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 |
|---|---|---|---|---|---|
| Graves-Light Private Wealth Management, Inc. | 51,410 | $2.36M | 0.25% | +6,238+13.8% | Added |
| D.A. Davidson & Co. | 51,330 | $2.36M | 0.01% | +7,975+18.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 51,195 | $2.35M | 0.40% | +8,578+20.1% | Added |
| Disciplined Equity Management, Inc. | 50,600 | $2.33M | 1.17% | −2,850−5.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 50,593 | $2.33M | 0.54% | −1,343−2.6% | Reduced |
| First National Trust Co | 50,520 | $2.32M | 0.08% | −4,423−8.1% | Reduced |
| Capital Investment Advisors, LLC | 50,104 | $2.30M | 0.03% | −3,669−6.8% | Reduced |
| Principal Securities, Inc. | 49,787 | $2.29M | 0.03% | +1,278+2.6% | Added |
| CWA Asset Management Group, LLC | 49,199 | $2.26M | 0.08% | +123+0.3% | Added |
| Integrated Wealth Concepts LLC | 48,831 | $2.24M | 0.02% | +7,587+18.4% | Added |
| BlueChip Wealth Advisors LLC | 48,780 | $2.24M | 0.98% | −2,466−4.8% | Reduced |
| Andra AP-fonden | 48,718 | $2.24M | 0.03% | +48,718 | New |
| New England Research & Management, Inc. | 48,667 | $2.24M | 0.95% | +4,825+11.0% | Added |
| J.W. Cole Advisors, Inc. | 48,481 | $2.23M | 0.08% | −3,745−7.2% | Reduced |
| Farmers National Bank | 48,476 | $2.23M | 0.49% | −4,562−8.6% | Reduced |
| Everence Capital Management Inc | 47,920 | $2.20M | 0.13% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 47,827 | $2.20M | 0.95% | −197−0.4% | Reduced |
| Savant Capital, LLC | 47,693 | $2.19M | 0.01% | +4,494+10.4% | Added |
| Morningstar Investment Management LLC | 47,479 | $2.18M | 0.14% | +4,097+9.4% | Added |
| Saudi Central Bank | 47,218 | $2.17M | 0.05% | +47,218 | New |
| Apella Capital, LLC | 42,798 | $2.16M | 0.03% | +31,715+286.2% | Added |
| GHP Investment Advisors, Inc. | 46,936 | $2.16M | 0.09% | +753+1.6% | Added |
| Commerzbank Aktiengesellschaft | 46,883 | $2.15M | 0.05% | −21,709−31.6% | Reduced |
| GAMMA Investing LLC | 46,299 | $2.13M | 0.10% | +11,537+33.2% | Added |
| Raleigh Capital Management Inc. | 46,232 | $2.13M | 0.73% | +920+2.0% | Added |
| Old North State Trust, LLC | 45,875 | $2.11M | 1.25% | −3,608−7.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 45,677 | $2.10M | 0.08% | +4,660+11.4% | Added |
| Stock Yards Bank & Trust Co | 45,530 | $2.09M | 0.07% | −1,010−2.2% | Reduced |
| Argent Advisors, Inc. | 45,484 | $2.09M | 0.57% | +502+1.1% | Added |
| Tradewinds, LLC. | 40,618 | $2.07M | 0.67% | +851+2.1% | Added |
| Empirical Finance, LLC | 44,624 | $2.05M | 0.10% | −111−0.2% | Reduced |
| Carlson Capital L P | 44,600 | $2.05M | 0.81% | +44,600 | New |
| Vestcor Inc | 44,542 | $2.05M | 0.06% | +19,800+80.0% | Added |
| Signaturefd, LLC | 44,340 | $2.04M | 0.03% | +3,799+9.4% | Added |
| Plato Investment Management Ltd | 44,054 | $2.03M | 0.14% | +36,394+475.1% | Added |
| ZWJ Investment Counsel Inc | 44,056 | $2.03M | 0.07% | −348−0.8% | Reduced |
| Frank, Rimerman Advisors LLC | 43,737 | $2.01M | 0.13% | +5,447+14.2% | Added |
| Vise Technologies, Inc. | 40,785 | $2.01M | 0.04% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 43,460 | $2.00M | 0.71% | −162−0.4% | Reduced |
| Voleon Capital Management LP | 43,456 | $2.00M | 0.04% | +43,456 | New |
| San Luis Wealth Advisors LLC | 43,289 | $1.99M | 0.33% | +294+0.7% | Added |
| Wealth Advisors of Tampa Bay, LLC | 43,127 | $1.98M | 0.66% | −3,475−7.5% | Reduced |
| Wiregrass Investment Management LLC | 42,979 | $1.98M | 1.64% | +1,481+3.6% | Added |
| Pathway Financial Advisers, LLC | 42,927 | $1.97M | 0.56% | −1,682−3.8% | Reduced |
| Inceptionr LLC | 42,748 | $1.97M | 0.47% | +42,748 | New |
| SeaCrest Wealth Management, LLC | 42,408 | $1.95M | 0.21% | −3,679−8.0% | Reduced |
| Buckingham Strategic Partners | 42,256 | $1.94M | 0.02% | −5,454−11.4% | Reduced |
| Moors & Cabot, Inc. | 42,074 | $1.93M | 0.08% | −6,768−13.9% | Reduced |
| Laird Norton Trust Company, LLC | 41,974 | $1.93M | 0.04% | +199+0.5% | Added |
| IMC-Chicago, LLC | 41,712 | $1.92M | 0.03% | +41,712 | New |
| Brown Brothers Harriman & Co | 41,438 | $1.90M | 0.01% | +10,687+34.8% | Added |
| Ascent Group, LLC | 41,400 | $1.90M | 0.07% | +1,892+4.8% | Added |
| Level Four Advisory Services, LLC | 40,770 | $1.87M | 0.06% | −763−1.8% | Reduced |
| Marco Investment Management LLC | 40,681 | $1.87M | 0.14% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 40,680 | $1.87M | 1.05% | −569−1.4% | Reduced |
| Greenleaf Trust | 40,466 | $1.86M | 0.02% | +1,328+3.4% | Added |
| Royal Fund Management, LLC | 40,443 | $1.86M | 0.18% | −459−1.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 40,396 | $1.86M | 0.03% | −478−1.2% | Reduced |
| Jacobi Capital Management LLC | 40,363 | $1.86M | 0.10% | −37−0.1% | Reduced |
| Hancock Whitney Corp | 36,320 | $1.85M | 0.03% | +898+2.5% | Added |
| Investors Asset Management of Georgia Inc | 39,817 | $1.83M | 0.75% | +2,134+5.7% | Added |
| Callan Family Office, LLC | 39,746 | $1.83M | 0.04% | +969+2.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 39,650 | $1.82M | 0.05% | −9,949−20.1% | Reduced |
| Ballast, Inc. | 39,641 | $1.82M | 0.42% | −27−0.1% | Reduced |
| St. Johns Investment Management Company, LLC | 39,230 | $1.80M | 0.76% | +635+1.6% | Added |
| Lido Advisors, LLC | 38,937 | $1.79M | 0.01% | −6,251−13.8% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 38,749 | $1.78M | 1.07% | −925−2.3% | Reduced |
| Investors Research Corp | 38,527 | $1.77M | 0.34% | −5,151−11.8% | Reduced |
| Quadrant Capital Group LLC | 38,496 | $1.77M | 0.05% | +859+2.3% | Added |
| Caxton Associates LLP | 38,416 | $1.77M | 0.04% | +19,390+101.9% | Added |
| Beacon Pointe Advisors, LLC | 38,002 | $1.75M | 0.01% | +20,139+112.7% | Added |
| MUFG Securities Americas Inc. | 37,964 | $1.75M | 0.11% | +520+1.4% | Added |
| Kentucky Trust Co | 37,631 | $1.73M | 0.91% | −500−1.3% | Reduced |
| Nomura Holdings Inc | 37,630 | $1.73M | 0.01% | +5,240+16.2% | Added |
| Mutual Advisors, LLC | 37,447 | $1.72M | 0.04% | −2,504−6.3% | Reduced |
| North Dakota State Investment Board | 37,370 | $1.72M | 0.07% | −6,872−15.5% | Reduced |
| Ballentine Partners, LLC | 37,294 | $1.71M | 0.02% | +3,988+12.0% | Added |
| Creative Financial Designs Inc | 37,257 | $1.71M | 0.10% | +202+0.5% | Added |
| Summit Trail Advisors, LLC | 37,233 | $1.71M | 0.02% | +5,072+15.8% | Added |
| Fieldview Capital Management, LLC | 37,059 | $1.70M | 0.50% | +37,059 | New |
| Eagle Bluffs Wealth Management LLC | 36,765 | $1.69M | 0.66% | +1,083+3.0% | Added |
| Arcus Capital Partners, LLC | 36,603 | $1.68M | 0.60% | −1,036−2.8% | Reduced |
| BankPlus Trust Department | 36,538 | $1.68M | 0.45% | −2,528−6.5% | Reduced |
| Donoghue Forlines LLC | 36,483 | $1.68M | 0.46% | +36,483 | New |
| Mindset Wealth Management, LLC | 36,311 | $1.67M | 0.45% | +1,644+4.7% | Added |
| Norris Financial Group, LLC | 36,177 | $1.66M | 0.54% | −2,243−5.8% | Reduced |
| Metis Global Partners, LLC | 36,135 | $1.66M | 0.04% | −4,625−11.3% | Reduced |
| Arvest Investments, Inc. | 36,102 | $1.66M | 0.23% | −804−2.2% | Reduced |
| Heritage Wealth Advisors | 36,076 | $1.66M | 0.06% | −2,154−5.6% | Reduced |
| Hennessy Advisors Inc | 36,000 | $1.65M | 0.06% | −500−1.4% | Reduced |
| Avidian Wealth Solutions, LLC | 35,995 | $1.65M | 0.05% | +31,754+748.7% | Added |
| Marotta Asset Management | 35,421 | $1.65M | 0.30% | +10.0% | Added |
| Kinneret Advisory, LLC | 35,536 | $1.63M | 0.15% | −1,576−4.2% | Reduced |
| AMG National Trust Bank | 35,471 | $1.63M | 0.04% | +276+0.8% | Added |
| Pensionmark Financial Group, LLC | 35,447 | $1.63M | 0.03% | −734−2.0% | Reduced |
| Old Port Advisors | 35,145 | $1.62M | 0.37% | +3,991+12.8% | Added |
| Berkeley Capital Partners, LLC | 34,828 | $1.60M | 0.37% | +4,926+16.5% | Added |
| Trust Co of Toledo NA | 34,708 | $1.60M | 0.15% | −32−0.1% | Reduced |
| Twin City Private Wealth, LLC | 34,663 | $1.59M | 1.21% | +2,125+6.5% | Added |
| Great Lakes Retirement, Inc. | 34,537 | $1.59M | 0.16% | +3,806+12.4% | Added |