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
Mindset Wealth Management, LLC	–	–	–	–	Not filed
Franklin Street Advisors Inc	–	–	–	–	Not filed
Lido Advisors, LLC	–	–	–	–	Not filed
Fiduciary Trust Co	–	–	–	–	Not filed
Heritage Wealth Advisors	–	–	–	–	Not filed
Hennessy Advisors Inc	–	–	–	–	Not filed
Old Port Advisors	–	–	–	–	Not filed
Trust Co of Toledo NA	–	–	–	–	Not filed
Norris Financial Group, LLC	–	–	–	–	Not filed
Kinneret Advisory, LLC	–	–	–	–	Not filed
Meridian Wealth Management, LLC	–	–	–	–	Not filed
Arvest Investments, Inc.	–	–	–	–	Not filed
AMG National Trust Bank	–	–	–	–	Not filed
Twin City Private Wealth, LLC	–	–	–	–	Not filed
Eventide Asset Management, LLC	–	–	–	–	Not filed
Berkeley Capital Partners, LLC	–	–	–	–	Not filed
Securian Asset Management, Inc	–	–	–	–	Not filed
Donoghue Forlines LLC	–	–	–	–	Not filed
Beacon Pointe Advisors, LLC	–	–	–	–	Not filed
E. Ohman J:or Asset Management AB	–	–	–	–	Not filed
RSM US Wealth Management LLC	–	–	–	–	Not filed
Hancock Whitney Corp	–	–	–	–	Not filed
Physicians Financial Services, Inc.	–	–	–	–	Not filed
Wealth Group, Ltd.	–	–	–	–	Not filed
Oak Harbor Wealth Partners, LLC	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Ci Investments Inc.	–	–	–	–	Not filed
Ted Buchan & Co	–	–	–	–	Not filed
Kentucky Retirement Systems Insurance Trust Fund	–	–	–	–	Not filed
Neville Rodie & Shaw Inc	–	–	–	–	Not filed
Atom Investors LP	–	–	–	–	Not filed
Graham Capital Management, L.P.	–	–	–	–	Not filed
Ballentine Partners, LLC	–	–	–	–	Not filed
Bank & Trust Co	–	–	–	–	Not filed
Huntleigh Advisors, Inc.	–	–	–	–	Not filed
Vanguard National Trust Co	–	–	–	–	Not filed
First American Bank	–	–	–	–	Not filed
Trust Co of the South	–	–	–	–	Not filed
We Are One Seven, LLC	–	–	–	–	Not filed
Blair William & Co	–	–	–	–	Not filed
Parallax Volatility Advisers, L.P.	–	–	–	–	Not filed
one8zero8, LLC	–	–	–	–	Not filed
Taylor Financial Group, Inc.	–	–	–	–	Not filed
Atlanta Consulting Group Advisors, LLC	–	–	–	–	Not filed
Buckingham Strategic Partners	–	–	–	–	Not filed
Culbertson A N & Co Inc	–	–	–	–	Not filed
CacheTech Inc.	–	–	–	–	Not filed
Linden Thomas Advisory Services, LLC	–	–	–	–	Not filed
Prospera Financial Services Inc	–	–	–	–	Not filed
LOM Asset Management Ltd	–	–	–	–	Not filed
Applied Capital LLC	–	–	–	–	Not filed
Danica Pension, Livsforsikringsaktieselskab	–	–	–	–	Not filed
Prudential PLC	–	–	–	–	Not filed
Metis Global Partners, LLC	–	–	–	–	Not filed
Quadcap Wealth Management, LLC	–	–	–	–	Not filed
Brooks, Moore & Associates, Inc.	–	–	–	–	Not filed
JT Stratford LLC	–	–	–	–	Not filed
NewEdge Wealth, LLC	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Foundations Investment Advisors, LLC	–	–	–	–	Not filed
Kingswood Wealth Advisors, LLC	–	–	–	–	Not filed
MCF Advisors LLC	–	–	–	–	Not filed
Voya Financial Advisors, Inc.	–	–	–	–	Not filed
Drucker Wealth 3.0, LLC	–	–	–	–	Not filed
Evergreen Capital Management LLC	–	–	–	–	Not filed
Balyasny Asset Management LLC	–	–	–	–	Not filed
Lombard Odier Asset Management (Switzerland) SA	–	–	–	–	Not filed
Voleon Capital Management LP	–	–	–	–	Not filed
Pensionmark Financial Group, LLC	–	–	–	–	Not filed
Novare Capital Management LLC	–	–	–	–	Not filed
Capital Asset Advisory Services LLC	–	–	–	–	Not filed
Washington Capital Management Inc	–	–	–	–	Not filed
Brighton Jones LLC	–	–	–	–	Not filed
Summit Financial, LLC	–	–	–	–	Not filed
Dividend Assets Capital, LLC	–	–	–	–	Not filed
Wealthspire Advisors, LLC	–	–	–	–	Not filed
William B. Walkup & Associates, Inc.	–	–	–	–	Not filed
Paradigm Capital Management, LLC	–	–	–	–	Not filed
Advisortrust Partners, LLC	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
United Bank	–	–	–	–	Not filed
Geneos Wealth Management Inc.	–	–	–	–	Not filed
Hodges Capital Management Inc.	–	–	–	–	Not filed
Sagespring Wealth Partners, LLC	–	–	–	–	Not filed
RFG Advisory, LLC	–	–	–	–	Not filed
Community Trust & Investment Co	–	–	–	–	Not filed
Cornerstone Select Advisors, LLC	–	–	–	–	Not filed
Meitav Dash Investments Ltd	–	–	–	–	Not filed
Independence Bank of Kentucky	–	–	–	–	Not filed
Atomi Financial Group, Inc.	–	–	–	–	Not filed
Lynx Investment Advisory	–	–	–	–	Not filed
RBF Capital, LLC	–	–	–	–	Not filed
Patten Group, Inc.	–	–	–	–	Not filed
Tiaa-Cref Individual & Institutional Services, LLC	–	–	–	–	Not filed
Trust Co of Vermont	–	–	–	–	Not filed
AssuredPartners Investment Advisors, LLC	–	–	–	–	Not filed
Winton Group Ltd	–	–	–	–	Not filed
Comprehensive Financial Consultants Institutional, Inc.	–	–	–	–	Not filed
Verity & Verity, LLC	–	–	–	–	Not filed
BIP Wealth, LLC	–	–	–	–	Not filed