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Livermore
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Truist Financial Corp

TFC
Exchange
NYSE
Industry
National Commercial Banks
SEC CIK
0000092230

In the last 90 days, Truist Financial Corp insiders filed 1 open-market purchase and 3 sales; 1,706 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.PITFC.POTFC.PR

13F holders, Q2 2026

Institutional positions in Truist Financial Corp as of Jun 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

Institutional holders
1,706
+76 vs. Q1 2026
Shares held
940.6M
+7.38M (+0.8%) vs. Q1 2026
Total value
$46.7B
+$3.99B (+9.3%) vs. Q1 2026
New holders
172
632 more added
Sold out
96
668 more reduced

18 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 1,706 institutions
Q1 2021: 1,376 institutionsQ2 2021: 1,353 institutionsQ3 2021: 1,387 institutionsQ4 2021: 1,488 institutionsQ1 2022: 1,508 institutionsQ2 2022: 1,449 institutionsQ3 2022: 1,427 institutionsQ4 2022: 1,491 institutionsQ1 2023: 1,399 institutionsQ2 2023: 1,311 institutionsQ3 2023: 1,272 institutionsQ4 2023: 1,399 institutionsQ1 2024: 1,423 institutionsQ2 2024: 1,424 institutionsQ3 2024: 1,480 institutionsQ4 2024: 1,569 institutionsQ1 2025: 1,558 institutionsQ2 2025: 1,549 institutionsQ3 2025: 1,562 institutionsQ4 2025: 1,669 institutionsQ1 2026: 1,648 institutionsQ2 2026: 1,706 institutions
Value heldQ2 2026: $46.7B
Q1 2021: $57.3BQ2 2021: $53.5BQ3 2021: $57.2BQ4 2021: $56.9BQ1 2022: $55.6BQ2 2022: $46.4BQ3 2022: $42.6BQ4 2022: $42.2BQ1 2023: $33.1BQ2 2023: $29.2BQ3 2023: $26.7BQ4 2023: $35.2BQ1 2024: $36.9BQ2 2024: $37.8BQ3 2024: $41.2BQ4 2024: $42.1BQ1 2025: $40.1BQ2 2025: $41.3BQ3 2025: $43.3BQ4 2025: $47.2BQ1 2026: $42.7BQ2 2026: $46.7B
Institutions holding TFC and their total value by quarter
QuarterHoldersValue
Q2 20261,706$46.7B
Q1 20261,648$42.7B
Q4 20251,669$47.2B
Q3 20251,562$43.3B
Q2 20251,549$41.3B
Q1 20251,558$40.1B
Q4 20241,569$42.1B
Q3 20241,480$41.2B
Q2 20241,424$37.8B
Q1 20241,423$36.9B
Q4 20231,399$35.2B
Q3 20231,272$26.7B
Q2 20231,311$29.2B
Q1 20231,399$33.1B
Q4 20221,491$42.2B
Q3 20221,427$42.6B
Q2 20221,449$46.4B
Q1 20221,508$55.6B
Q4 20211,488$56.9B
Q3 20211,387$57.2B
Q2 20211,353$53.5B
Q1 20211,376$57.3B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q1 2026.

Institutions holding TFC in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
ROSS\JOHNSON & Associates LLC2$1000.00%+2New
Godfrey Financial Associates, Inc.4$1990.00%00.0%Unchanged
Medallion Wealth Advisors, LLC5$2490.00%+5New
IMG Wealth Management, Inc.6$2990.00%+6New
West Branch Capital LLC7$3490.00%00.0%Unchanged
Operose Advisors LLC7$3490.00%+7New
Strengthening Families & Communities, LLC8$3990.00%+8New
Y.D. More Investments Ltd2,712$4540.00%+64+2.4%Added
Downshift Financial, LLC10$4980.00%+10New
DHJJ Financial Advisors, Ltd.10$4990.00%00.0%Unchanged
Breakwater Investment Management11$5490.00%00.0%Unchanged
Signature Resources Capital Management, LLC12$5980.00%+12New
Seneschal Advisors, LLC14$6980.00%+2+16.7%Added
DecisionPoint Financial, LLC14$7130.00%+14New
Three Bearings Fiduciary Advisors, Inc.20$9970.00%00.0%Unchanged
CKW Financial Group12$1.00K0.00%+12New
NorthAvenue LLC21$1.05K0.00%00.0%Unchanged
Purpose Unlimited Inc.24$1.20K0.00%−21−46.7%Reduced
Phillip James Consulting Co.26$1.29K0.00%+26New
Kings Path Partners LLC31$1.54K0.00%+6+24.0%Added
Davis Capital Management31$1.54K0.00%+19+158.3%Added
1015 Capital Partners, LLC35$1.74K0.00%+3+9.4%Added
Quaker Wealth Management, LLC36$1.79K0.00%−7−16.3%Reduced
Delta Accumulation, LLC39$1.94K0.01%+39New
Aberdeen Wealth Management LLC40$1.99K0.00%+40New
WestEnd Advisors, LLC43$2.14K0.00%+2+4.9%Added
MidFirst Bank44$2.19K0.00%+35+388.9%Added
Financial Gravity Companies, Inc.44$2.19K0.00%+44New
Tounjian Advisory Partners, LLC47$2.33K0.00%−28,645−99.8%Reduced
TFC Financial Management49$2.44K0.00%+18+58.1%Added
Aventus Investment Advisors, Inc.50$2.49K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC55$2.53K0.00%00.0%Unchanged
Abound Financial, LLC58$2.89K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC59$2.94K0.00%−9−13.2%Reduced
Clark Wealth Partners62$3.09K0.00%−2−3.1%Reduced
HFM Investment Advisors, LLC62$3.09K0.00%+31+100.0%Added
Beaird Harris Wealth Management, LLC63$3.14K0.00%00.0%Unchanged
Lodestone Wealth Management LLC65$3.24K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC65$3.24K0.00%−3−4.4%Reduced
Daytona Street Capital LLC67$3.48K0.00%−67−50.0%Reduced
Allied Private Wealth LLC70$3.52K0.00%+70New
Burk Holdings LLC71$3.54K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC72$3.59K0.00%+72New
Principia Wealth Advisory, LLC75$3.74K0.00%+2+2.7%Added
Rakuten Securities, Inc.81$4.04K0.00%+20+32.8%Added
Barnes Dennig Private Wealth Management LLC85$4.24K0.00%00.0%Unchanged
LifeSteps Financial, Inc.85$4.24K0.00%+85New
Financial Management Professionals, Inc.88$4.38K0.00%+12+15.8%Added
DT Investment Partners, LLC88$4.38K0.00%00.0%Unchanged
POM Investment Strategies, LLC89$4.43K0.01%−500−84.9%Reduced
Proathlete Wealth Management LLC89$4.48K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC94$4.73K0.00%00.0%Unchanged
Mosley Wealth Management96$4.78K0.00%+6+6.7%Added
NVWM, LLC97$4.83K0.00%−56−36.6%Reduced
Darwin Advisors, LLC98$4.90K0.00%+1+1.0%Added
Westend Capital Management, LLC100$4.98K0.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.100$4.98K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA104$5.00K0.00%−490−82.5%Reduced
United Financial Planning Group LLC105$5.23K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC109$5.43K0.00%+72+194.6%Added
Synergy Investment Management, LLC110$5.48K0.00%00.0%Unchanged
Strive Financial Group ,LLC111$5.53K0.00%00.0%Unchanged
Highland Investment Advisors LLC111$5.53K0.00%+111New
Key Capital Management, INC112$5.58K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.115$5.73K0.00%+115New
Sit Investment Associates Inc125$6.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.123$6.13K0.00%00.0%Unchanged
Tidemark, LLC127$6.33K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.135$6.73K0.00%+2+1.5%Added
Bangor Savings Bank136$6.78K0.00%−128−48.5%Reduced
Advocate Investing Services LLC143$7.12K0.01%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.147$7.32K0.00%00.0%Unchanged
Fortis Group Advisors, LLC150$7.47K0.00%00.0%Unchanged
Lavaca Capital LLC153$7.62K0.00%+153New
SOA Wealth Advisors, LLC.155$7.72K0.00%−877−85.0%Reduced
Creative Capital Management Investments LLC156$7.77K0.00%+117+300.0%Added
Marquette Asset Management, LLC159$7.92K0.00%+57+55.9%Added
Centennial Bank161$8.02K0.00%00.0%Unchanged
Caitlin John, LLC163$8.12K0.00%+163New
Osbon Capital Management LLC164$8.17K0.01%+2+1.2%Added
Hollencrest Capital Management168$8.37K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC173$8.62K0.00%00.0%Unchanged
Cornerstone Financial Management LLC173$8.62K0.01%+5+3.0%Added
Boreal Capital Management LLC176$8.77K0.01%00.0%Unchanged
SWAN Capital LLC180$8.97K0.00%+10+5.9%Added
Sachetta, LLC190$9.47K0.00%+7+3.8%Added
Bay Harbor Wealth Management, LLC191$9.52K0.00%+48+33.6%Added
Duncker Streett & Co Inc196$9.77K0.00%−48−19.7%Reduced
First Command Advisory Services, Inc.197$9.81K0.00%+98+99.0%Added
Sims Investment Management, LLC198$9.86K0.00%+198New
Raelipskie Partnership200$9.96K0.00%−247−55.3%Reduced
Webster Bank, N. A.200$9.96K0.00%00.0%Unchanged
Founders Capital Management200$9.96K0.00%+200New
Coston, McIsaac & Partners202$10.0K0.00%00.0%Unchanged
Joseph Group Capital Management204$10.2K0.00%+78+61.9%Added
RMG Wealth Management LLC224$10.5K0.00%+111+98.2%Added
Richard W. Paul & Associates, LLC211$10.5K0.00%−273−56.4%Reduced
Raffa Wealth Management, LLC219$10.9K0.00%+30+15.9%Added
Atwood & Palmer Inc225$11.2K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC225$11.2K0.00%+225New