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, Q2 2026
Institutional positions in Truist Financial Corp as of Jun 30, 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
- 1,707
- +76 vs. Q1 2026
- Shares held
- 940.6M
- +7.38M (+0.8%) vs. Q1 2026
- Total value
- $46.7B
- +$3.99B (+9.3%) vs. Q1 2026
- New holders
- 172
- 632 more added
- Sold out
- 96
- 669 more reduced
17 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 8,383 | $417.7K | 0.00% | +1,895+29.2% | Added |
| McKinley Carter Wealth Services, Inc. | 8,375 | $417.1K | 0.02% | +109+1.3% | Added |
| Biltmore Family Office, LLC | 8,366 | $416.8K | 0.05% | −1,000−10.7% | Reduced |
| BTG Pactual Asset Management US LLC | 8,364 | $416.7K | 0.03% | +3,096+58.8% | Added |
| HBK Sorce Advisory LLC | 7,884 | $416.7K | 0.01% | −1,469−15.7% | Reduced |
| Spire Wealth Management | 8,363 | $416.7K | 0.01% | +65+0.8% | Added |
| Oak Barrel Wealth Advisory LLC | 8,354 | $416.2K | 0.18% | +8,354 | New |
| Asahi Life Asset Management Co., Ltd. | 8,340 | $415.5K | 0.23% | −400−4.6% | Reduced |
| Piedmont Capital Management, LLC | 8,319 | $414.5K | 0.25% | −4,382−34.5% | Reduced |
| Canandaigua National Bank & Trust Co | 8,308 | $413.9K | 0.03% | +8,308 | New |
| TAGStone Capital, Inc. | 8,277 | $412.4K | 0.13% | +2,648+47.0% | Added |
| Cassia Capital Partners, LLC | 8,259 | $411.5K | 0.20% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 8,250 | $411.0K | 0.12% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8,203 | $408.7K | 0.01% | −9,590−53.9% | Reduced |
| Baader Bank INC | 8,172 | $407.1K | 0.03% | −413−4.8% | Reduced |
| LBMC Investment Advisors, LLC | 8,160 | $406.5K | 0.02% | +62+0.8% | Added |
| Crestwood Advisors Group LLC | 8,134 | $405.2K | 0.01% | +2,998+58.4% | Added |
| Change Path, LLC | 8,133 | $405.2K | 0.01% | −2,913−26.4% | Reduced |
| Institute for Wealth Management, LLC. | 8,118 | $404.5K | 0.04% | −149−1.8% | Reduced |
| Eagle Strategies LLC | 8,108 | $404.0K | 0.04% | +79+1.0% | Added |
| Indivisible Partners | 8,107 | $403.9K | 0.02% | +3,749+86.0% | Added |
| Parsons Capital Management Inc | 8,101 | $403.6K | 0.02% | +8,101 | New |
| Gallagher Fiduciary Advisors, LLC | 8,090 | $403.0K | 0.01% | +544+7.2% | Added |
| Odyssean, LLC | 8,081 | $402.6K | 0.07% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 8,078 | $402.5K | 0.04% | −32−0.4% | Reduced |
| Silverlake Wealth Management LLC | 8,054 | $401.3K | 0.08% | +808+11.2% | Added |
| Sivia Capital Partners, LLC | 8,044 | $400.8K | 0.05% | +8,044 | New |
| IFP Advisors, Inc | 8,042 | $400.7K | 0.01% | −597−6.9% | Reduced |
| River Wealth Advisors LLC | 8,027 | $399.9K | 0.04% | −30−0.4% | Reduced |
| Summit Asset Management, LLC | 8,004 | $398.8K | 0.05% | +15+0.2% | Added |
| Abundance Wealth Counselors | 8,002 | $398.7K | 0.03% | +3,144+64.7% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $398.6K | 0.00% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 7,991 | $398.1K | 0.10% | −671−7.7% | Reduced |
| 1st Source Bank | 7,975 | $397.3K | 0.02% | −31−0.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 7,917 | $394.4K | 0.27% | −1,028−11.5% | Reduced |
| Westwood Holdings Group Inc. | 7,865 | $391.8K | 0.00% | +7,865 | New |
| Caldwell Trust Co | 7,844 | $390.8K | 0.03% | +561+7.7% | Added |
| MQS Management LLC | 7,830 | $390.1K | 0.48% | +7,830 | New |
| Rehmann Capital Advisory Group | 7,824 | $389.7K | 0.02% | −51−0.6% | Reduced |
| Almitas Capital LLC | 7,800 | $388.6K | 0.09% | +7,800 | New |
| Platform Technology Partners | 7,730 | $385.1K | 0.06% | +49+0.6% | Added |
| Selective Wealth Management, Inc. | 7,317 | $384.1K | 0.10% | +57+0.8% | Added |
| Kathmere Capital Management, LLC | 7,703 | $383.8K | 0.02% | +846+12.3% | Added |
| Groupama Asset Managment | 7,535 | $381.1K | 0.00% | +55+0.7% | Added |
| Facet Wealth, Inc. | 7,620 | $379.6K | 0.01% | +267+3.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,598 | $378.5K | 0.03% | −206−2.6% | Reduced |
| Convergence Financial, LLC | 7,580 | $377.6K | 0.03% | −780−9.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 7,539 | $375.6K | 0.05% | +967+14.7% | Added |
| Nwam LLC | 7,523 | $374.8K | 0.02% | −2,117−22.0% | Reduced |
| Nilsine Partners, LLC | 7,477 | $372.5K | 0.03% | +7,477 | New |
| Shelton Capital Management | 7,400 | $368.7K | 0.01% | −83,876−91.9% | Reduced |
| Aldebaran Financial Inc. | 7,353 | $366.3K | 0.30% | −50−0.7% | Reduced |
| Cim Investment Mangement Inc | 7,345 | $365.9K | 0.09% | −707−8.8% | Reduced |
| WBH Advisory Inc | 7,338 | $365.6K | 0.02% | −161−2.1% | Reduced |
| Advisory Alpha, LLC | 7,328 | $365.1K | 0.01% | +7,328 | New |
| Quotient Wealth Partners, LLC | 7,317 | $364.5K | 0.01% | +208+2.9% | Added |
| Mosaic Family Wealth Partners, LLC | 7,310 | $364.2K | 0.02% | +7,310 | New |
| TIAA Wealth Investment Management LLC | 7,291 | $363.4K | 0.00% | −1,504−17.1% | Reduced |
| Waddell & Associates, LLC | 7,281 | $362.8K | 0.02% | +358+5.2% | Added |
| tru Independence LLC | 7,277 | $362.6K | 0.16% | −568−7.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,243 | $360.8K | 0.07% | −505−6.5% | Reduced |
| McAdam, LLC | 7,214 | $359.4K | 0.01% | +94+1.3% | Added |
| Fukoku Mutual Life Insurance Co | 7,199 | $358.7K | 0.02% | 00.0% | Unchanged |
| Wynn Capital, LLC | 7,164 | $356.9K | 0.16% | −20.0% | Reduced |
| Gladstone Institutional Advisory LLC | 7,091 | $353.3K | 0.01% | −74−1.0% | Reduced |
| Arlington Trust Co LLC | 7,077 | $352.6K | 0.03% | −139−1.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,066 | $352.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 6,825 | $350.5K | 0.01% | −1,085−13.7% | Reduced |
| L2 Asset Management, LLC | 7,030 | $350.2K | 0.04% | +180+2.6% | Added |
| Flputnam Investment Management Co | 7,013 | $349.4K | 0.00% | −638−8.3% | Reduced |
| Gryphon Financial Partners LLC | 6,978 | $347.6K | 0.03% | +6,978 | New |
| Larry Mathis Financial Planning, LLC | 6,969 | $347.2K | 0.26% | −146−2.1% | Reduced |
| Meridian Financial Partners LLC | 6,567 | $346.7K | 0.12% | 00.0% | Unchanged |
| PCB Capital LLC | 6,938 | $345.6K | 0.42% | +194+2.9% | Added |
| Quarry LP | 6,917 | $344.6K | 0.05% | +4,385+173.2% | Added |
| FSB Premier Wealth Management, Inc. | 6,902 | $343.9K | 0.10% | −1,012−12.8% | Reduced |
| Blue Rock Wealth Management LLC | 6,900 | $343.8K | 0.19% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 6,837 | $340.6K | 0.09% | −200−2.8% | Reduced |
| Broyhill Asset Management | 6,800 | $338.8K | 0.30% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 6,595 | $338.7K | 0.25% | −2,695−29.0% | Reduced |
| Krilogy Financial LLC | 6,795 | $338.5K | 0.01% | +97+1.4% | Added |
| PDS Planning, Inc | 6,728 | $335.2K | 0.02% | +36+0.5% | Added |
| Keudell/Morrison Wealth Management | 6,722 | $334.9K | 0.06% | −3,766−35.9% | Reduced |
| Haverford Trust Co | 6,689 | $333.2K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,675 | $332.5K | 0.00% | +6,675 | New |
| Victory Financial Group, LLC | 6,665 | $332.1K | 0.03% | −732−9.9% | Reduced |
| CSS LLC | 6,636 | $330.6K | 0.01% | −13,430−66.9% | Reduced |
| Formidable Asset Management, LLC | 7,174 | $329.8K | 0.05% | −10−0.1% | Reduced |
| Tompkins Financial Corp | 6,616 | $329.6K | 0.02% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 6,603 | $329.0K | 0.14% | −30,000−82.0% | Reduced |
| Sage Investment Counsel LLC | 6,583 | $328.0K | 0.33% | +13+0.2% | Added |
| 111 Capital | 6,560 | $326.8K | 0.06% | −169−2.5% | Reduced |
| International Private Wealth Advisors LLC | 6,551 | $326.4K | 0.17% | −2,208−25.2% | Reduced |
| Tandem Investment Advisors, Inc. | 6,538 | $325.7K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,524 | $325.0K | 0.01% | +6,524 | New |
| Canton Hathaway, LLC | 6,516 | $324.6K | 0.06% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 6,401 | $324.6K | 0.02% | −247−3.7% | Reduced |
| Limestone Investment Advisors LP | 6,510 | $324.3K | 0.16% | +670+11.5% | Added |
| Ostrum Asset Management | 6,485 | $323.1K | 0.02% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 7,885 | $322.0K | 0.02% | −352−4.3% | Reduced |