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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 161,391 | $7.42M | 0.10% | +10,448+6.9% | Added |
| Allstate Corp | 154,682 | $7.11M | 0.08% | +55,534+56.0% | Added |
| Reliant Investment Partners, LLC | 154,404 | $7.10M | 5.88% | −629−0.4% | Reduced |
| Fourthstone LLC | 153,100 | $7.04M | 1.19% | +153,100 | New |
| Manning & Napier Advisors LLC | 152,960 | $7.03M | 0.10% | −11,423−6.9% | Reduced |
| Alpha Omega Wealth Management LLC | 152,493 | $7.01M | 1.14% | −1,141−0.7% | Reduced |
| Alerus Financial NA | 152,297 | $7.00M | 0.35% | −20,278−11.8% | Reduced |
| QRG Capital Management, Inc. | 151,917 | $6.98M | 0.07% | +67,435+79.8% | Added |
| Huber Capital Management LLC | 151,464 | $6.96M | 1.08% | −50,000−24.8% | Reduced |
| Yousif Capital Management, LLC | 150,889 | $6.94M | 0.08% | −6,336−4.0% | Reduced |
| Freemont Management S.A. | 149,800 | $6.89M | 1.29% | +84,100+128.0% | Added |
| Janus Henderson Group PLC | 149,844 | $6.89M | 0.00% | −7,529−4.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 148,966 | $6.85M | 1.61% | −48,293−24.5% | Reduced |
| Oppenheimer & Co Inc | 148,832 | $6.84M | 0.08% | +37,104+33.2% | Added |
| Jamison Private Wealth Management, Inc. | 146,788 | $6.75M | 0.82% | −195−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 131,612 | $6.72M | 0.43% | −10,190−7.2% | Reduced |
| Oregon Public Employees Retirement Fund | 144,614 | $6.65M | 0.09% | −1,900−1.3% | Reduced |
| Regions Financial Corp | 144,501 | $6.64M | 0.04% | −3,071−2.1% | Reduced |
| JustInvest LLC | 144,501 | $6.64M | 0.07% | +5,253+3.8% | Added |
| Federation des caisses Desjardins du Quebec | 142,570 | $6.56M | 0.02% | +13,634+10.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 139,989 | $6.44M | 1.01% | +4,581+3.4% | Added |
| Griffith & Werner, Inc. | 139,752 | $6.42M | 3.18% | +7,223+5.5% | Added |
| Continental Advisors LLC | 139,650 | $6.42M | 3.98% | −21,522−13.4% | Reduced |
| Zions Bancorporation, National Association | 138,446 | $6.36M | 0.41% | −17,133−11.0% | Reduced |
| Clearstead Advisors, LLC | 137,104 | $6.30M | 0.06% | +7,207+5.5% | Added |
| NTV Asset Management LLC | 136,492 | $6.27M | 0.69% | −4,697−3.3% | Reduced |
| Candriam Luxembourg S.C.A. | 135,726 | $6.24M | 0.03% | +10,016+8.0% | Added |
| Credit Agricole S A | 134,782 | $6.20M | 0.02% | +408+0.3% | Added |
| Ofi Invest Asset Management | 155,000 | $6.18M | 0.08% | +150,401+3,270.3% | Added |
| Steward Partners Investment Advisory, LLC | 134,298 | $6.17M | 0.03% | +57,789+75.5% | Added |
| Mutual of America Capital Management LLC | 134,288 | $6.17M | 0.07% | −3,080−2.2% | Reduced |
| Sciencast Management LP | 134,184 | $6.17M | 0.79% | +134,184 | New |
| United Capital Management of KS, Inc. | 133,234 | $6.12M | 0.93% | +1,952+1.5% | Added |
| OP Asset Management Ltd | 132,498 | $6.09M | 0.06% | −11,715−8.1% | Reduced |
| HB Wealth Management, LLC | 131,893 | $6.06M | 0.04% | +1,034+0.8% | Added |
| Stephens Inc | 131,289 | $6.04M | 0.08% | +6,136+4.9% | Added |
| Inspire Trust Co, N.A. | 131,000 | $6.02M | 0.93% | +15,000+12.9% | Added |
| Hilton Capital Management, LLC | 130,702 | $6.01M | 0.45% | −2,010−1.5% | Reduced |
| rhino investment partners, Inc | 128,091 | $5.89M | 1.64% | −404,163−75.9% | Reduced |
| Harvest Portfolios Group Inc. | 126,459 | $5.81M | 0.10% | −5,004−3.8% | Reduced |
| Linscomb & Williams, Inc. | 126,062 | $5.80M | 0.26% | −31,227−19.9% | Reduced |
| Atria Investments LLC | 125,570 | $5.77M | 0.06% | −25,930−17.1% | Reduced |
| State of Alaska, Department of Revenue | 125,188 | $5.75M | 0.06% | −2,050−1.6% | Reduced |
| Associated Banc-Corp | 124,112 | $5.71M | 0.15% | −2,073−1.6% | Reduced |
| Tocqueville Asset Management L.P. | 123,880 | $5.69M | 0.08% | +40,925+49.3% | Added |
| CWM, LLC | 123,198 | $5.66M | 0.01% | +1,007+0.8% | Added |
| Resources Investment Advisors, LLC. | 122,575 | $5.63M | 0.06% | −4,825−3.8% | Reduced |
| Baugh & Associates, LLC | 122,147 | $5.62M | 2.43% | −420−0.3% | Reduced |
| Whitener Capital Management, Inc. | 120,615 | $5.54M | 1.26% | −341−0.3% | Reduced |
| Catherine Avery Investment Management LLC | 119,423 | $5.49M | 2.46% | +36,417+43.9% | Added |
| Old Point Trust & Financial Services N A | 119,112 | $5.48M | 1.76% | −3,200−2.6% | Reduced |
| Loudon Investment Management, LLC | 119,074 | $5.47M | 2.95% | −1,700−1.4% | Reduced |
| LaFleur & Godfrey LLC | 117,917 | $5.42M | 0.67% | −1,789−1.5% | Reduced |
| AustralianSuper Pty Ltd | 115,509 | $5.31M | 0.03% | +4,359+3.9% | Added |
| Chesley Taft & Associates LLC | 115,276 | $5.30M | 0.22% | −362−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 114,559 | $5.27M | 0.00% | −29,078−20.2% | Reduced |
| Elo Mutual Pension Insurance Co | 114,197 | $5.25M | 0.09% | −10,153−8.2% | Reduced |
| DRW Securities, LLC | 111,528 | $5.13M | 0.28% | +76,009+214.0% | Added |
| Ronald Blue Trust, Inc. | 111,165 | $5.11M | 0.06% | +12,043+12.1% | Added |
| ASR Vermogensbeheer N.V. | 110,396 | $5.07M | 0.06% | +4,907+4.7% | Added |
| Omers Administration Corp | 110,170 | $5.06M | 0.03% | +20,366+22.7% | Added |
| First National Bank of Omaha | 111,050 | $4.96M | 0.15% | +807+0.7% | Added |
| Verdence Capital Advisors LLC | 107,596 | $4.95M | 0.29% | +150+0.1% | Added |
| Carnegie Capital Asset Management, LLC | 105,809 | $4.86M | 0.09% | +170.0% | Added |
| XTX Topco Ltd | 104,575 | $4.81M | 0.08% | +91,283+686.8% | Added |
| Socorro Asset Management LP | 104,287 | $4.79M | 2.17% | −10,660−9.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 103,733 | $4.77M | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 103,592 | $4.76M | 0.16% | −502−0.5% | Reduced |
| Hedeker Wealth, LLC | 102,654 | $4.72M | 1.00% | −2,690−2.6% | Reduced |
| Colonial Trust Advisors | 102,131 | $4.69M | 0.36% | −16,407−13.8% | Reduced |
| Simon Quick Advisors, LLC | 102,069 | $4.69M | 0.21% | −5,582−5.2% | Reduced |
| Motley Fool Asset Management LLC | 101,460 | $4.66M | 0.20% | −19,351−16.0% | Reduced |
| Keybank National Association | 101,237 | $4.65M | 0.02% | +14,539+16.8% | Added |
| Avanza Fonder AB | 101,159 | $4.65M | 0.13% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 100,815 | $4.63M | 0.10% | −2,363−2.3% | Reduced |
| Gulf International Bank (UK) Ltd | 98,555 | $4.53M | 0.10% | +32,030+48.1% | Added |
| Dana Investment Advisors, Inc. | 97,932 | $4.50M | 0.13% | −2,308−2.3% | Reduced |
| Holocene Advisors, LP | 97,226 | $4.47M | 0.01% | +97,226 | New |
| Griffin Asset Management, Inc. | 97,188 | $4.47M | 0.50% | −7,800−7.4% | Reduced |
| Kestra Private Wealth Services, LLC | 96,909 | $4.45M | 0.05% | +3,840+4.1% | Added |
| Ieq Capital, LLC | 96,311 | $4.43M | 0.02% | +3,760+4.1% | Added |
| Community Bank, N.A. | 96,139 | $4.42M | 0.53% | +2,235+2.4% | Added |
| Equitable Trust Co | 95,575 | $4.39M | 0.20% | −20,789−17.9% | Reduced |
| TD Private Client Wealth LLC | 94,469 | $4.34M | 0.09% | +530+0.6% | Added |
| Empowered Funds, LLC | 93,863 | $4.31M | 0.03% | +44,914+91.8% | Added |
| Capital Investment Advisory Services, LLC | 93,216 | $4.29M | 0.31% | −2,357−2.5% | Reduced |
| Icon Advisers Inc | 92,585 | $4.26M | 0.98% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 92,403 | $4.25M | 0.11% | −41,194−30.8% | Reduced |
| Investment Management Corp of Ontario | 91,492 | $4.21M | 0.05% | −20,698−18.4% | Reduced |
| Shelton Capital Management | 91,276 | $4.20M | 0.09% | −321−0.4% | Reduced |
| Groupe la Francaise | 90,895 | $4.18M | 0.06% | +9,572+11.8% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 90,400 | $4.16M | 0.08% | +90,400 | New |
| Sterling Investment Advisors, Ltd. | 90,356 | $4.15M | 0.75% | −2,440−2.6% | Reduced |
| Signature Wealth Management Group | 90,031 | $4.14M | 1.57% | −569−0.6% | Reduced |
| Vident Advisory, LLC | 89,852 | $4.13M | 0.04% | +40,368+81.6% | Added |
| Sompo Asset Management Co., Ltd. | 89,815 | $4.13M | 0.76% | +1,320+1.5% | Added |
| Merit Financial Group, LLC | 89,184 | $4.10M | 0.03% | +6,422+7.8% | Added |
| OpenArc Corporate Advisory, LLC | 88,728 | $4.08M | 0.06% | −7,366−7.7% | Reduced |
| Arkadios Wealth Advisors | 88,707 | $4.08M | 0.07% | −1,201−1.3% | Reduced |
| Thrivent Financial for Lutherans | 88,786 | $4.08M | 0.01% | +8,374+10.4% | Added |