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
Intrua Financial, LLC	–	–	–	–	Not filed
Silver Oak Securities, Inc	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
Junk Investment Group, LLC	–	–	–	–	Not filed
Canal Capital Management, LLC	–	–	–	–	Not filed
Essex Financial Services, Inc.	–	–	–	–	Not filed
Naples Global Advisors, LLC	–	–	–	–	Not filed
Inspirion Wealth Advisors, LLC	–	–	–	–	Not filed
West Paces Advisors Inc.	–	–	–	–	Not filed
Prosperity Consulting Group, LLC	–	–	–	–	Not filed
Wedmont Private Capital	–	–	–	–	Not filed
Private Trust Co NA	–	–	–	–	Not filed
Woodard & Co Asset Management Group Inc	–	–	–	–	Not filed
Smith, Salley & Associates	–	–	–	–	Not filed
Partners in Financial Planning	–	–	–	–	Not filed
Aster Capital Management (DIFC) Ltd	–	–	–	–	Not filed
HM Payson & Co	–	–	–	–	Not filed
AlphaGrep UK Ltd	–	–	–	–	Not filed
Mitchell McLeod Pugh & Williams Inc	–	–	–	–	Not filed
Cullen/Frost Bankers, Inc.	–	–	–	–	Not filed
Valeo Financial Advisors, LLC	–	–	–	–	Not filed
Citizens Financial Group Inc	–	–	–	–	Not filed
LVW Advisors, LLC	–	–	–	–	Not filed
MBL Wealth, LLC	–	–	–	–	Not filed
Modern Wealth Management, LLC	–	–	–	–	Not filed
Westpac Banking Corp	–	–	–	–	Not filed
Pine Valley Investments Ltd Liability Co	–	–	–	–	Not filed
Premier Path Wealth Partners, LLC	–	–	–	–	Not filed
Perpetual Ltd	–	–	–	–	Not filed
Moody National Bank Trust Division	–	–	–	–	Not filed
Bank Ozk	–	–	–	–	Not filed
TownSquare Capital, LLC	–	–	–	–	Not filed
Adams Wealth Management	–	–	–	–	Not filed
Dudley Capital Management, LLC	–	–	–	–	Not filed
Bahl & Gaynor Inc	–	–	–	–	Not filed
Mather Group, LLC.	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Legacy Wealth Asset Management, LLC	–	–	–	–	Not filed
Triangle Securities Wealth Management	–	–	–	–	Not filed
Perigon Wealth Management, LLC	–	–	–	–	Not filed
YANKCOM Partnership	–	–	–	–	Not filed
Plimoth Trust Co LLC	–	–	–	–	Not filed
Smith Chas P & Associates Pa Cpas	–	–	–	–	Not filed
Gabelli Funds LLC	–	–	–	–	Not filed
WCG Wealth Advisors LLC	–	–	–	–	Not filed
Brevan Howard Capital Management LP	–	–	–	–	Not filed
GeoWealth Management, LLC	–	–	–	–	Not filed
FLC Capital Advisors	–	–	–	–	Not filed
Keel Point, LLC	–	–	–	–	Not filed
Cyndeo Wealth Partners, LLC	–	–	–	–	Not filed
Aaron Wealth Advisors	–	–	–	–	Not filed
Strategic Advisors LLC	–	–	–	–	Not filed
Prime Capital Investment Advisors, LLC	–	–	–	–	Not filed
Riverbend Wealth Management, LLC	–	–	–	–	Not filed
Atticus Wealth Management, LLC	–	–	–	–	Not filed
Uncommon Cents Investing LLC	–	–	–	–	Not filed
Aull & Monroe Investment Management Corp	–	–	–	–	Not filed
X-Square Capital, LLC	–	–	–	–	Not filed
Cerro Pacific Wealth Advisors LLC	–	–	–	–	Not filed
FSM Wealth Advisors, LLC	–	–	–	–	Not filed
Invst, LLC	–	–	–	–	Not filed
3Chopt Investment Partners, LLC	–	–	–	–	Not filed
Lighthouse Investment Partners, LLC	–	–	–	–	Not filed
Waterloo Capital, L.P.	–	–	–	–	Not filed
Texas Capital Bank Wealth Management Services Inc	–	–	–	–	Not filed
Alteri Wealth LLC	–	–	–	–	Not filed
Z3 Capital Partners, LLC	–	–	–	–	Not filed
Mayfair Advisory Group, LLC	–	–	–	–	Not filed
Integras Partners LLC	–	–	–	–	Not filed
Advocacy Wealth Management Services, LLC	–	–	–	–	Not filed
NBT Bank N A	–	–	–	–	Not filed
Wall Street Access Asset Management, LLC	–	–	–	–	Not filed
RKL Wealth Management LLC	–	–	–	–	Not filed
IHT Wealth Management, LLC	–	–	–	–	Not filed
Ingalls & Snyder LLC	–	–	–	–	Not filed
Burke & Herbert Bank & Trust Co	–	–	–	–	Not filed
Syon Capital LLC	–	–	–	–	Not filed
Busey Wealth Management	–	–	–	–	Not filed
First Dallas Securities Inc.	–	–	–	–	Not filed
Impact Partnership Wealth, LLC	–	–	–	–	Not filed
Panagora Asset Management Inc	–	–	–	–	Not filed
Klingman & Associates, LLC	–	–	–	–	Not filed
FIL Ltd	–	–	–	–	Not filed
WealthPoint Financial, LLC	–	–	–	–	Not filed
Wealth Alliance	–	–	–	–	Not filed
Verum Partners LLC	–	–	–	–	Not filed
Employees Retirement System of Texas	–	–	–	–	Not filed
Cidel Asset Management Inc	–	–	–	–	Not filed
Storgate, LLC	–	–	–	–	Not filed
Gsa Capital Partners LLP	–	–	–	–	Not filed
Texas Yale Capital Corp.	–	–	–	–	Not filed
Code Waechter LLC	–	–	–	–	Not filed
1620 Investment Advisors, Inc.	–	–	–	–	Not filed
First City Capital Management, Inc.	–	–	–	–	Not filed
International Assets Investment Management, LLC	–	–	–	–	Not filed
Legacy Advisors, LLC	–	–	–	–	Not filed
Sumitomo Life Insurance Co	–	–	–	–	Not filed
Fee-Only Financial Planning, L.C.	–	–	–	–	Not filed
DRW Securities, LLC	–	–	–	–	Not filed
Vontobel Holding Ltd.	–	–	–	–	Not filed