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 |
|---|---|---|---|---|---|
| REAP Financial Group, LLC | 2,086 | $95.9K | 0.02% | +38+1.9% | Added |
| South Plains Financial, Inc. | 2,060 | $94.7K | 0.06% | −376−15.4% | Reduced |
| GW&K Investment Management, LLC | 2,011 | $92.0K | 0.00% | +73+3.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,000 | $92.0K | 0.00% | +2,000 | New |
| Golden State Wealth Management, LLC | 1,973 | $90.7K | 0.01% | +17+0.9% | Added |
| IMA Wealth, Inc. | 1,961 | $90.1K | 0.01% | −18−0.9% | Reduced |
| Essential Partners LLC | 1,942 | $89.3K | 0.03% | −63−3.1% | Reduced |
| Smithfield Trust Co | 1,970 | $89.0K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 1,904 | $87.5K | 0.05% | +1,904 | New |
| Gables Capital Management Inc. | 1,850 | $85.0K | 0.04% | −203−9.9% | Reduced |
| Nemes Rush Group LLC | 1,845 | $84.8K | 0.01% | −57−3.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,655 | $81.1K | 0.03% | +14+0.9% | Added |
| Truvestments Capital LLC | 1,672 | $76.9K | 0.01% | 00.0% | Unchanged |
| Motco | 1,643 | $75.5K | 0.01% | −26−1.6% | Reduced |
| Quent Capital, LLC | 1,606 | $73.8K | 0.01% | −1,013−38.7% | Reduced |
| Park National Corp | 1,598 | $73.5K | 0.00% | +1,598 | New |
| SBI Securities Co., Ltd. | 1,530 | $70.3K | 0.00% | +15+1.0% | Added |
| Private Wealth Asset Management, LLC | 1,511 | $69.5K | 0.01% | +300+24.8% | Added |
| Chilton Capital Management LLC | 1,500 | $69.0K | 0.00% | −13−0.9% | Reduced |
| Rossby Financial, LCC | 1,462 | $68.3K | 0.01% | +31+2.2% | Added |
| UMA Financial Services, Inc. | 1,479 | $68.0K | 0.01% | +6+0.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,477 | $67.9K | 0.03% | −136−8.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,470 | $67.6K | 0.00% | +1,470 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,450 | $66.7K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 1,407 | $64.7K | 0.01% | +1,407 | New |
| Main Street Group, LTD | 1,349 | $62.0K | 0.02% | +1,349 | New |
| JPL Wealth Management, LLC | 1,341 | $61.6K | 0.01% | +1,341 | New |
| Brown, Lisle/Cummings, Inc. | 1,340 | $61.6K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 1,331 | $61.0K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 1,323 | $60.8K | 0.00% | +1,323 | New |
| Pinney & Scofield, Inc. | 1,310 | $60.2K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 1,296 | $59.6K | 0.07% | −253−16.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1,295 | $59.5K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,281 | $58.9K | 0.02% | +13+1.0% | Added |
| Ameriflex Group, Inc. | 1,264 | $58.1K | 0.03% | −7−0.6% | Reduced |
| Atlantic Trust, LLC | 1,251 | $57.5K | 0.01% | −975−43.8% | Reduced |
| Princeton Global Asset Management LLC | 1,217 | $55.9K | 0.01% | −71−5.5% | Reduced |
| Wall Street Financial Group, Inc. | 1,196 | $55.0K | 0.03% | +1,196 | New |
| Washington Trust Advisors, Inc. | 1,176 | $54.1K | 0.00% | +82+7.5% | Added |
| City State Bank | 1,169 | $53.7K | 0.01% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 1,157 | $53.2K | 0.03% | +1,157 | New |
| Harbor Investment Advisory, LLC | 1,118 | $51.4K | 0.00% | −177−13.7% | Reduced |
| Tiaa Trust, National Association | 1,091 | $50.2K | 0.00% | −28,202−96.3% | Reduced |
| Paradigm Asset Management Co LLC | 1,083 | $49.8K | 0.01% | 00.0% | Unchanged |
| Dorato Capital Management | 1,010 | $49.8K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,069 | $49.0K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,063 | $48.9K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,032 | $47.4K | 0.01% | −198−16.1% | Reduced |
| Hickory Point Bank & Trust | 1,022 | $47.0K | 0.03% | +1,022 | New |
| Optiver Holding B.V. | 1,008 | $46.3K | 0.00% | +1,008 | New |
| Cache Advisors, LLC | 1,000 | $46.0K | 0.01% | +1,000 | New |
| Private Wealth Management Group, LLC | 966 | $44.4K | 0.01% | −126−11.5% | Reduced |
| Catalyst Capital Advisors LLC | 951 | $43.7K | 0.00% | −60−5.9% | Reduced |
| Aventura Private Wealth, LLC | 940 | $43.2K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 936 | $43.0K | 0.00% | −70−7.0% | Reduced |
| SHP Wealth Management | 919 | $42.3K | 0.00% | +85+10.2% | Added |
| CoreCap Advisors, LLC | 911 | $41.9K | 0.00% | −65−6.7% | Reduced |
| WPG Advisers, LLC | 910 | $41.8K | 0.03% | −111−10.9% | Reduced |
| Gen-Wealth Partners Inc | 908 | $41.7K | 0.01% | +110+13.8% | Added |
| Flagship Wealth Advisors, LLC | 961 | $41.3K | 0.02% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 872 | $40.1K | 0.02% | +75+9.4% | Added |
| Missouri Trust & Investment Co | 854 | $39.3K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 853 | $39.2K | 0.03% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 840 | $39.0K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 847 | $38.9K | 0.01% | +847 | New |
| Wilkerson Advisory Group LLC | 826 | $38.0K | 0.01% | +421+104.0% | Added |
| Quest 10 Wealth Builders, Inc. | 824 | $37.9K | 0.03% | −19−2.3% | Reduced |
| Ares Financial Consulting, LLC | 797 | $37.2K | 0.03% | +548+220.1% | Added |
| Bare Financial Services, Inc | 809 | $37.2K | 0.01% | −13−1.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 767 | $35.3K | 0.01% | +85+12.5% | Added |
| Evolution Wealth Management Inc. | 765 | $35.2K | 0.03% | +732+2,218.2% | Added |
| JNBA Financial Advisors | 750 | $34.5K | 0.00% | +750 | New |
| EFG International AG | 735 | $33.9K | 0.00% | −645−46.7% | Reduced |
| Winch Advisory Services, LLC | 720 | $33.1K | 0.01% | +8+1.1% | Added |
| Atlantic Private Wealth, LLC | 715 | $32.9K | 0.02% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 695 | $32.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 668 | $30.7K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 666 | $30.6K | 0.01% | +32+5.0% | Added |
| IFG Advisory, LLC | 656 | $30.2K | 0.09% | −35,584−98.2% | Reduced |
| Bayforest Capital Ltd | 647 | $29.7K | 0.03% | −2,878−81.6% | Reduced |
| Financial Perspectives, Inc | 637 | $29.3K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 627 | $29.0K | 0.01% | −49−7.2% | Reduced |
| McMillan Office, Inc. | 629 | $28.9K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 619 | $28.5K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 617 | $28.4K | 0.01% | +577+1,442.5% | Added |
| True Wealth Design, LLC | 609 | $28.0K | 0.01% | +130+27.1% | Added |
| Dogwood Wealth Management LLC | 606 | $27.9K | 0.01% | +146+31.7% | Added |
| Mechanics Financial Corp | 600 | $27.6K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 600 | $27.6K | 0.00% | +127+26.8% | Added |
| POM Investment Strategies, LLC | 589 | $27.1K | 0.03% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 593 | $27.0K | 0.01% | −5,707−90.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 594 | $27.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 600 | $27.0K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 568 | $26.1K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 562 | $25.8K | 0.01% | −62−9.9% | Reduced |
| Triumph Capital Management | 548 | $25.2K | 0.01% | −52−8.7% | Reduced |
| Kilter Group LLC | 548 | $25.2K | 0.01% | +397+262.9% | Added |
| Swiss Re Ltd | 533 | $24.5K | 0.15% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 511 | $23.5K | 0.01% | +29+6.0% | Added |
| Opal Wealth Advisors, LLC | 508 | $23.3K | 0.01% | +508 | New |