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 |
|---|---|---|---|---|---|
| Basecamp Wealth Advisors LLC | 6,395 | $318.6K | 0.06% | −92−1.4% | Reduced |
| Great Valley Advisor Group, Inc. | 6,351 | $316.0K | 0.00% | +827+15.0% | Added |
| Abbot Financial Management, Inc. | 6,308 | $314.3K | 0.12% | +442+7.5% | Added |
| Armis Advisers, LLC | 6,103 | $313.8K | 0.03% | +70+1.2% | Added |
| truNorth Financial Services, Inc. | 6,274 | $312.6K | 0.28% | +7+0.1% | Added |
| Smith, Moore & Co. | 6,269 | $312.3K | 0.02% | +20.0% | Added |
| Kestra Investment Management, LLC | 6,263 | $312.0K | 0.01% | −1,729−21.6% | Reduced |
| Hill Investment Group Partners, LLC | 6,262 | $312.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6,246 | $311.2K | 0.03% | +3,025+93.9% | Added |
| DV Trading LLC | 6,210 | $309.4K | 0.03% | +6,210 | New |
| Manske Wealth Management | 6,208 | $309.3K | 0.08% | −32−0.5% | Reduced |
| Integrated Advisors Network LLC | 6,197 | $308.7K | 0.01% | +237+4.0% | Added |
| Gradient Investments LLC | 6,189 | $308.3K | 0.00% | +158+2.6% | Added |
| Allegiance Financial Group Advisory Services LLC | 6,150 | $306.4K | 0.05% | −603−8.9% | Reduced |
| Councilmark Asset Management, LLC | 6,142 | $306.0K | 0.16% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 6,139 | $305.8K | 0.04% | +6,139 | New |
| 44 Wealth Management LLC | 6,125 | $305.1K | 0.10% | −270−4.2% | Reduced |
| Cascades Capital Asset Management, LLC | 6,118 | $304.8K | 0.11% | +152+2.5% | Added |
| Commonwealth Financial Services, LLC | 6,099 | $303.9K | 0.04% | +23+0.4% | Added |
| Parcion Private Wealth LLC | 6,071 | $302.5K | 0.02% | +505+9.1% | Added |
| Everstar Asset Management, LLC | 6,063 | $302.1K | 0.15% | −65−1.1% | Reduced |
| Peachtree Investment Partners, LLC | 6,059 | $301.9K | 0.10% | +10+0.2% | Added |
| Focused Wealth Management, Inc | 6,051 | $301.5K | 0.03% | +6,051 | New |
| White Pine Capital LLC | 6,040 | $300.9K | 0.07% | −15−0.2% | Reduced |
| Founders Grove Wealth Partners, LLC | 6,001 | $299.0K | 0.06% | +423+7.6% | Added |
| Numerai GP LLC | 5,982 | $298.0K | 0.02% | −19,574−76.6% | Reduced |
| Morris Financial Concepts, Inc. | 5,980 | $297.9K | 0.09% | −505−7.8% | Reduced |
| Curated Wealth Partners LLC | 5,974 | $297.6K | 0.03% | +660+12.4% | Added |
| Bull Harbor Capital LLC | 5,964 | $297.1K | 0.06% | +436+7.9% | Added |
| Catalytic Wealth RIA, LLC | 5,953 | $296.6K | 0.02% | −114−1.9% | Reduced |
| Banco Santander, S.A. | 5,952 | $296.5K | 0.00% | −3,285−35.6% | Reduced |
| V. M. Manning & Co., Inc. | 5,944 | $296.1K | 0.25% | +5,944 | New |
| Timonier Family Office, LTD. | 5,941 | $296.0K | 0.08% | +5,941 | New |
| Continuum Advisory, LLC | 5,915 | $294.7K | 0.02% | +558+10.4% | Added |
| Klingenstein Fields & Co LP | 5,912 | $294.5K | 0.01% | 00.0% | Unchanged |
| Family Legacy, Inc. | 5,870 | $292.4K | 0.08% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 5,593 | $291.5K | 0.00% | +181+3.3% | Added |
| Diversify Advisory Services, LLC | 5,593 | $291.5K | 0.00% | +5,593 | New |
| Patrick M Sweeney & Associates, Inc | 5,836 | $290.7K | 0.17% | −216−3.6% | Reduced |
| Fortress Wealth Group, LLC | 5,569 | $288.2K | 0.10% | +109+2.0% | Added |
| Everhart Financial Group, Inc. | 5,782 | $288.1K | 0.02% | −583−9.2% | Reduced |
| Cornerstone Planning, LLC | 5,779 | $287.9K | 0.07% | 00.0% | Unchanged |
| Souders Financial Advisors | 5,776 | $287.8K | 0.03% | +56+1.0% | Added |
| Next Level Private LLC | 5,762 | $287.0K | 0.06% | +50+0.9% | Added |
| Cascade Financial Partners, LLC | 5,737 | $285.8K | 0.02% | +98+1.7% | Added |
| XY Planning Network, Inc. | 5,726 | $285.3K | 0.04% | +5,726 | New |
| BLB&B Advisors, LLC | 5,719 | $284.9K | 0.01% | +11+0.2% | Added |
| Vantus Wealth LLC | 5,718 | $284.9K | 0.15% | +5,718 | New |
| Joel Isaacson & Co., LLC | 5,713 | $284.6K | 0.01% | +10+0.2% | Added |
| Frederick Financial Consultants, LLC | 5,704 | $284.2K | 0.12% | −338−5.6% | Reduced |
| Evermay Wealth Management LLC | 5,689 | $283.4K | 0.03% | −66−1.1% | Reduced |
| Visionary Wealth Advisors | 5,669 | $282.4K | 0.01% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 5,433 | $282.1K | 0.02% | +5,433 | New |
| Pure Financial Advisors, Inc. | 5,655 | $281.7K | 0.00% | +1,234+27.9% | Added |
| Capital Square, LLC | 5,452 | $281.7K | 0.12% | +1,002+22.5% | Added |
| Waldron Private Wealth LLC | 5,654 | $281.7K | 0.01% | −1,151−16.9% | Reduced |
| Aegis Wealth Management LLC | 5,618 | $279.9K | 0.13% | −87−1.5% | Reduced |
| GTS Securities LLC | 5,588 | $278.4K | 0.01% | −11,637−67.6% | Reduced |
| Catalyst Financial Partners LLC | 5,549 | $276.5K | 0.03% | +450+8.8% | Added |
| Cobblestone Asset Management LLC | 5,539 | $276.0K | 0.12% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 5,503 | $274.2K | 0.30% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 5,500 | $274.0K | 0.07% | −1,000−15.4% | Reduced |
| Terry L. Blaker | 5,500 | $274.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 5,499 | $274.0K | 0.09% | −568−9.4% | Reduced |
| West Family Investments, Inc. | 5,498 | $273.9K | 0.08% | +242+4.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,456 | $271.8K | 0.01% | +211+4.0% | Added |
| Strategic Wealth Designers | 5,431 | $270.6K | 0.03% | +58+1.1% | Added |
| Brookwood Investment Group LLC | 5,414 | $269.7K | 0.03% | −37−0.7% | Reduced |
| MV Capital Management, Inc. | 5,412 | $269.6K | 0.02% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 5,395 | $268.8K | 0.04% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 5,366 | $267.3K | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 5,339 | $266.0K | 0.01% | +5,339 | New |
| Keynote Financial Services LLC | 5,319 | $265.0K | 0.12% | +15+0.3% | Added |
| D'Orazio & Associates, Inc. | 5,311 | $264.6K | 0.03% | −417−7.3% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 5,305 | $264.3K | 0.09% | +10+0.2% | Added |
| Forteris Wealth Management Inc. | 5,300 | $264.0K | 0.22% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,291 | $263.6K | 0.02% | +654+14.1% | Added |
| Financial Consulate, Inc | 5,269 | $262.5K | 0.03% | +128+2.5% | Added |
| Wagner Wealth Management, LLC | 5,264 | $262.3K | 0.05% | −11−0.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 5,244 | $261.3K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 5,242 | $261.2K | 0.06% | −59−1.1% | Reduced |
| Aspire Private Capital, LLC | 5,240 | $261.1K | 0.05% | −8,240−61.1% | Reduced |
| Lafayette Investments, Inc. | 5,227 | $260.4K | 0.05% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 5,217 | $259.9K | 0.02% | −10.0% | Reduced |
| Defiance ETFs, LLC | 5,102 | $259.6K | 0.00% | +5,102 | New |
| Thoroughbred Financial Services, LLC | 5,203 | $259.0K | 0.01% | +5,203 | New |
| Lincoln Capital LLC | 5,196 | $258.9K | 0.05% | 00.0% | Unchanged |
| LongView Wealth Management | 5,191 | $258.6K | 0.07% | −138−2.6% | Reduced |
| Fortress Private Ledger, LLC | 5,187 | $258.4K | 0.07% | +18+0.3% | Added |
| TradeWell Securities, LLC. | 5,176 | $257.9K | 0.09% | +31+0.6% | Added |
| Polar Asset Management Partners Inc. | 5,159 | $257.0K | 0.00% | +5,159 | New |
| Avaii Wealth Management, LLC | 5,154 | $256.8K | 0.08% | −113−2.1% | Reduced |
| Conning Inc. | 5,141 | $256.1K | 0.01% | −182−3.4% | Reduced |
| Calton & Associates, Inc. | 5,139 | $256.0K | 0.04% | −667−11.5% | Reduced |
| Wealth Advisory Solutions, LLC | 5,130 | $255.6K | 0.05% | +5,130 | New |
| Millennium Capital Advisors, LLC | 5,116 | $254.9K | 0.14% | +5,116 | New |
| Sharp Financial Services, LLC | 5,089 | $253.6K | 0.12% | +5,089 | New |
| Resurgent Financial Advisors LLC | 5,056 | $251.9K | 0.07% | +5,056 | New |
| Hexagon Capital Partners LLC | 5,055 | $251.8K | 0.04% | +371+7.9% | Added |
| Shayne & Co., LLC | 5,054 | $251.8K | 0.07% | 00.0% | Unchanged |