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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 23,151 | $1.06M | 0.02% | −110,523−82.7% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 23,148 | $1.06M | 0.04% | +10,782+87.2% | Added |
| WealthShield Partners, LLC | 23,138 | $1.06M | 0.12% | −2,985−11.4% | Reduced |
| Summit Financial, LLC | 23,133 | $1.06M | 0.01% | +331+1.5% | Added |
| Wealthspire Advisors, LLC | 23,056 | $1.06M | 0.01% | −9,281−28.7% | Reduced |
| Coldstream Capital Management Inc | 23,001 | $1.06M | 0.01% | +267+1.2% | Added |
| Greenwood Capital Associates LLC | 22,857 | $1.05M | 0.12% | +69+0.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 22,775 | $1.05M | 0.31% | +545+2.5% | Added |
| Financial Security Advisor, Inc. | 22,738 | $1.05M | 0.19% | +82+0.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 22,630 | $1.04M | 0.00% | −370−1.6% | Reduced |
| Staley Capital Advisers Inc | 22,600 | $1.04M | 0.04% | 00.0% | Unchanged |
| Meadowbrook Advisors Group, LLC | 22,589 | $1.04M | 0.62% | −2,293−9.2% | Reduced |
| Tema ETFs LLC | 22,555 | $1.04M | 0.07% | +112+0.5% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 22,477 | $1.03M | 0.00% | +22,477 | New |
| Salomon & Ludwin, LLC | 21,903 | $1.03M | 0.09% | 00.0% | Unchanged |
| Monument Capital Management | 22,303 | $1.03M | 0.26% | +19+0.1% | Added |
| Park Circle Co | 22,285 | $1.02M | 0.97% | 00.0% | Unchanged |
| Strategic Investment Advisors | 22,282 | $1.02M | 0.07% | +22,282 | New |
| Cornerstone Select Advisors, LLC | 22,231 | $1.02M | 0.64% | −2,662−10.7% | Reduced |
| Intrua Financial, LLC | 22,205 | $1.02M | 0.11% | −999−4.3% | Reduced |
| Alliance Private Wealth, LLC | 22,166 | $1.02M | 0.37% | +594+2.8% | Added |
| Raiffeisen Bank International AG | 22,816 | $1.02M | 0.01% | +13,881+155.4% | Added |
| Stonebridge Capital Advisors LLC | 22,144 | $1.02M | 0.07% | −1,394−5.9% | Reduced |
| Capital Investment Counsel, Inc | 22,042 | $1.01M | 0.12% | −8,434−27.7% | Reduced |
| Prudential PLC | 22,024 | $1.01M | 0.01% | −1,150−5.0% | Reduced |
| Paradigm Capital Management, LLC | 22,000 | $1.01M | 0.93% | +2,905+15.2% | Added |
| Scotia Capital Inc. | 21,933 | $1.01M | 0.00% | −1,387−5.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21,867 | $1.01M | 0.03% | +1,152+5.6% | Added |
| Keystone Financial Group, Inc. | 21,814 | $1.00M | 0.52% | +75+0.3% | Added |
| Equitable Holdings, Inc. | 20,521 | $997.4K | 0.01% | +1,243+6.4% | Added |
| South State Corp. | 21,696 | $997.4K | 0.05% | −412−1.9% | Reduced |
| Accurate Wealth Management, LLC | 20,039 | $997.0K | 0.12% | +9,667+93.2% | Added |
| Argentarii, LLC | 21,641 | $994.8K | 0.35% | +14+0.1% | Added |
| American Trust | 21,480 | $987.4K | 0.09% | −131−0.6% | Reduced |
| Glenview Trust Co | 21,303 | $979.3K | 0.02% | −905−4.1% | Reduced |
| CacheTech Inc. | 21,257 | $977.2K | 0.19% | +5,151+32.0% | Added |
| TCW Group Inc | 20,855 | $958.7K | 0.01% | +584+2.9% | Added |
| EPG Wealth Management LLC | 20,853 | $958.6K | 0.26% | −1,821−8.0% | Reduced |
| Crews Bank & Trust | 20,820 | $957.1K | 0.14% | −13,808−39.9% | Reduced |
| Widmann Financial Services, Inc. | 20,783 | $955.4K | 0.57% | +10.0% | Added |
| Register Financial Advisors LLC | 20,774 | $955.0K | 0.35% | +54+0.3% | Added |
| Bank Ozk | 20,757 | $954.2K | 0.34% | −414−2.0% | Reduced |
| J.Safra Asset Management Corp | 20,696 | $951.4K | 0.05% | +85+0.4% | Added |
| PFG Investments, LLC | 20,667 | $950.1K | 0.04% | +704+3.5% | Added |
| BHK Investment Advisors, LLC | 20,448 | $940.0K | 0.31% | −1,947−8.7% | Reduced |
| Fort Sheridan Advisors LLC | 20,431 | $939.2K | 0.11% | −1,847−8.3% | Reduced |
| Hodges Capital Management Inc. | 20,389 | $937.3K | 0.08% | +53+0.3% | Added |
| Applied Finance Capital Management, LLC | 20,342 | $935.1K | 0.07% | −331−1.6% | Reduced |
| Lebenthal Global Advisors, LLC | 20,273 | $931.9K | 0.14% | +76+0.4% | Added |
| Legacy Financial Advisors, Inc. | 20,195 | $928.4K | 0.13% | −100.0% | Reduced |
| Toth Financial Advisory Corp | 20,157 | $926.6K | 0.10% | +7,259+56.3% | Added |
| Umb Bank N A | 20,080 | $923.1K | 0.01% | −19−0.1% | Reduced |
| CSS LLC | 20,066 | $922.4K | 0.05% | +13,430+202.4% | Added |
| RMR Wealth Builders | 20,041 | $921.3K | 0.07% | −259−1.3% | Reduced |
| Welch & Forbes LLC | 19,990 | $918.9K | 0.01% | −518−2.5% | Reduced |
| Savvy Advisors, Inc. | 19,844 | $912.2K | 0.02% | +1,928+10.8% | Added |
| Leisure Capital Management | 19,713 | $906.2K | 0.32% | −168−0.8% | Reduced |
| Sterling Investment Management, Inc. | 19,693 | $905.3K | 0.54% | −385−1.9% | Reduced |
| Carson Advisory Inc. | 19,604 | $901.2K | 0.47% | −995−4.8% | Reduced |
| Triangle Securities Wealth Management | 19,508 | $896.8K | 0.20% | −1,558−7.4% | Reduced |
| Wealth Group, Ltd. | 19,500 | $896.0K | 0.84% | +282+1.5% | Added |
| EP Wealth Advisors, LLC | 19,487 | $895.8K | 0.00% | −2,357−10.8% | Reduced |
| Todd Asset Management LLC | 19,459 | $894.5K | 0.02% | +57+0.3% | Added |
| OmniStar Financial Group, Inc. | 19,445 | $893.9K | 0.46% | +270+1.4% | Added |
| NewSquare Capital LLC | 19,397 | $891.7K | 0.08% | +552+2.9% | Added |
| West Paces Advisors Inc. | 19,334 | $888.8K | 0.17% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 19,289 | $886.7K | 0.13% | −72−0.4% | Reduced |
| Ignite Planners, LLC | 19,213 | $881.5K | 0.14% | +356+1.9% | Added |
| Dodge & Cox | 19,151 | $880.4K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 19,134 | $879.6K | 0.22% | +2,152+12.7% | Added |
| Cornerstone Advisory, LLC | 18,870 | $867.4K | 0.08% | +192+1.0% | Added |
| Douglass Winthrop Advisors, LLC | 18,865 | $867.2K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 18,734 | $861.2K | 0.08% | −44−0.2% | Reduced |
| Trust Co of Virginia | 18,706 | $859.9K | 0.07% | −248−1.3% | Reduced |
| Silver Oak Securities, Inc | 18,699 | $859.6K | 0.06% | −6,803−26.7% | Reduced |
| Evergreen Capital Management LLC | 18,695 | $859.4K | 0.02% | +7,648+69.2% | Added |
| Virtu Financial LLC | 18,498 | $850.0K | 0.04% | +18,498 | New |
| TD Waterhouse Canada Inc. | 18,015 | $841.1K | 0.00% | +12,160+207.7% | Added |
| United Community Bank | 18,294 | $841.0K | 0.28% | +1,115+6.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 18,236 | $838.3K | 0.02% | +477+2.7% | Added |
| Sheets Smith Wealth Management | 18,149 | $834.3K | 0.09% | +61+0.3% | Added |
| Siemens Fonds Invest GmbH | 18,137 | $833.8K | 0.05% | −30.0% | Reduced |
| Commonwealth Retirement Investments LLC | 17,936 | $824.5K | 0.26% | −1,217−6.4% | Reduced |
| Advisors Asset Management, Inc. | 17,793 | $817.9K | 0.01% | −15,784−47.0% | Reduced |
| NBT Bank N A | 17,739 | $815.5K | 0.05% | +1,203+7.3% | Added |
| Campbell & CO Investment Adviser LLC | 17,724 | $814.8K | 0.05% | +17,724 | New |
| Westpac Banking Corp | 17,686 | $813.0K | 0.06% | +12,357+231.9% | Added |
| Essex Financial Services, Inc. | 17,682 | $812.9K | 0.05% | +187+1.1% | Added |
| Junk Investment Group, LLC | 17,616 | $809.8K | 0.42% | +17,616 | New |
| Canal Capital Management, LLC | 17,481 | $803.6K | 0.11% | −12−0.1% | Reduced |
| Centennial Wealth Advisory LLC | 17,473 | $803.1K | 0.19% | +2,428+16.1% | Added |
| Paragon Private Wealth Management, LLC | 17,438 | $801.6K | 0.25% | +1,980+12.8% | Added |
| Legacy Capital Wealth Partners, LLC | 17,376 | $798.8K | 0.16% | −191−1.1% | Reduced |
| Bahl & Gaynor Inc | 17,361 | $798.1K | 0.00% | +1,400+8.8% | Added |
| RMB Capital Management, LLC | 17,346 | $797.4K | 0.01% | +2,330+15.5% | Added |
| Gateway Investment Advisers LLC | 17,332 | $796.8K | 0.01% | +11,159+180.8% | Added |
| GTS Securities LLC | 17,225 | $791.8K | 0.03% | +616+3.7% | Added |
| Legacy Advisors, LLC | 17,126 | $787.3K | 0.09% | −2,863−14.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 17,126 | $787.3K | 0.13% | −131−0.8% | Reduced |
| Prosperity Consulting Group, LLC | 17,080 | $785.2K | 0.03% | +584+3.5% | Added |