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 |
|---|---|---|---|---|---|
| Canada Post Corp Registered Pension Plan | 88,037 | $4.05M | 0.16% | −75−0.1% | Reduced |
| Hengehold Capital Management LLC | 87,919 | $4.04M | 0.35% | +715+0.8% | Added |
| Am Investment Strategies LLC | 86,364 | $3.97M | 0.87% | −120.0% | Reduced |
| Lighthouse Investment Partners, LLC | 86,110 | $3.96M | 0.15% | +27,375+46.6% | Added |
| Allianz Asset Management GmbH | 85,979 | $3.95M | 0.00% | +27,477+47.0% | Added |
| Aptus Capital Advisors, LLC | 85,691 | $3.94M | 0.03% | +24,957+41.1% | Added |
| Winton Group Ltd | 84,905 | $3.90M | 0.14% | +14,416+20.5% | Added |
| Gotham Asset Management, LLC | 84,408 | $3.88M | 0.01% | +54,383+181.1% | Added |
| Bragg Financial Advisors, Inc | 84,186 | $3.87M | 0.12% | −937−1.1% | Reduced |
| Brinker Capital Investments, LLC | 83,891 | $3.86M | 0.03% | −39,404−32.0% | Reduced |
| Generali Asset Management SPA SGR | 83,625 | $3.84M | 0.08% | −19,690−19.1% | Reduced |
| Intech Investment Management LLC | 81,021 | $3.72M | 0.04% | +67,721+509.2% | Added |
| Commerce Bank | 79,971 | $3.68M | 0.02% | −1,205−1.5% | Reduced |
| Jump Financial, LLC | 78,892 | $3.63M | 0.05% | +78,892 | New |
| Legato Capital Management LLC | 78,830 | $3.62M | 0.33% | +31,600+66.9% | Added |
| Fiduciary Alliance LLC | 72,272 | $3.58M | 0.22% | −7,372−9.3% | Reduced |
| Glass Wealth Management Co LLC | 77,345 | $3.56M | 1.38% | +1,040+1.4% | Added |
| Norinchukin Bank, The | 76,990 | $3.54M | 0.04% | −1,076−1.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 76,644 | $3.52M | 0.12% | +53,608+232.7% | Added |
| Mizuho Securities USA LLC | 76,322 | $3.51M | 0.08% | −16,824−18.1% | Reduced |
| Cary Street Partners Financial LLC | 74,961 | $3.45M | 0.09% | −15,063−16.7% | Reduced |
| Guardian Wealth Advisors, LLC | 74,911 | $3.44M | 0.22% | −1,358−1.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 72,822 | $3.35M | 0.11% | +4,006+5.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 72,224 | $3.32M | 0.03% | +72,224 | New |
| Private Advisor Group, LLC | 71,996 | $3.31M | 0.02% | −3,805−5.0% | Reduced |
| Iowa State Bank | 71,793 | $3.30M | 0.61% | −15,461−17.7% | Reduced |
| Oak Thistle LLC | 71,189 | $3.27M | 0.32% | +71,189 | New |
| Hartford Investment Management Co | 71,075 | $3.27M | 0.10% | −2,067−2.8% | Reduced |
| Larson Financial Group LLC | 70,875 | $3.26M | 0.10% | −1,466−2.0% | Reduced |
| Sequoia Financial Advisors, LLC | 69,896 | $3.21M | 0.02% | +4,778+7.3% | Added |
| Concord Wealth Partners | 69,844 | $3.21M | 0.42% | −30.0% | Reduced |
| Heritage Trust Co | 69,697 | $3.20M | 0.32% | +1,505+2.2% | Added |
| XML Financial, LLC | 69,282 | $3.18M | 0.26% | −5,009−6.7% | Reduced |
| Csenge Advisory Group | 69,199 | $3.18M | 0.15% | +851+1.2% | Added |
| Atom Investors LP | 69,031 | $3.17M | 0.23% | +69,031 | New |
| B. Metzler seel. Sohn & Co. AG | 68,675 | $3.16M | 0.03% | +7,042+11.4% | Added |
| Jane Street Group, LLC | 68,486 | $3.15M | 0.00% | −81,747−54.4% | Reduced |
| StoneX Group Inc. | 68,302 | $3.14M | 0.17% | −16,395−19.4% | Reduced |
| Dean Investment Associates, LLC | 68,040 | $3.13M | 0.44% | −4,121−5.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 67,704 | $3.11M | 0.18% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 67,467 | $3.10M | 0.05% | −725−1.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 66,605 | $3.06M | 0.49% | +2,771+4.3% | Added |
| First Bank & Trust | 66,018 | $3.03M | 0.49% | +4,022+6.5% | Added |
| Fulton Bank, N.A. | 65,911 | $3.03M | 0.11% | −269−0.4% | Reduced |
| Principle Wealth Partners LLC | 65,809 | $3.03M | 0.17% | +2,509+4.0% | Added |
| Concord Asset Management, LLC | 65,686 | $3.02M | 0.51% | 00.0% | Unchanged |
| Dakota Wealth Management | 65,513 | $3.01M | 0.07% | −941−1.4% | Reduced |
| ISAM Funds (UK) Ltd | 65,295 | $3.00M | 1.48% | +65,295 | New |
| Edmp, Inc. | 65,278 | $3.00M | 2.43% | −266−0.4% | Reduced |
| Montag A & Associates Inc | 65,170 | $3.00M | 0.14% | −1,548−2.3% | Reduced |
| United Capital Financial Advisers, LLC | 65,157 | $3.00M | 0.02% | +1,254+2.0% | Added |
| Ritholtz Wealth Management | 64,899 | $2.98M | 0.05% | +19,150+41.9% | Added |
| Camden National Bank | 64,809 | $2.98M | 0.40% | −220.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 63,622 | $2.97M | 0.00% | −1,485−2.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 59,767 | $2.96M | 0.17% | −127−0.2% | Reduced |
| Louisiana State Employees Retirement System | 64,300 | $2.96M | 0.05% | −1,000−1.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 64,011 | $2.94M | 0.02% | −33,827−34.6% | Reduced |
| Maryland State Retirement & Pension System | 63,596 | $2.92M | 0.06% | −1,027−1.6% | Reduced |
| Pacer Advisors, Inc. | 63,288 | $2.91M | 0.01% | −65,893−51.0% | Reduced |
| Capital Group Private Client Services, Inc. | 63,002 | $2.90M | 0.05% | −98,802−61.1% | Reduced |
| Anchor Investment Management, LLC | 62,873 | $2.89M | 0.24% | −1,142−1.8% | Reduced |
| Abn Amro Investment Solutions | 62,543 | $2.88M | 0.04% | −51,761−45.3% | Reduced |
| HF Advisory Group, LLC | 62,226 | $2.86M | 0.97% | −54−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 62,205 | $2.86M | 0.03% | −895−1.4% | Reduced |
| Simmons Bank | 61,348 | $2.82M | 0.19% | +1,424+2.4% | Added |
| Lee Danner & Bass Inc | 61,342 | $2.82M | 0.18% | +1,062+1.8% | Added |
| Vestmark Advisory Solutions, Inc. | 61,219 | $2.81M | 0.03% | +19,948+48.3% | Added |
| Blue Sparrow, LLC | 61,100 | $2.81M | 0.05% | −118,900−66.1% | Reduced |
| Patten & Patten Inc | 60,960 | $2.80M | 0.17% | −41,868−40.7% | Reduced |
| Holderness Investments Co | 60,773 | $2.79M | 0.56% | +1,663+2.8% | Added |
| New Age Alpha Advisors, LLC | 60,204 | $2.77M | 0.13% | +399+0.7% | Added |
| Apollon Wealth Management, LLC | 59,621 | $2.74M | 0.04% | +1,877+3.3% | Added |
| United Bank | 59,586 | $2.74M | 0.91% | −1,776−2.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 59,573 | $2.74M | 0.07% | +28,736+93.2% | Added |
| New Mexico Educational Retirement Board | 59,188 | $2.72M | 0.08% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 59,192 | $2.72M | 0.02% | +5,742+10.7% | Added |
| Poehling Capital Management, LLC | 57,631 | $2.65M | 0.56% | +140.0% | Added |
| CAPROCK Group, Inc. | 57,536 | $2.64M | 0.06% | −15,293−21.0% | Reduced |
| Glenmede Trust Co NA | 57,199 | $2.63M | 0.01% | +9,635+20.3% | Added |
| ING Groep NV | 57,146 | $2.63M | 0.02% | −1,709−2.9% | Reduced |
| Bleakley Financial Group, LLC | 56,699 | $2.61M | 0.04% | −2,576−4.3% | Reduced |
| Wesbanco Bank Inc | 56,253 | $2.59M | 0.07% | −3,006−5.1% | Reduced |
| Massmutual Trust Co FSB | 56,236 | $2.59M | 0.07% | +1,699+3.1% | Added |
| Rather & Kittrell, Inc. | 55,587 | $2.56M | 0.39% | +29+0.1% | Added |
| Cullinan Associates Inc | 55,435 | $2.55M | 0.21% | −2,000−3.5% | Reduced |
| Occudo Quantitative Strategies LP | 49,177 | $2.53M | 0.14% | +49,177 | New |
| Hardin Capital Partners, LLC | 55,090 | $2.53M | 1.18% | −175−0.3% | Reduced |
| Marshall Wace, LLP | 54,643 | $2.51M | 0.00% | +22,067+67.7% | Added |
| Salzhauer Michael | 53,937 | $2.48M | 1.17% | −390−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 53,902 | $2.48M | 0.14% | +28,918+115.7% | Added |
| KMG Fiduciary Partners, LLC | 53,768 | $2.47M | 0.18% | +1,049+2.0% | Added |
| Arvest Bank Trust Division | 53,480 | $2.46M | 0.13% | +666+1.3% | Added |
| Thompson Siegel & Walmsley LLC | 52,914 | $2.43M | 0.04% | −10,452−16.5% | Reduced |
| Kavar Capital Partners Group, LLC | 52,826 | $2.43M | 0.30% | −2,032−3.7% | Reduced |
| Laurel Wealth Advisors LLC | 49,400 | $2.43M | 0.24% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 52,224 | $2.40M | 0.11% | +691+1.3% | Added |
| Nicholas Hoffman & Company, LLC. | 51,895 | $2.39M | 0.06% | −46−0.1% | Reduced |
| Farther Finance Advisors, LLC | 50,899 | $2.38M | 0.02% | +11,358+28.7% | Added |
| Lowe Brockenbrough & Co Inc | 51,670 | $2.38M | 0.12% | +24,483+90.1% | Added |
| Argyle Capital Management Inc. | 51,616 | $2.37M | 0.77% | +2,000+4.0% | Added |