Truist Financial Corp

TFC

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0000092230

SEC filings (opens in a new tab)

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.

Other share classesTFC.PI TFC.PO TFC.PR

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.

Institutional holdersQ2 2026: 1,707 institutions

Value heldQ2 2026: $46.7B

Institutions holding TFC and their total value by quarter
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.

Institutions holding TFC in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bell Investment Advisors, Inc	255	$12.7K	0.00%	+10+4.1%	Added
Miller Wealth Advisors, LLC	250	$12.5K	0.01%	00.0%	Unchanged
St Germain D J Co Inc	248	$12.4K	0.00%	00.0%	Unchanged
American National Bank	244	$12.2K	0.00%	+244	New
Fedenia Advisers LLC	240	$12.0K	0.00%	+240	New
Key Financial Inc	232	$11.6K	0.00%	+76+48.7%	Added
Mowery & Schoenfeld Wealth Management, LLC	226	$11.2K	0.02%	00.0%	Unchanged
Atwood & Palmer Inc	225	$11.2K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	225	$11.2K	0.00%	+225	New
Raffa Wealth Management, LLC	219	$10.9K	0.00%	+30+15.9%	Added
Richard W. Paul & Associates, LLC	211	$10.5K	0.00%	−273−56.4%	Reduced
RMG Wealth Management LLC	224	$10.5K	0.00%	+111+98.2%	Added
Joseph Group Capital Management	204	$10.2K	0.00%	+78+61.9%	Added
Coston, McIsaac & Partners	202	$10.0K	0.00%	00.0%	Unchanged
Raelipskie Partnership	200	$9.96K	0.00%	−247−55.3%	Reduced
Webster Bank, N. A.	200	$9.96K	0.00%	00.0%	Unchanged
Founders Capital Management	200	$9.96K	0.00%	+200	New
Sims Investment Management, LLC	198	$9.86K	0.00%	+198	New
First Command Advisory Services, Inc.	197	$9.81K	0.00%	+98+99.0%	Added
Duncker Streett & Co Inc	196	$9.77K	0.00%	−48−19.7%	Reduced
Bay Harbor Wealth Management, LLC	191	$9.52K	0.00%	+48+33.6%	Added
Sachetta, LLC	190	$9.47K	0.00%	+7+3.8%	Added
SWAN Capital LLC	180	$8.97K	0.00%	+10+5.9%	Added
Boreal Capital Management LLC	176	$8.77K	0.01%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	173	$8.62K	0.00%	00.0%	Unchanged
Cornerstone Financial Management LLC	173	$8.62K	0.01%	+5+3.0%	Added
Hollencrest Capital Management	168	$8.37K	0.00%	00.0%	Unchanged
Osbon Capital Management LLC	164	$8.17K	0.01%	+2+1.2%	Added
Caitlin John, LLC	163	$8.12K	0.00%	+163	New
Centennial Bank	161	$8.02K	0.00%	00.0%	Unchanged
Marquette Asset Management, LLC	159	$7.92K	0.00%	+57+55.9%	Added
Creative Capital Management Investments LLC	156	$7.77K	0.00%	+117+300.0%	Added
SOA Wealth Advisors, LLC.	155	$7.72K	0.00%	−877−85.0%	Reduced
Lavaca Capital LLC	153	$7.62K	0.00%	+153	New
Fortis Group Advisors, LLC	150	$7.47K	0.00%	00.0%	Unchanged
E Fund Management (Hong Kong) Co., Ltd.	147	$7.32K	0.00%	00.0%	Unchanged
Advocate Investing Services LLC	143	$7.12K	0.01%	00.0%	Unchanged
Bangor Savings Bank	136	$6.78K	0.00%	−128−48.5%	Reduced
DiNuzzo Private Wealth, Inc.	135	$6.73K	0.00%	+2+1.5%	Added
Tidemark, LLC	127	$6.33K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	123	$6.13K	0.00%	00.0%	Unchanged
Sit Investment Associates Inc	125	$6.00K	0.00%	00.0%	Unchanged
BOK Financial Private Wealth, Inc.	115	$5.73K	0.00%	+115	New
Key Capital Management, INC	112	$5.58K	0.00%	00.0%	Unchanged
Highland Investment Advisors LLC	111	$5.53K	0.00%	+111	New
Strive Financial Group ,LLC	111	$5.53K	0.00%	00.0%	Unchanged
Synergy Investment Management, LLC	110	$5.48K	0.00%	00.0%	Unchanged
Dynamic Wealth Strategies, LLC	109	$5.43K	0.00%	+72+194.6%	Added
United Financial Planning Group LLC	105	$5.23K	0.00%	00.0%	Unchanged
Farmers & Merchants Trust Co of Chambersburg PA	104	$5.00K	0.00%	−490−82.5%	Reduced
Westend Capital Management, LLC	100	$4.98K	0.00%	00.0%	Unchanged
Nvest Wealth Strategies, Inc.	100	$4.98K	0.00%	00.0%	Unchanged
Darwin Advisors, LLC	98	$4.90K	0.00%	+1+1.0%	Added
NVWM, LLC	97	$4.83K	0.00%	−56−36.6%	Reduced
Mosley Wealth Management	96	$4.78K	0.00%	+6+6.7%	Added
Kayne Anderson Rudnick Investment Management LLC	94	$4.73K	0.00%	00.0%	Unchanged
Proathlete Wealth Management LLC	89	$4.48K	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	89	$4.43K	0.01%	−500−84.9%	Reduced
DT Investment Partners, LLC	88	$4.38K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	88	$4.38K	0.00%	+12+15.8%	Added
Barnes Dennig Private Wealth Management LLC	85	$4.24K	0.00%	00.0%	Unchanged
LifeSteps Financial, Inc.	85	$4.24K	0.00%	+85	New
Rakuten Securities, Inc.	81	$4.04K	0.00%	+20+32.8%	Added
Principia Wealth Advisory, LLC	75	$3.74K	0.00%	+2+2.7%	Added
Fourth Dimension Wealth, LLC	72	$3.59K	0.00%	+72	New
Burk Holdings LLC	71	$3.54K	0.00%	00.0%	Unchanged
Allied Private Wealth LLC	70	$3.52K	0.00%	+70	New
Daytona Street Capital LLC	67	$3.48K	0.00%	−67−50.0%	Reduced
Retirement Wealth Solutions LLC	65	$3.24K	0.00%	−3−4.4%	Reduced
Lodestone Wealth Management LLC	65	$3.24K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	63	$3.14K	0.00%	00.0%	Unchanged
Clark Wealth Partners	62	$3.09K	0.00%	−2−3.1%	Reduced
HFM Investment Advisors, LLC	62	$3.09K	0.00%	+31+100.0%	Added
Frazier Financial Advisors, LLC	59	$2.94K	0.00%	−9−13.2%	Reduced
Abound Financial, LLC	58	$2.89K	0.00%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	55	$2.53K	0.00%	00.0%	Unchanged
Aventus Investment Advisors, Inc.	50	$2.49K	0.00%	00.0%	Unchanged
TFC Financial Management	49	$2.44K	0.00%	+18+58.1%	Added
Tounjian Advisory Partners, LLC	47	$2.33K	0.00%	−28,645−99.8%	Reduced
MidFirst Bank	44	$2.19K	0.00%	+35+388.9%	Added
Financial Gravity Companies, Inc.	44	$2.19K	0.00%	+44	New
WestEnd Advisors, LLC	43	$2.14K	0.00%	+2+4.9%	Added
Aberdeen Wealth Management LLC	40	$1.99K	0.00%	+40	New
Delta Accumulation, LLC	39	$1.94K	0.01%	+39	New
Quaker Wealth Management, LLC	36	$1.79K	0.00%	−7−16.3%	Reduced
1015 Capital Partners, LLC	35	$1.74K	0.00%	+3+9.4%	Added
Kings Path Partners LLC	31	$1.54K	0.00%	+6+24.0%	Added
Davis Capital Management	31	$1.54K	0.00%	+19+158.3%	Added
Phillip James Consulting Co.	26	$1.29K	0.00%	+26	New
Purpose Unlimited Inc.	24	$1.20K	0.00%	−21−46.7%	Reduced
NorthAvenue LLC	21	$1.05K	0.00%	00.0%	Unchanged
CKW Financial Group	12	$1.00K	0.00%	+12	New
Three Bearings Fiduciary Advisors, Inc.	20	$997	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	14	$713	0.00%	+14	New
Seneschal Advisors, LLC	14	$698	0.00%	+2+16.7%	Added
Signature Resources Capital Management, LLC	12	$598	0.00%	+12	New
Breakwater Investment Management	11	$549	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	10	$499	0.00%	00.0%	Unchanged
Downshift Financial, LLC	10	$498	0.00%	+10	New
Y.D. More Investments Ltd	2,712	$454	0.00%	+64+2.4%	Added