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 |
|---|---|---|---|---|---|
| Partners in Financial Planning | 17,071 | $784.8K | 0.13% | +2,263+15.3% | Added |
| Plimoth Trust Co LLC | 17,060 | $784.2K | 0.18% | −1,020−5.6% | Reduced |
| Valeo Financial Advisors, LLC | 17,053 | $783.9K | 0.02% | −1,863−9.8% | Reduced |
| HM Payson & Co | 17,052 | $783.9K | 0.01% | −71−0.4% | Reduced |
| Van Eck Associates Corp | 17,031 | $783.0K | 0.00% | +793+4.9% | Added |
| EverSource Wealth Advisors, LLC | 17,023 | $782.6K | 0.02% | +1,195+7.5% | Added |
| Inspirion Wealth Advisors, LLC | 16,990 | $781.0K | 0.10% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 16,965 | $779.1K | 0.01% | −4,429−20.7% | Reduced |
| Smith, Salley & Associates | 16,938 | $778.6K | 0.04% | −823−4.6% | Reduced |
| Naples Global Advisors, LLC | 16,915 | $777.6K | 0.06% | −180−1.1% | Reduced |
| City Holding Co | 16,883 | $776.1K | 0.10% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 16,880 | $776.0K | 0.04% | −431−2.5% | Reduced |
| Waterloo Capital, L.P. | 16,843 | $774.3K | 0.05% | −499−2.9% | Reduced |
| SummitTX Capital, L.P. | 16,835 | $773.9K | 0.02% | +11,634+223.7% | Added |
| Beese Fulmer Investment Management, Inc. | 16,828 | $773.6K | 0.05% | −643−3.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,775 | $771.2K | 0.01% | −1,563−8.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 16,771 | $771.0K | 0.19% | +141+0.8% | Added |
| MBL Wealth, LLC | 16,706 | $768.0K | 0.06% | +953+6.0% | Added |
| Landscape Capital Management, L.L.C. | 16,653 | $765.5K | 0.05% | −3,706−18.2% | Reduced |
| Premier Path Wealth Partners, LLC | 16,652 | $765.5K | 0.10% | +2,449+17.2% | Added |
| Aaron Wealth Advisors | 16,637 | $764.8K | 0.04% | −502−2.9% | Reduced |
| Adapt Wealth Advisors, LLC | 16,598 | $763.0K | 0.28% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16,474 | $757.3K | 0.01% | +7,371+81.0% | Added |
| Moody National Bank Trust Division | 16,467 | $757.0K | 0.07% | +1,537+10.3% | Added |
| WBI Investments | 16,385 | $753.2K | 0.21% | −5,029−23.5% | Reduced |
| Millington Securities, LLC | 16,385 | $753.2K | 0.21% | +16,385 | New |
| Perpetual Ltd | 16,374 | $752.7K | 0.01% | +16,374 | New |
| Hilltop Holdings Inc. | 16,297 | $749.2K | 0.07% | −13,497−45.3% | Reduced |
| Franklin Street Advisors Inc | 16,262 | $747.6K | 0.05% | +156+1.0% | Added |
| Dudley Capital Management, LLC | 16,254 | $747.2K | 0.33% | −74−0.5% | Reduced |
| Steel Peak Wealth Management LLC | 16,106 | $740.4K | 0.02% | +16,106 | New |
| Pine Valley Investments Ltd Liability Co | 16,073 | $738.9K | 0.04% | +23+0.1% | Added |
| Perigon Wealth Management, LLC | 16,065 | $738.5K | 0.01% | −332−2.0% | Reduced |
| Mather Group, LLC. | 16,052 | $737.9K | 0.01% | −486−2.9% | Reduced |
| WCG Wealth Advisors LLC | 16,024 | $736.6K | 0.02% | +755+4.9% | Added |
| Modern Wealth Management, LLC | 15,767 | $736.5K | 0.01% | +9,912+169.3% | Added |
| TownSquare Capital, LLC | 16,018 | $736.3K | 0.17% | +398+2.5% | Added |
| Smith Chas P & Associates Pa Cpas | 16,015 | $736.2K | 0.04% | −990−5.8% | Reduced |
| Gabelli Funds LLC | 16,000 | $735.5K | 0.00% | 00.0% | Unchanged |
| Frec Markets, Inc. | 15,968 | $734.0K | 0.12% | +8,021+100.9% | Added |
| FLC Capital Advisors | 15,849 | $728.6K | 0.13% | −40.0% | Reduced |
| YANKCOM Partnership | 15,837 | $728.0K | 0.30% | −113−0.7% | Reduced |
| GeoWealth Management, LLC | 15,817 | $727.1K | 0.03% | +4,499+39.8% | Added |
| Strategic Advisors LLC | 15,739 | $723.6K | 0.12% | −338−2.1% | Reduced |
| Keel Point, LLC | 15,676 | $720.6K | 0.05% | +1,191+8.2% | Added |
| Prime Capital Investment Advisors, LLC | 15,635 | $718.7K | 0.01% | −198−1.3% | Reduced |
| Atticus Wealth Management, LLC | 15,634 | $718.7K | 0.19% | 00.0% | Unchanged |
| Invst, LLC | 15,588 | $716.6K | 0.08% | −484−3.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 15,572 | $715.8K | 0.04% | −92−0.6% | Reduced |
| International Assets Investment Management, LLC | 15,290 | $714.2K | 0.05% | −1,543−9.2% | Reduced |
| Mayfair Advisory Group, LLC | 15,497 | $712.4K | 0.25% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 15,489 | $712.0K | 0.44% | −81−0.5% | Reduced |
| Washington Capital Management Inc | 15,430 | $709.3K | 0.60% | +630+4.3% | Added |
| FSM Wealth Advisors, LLC | 15,421 | $708.9K | 0.09% | +248+1.6% | Added |
| Teza Capital Management LLC | 15,414 | $708.6K | 2.59% | +1,750+12.8% | Added |
| First Horizon Corp | 15,395 | $707.7K | 0.03% | +70.0% | Added |
| X-Square Capital, LLC | 15,339 | $705.0K | 0.24% | +390+2.6% | Added |
| Canandaigua National Trust Co of Florida | 15,257 | $701.4K | 0.56% | −4,854−24.1% | Reduced |
| Insigneo Advisory Services, LLC | 15,188 | $698.2K | 0.05% | −2,886−16.0% | Reduced |
| Polymer Capital Management (US) LLC | 15,152 | $696.5K | 0.10% | −53,229−77.8% | Reduced |
| Evoke Wealth, LLC | 15,132 | $695.6K | 0.01% | +8,266+120.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,098 | $694.0K | 0.18% | −511−3.3% | Reduced |
| Virtue Asset Management LLC | 15,081 | $693.3K | 0.55% | +7,767+106.2% | Added |
| Par Capital Management Inc | 15,000 | $689.5K | 0.02% | +15,000 | New |
| Busey Wealth Management | 14,993 | $689.2K | 0.02% | −168−1.1% | Reduced |
| Vontobel Holding Ltd. | 14,964 | $687.9K | 0.00% | +1,487+11.0% | Added |
| Ingalls & Snyder LLC | 14,914 | $686.0K | 0.02% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 14,905 | $685.2K | 1.56% | +14,905 | New |
| Icon Wealth Advisors, LLC | 13,509 | $684.2K | 0.04% | +17+0.1% | Added |
| Wedmont Private Capital | 13,873 | $683.8K | 0.02% | −1,404−9.2% | Reduced |
| Centurion Wealth Management LLC | 14,862 | $683.2K | 0.15% | −263−1.7% | Reduced |
| Panagora Asset Management Inc | 14,802 | $680.4K | 0.00% | +224+1.5% | Added |
| Burke & Herbert Bank & Trust Co | 14,787 | $679.8K | 0.19% | −2,910−16.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 14,758 | $678.4K | 0.05% | +30.0% | Added |
| RKL Wealth Management LLC | 14,749 | $678.0K | 0.06% | −1,998−11.9% | Reduced |
| Trust Asset Management LLC | 14,747 | $677.9K | 0.05% | 00.0% | Unchanged |
| Code Waechter LLC | 14,747 | $677.9K | 0.40% | +477+3.3% | Added |
| Advocacy Wealth Management Services, LLC | 14,737 | $677.5K | 0.03% | −185−1.2% | Reduced |
| Sumitomo Life Insurance Co | 14,730 | $677.1K | 0.02% | +472+3.3% | Added |
| 3Chopt Investment Partners, LLC | 14,687 | $675.2K | 0.15% | −26−0.2% | Reduced |
| First Dallas Securities Inc. | 14,659 | $673.9K | 0.25% | +211+1.5% | Added |
| Hills Bank & Trust Co | 14,641 | $673.0K | 0.03% | −1,607−9.9% | Reduced |
| IHT Wealth Management, LLC | 14,611 | $671.7K | 0.02% | +1,324+10.0% | Added |
| Alteri Wealth LLC | 14,492 | $666.2K | 0.22% | −105−0.7% | Reduced |
| Texas Yale Capital Corp. | 14,400 | $662.0K | 0.02% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 14,380 | $661.1K | 0.18% | −54−0.4% | Reduced |
| First City Capital Management, Inc. | 14,368 | $660.5K | 0.35% | +457+3.3% | Added |
| 1620 Investment Advisors, Inc. | 14,332 | $658.9K | 0.45% | +358+2.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,227 | $654.0K | 0.30% | +9,533+203.1% | Added |
| LVW Advisors, LLC | 14,165 | $651.2K | 0.06% | +4,636+48.7% | Added |
| Aull & Monroe Investment Management Corp | 14,145 | $650.2K | 0.30% | +1,945+15.9% | Added |
| Cidel Asset Management Inc | 14,135 | $649.8K | 0.04% | +2,269+19.1% | Added |
| Z3 Capital Partners, LLC | 14,025 | $644.7K | 0.16% | −583−4.0% | Reduced |
| Hilltop National Bank | 14,021 | $644.5K | 0.15% | +1,120+8.7% | Added |
| Chilton Investment Co LLC | 13,950 | $641.3K | 0.02% | −4,152−22.9% | Reduced |
| Uncommon Cents Investing LLC | 13,895 | $638.8K | 0.15% | +415+3.1% | Added |
| Klingman & Associates, LLC | 13,891 | $638.6K | 0.03% | +262+1.9% | Added |
| Syon Capital LLC | 13,843 | $636.4K | 0.03% | −1,510−9.8% | Reduced |
| Simplicity Wealth,LLC | 13,838 | $636.1K | 0.04% | +1,997+16.9% | Added |
| Westover Capital Advisors, LLC | 13,818 | $635.2K | 0.12% | +3,800+37.9% | Added |