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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 34,248 | $1.57M | 0.06% | −537−1.5% | Reduced |
| one8zero8, LLC | 34,200 | $1.57M | 0.35% | −2,337−6.4% | Reduced |
| Physicians Financial Services, Inc. | 34,165 | $1.57M | 0.43% | −150−0.4% | Reduced |
| Parallel Advisors, LLC | 34,157 | $1.57M | 0.03% | +925+2.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 33,949 | $1.56M | 0.11% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 33,881 | $1.56M | 0.28% | +28,407+518.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 33,876 | $1.56M | 0.02% | −22,642−40.1% | Reduced |
| Colonial Trust Co | 33,754 | $1.55M | 0.21% | −2,254−6.3% | Reduced |
| Prospera Financial Services Inc | 33,636 | $1.55M | 0.02% | −6,916−17.1% | Reduced |
| Tudor Investment Corp Et Al | 33,571 | $1.54M | 0.01% | −98,698−74.6% | Reduced |
| Squarepoint Ops LLC | 33,559 | $1.54M | 0.00% | −454,045−93.1% | Reduced |
| RSM US Wealth Management LLC | 33,466 | $1.54M | 0.02% | +964+3.0% | Added |
| We Are One Seven, LLC | 33,297 | $1.53M | 0.03% | +778+2.4% | Added |
| Neville Rodie & Shaw Inc | 32,845 | $1.51M | 0.11% | 00.0% | Unchanged |
| Ted Buchan & Co | 32,558 | $1.50M | 0.54% | +948+3.0% | Added |
| Trust Co of the South | 32,290 | $1.48M | 0.24% | +154+0.5% | Added |
| Vanguard National Trust Co | 32,138 | $1.48M | 0.09% | +32,138 | New |
| Brevan Howard Capital Management LP | 31,877 | $1.47M | 0.02% | −175,264−84.6% | Reduced |
| Bank & Trust Co | 31,771 | $1.46M | 0.98% | +5,556+21.2% | Added |
| NewEdge Wealth, LLC | 31,620 | $1.45M | 0.02% | −4,255−11.9% | Reduced |
| Meridian Wealth Management, LLC | 31,528 | $1.45M | 0.05% | +2,149+7.3% | Added |
| LOM Asset Management Ltd | 31,515 | $1.45M | 0.42% | +492+1.6% | Added |
| First American Bank | 31,376 | $1.44M | 0.09% | +1,050+3.5% | Added |
| Foundations Investment Advisors, LLC | 31,338 | $1.44M | 0.02% | −382−1.2% | Reduced |
| Taylor Financial Group, Inc. | 31,270 | $1.44M | 0.87% | −1,618−4.9% | Reduced |
| E. Ohman J:or Asset Management AB | 30,981 | $1.42M | 0.04% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 31,803 | $1.42M | 0.14% | −624−1.9% | Reduced |
| Applied Capital LLC | 30,552 | $1.40M | 1.02% | −840−2.7% | Reduced |
| Verity & Verity, LLC | 30,436 | $1.40M | 0.10% | −9,518−23.8% | Reduced |
| Balyasny Asset Management LLC | 30,371 | $1.40M | 0.00% | −22,128−42.1% | Reduced |
| TCG Advisory Services, LLC | 30,229 | $1.39M | 0.03% | +18,803+164.6% | Added |
| Wealth Alliance | 30,039 | $1.38M | 0.14% | −11,115−27.0% | Reduced |
| Eventide Asset Management, LLC | 30,783 | $1.37M | 0.02% | −8,975−22.6% | Reduced |
| Blair William & Co | 29,853 | $1.37M | 0.00% | +678+2.3% | Added |
| Linden Thomas Advisory Services, LLC | 29,783 | $1.37M | 0.13% | +822+2.8% | Added |
| Novare Capital Management LLC | 29,676 | $1.36M | 0.11% | −8,250−21.8% | Reduced |
| Huntleigh Advisors, Inc. | 29,654 | $1.36M | 0.23% | +2,201+8.0% | Added |
| Drucker Wealth 3.0, LLC | 29,644 | $1.36M | 0.24% | −3,195−9.7% | Reduced |
| Quadcap Wealth Management, LLC | 29,546 | $1.36M | 0.15% | +184+0.6% | Added |
| Culbertson A N & Co Inc | 29,496 | $1.36M | 0.18% | +18,203+161.2% | Added |
| Kingswood Wealth Advisors, LLC | 29,365 | $1.35M | 0.06% | −1,535−5.0% | Reduced |
| JT Stratford LLC | 29,360 | $1.35M | 0.17% | −78−0.3% | Reduced |
| Headlands Technologies LLC | 29,158 | $1.34M | 0.15% | +29,158 | New |
| Oasis Advisors, LLC | 29,087 | $1.34M | 0.26% | +29,087 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 29,014 | $1.33M | 0.19% | −572−1.9% | Reduced |
| MCF Advisors LLC | 28,991 | $1.33M | 0.06% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 28,826 | $1.33M | 0.17% | +28,826 | New |
| Tounjian Advisory Partners, LLC | 28,692 | $1.32M | 0.48% | +1,152+4.2% | Added |
| Snowden Capital Advisors LLC | 28,629 | $1.32M | 0.03% | +1,538+5.7% | Added |
| Octavia Wealth Advisors, LLC | 28,515 | $1.31M | 0.13% | −3,168−10.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 28,206 | $1.30M | 0.05% | +15,400+120.3% | Added |
| MAI Capital Management | 28,067 | $1.29M | 0.01% | +4,303+18.1% | Added |
| Provident Investment Management, Inc. | 28,015 | $1.29M | 0.13% | +3,645+15.0% | Added |
| Fiduciary Trust Co | 27,958 | $1.29M | 0.02% | +3,857+16.0% | Added |
| Smartleaf Asset Management LLC | 28,703 | $1.28M | 0.05% | +1,276+4.7% | Added |
| Sagespring Wealth Partners, LLC | 27,784 | $1.28M | 0.02% | +1,583+6.0% | Added |
| Geneos Wealth Management Inc. | 27,337 | $1.26M | 0.03% | +9,700+55.0% | Added |
| Jefferies Financial Group Inc. | 27,246 | $1.25M | 0.02% | +20,439+300.3% | Added |
| Dividend Assets Capital, LLC | 27,228 | $1.25M | 0.25% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 27,225 | $1.25M | 0.63% | −2,201−7.5% | Reduced |
| Myriad Asset Management Advisors LLC | 27,141 | $1.25M | 0.37% | +27,141 | New |
| United Bank | 27,000 | $1.24M | 0.16% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 26,503 | $1.22M | 0.03% | +11,730+79.4% | Added |
| Independence Bank of Kentucky | 26,528 | $1.22M | 0.15% | −675−2.5% | Reduced |
| RFG Advisory, LLC | 26,481 | $1.22M | 0.02% | +5,838+28.3% | Added |
| Natixis | 26,415 | $1.21M | 0.00% | −282,346−91.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 23,770 | $1.21M | 0.05% | −208,935−89.8% | Reduced |
| AssuredPartners Investment Advisors, LLC | 25,454 | $1.21M | 0.13% | −5,039−16.5% | Reduced |
| BIP Wealth, LLC | 26,175 | $1.20M | 0.05% | −2,420−8.5% | Reduced |
| Wealth Quarterback LLC | 25,985 | $1.19M | 0.47% | −2,079−7.4% | Reduced |
| Oddo BHF Asset Management SAS | 25,961 | $1.19M | 0.05% | +1,394+5.7% | Added |
| Brighton Jones LLC | 25,958 | $1.19M | 0.03% | +25,958 | New |
| RBF Capital, LLC | 25,900 | $1.19M | 0.06% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 25,629 | $1.18M | 0.05% | +3,409+15.3% | Added |
| Numerai GP LLC | 25,556 | $1.17M | 0.12% | +25,556 | New |
| Procyon Private Wealth Partners, LLC | 25,420 | $1.17M | 0.06% | −11,216−30.6% | Reduced |
| V-Square Quantitative Management LLC | 25,322 | $1.16M | 0.12% | +444+1.8% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 25,301 | $1.16M | 0.02% | −176,769−87.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,004 | $1.15M | 0.00% | −6,745−21.2% | Reduced |
| Founders Financial Alliance, LLC | 24,944 | $1.15M | 0.21% | −756−2.9% | Reduced |
| AlphaStar Capital Management, LLC | 24,930 | $1.15M | 0.08% | +837+3.5% | Added |
| Atomi Financial Group, Inc. | 24,880 | $1.14M | 0.04% | −583−2.3% | Reduced |
| Bridges Investment Management Inc | 24,764 | $1.14M | 0.02% | 00.0% | Unchanged |
| Parrish Capital LLC | 24,650 | $1.13M | 1.01% | +1,800+7.9% | Added |
| Community Trust & Investment Co | 24,640 | $1.13M | 0.06% | 00.0% | Unchanged |
| Patten Group, Inc. | 24,567 | $1.13M | 0.20% | −684−2.7% | Reduced |
| Canandaigua National Corp | 24,525 | $1.13M | 0.10% | +24,525 | New |
| Evolve Private Wealth, LLC | 24,509 | $1.13M | 0.06% | −1,213−4.7% | Reduced |
| William B. Walkup & Associates, Inc. | 27,224 | $1.12M | 0.67% | +30+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 24,355 | $1.12M | 0.23% | +3,403+16.2% | Added |
| Advisortrust Partners, LLC | 24,221 | $1.11M | 0.46% | +4,791+24.7% | Added |
| BCS Wealth Management | 24,146 | $1.11M | 0.23% | −23,902−49.7% | Reduced |
| Patton Albertson Miller Group, LLC | 24,088 | $1.11M | 0.13% | +2,073+9.4% | Added |
| Oakworth Capital, Inc. | 23,958 | $1.10M | 0.06% | +1,943+8.8% | Added |
| Marino, Stram & Associates LLC | 23,874 | $1.10M | 0.20% | −227−0.9% | Reduced |
| Certified Advisory Corp | 23,841 | $1.10M | 0.10% | +575+2.5% | Added |
| Meitav Dash Investments Ltd | 23,811 | $1.09M | 0.01% | −5,021−17.4% | Reduced |
| Lawood & Co | 23,784 | $1.09M | 1.01% | +100+0.4% | Added |
| Skopos Labs, Inc. | 23,673 | $1.09M | 0.03% | +10,802+83.9% | Added |
| Capital Asset Advisory Services LLC | 21,205 | $1.08M | 0.04% | +441+2.1% | Added |