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 |
|---|---|---|---|---|---|
| Sandhill Capital Partners LLC | 4,818 | $221.5K | 0.02% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,762 | $218.9K | 0.01% | −53−1.1% | Reduced |
| TFB Advisors LLC | 4,758 | $218.7K | 0.11% | +4,758 | New |
| Cornerstone Management, Inc. | 4,750 | $218.4K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,626 | $218.2K | 0.03% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 4,731 | $217.5K | 0.06% | +4,731 | New |
| Meramec Financial Planners, LLC | 4,271 | $217.1K | 0.09% | −6−0.1% | Reduced |
| Capital Analysts, LLC | 4,717 | $217.0K | 0.01% | +160+3.5% | Added |
| Outfitter Financial LLC | 4,711 | $216.6K | 0.17% | −1,360−22.4% | Reduced |
| E Fund Management Co., Ltd. | 4,707 | $216.4K | 0.01% | +4,707 | New |
| Rock Point Advisors, LLC | 4,700 | $216.1K | 0.06% | −775−14.2% | Reduced |
| Alaethes Wealth LLC | 4,694 | $215.8K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,684 | $215.3K | 0.03% | +4,684 | New |
| NorthRock Partners, LLC | 4,676 | $215.0K | 0.00% | +14+0.3% | Added |
| MONECO Advisors, LLC | 4,655 | $214.0K | 0.02% | −198−4.1% | Reduced |
| Alta Advisers Ltd | 4,650 | $213.8K | 0.08% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 4,311 | $213.5K | 0.09% | +394+10.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,644 | $213.5K | 0.01% | −4,100−46.9% | Reduced |
| Legacy Financial Independent Advisors LLC | 4,637 | $213.2K | 0.11% | +4,637 | New |
| Soltis Investment Advisors LLC | 4,637 | $213.1K | 0.01% | +558+13.7% | Added |
| 180 Wealth Advisors, LLC | 4,621 | $212.4K | 0.02% | +362+8.5% | Added |
| VisionPoint Advisory Group, LLC | 4,620 | $212.4K | 0.04% | +4,620 | New |
| Trask Adam Roland | 4,600 | $211.5K | 0.20% | +4,600 | New |
| Howard Capital Management Inc. | 4,587 | $210.9K | 0.00% | −4,473−49.4% | Reduced |
| Sage Mountain Advisors LLC | 4,579 | $210.5K | 0.01% | −8,865−65.9% | Reduced |
| Myriad Asset Management US LP | 4,579 | $210.0K | 0.31% | +4,579 | New |
| Capital Performance Advisors LLP | 4,560 | $209.6K | 0.01% | +4,560 | New |
| Woodward Diversified Capital, LLC | 4,141 | $209.4K | 0.10% | −45−1.1% | Reduced |
| Main Street Financial Solutions, LLC | 4,540 | $208.7K | 0.02% | −139−3.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,203 | $208.5K | 0.02% | −736−14.9% | Reduced |
| American Capital Advisory, LLC | 4,526 | $208.1K | 0.08% | +17+0.4% | Added |
| Newman Dignan & Sheerar, Inc. | 4,521 | $207.8K | 0.04% | −840−15.7% | Reduced |
| Childress Capital Advisors, LLC | 4,504 | $207.1K | 0.04% | −688−13.3% | Reduced |
| BCJ Capital Management, LLC | 4,490 | $206.4K | 0.01% | +27+0.6% | Added |
| HighPoint Advisor Group LLC | 4,484 | $206.1K | 0.01% | −27,469−86.0% | Reduced |
| Pursuit Wealth Strategies, LLC | 4,477 | $205.8K | 0.29% | −98−2.1% | Reduced |
| CrossGen Wealth, LLC | 4,476 | $205.7K | 0.18% | +10.0% | Added |
| Passive Capital Management, LLC. | 4,453 | $204.7K | 0.06% | +89+2.0% | Added |
| Capital Management Corp | 4,443 | $204.2K | 0.03% | 00.0% | Unchanged |
| Bayban | 4,443 | $204.2K | 0.18% | +132+3.1% | Added |
| Eastern Bank | 4,422 | $203.3K | 0.00% | +73+1.7% | Added |
| Pure Financial Advisors, Inc. | 4,421 | $203.3K | 0.00% | +4,421 | New |
| Chase Investment Counsel Corp | 4,421 | $203.0K | 0.05% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 4,410 | $202.7K | 0.05% | +4,410 | New |
| Orographic Financial Advisors, LLC | 4,404 | $202.0K | 0.14% | +4,404 | New |
| SmartHarvest Portfolios, LLC | 4,380 | $201.4K | 0.08% | −784−15.2% | Reduced |
| First Business Financial Services, Inc. | 4,377 | $201.2K | 0.02% | +85+2.0% | Added |
| LRI Investments, LLC | 4,369 | $200.8K | 0.02% | −1,142−20.7% | Reduced |
| Advisor OS, LLC | 4,359 | $200.4K | 0.01% | +76+1.8% | Added |
| Indivisible Partners | 4,358 | $200.3K | 0.02% | +86+2.0% | Added |
| State of Wyoming | 4,256 | $195.6K | 0.02% | +4,256 | New |
| Aster Capital Management (DIFC) Ltd | 4,625 | $190.3K | 0.06% | −21,706−82.4% | Reduced |
| Cromwell Holdings LLC | 4,108 | $188.8K | 0.11% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,982 | $183.1K | 0.62% | −40−1.0% | Reduced |
| Leonteq Securities AG | 3,899 | $179.2K | 0.01% | +3,897+194,850.0% | Added |
| USA Financial Portformulas Corp | 3,841 | $176.6K | 0.03% | +3,841 | New |
| Sunbelt Securities, Inc. | 3,758 | $172.8K | 0.01% | +592+18.7% | Added |
| VSM Wealth Advisory, LLC | 3,730 | $171.5K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,720 | $171.0K | 0.02% | −142−3.7% | Reduced |
| CNB Bank | 3,708 | $170.5K | 0.07% | −136−3.5% | Reduced |
| Onefund, LLC | 3,514 | $164.0K | 0.11% | −306−8.0% | Reduced |
| Fairscale Capital, LLC | 3,503 | $161.0K | 0.11% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,473 | $159.7K | 0.01% | −226−6.1% | Reduced |
| Root Financial Partners, LLC | 3,464 | $159.2K | 0.01% | +1,201+53.1% | Added |
| Manchester Capital Management LLC | 3,417 | $157.1K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3,401 | $156.3K | 0.06% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3,328 | $153.0K | 0.12% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 3,295 | $151.5K | 0.09% | −168−4.9% | Reduced |
| Versant Capital Management, Inc | 3,221 | $148.1K | 0.01% | +745+30.1% | Added |
| Bruce G. Allen Investments, LLC | 3,173 | $145.9K | 0.10% | −313−9.0% | Reduced |
| Global Assets Advisory, LLC | 3,088 | $142.0K | 0.04% | +3,088 | New |
| Curio Wealth, LLC | 3,026 | $139.1K | 0.05% | +4+0.1% | Added |
| First PREMIER Bank | 3,000 | $138.0K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,864 | $131.7K | 0.01% | −110−3.7% | Reduced |
| Bravera Wealth | 2,846 | $130.8K | 0.06% | −231−7.5% | Reduced |
| Silvant Capital Management LLC | 2,587 | $118.9K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 2,586 | $118.9K | 0.08% | −70−2.6% | Reduced |
| Millstone Evans Group, LLC | 2,541 | $116.8K | 0.07% | +58+2.3% | Added |
| Quarry LP | 2,532 | $116.4K | 0.02% | +2,532 | New |
| Hillsdale Investment Management Inc. | 2,500 | $114.9K | 0.00% | −1,510−37.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,444 | $112.4K | 0.05% | −169−6.5% | Reduced |
| Curat Global, LLC | 2,443 | $112.3K | 0.11% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 2,431 | $111.8K | 0.04% | +2,431 | New |
| Cranbrook Wealth Management, LLC | 2,430 | $111.7K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 2,388 | $109.8K | 0.00% | −58−2.4% | Reduced |
| Owl Creek Wealth Partners LLC | 2,366 | $108.8K | 0.04% | +2,366 | New |
| Proffitt & Goodson Inc | 2,353 | $108.2K | 0.02% | −102−4.2% | Reduced |
| Clear Investment Research, LLC | 2,324 | $106.8K | 0.17% | +2,324 | New |
| Union Savings Bank | 2,309 | $106.1K | 0.05% | −588−20.3% | Reduced |
| Hughes Financial Services, LLC | 2,304 | $105.9K | 0.02% | +25+1.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,296 | $105.5K | 0.03% | +50+2.2% | Added |
| Capital Advisors, Ltd. LLC | 2,264 | $104.0K | 0.01% | +8+0.4% | Added |
| Tripletail Wealth Management, LLC | 2,165 | $102.1K | 0.14% | +1,531+241.5% | Added |
| AdvisorNet Financial, Inc | 2,186 | $100.5K | 0.01% | +258+13.4% | Added |
| Richardson Financial Services Inc. | 2,175 | $100.0K | 0.06% | +110+5.3% | Added |
| Sittner & Nelson, LLC | 2,175 | $100.0K | 0.04% | 00.0% | Unchanged |
| Trust Co | 2,156 | $99.1K | 0.01% | +22+1.0% | Added |
| Beacon Financial Strategies CORP | 2,152 | $98.9K | 0.06% | 00.0% | Unchanged |
| Abound Wealth Management | 2,151 | $98.9K | 0.02% | −52−2.4% | Reduced |
| Boyd Watterson Asset Management LLC | 2,090 | $96.1K | 0.03% | −973−31.8% | Reduced |