125 | $235.6K | 0.02% | +818+19.0% | Added |
| Catalyst Financial Partners LLC | 5,099 | $234.4K | 0.03% | +499+10.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,097 | $234.3K | 0.01% | −22−0.4% | Reduced |
| Element Wealth, LLC | 5,085 | $233.8K | 0.10% | +7+0.1% | Added |
| Belpointe Asset Management LLC | 5,084 | $233.7K | 0.01% | +5,084 | New |
| Shayne & Co., LLC | 5,054 | $232.3K | 0.07% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 5,048 | $232.1K | 0.05% | −64−1.3% | Reduced |
| Patton Fund Management, Inc. | 5,028 | $231.1K | 0.04% | +416+9.0% | Added |
| Lexington Hill Partners, LLC | 5,023 | $230.9K | 0.13% | +71+1.4% | Added |
| Taylor Securities Services, Inc. | 5,000 | $229.8K | 0.11% | +5,000 | New |
| Gamco Investors, Inc. Et Al | 4,973 | $228.6K | 0.00% | −300−5.7% | Reduced |
| Sound Income Strategies, LLC | 4,894 | $228.6K | 0.01% | −227−4.4% | Reduced |
| High Net Worth Advisory Group LLC | 4,960 | $228.0K | 0.05% | 00.0% | Unchanged |
| PFW Advisors LLC | 4,951 | $227.6K | 0.07% | 00.0% | Unchanged |
| Davis R M Inc | 4,934 | $226.8K | 0.00% | +73+1.5% | Added |
| Capital Square, LLC | 4,450 | $225.8K | 0.10% | −294−6.2% | Reduced |
| Paragon Capital Management Ltd | 4,871 | $223.9K | 0.05% | −207−4.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $223.9K | 0.09% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 4,858 | $223.3K | 0.03% | +4,858 | New |
| Sagewood Asset Management LP | 4,833 | $222.2K | 0.07% | +444+10.1% | Added |