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 |
|---|---|---|---|---|---|
| Wellington-Altus USA Inc. | 447 | $22.3K | 0.01% | −967−68.4% | Reduced |
| Richard W. Paul & Associates, LLC | 484 | $22.2K | 0.01% | +4+0.8% | Added |
| Prosperity Bancshares Inc | 475 | $21.8K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 440 | $21.8K | 0.00% | +440 | New |
| Fortitude Family Office, LLC | 473 | $21.7K | 0.00% | +182+62.5% | Added |
| Stone House Investment Management, LLC | 473 | $21.7K | 0.00% | +193+68.9% | Added |
| Rialto Wealth Management, LLC | 461 | $21.2K | 0.00% | +24+5.5% | Added |
| Hartford Financial Management Inc. | 449 | $20.6K | 0.01% | 00.0% | Unchanged |
| Raelipskie Partnership | 447 | $20.5K | 0.01% | +447 | New |
| Protective Life Corp | 444 | $20.4K | 0.07% | +444 | New |
| Kemnay Advisory Services Inc. | 438 | $20.1K | 0.00% | −67−13.3% | Reduced |
| Loomis Sayles & Co L P | 433 | $19.9K | 0.00% | −168−28.0% | Reduced |
| Morton Brown Family Wealth, LLC | 427 | $19.6K | 0.01% | +3+0.7% | Added |
| McIlrath & Eck, LLC | 427 | $19.6K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 424 | $19.5K | 0.01% | −23−5.1% | Reduced |
| Maseco LLP | 424 | $19.5K | 0.00% | −228−35.0% | Reduced |
| Legacy Wealth Managment, LLC | 422 | $19.4K | 0.01% | +258+157.3% | Added |
| JFS Wealth Advisors, LLC | 417 | $19.2K | 0.00% | +18+4.5% | Added |
| High Note Wealth, LLC | 415 | $19.1K | 0.00% | +6+1.5% | Added |
| Highline Wealth Partners LLC | 411 | $18.9K | 0.00% | +118+40.3% | Added |
| TD Capital Management LLC | 410 | $18.9K | 0.00% | +4+1.0% | Added |
| PFS Partners, LLC | 409 | $18.8K | 0.01% | −75−15.5% | Reduced |
| Country Trust Bank | 408 | $18.8K | 0.00% | +11+2.8% | Added |
| Ironwood Wealth Management, Inc. | 370 | $18.7K | 0.01% | +370 | New |
| Edmond de Rothschild Holding S.A. | 403 | $18.5K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 393 | $18.1K | 0.01% | +4+1.0% | Added |
| Fairman Group, LLC | 392 | $18.0K | 0.02% | +4+1.0% | Added |
| Ogorek Anthony Joseph | 396 | $18.0K | 0.00% | −85−17.7% | Reduced |
| Aspect Partners, LLC | 389 | $17.9K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 388 | $17.8K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 379 | $17.4K | 0.01% | +379 | New |
| Basepoint Wealth LLC | 379 | $17.4K | 0.01% | +1+0.3% | Added |
| Covestor Ltd | 378 | $17.0K | 0.01% | −262−40.9% | Reduced |
| Pinnacle Bancorp, Inc. | 365 | $16.8K | 0.00% | −394−51.9% | Reduced |
| Prestige Wealth Management Group LLC | 364 | $16.7K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 361 | $16.6K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $16.5K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 356 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 309 | $15.4K | 0.00% | +100+47.8% | Added |
| Wealth Preservation Advisors, LLC | 329 | $15.1K | 0.01% | −323−49.5% | Reduced |
| Valued Wealth Advisors LLC | 321 | $14.7K | 0.01% | +34+11.8% | Added |
| Armstrong Advisory Group, Inc | 320 | $14.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 312 | $14.3K | 0.00% | +102+48.6% | Added |
| Solstein Capital, LLC | 311 | $14.3K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 307 | $14.1K | 0.01% | −23,510−98.7% | Reduced |
| Coastline Trust Co | 300 | $13.8K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $13.8K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 293 | $13.0K | 0.00% | +36+14.0% | Added |
| Torren Management, LLC | 278 | $12.8K | 0.01% | −707−71.8% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 268 | $12.3K | 0.05% | +268 | New |
| Dunhill Financial, LLC | 267 | $12.3K | 0.00% | −66−19.8% | Reduced |
| Meeder Asset Management Inc | 266 | $12.2K | 0.00% | −72−21.3% | Reduced |
| Bangor Savings Bank | 264 | $12.1K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 250 | $11.5K | 0.00% | −50−16.7% | Reduced |
| Miller Wealth Advisors, LLC | 250 | $11.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 248 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 245 | $11.3K | 0.00% | −12−4.7% | Reduced |
| Duncker Streett & Co Inc | 244 | $11.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 236 | $10.8K | 0.00% | −399−62.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 226 | $10.4K | 0.02% | −431−65.6% | Reduced |
| Atwood & Palmer Inc | 225 | $10.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $9.19K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 202 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 195 | $8.96K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 189 | $8.69K | 0.00% | +4+2.2% | Added |
| Sachetta, LLC | 183 | $8.41K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 176 | $8.09K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 174 | $8.00K | 0.00% | −236−57.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 173 | $7.95K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 170 | $7.82K | 0.00% | −400−70.2% | Reduced |
| Hollencrest Capital Management | 168 | $7.72K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 168 | $7.72K | 0.01% | +14+9.1% | Added |
| Crewe Advisors LLC | 168 | $7.72K | 0.00% | +161+2,300.0% | Added |
| Osbon Capital Management LLC | 162 | $7.46K | 0.01% | −63−28.0% | Reduced |
| Centennial Bank | 161 | $7.40K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $7.17K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 153 | $7.04K | 0.00% | +153 | New |
| NVWM, LLC | 153 | $7.00K | 0.00% | +4+2.7% | Added |
| Fortis Group Advisors, LLC | 150 | $6.90K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 147 | $6.76K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 147 | $6.74K | 0.00% | +2+1.4% | Added |
| Advocate Investing Services LLC | 143 | $6.57K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 143 | $6.57K | 0.00% | +36+33.6% | Added |
| Scarborough Advisors, LLC | 142 | $6.53K | 0.00% | −130−47.8% | Reduced |
| Daytona Street Capital LLC | 134 | $6.30K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 133 | $6.12K | 0.00% | +3+2.3% | Added |
| Sit Investment Associates Inc | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 127 | $5.84K | 0.00% | +127 | New |
| Joseph Group Capital Management | 126 | $5.79K | 0.00% | +126 | New |
| SJS Investment Consulting Inc. | 123 | $5.66K | 0.00% | −7−5.4% | Reduced |
| RMG Wealth Management LLC | 113 | $5.42K | 0.00% | +63+126.0% | Added |
| Intentional Wealth Strategies, LLC | 117 | $5.38K | 0.01% | +117 | New |
| Key Capital Management, INC | 112 | $5.15K | 0.00% | +43+62.3% | Added |
| Synergy Investment Management, LLC | 110 | $5.06K | 0.00% | +110 | New |
| Strive Financial Group ,LLC | 111 | $5.00K | 0.00% | −8−6.7% | Reduced |
| United Financial Planning Group LLC | 105 | $4.83K | 0.00% | +105 | New |
| Marquette Asset Management, LLC | 102 | $4.69K | 0.00% | +102 | New |
| Westend Capital Management, LLC | 100 | $4.60K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 100 | $4.60K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 99 | $4.55K | 0.00% | +65+191.2% | Added |