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 |
|---|---|---|---|---|---|
| First National Bank | 1,129 | $56.2K | 0.02% | +1,129 | New |
| Whipplewood Advisors, LLC | 1,122 | $55.9K | 0.04% | −5,435−82.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,118 | $55.7K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,104 | $55.0K | 0.01% | +677+158.5% | Added |
| GoalVest Advisory LLC | 1,094 | $54.5K | 0.01% | +31+2.9% | Added |
| Pin Oak Investment Advisors Inc | 1,084 | $54.0K | 0.04% | +15+1.4% | Added |
| Paradigm Asset Management Co LLC | 1,083 | $54.0K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,069 | $53.3K | 0.01% | +302+39.4% | Added |
| Dorato Capital Management | 1,010 | $52.2K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,037 | $51.6K | 0.00% | +126+13.8% | Added |
| Action Point Financial Planning, LLC | 1,031 | $51.2K | 0.01% | +1,031 | New |
| TD Capital Management LLC | 1,027 | $51.1K | 0.00% | +617+150.5% | Added |
| Hickory Point Bank & Trust | 1,022 | $50.9K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 988 | $49.2K | 0.02% | +48+5.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 980 | $48.8K | 0.01% | +980 | New |
| Private Wealth Management Group, LLC | 966 | $48.1K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 958 | $47.7K | 0.01% | +958 | New |
| Steigerwald, Gordon & Koch Inc. | 954 | $47.5K | 0.00% | +259+37.3% | Added |
| True Wealth Design, LLC | 941 | $46.9K | 0.01% | +332+54.5% | Added |
| SHP Wealth Management | 927 | $46.2K | 0.00% | +8+0.9% | Added |
| Gen-Wealth Partners Inc | 908 | $45.2K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 892 | $44.4K | 0.01% | +275+44.6% | Added |
| Trust Co | 875 | $43.6K | 0.00% | −1,281−59.4% | Reduced |
| Signature Equity Partners, LLC | 863 | $43.0K | 0.02% | −9−1.0% | Reduced |
| Winthrop Capital Management, LLC | 840 | $42.0K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 834 | $41.5K | 0.03% | +10+1.2% | Added |
| Newbridge Financial Services Group, Inc. | 815 | $40.6K | 0.01% | +815 | New |
| Bare Financial Services, Inc | 812 | $40.5K | 0.01% | +3+0.4% | Added |
| Ares Financial Consulting, LLC | 797 | $39.7K | 0.03% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 828 | $38.1K | 0.03% | +381+85.2% | Added |
| Ancora Advisors, LLC | 749 | $37.3K | 0.00% | −187−20.0% | Reduced |
| Winch Advisory Services, LLC | 728 | $36.3K | 0.01% | +8+1.1% | Added |
| Atlantic Private Wealth, LLC | 715 | $35.6K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 713 | $35.5K | 0.00% | +280+64.7% | Added |
| Glen Eagle Advisors, LLC | 700 | $34.9K | 0.00% | +464+196.6% | Added |
| Walleye Capital LLC | 699 | $34.8K | 0.00% | +699 | New |
| Rosenberg Matthew Hamilton | 668 | $33.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 637 | $31.8K | 0.01% | 00.0% | Unchanged |
| McMillan Office, Inc. | 629 | $31.3K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 627 | $31.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 619 | $30.8K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 621 | $30.0K | 0.02% | +21+3.5% | Added |
| Stone House Investment Management, LLC | 601 | $30.0K | 0.00% | +128+27.1% | Added |
| N.E.W. Advisory Services LLC | 600 | $29.9K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 580 | $28.9K | 0.01% | +69+13.5% | Added |
| EFG International AG | 578 | $28.8K | 0.00% | −157−21.4% | Reduced |
| McDonald Partners LLC | 565 | $28.1K | 0.01% | +565 | New |
| Triumph Capital Management | 551 | $27.5K | 0.00% | +3+0.5% | Added |
| Kilter Group LLC | 524 | $26.1K | 0.01% | −24−4.4% | Reduced |
| Peoples Financial Services Corp. | 523 | $26.1K | 0.01% | −45−7.9% | Reduced |
| Highline Wealth Partners LLC | 522 | $26.0K | 0.01% | +111+27.0% | Added |
| Rialto Wealth Management, LLC | 506 | $25.2K | 0.00% | +45+9.8% | Added |
| Dogwood Wealth Management LLC | 499 | $24.9K | 0.01% | −107−17.7% | Reduced |
| Stance Capital LLC | 498 | $24.8K | 0.01% | +498 | New |
| Prosperity Bancshares Inc | 496 | $24.7K | 0.02% | +21+4.4% | Added |
| FNY Investment Advisers, LLC | 500 | $24.0K | 0.01% | −93−15.7% | Reduced |
| Crewe Advisors LLC | 471 | $23.5K | 0.00% | +303+180.4% | Added |
| Catalyst Capital Advisors LLC | 468 | $23.3K | 0.00% | −483−50.8% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 467 | $23.3K | 0.01% | +467 | New |
| JFS Wealth Advisors, LLC | 464 | $22.7K | 0.00% | +47+11.3% | Added |
| Kemnay Advisory Services Inc. | 456 | $22.7K | 0.00% | +18+4.1% | Added |
| Hartford Financial Management Inc. | 449 | $22.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 440 | $21.9K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 435 | $21.7K | 0.00% | +20+4.8% | Added |
| McGuire Capital Advisors Inc | 425 | $21.2K | 0.01% | +1+0.2% | Added |
| Maseco LLP | 424 | $21.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 412 | $20.5K | 0.01% | +3+0.7% | Added |
| Country Trust Bank | 408 | $20.3K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 397 | $19.8K | 0.01% | +4+1.0% | Added |
| Fairman Group, LLC | 396 | $19.7K | 0.02% | +4+1.0% | Added |
| Buck Wealth Strategies, LLC | 395 | $19.7K | 0.00% | +395 | New |
| Aspect Partners, LLC | 389 | $19.4K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 388 | $19.3K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 396 | $19.0K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 380 | $18.9K | 0.01% | +1+0.3% | Added |
| Basepoint Wealth LLC | 379 | $18.9K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 377 | $18.8K | 0.01% | +377 | New |
| JNBA Financial Advisors | 374 | $18.6K | 0.00% | −376−50.1% | Reduced |
| Pinnacle Bancorp, Inc. | 365 | $18.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 364 | $18.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 363 | $18.1K | 0.00% | +51+16.3% | Added |
| Wolff Wiese Magana LLC | 363 | $18.1K | 0.01% | +168+86.2% | Added |
| Hanson & Doremus Investment Management | 356 | $18.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 361 | $18.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 360 | $17.9K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 327 | $16.3K | 0.01% | +6+1.9% | Added |
| Avion Wealth | 328 | $16.0K | 0.00% | +35+11.9% | Added |
| Armstrong Advisory Group, Inc | 320 | $15.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 320 | $15.9K | 0.00% | +54+20.3% | Added |
| Solstein Capital, LLC | 311 | $15.5K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 306 | $15.3K | 0.00% | +39+14.6% | Added |
| Cornerstone Planning Group LLC | 294 | $15.2K | 0.00% | −15−4.9% | Reduced |
| Coastline Trust Co | 300 | $14.9K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $14.9K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 300 | $14.9K | 0.01% | +300 | New |
| Advantage Trust Co | 300 | $14.9K | 0.01% | +300 | New |
| Clear Street Markets LLC | 289 | $14.4K | 0.00% | −18−5.9% | Reduced |
| Torren Management, LLC | 279 | $13.9K | 0.01% | +1+0.4% | Added |
| 1 North Wealth Services LLC | 276 | $13.8K | 0.00% | +276 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 268 | $13.4K | 0.02% | 00.0% | Unchanged |