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
Leavell Investment Management, Inc.	–	–	–	–	Not filed
Cypress Wealth Services, LLC	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
Clearwave Capital, LLC	–	–	–	–	Not filed
Kennebec Savings Bank	–	–	–	–	Not filed
Successful Portfolios LLC	–	–	–	–	Not filed
Home Federal Bank of Tennessee	–	–	–	–	Not filed
First County Bank	–	–	–	–	Not filed
Turtle Creek Wealth Advisors, LLC	–	–	–	–	Not filed
Fiduciary Group LLC	–	–	–	–	Not filed
Pitcairn Wealth Advisors LLC	–	–	–	–	Not filed
Boston Private Wealth LLC	–	–	–	–	Not filed
EntryPoint Capital, LLC	–	–	–	–	Not filed
First Manhattan Co	–	–	–	–	Not filed
Live Oak Private Wealth LLC	–	–	–	–	Not filed
Valmark Advisers, Inc.	–	–	–	–	Not filed
Pine Harbor Wealth Management, LLC	–	–	–	–	Not filed
J. Safra Sarasin Holding AG	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
Mason & Associates, LLC	–	–	–	–	Not filed
Vaughan David Investments LLC	–	–	–	–	Not filed
Duncan Williams Asset Management, LLC	–	–	–	–	Not filed
New Hampshire Trust	–	–	–	–	Not filed
Greenspring Advisors, LLC	–	–	–	–	Not filed
Chicago Partners Investment Group LLC	–	–	–	–	Not filed
Focus Financial Network, Inc.	–	–	–	–	Not filed
Taylor Hoffman Capital Management LLC	–	–	–	–	Not filed
American Assets Inc	–	–	–	–	Not filed
Par Capital Management Inc	–	–	–	–	Not filed
Diamant Asset Management, Inc.	–	–	–	–	Not filed
Wilkins Investment Counsel Inc	–	–	–	–	Not filed
One Wealth Advisors, LLC	–	–	–	–	Not filed
Chancellor Financial Group WB LP	–	–	–	–	Not filed
Abacus Planning Group, Inc.	–	–	–	–	Not filed
Southeast Asset Advisors Inc.	–	–	–	–	Not filed
Trust Point Inc.	–	–	–	–	Not filed
Hardy Reed LLC	–	–	–	–	Not filed
First National Advisers, LLC	–	–	–	–	Not filed
Reuter James Wealth Management, LLC	–	–	–	–	Not filed
Johnson Investment Counsel Inc	–	–	–	–	Not filed
RFP Financial Group LLC	–	–	–	–	Not filed
Qtron Investments LLC	–	–	–	–	Not filed
Norden Group LLC	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Paradigm Financial Partners, LLC	–	–	–	–	Not filed
Aspiriant, LLC	–	–	–	–	Not filed
Keystone Financial Group	–	–	–	–	Not filed
Valley National Advisers Inc	–	–	–	–	Not filed
Brady Family Wealth, LLC	–	–	–	–	Not filed
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	–	–	–	–	Not filed
Curbstone Financial Management Corp	–	–	–	–	Not filed
Centurion Wealth Management LLC	–	–	–	–	Not filed
Waycross Partners, LLC	–	–	–	–	Not filed
Wright Investors Service Inc	–	–	–	–	Not filed
Bingham Private Wealth, LLC	–	–	–	–	Not filed
RiverFront Investment Group, LLC	–	–	–	–	Not filed
Financial Management Network Inc	–	–	–	–	Not filed
Calamos Wealth Management LLC	–	–	–	–	Not filed
Strategic Investment Advisors	–	–	–	–	Not filed
Thompson David Blair	–	–	–	–	Not filed
Daymark Wealth Partners, LLC	–	–	–	–	Not filed
MTM Investment Management, LLC	–	–	–	–	Not filed
LMR Partners LLP	–	–	–	–	Not filed
Elevated Capital Advisors, LLC	–	–	–	–	Not filed
Banque Cantonale Vaudoise	–	–	–	–	Not filed
W.G. Shaheen & Associates DBA Whitney & Co	–	–	–	–	Not filed
Greatmark Investment Partners, Inc.	–	–	–	–	Not filed
Cape Investment Advisory, Inc.	–	–	–	–	Not filed
Parthenon LLC	–	–	–	–	Not filed
ARS Wealth Advisors Group, LLC	–	–	–	–	Not filed
Cypress Capital Group	–	–	–	–	Not filed
Fidelis Capital Partners, LLC	–	–	–	–	Not filed
Patriot Investment Management Inc.	–	–	–	–	Not filed
Legacy Capital Wealth Partners, LLC	–	–	–	–	Not filed
Hoxton Planning & Management, LLC	–	–	–	–	Not filed
SLT Holdings LLC	–	–	–	–	Not filed
Tower Bridge Advisors	–	–	–	–	Not filed
Rede Wealth, LLC	–	–	–	–	Not filed
BankPlus Wealth Management LLC	–	–	–	–	Not filed
Fiducient Advisors LLC	–	–	–	–	Not filed
Bartlett & Co. Wealth Management LLC	–	–	–	–	Not filed
Walsky Investment Management, Inc.	–	–	–	–	Not filed
Quadrant Private Wealth Management, LLC	–	–	–	–	Not filed
Strategic Blueprint, LLC	–	–	–	–	Not filed
Tennessee Valley Asset Management Partners	–	–	–	–	Not filed
Whittier Trust Co	–	–	–	–	Not filed
Almanack Investment Partners, LLC.	–	–	–	–	Not filed
Avalon Trust Co	–	–	–	–	Not filed
Fiduciary Family Office, LLC	–	–	–	–	Not filed
Cornerstone Advisors Asset Management, LLC	–	–	–	–	Not filed
Dorsey & Whitney Trust CO LLC	–	–	–	–	Not filed
North Star Investment Management Corp.	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Gateway Investment Advisers LLC	–	–	–	–	Not filed
Howard Capital Management Inc.	–	–	–	–	Not filed
New Wave Wealth Advisors LLC	–	–	–	–	Not filed
Belleair Asset Management, LLC	–	–	–	–	Not filed
Colonial River Wealth Management, LLC	–	–	–	–	Not filed
AA Financial Advisors, LLC	–	–	–	–	Not filed
City National Bank of Florida	–	–	–	–	Not filed