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, Q3 2026

Institutional positions in Truist Financial Corp as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 11; −2 vs. Q2 2026
Shares held: 104.4K; +4.20K (+4.2%) vs. Q2 2026
Total value: $4.84M; −$187.8K (−3.7%) vs. Q2 2026
New holders: 0; 6 more added
Sold out: 2; 3 more reduced

1,694 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holders

Value held

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, Q3 2026

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q2 2026.

Institutions holding TFC in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Teza Capital Management LLC	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed
Murphy, Middleton, Hinkle & Parker, Inc.	–	–	–	–	Not filed
Trust Asset Management LLC	–	–	–	–	Not filed
WBI Investments	–	–	–	–	Not filed
Centennial Wealth Advisory LLC	–	–	–	–	Not filed
Icon Wealth Advisors, LLC	–	–	–	–	Not filed
Chilton Investment Co LLC	–	–	–	–	Not filed
Fisher Asset Management, LLC	–	–	–	–	Not filed
Sigma Planning Corp	–	–	–	–	Not filed
Annis Gardner Whiting Capital Advisors, LLC	–	–	–	–	Not filed
Westover Capital Advisors, LLC	–	–	–	–	Not filed
Simplicity Wealth,LLC	–	–	–	–	Not filed
LexAurum Advisors, LLC	–	–	–	–	Not filed
Foster & Motley Inc	–	–	–	–	Not filed
Venturi Wealth Management, LLC	–	–	–	–	Not filed
71 West Capital Partners	–	–	–	–	Not filed
Insigneo Advisory Services, LLC	–	–	–	–	Not filed
Rossmore Private Capital	–	–	–	–	Not filed
Pines Wealth Management, LLC	–	–	–	–	Not filed
Pinnacle Holdings, LLC	–	–	–	–	Not filed
Hazlett, Burt & Watson, Inc.	–	–	–	–	Not filed
Eastover Investment Advisors LLC	–	–	–	–	Not filed
Archer Investment Corp	–	–	–	–	Not filed
Aviance Capital Partners, LLC	–	–	–	–	Not filed
F/M Investments LLC	–	–	–	–	Not filed
Forefront Wealth Partners, LLC	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
Retirement Planning Group	–	–	–	–	Not filed
Highland Capital Management, LLC	–	–	–	–	Not filed
Hilltop National Bank	–	–	–	–	Not filed
Meadowbrook Advisors Group, LLC	–	–	–	–	Not filed
Ellevest, Inc.	–	–	–	–	Not filed
Centaurus Financial, Inc.	–	–	–	–	Not filed
Hills Bank & Trust Co	–	–	–	–	Not filed
Edmond de Rothschild Holding S.A.	–	–	–	–	Not filed
Sound View Wealth Advisors Group, LLC	–	–	–	–	Not filed
Hartford Funds Management Co LLC	–	–	–	–	Not filed
Legacy Capital Group California, Inc.	–	–	–	–	Not filed
Payden & Rygel	–	–	–	–	Not filed
Ashton Thomas Private Wealth, LLC	–	–	–	–	Not filed
Ausdal Financial Partners, Inc.	–	–	–	–	Not filed
Wealth Alliance Advisory Group, LLC	–	–	–	–	Not filed
Tannin Capital LLC	–	–	–	–	Not filed
Wolff Financial Management LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Princeton Capital Management LLC	–	–	–	–	Not filed
Profund Advisors LLC	–	–	–	–	Not filed
Crawford Investment Counsel Inc	–	–	–	–	Not filed
Oak Thistle LLC	–	–	–	–	Not filed
City Holding Co	–	–	–	–	Not filed
Sowell Financial Services LLC	–	–	–	–	Not filed
Westhampton Capital, LLC	–	–	–	–	Not filed
Sculati Wealth Management, LLC	–	–	–	–	Not filed
VestGen Advisors, LLC	–	–	–	–	Not filed
Compass Financial Management LLC	–	–	–	–	Not filed
Ambassador Advisors, LLC	–	–	–	–	Not filed
MW Advisory, LLC	–	–	–	–	Not filed
Howe & Rusling Inc	–	–	–	–	Not filed
Pallas Capital Advisors LLC	–	–	–	–	Not filed
BKD Wealth Advisors, LLC	–	–	–	–	Not filed
Viking Fund Management LLC	–	–	–	–	Not filed
Advyzon Investment Management, LLC	–	–	–	–	Not filed
Thompson Investment Management, Inc.	–	–	–	–	Not filed
Moisand Fitzgerald Tamayo, LLC	–	–	–	–	Not filed
First United Bank Trust	–	–	–	–	Not filed
Aprio Wealth Management, LLC	–	–	–	–	Not filed
Shepherd Financial Partners LLC	–	–	–	–	Not filed
Cane Capital Partners, LLC	–	–	–	–	Not filed
Chicago Trust Co NA	–	–	–	–	Not filed
Castleview Partners, LLC	–	–	–	–	Not filed
Elyxium Wealth, LLC	–	–	–	–	Not filed
Cigna Investments Inc	–	–	–	–	Not filed
First Financial Group Corp	–	–	–	–	Not filed
Nalls Sherbakoff Group, LLC	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed
EJF Capital LLC	–	–	–	–	Not filed
Churchill Financial Advisors, LLC	–	–	–	–	Not filed
Oslo Pensjonsforsikring AS	–	–	–	–	Not filed
Austin Asset Management Co Inc	–	–	–	–	Not filed
Intrust Bank NA	–	–	–	–	Not filed
Hilltop Holdings Inc.	–	–	–	–	Not filed
Alliance Wealth Advisors, LLC	–	–	–	–	Not filed
Revisor Wealth Management LLC	–	–	–	–	Not filed
Gratus Wealth Advisors, LLC	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
Longfellow Investment Management Co LLC	–	–	–	–	Not filed
Eads & Heald Wealth Management	–	–	–	–	Not filed
Erste Asset Management GmbH	–	–	–	–	Not filed
Checchi Capital Advisers, LLC	–	–	–	–	Not filed
BSW Wealth Partners	–	–	–	–	Not filed
Cassaday & Co Wealth Management LLC	–	–	–	–	Not filed
Exchange Traded Concepts, LLC	–	–	–	–	Not filed
Driehaus Capital Management LLC	–	–	–	–	Not filed
Evercore Wealth Management, LLC	–	–	–	–	Not filed
Signature Estate & Investment Advisors LLC	–	–	–	–	Not filed
SageView Advisory Group, LLC	–	–	–	–	Not filed
Lighthouse Financial Services Inc	–	–	–	–	Not filed
Symphony Financial, Ltd. Co.	–	–	–	–	Not filed
Koshinski Asset Management, Inc.	–	–	–	–	Not filed