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: 20; −2 vs. Q2 2026
Shares held: 225.9K; +1.80K (+0.8%) vs. Q2 2026
Total value: $10.5M; −$742.9K (−6.6%) vs. Q2 2026
New holders: 1; 7 more added
Sold out: 3; 6 more reduced

1,685 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
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
Moneta Group Investment Advisors LLC	–	–	–	–	Not filed
Transcend Wealth Collective, LLC	–	–	–	–	Not filed
Total Wealth Planning & Management, Inc.	–	–	–	–	Not filed
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	–	–	–	–	Not filed
Ti-Trust, Inc	–	–	–	–	Not filed
NFP Retirement, Inc.	–	–	–	–	Not filed
Wedbush Securities Inc	–	–	–	–	Not filed
Empower Advisory Group, LLC	–	–	–	–	Not filed
McKinley Carter Wealth Services, Inc.	–	–	–	–	Not filed
Biltmore Family Office, LLC	–	–	–	–	Not filed
BTG Pactual Asset Management US LLC	–	–	–	–	Not filed
HBK Sorce Advisory LLC	–	–	–	–	Not filed
Spire Wealth Management	–	–	–	–	Not filed
Oak Barrel Wealth Advisory LLC	–	–	–	–	Not filed
Asahi Life Asset Management Co., Ltd.	–	–	–	–	Not filed
Piedmont Capital Management, LLC	–	–	–	–	Not filed
Canandaigua National Bank & Trust Co	–	–	–	–	Not filed
TAGStone Capital, Inc.	–	–	–	–	Not filed
Cassia Capital Partners, LLC	–	–	–	–	Not filed
Hayek Kallen Investment Management	–	–	–	–	Not filed
Advisors Asset Management, Inc.	–	–	–	–	Not filed
Baader Bank INC	–	–	–	–	Not filed
LBMC Investment Advisors, LLC	–	–	–	–	Not filed
Crestwood Advisors Group LLC	–	–	–	–	Not filed
Change Path, LLC	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
Eagle Strategies LLC	–	–	–	–	Not filed
Indivisible Partners	–	–	–	–	Not filed
Parsons Capital Management Inc	–	–	–	–	Not filed
Gallagher Fiduciary Advisors, LLC	–	–	–	–	Not filed
Odyssean, LLC	–	–	–	–	Not filed
HHM Wealth Advisors, LLC	–	–	–	–	Not filed
Silverlake Wealth Management LLC	–	–	–	–	Not filed
Sivia Capital Partners, LLC	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
River Wealth Advisors LLC	–	–	–	–	Not filed
Summit Asset Management, LLC	–	–	–	–	Not filed
Abundance Wealth Counselors	–	–	–	–	Not filed
Compagnie Lombard Odier SCmA	–	–	–	–	Not filed
Supplemental Annuity Collective Trust of NJ	–	–	–	–	Not filed
1st Source Bank	–	–	–	–	Not filed
Blake Schutter Theil Wealth Advisors, LLC	–	–	–	–	Not filed
Westwood Holdings Group Inc.	–	–	–	–	Not filed
Caldwell Trust Co	–	–	–	–	Not filed
MQS Management LLC	–	–	–	–	Not filed
Rehmann Capital Advisory Group	–	–	–	–	Not filed
Almitas Capital LLC	–	–	–	–	Not filed
Platform Technology Partners	–	–	–	–	Not filed
Selective Wealth Management, Inc.	–	–	–	–	Not filed
Kathmere Capital Management, LLC	–	–	–	–	Not filed
Groupama Asset Managment	–	–	–	–	Not filed
Facet Wealth, Inc.	–	–	–	–	Not filed
Folger Nolan Fleming Douglas Capital Management, Inc	–	–	–	–	Not filed
Convergence Financial, LLC	–	–	–	–	Not filed
Summit Financial Wealth Advisors, LLC	–	–	–	–	Not filed
Nwam LLC	–	–	–	–	Not filed
Nilsine Partners, LLC	–	–	–	–	Not filed
Shelton Capital Management	–	–	–	–	Not filed
Aldebaran Financial Inc.	–	–	–	–	Not filed
Cim Investment Mangement Inc	–	–	–	–	Not filed
WBH Advisory Inc	–	–	–	–	Not filed
Advisory Alpha, LLC	–	–	–	–	Not filed
Quotient Wealth Partners, LLC	–	–	–	–	Not filed
Mosaic Family Wealth Partners, LLC	–	–	–	–	Not filed
TIAA Wealth Investment Management LLC	–	–	–	–	Not filed
Waddell & Associates, LLC	–	–	–	–	Not filed
tru Independence LLC	–	–	–	–	Not filed
Cary Street Partner Investment Advisory LLC	–	–	–	–	Not filed
McAdam, LLC	–	–	–	–	Not filed
Fukoku Mutual Life Insurance Co	–	–	–	–	Not filed
Wynn Capital, LLC	–	–	–	–	Not filed
Gladstone Institutional Advisory LLC	–	–	–	–	Not filed
Arlington Trust Co LLC	–	–	–	–	Not filed
Livforsakringsbolaget Skandia, Omsesidigt	–	–	–	–	Not filed
Whittier Trust Co of Nevada Inc	–	–	–	–	Not filed
L2 Asset Management, LLC	–	–	–	–	Not filed
Flputnam Investment Management Co	–	–	–	–	Not filed
Gryphon Financial Partners LLC	–	–	–	–	Not filed
Larry Mathis Financial Planning, LLC	–	–	–	–	Not filed
Meridian Financial Partners LLC	–	–	–	–	Not filed
PCB Capital LLC	–	–	–	–	Not filed
Quarry LP	–	–	–	–	Not filed
FSB Premier Wealth Management, Inc.	–	–	–	–	Not filed
Blue Rock Wealth Management LLC	–	–	–	–	Not filed
ForthRight Wealth Management, LLC	–	–	–	–	Not filed
Broyhill Asset Management	–	–	–	–	Not filed
Phillips Wealth Planners LLC	–	–	–	–	Not filed
Krilogy Financial LLC	–	–	–	–	Not filed
PDS Planning, Inc	–	–	–	–	Not filed
Keudell/Morrison Wealth Management	–	–	–	–	Not filed
Haverford Trust Co	–	–	–	–	Not filed
Walleye Trading LLC	–	–	–	–	Not filed
Victory Financial Group, LLC	–	–	–	–	Not filed