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; 1,707 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
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
- 1,707
- +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
- 669 more reduced
17 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AlphaGrep UK Ltd | 16,969 | $845.4K | 0.26% | +11,569+214.2% | Added |
| HM Payson & Co | 17,054 | $849.6K | 0.01% | +20.0% | Added |
| Aster Capital Management (DIFC) Ltd | 17,089 | $851.4K | 0.18% | +12,464+269.5% | Added |
| Partners in Financial Planning | 17,096 | $851.7K | 0.13% | +25+0.1% | Added |
| Smith, Salley & Associates | 17,105 | $852.2K | 0.04% | +167+1.0% | Added |
| Woodard & Co Asset Management Group Inc | 17,136 | $853.7K | 0.12% | +10+0.1% | Added |
| Private Trust Co NA | 17,153 | $854.6K | 0.07% | −1,581−8.4% | Reduced |
| Wedmont Private Capital | 16,570 | $856.2K | 0.02% | +2,697+19.4% | Added |
| Prosperity Consulting Group, LLC | 17,292 | $861.5K | 0.03% | +212+1.2% | Added |
| West Paces Advisors Inc. | 17,334 | $863.6K | 0.14% | −2,000−10.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 16,990 | $864.6K | 0.10% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 17,387 | $866.2K | 0.05% | +472+2.8% | Added |
| Essex Financial Services, Inc. | 17,395 | $866.6K | 0.04% | −287−1.6% | Reduced |
| Canal Capital Management, LLC | 17,528 | $873.3K | 0.11% | +47+0.3% | Added |
| Junk Investment Group, LLC | 17,616 | $877.6K | 0.39% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 17,672 | $880.4K | 0.02% | +4,677+36.0% | Added |
| Silver Oak Securities, Inc | 17,713 | $882.5K | 0.05% | −986−5.3% | Reduced |
| Intrua Financial, LLC | 17,887 | $891.1K | 0.08% | −4,318−19.4% | Reduced |
| Hamilton Capital Partners Inc. | 17,895 | $891.5K | 0.03% | +5,808+48.1% | Added |
| Commonwealth Retirement Investments LLC | 17,965 | $895.0K | 0.24% | +29+0.2% | Added |
| La Banque Postale Asset Management SA | 17,990 | $896.3K | 0.01% | +11,692+185.6% | Added |
| Siemens Fonds Invest GmbH | 18,120 | $902.7K | 0.04% | −17−0.1% | Reduced |
| Sheets Smith Wealth Management | 18,142 | $903.9K | 0.09% | −70.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 18,229 | $908.2K | 0.02% | −70.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,289 | $911.1K | 0.05% | +1,461+8.7% | Added |
| United Community Bank | 18,360 | $914.7K | 0.28% | +66+0.4% | Added |
| Carson Advisory Inc. | 18,375 | $915.5K | 0.42% | −1,229−6.3% | Reduced |
| EPG Wealth Management LLC | 18,438 | $918.6K | 0.22% | −2,415−11.6% | Reduced |
| Octavia Wealth Advisors, LLC | 18,442 | $918.8K | 0.08% | −10,073−35.3% | Reduced |
| Stonebridge Capital Advisors LLC | 18,502 | $921.8K | 0.06% | −3,642−16.4% | Reduced |
| Savvy Advisors, Inc. | 18,638 | $928.5K | 0.02% | −1,206−6.1% | Reduced |
| Umb Bank N A | 18,639 | $928.6K | 0.01% | −1,441−7.2% | Reduced |
| Trust Co of Virginia | 18,679 | $930.6K | 0.07% | −27−0.1% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 18,735 | $933.4K | 0.00% | −3,895−17.2% | Reduced |
| Virtue Asset Management LLC | 18,834 | $938.3K | 0.66% | +3,753+24.9% | Added |
| Douglass Winthrop Advisors, LLC | 18,865 | $939.9K | 0.02% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 18,933 | $943.3K | 0.14% | −10,081−34.7% | Reduced |
| Cornerstone Advisory, LLC | 18,973 | $945.2K | 0.08% | +103+0.5% | Added |
| Applied Finance Capital Management, LLC | 18,984 | $945.8K | 0.07% | −1,358−6.7% | Reduced |
| Dodge & Cox | 19,151 | $954.1K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 19,167 | $954.9K | 0.04% | −41,037−68.2% | Reduced |
| Sterling Investment Management, Inc. | 19,287 | $960.9K | 0.53% | −406−2.1% | Reduced |
| Paragon Private Wealth Management, LLC | 19,397 | $966.3K | 0.25% | +1,959+11.2% | Added |
| Todd Asset Management LLC | 19,459 | $969.4K | 0.02% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 19,468 | $969.9K | 0.01% | −22,244−53.3% | Reduced |
| Van Eck Associates Corp | 19,542 | $973.6K | 0.00% | +2,511+14.7% | Added |
| BHK Investment Advisors, LLC | 19,553 | $974.1K | 0.29% | −895−4.4% | Reduced |
| First Horizon Corp | 19,584 | $975.7K | 0.04% | +4,189+27.2% | Added |
| American Trust | 19,657 | $979.3K | 0.08% | −1,823−8.5% | Reduced |
| Ignite Planners, LLC | 19,671 | $980.9K | 0.13% | +458+2.4% | Added |
| First National Trust Co | 19,787 | $985.8K | 0.03% | −30,733−60.8% | Reduced |
| Welch & Forbes LLC | 19,990 | $995.9K | 0.01% | 00.0% | Unchanged |
| RMR Wealth Builders | 20,016 | $997.2K | 0.06% | −25−0.1% | Reduced |
| EP Wealth Advisors, LLC | 20,046 | $998.7K | 0.00% | +559+2.9% | Added |
| Coldstream Capital Management Inc | 20,103 | $1.00M | 0.01% | −2,898−12.6% | Reduced |
| Toth Financial Advisory Corp | 20,147 | $1.00M | 0.10% | −100.0% | Reduced |
| TD Waterhouse Canada Inc. | 19,739 | $1.00M | 0.00% | +1,724+9.6% | Added |
| Legacy Financial Advisors, Inc. | 20,204 | $1.01M | 0.12% | +90.0% | Added |
| OmniStar Financial Group, Inc. | 20,444 | $1.02M | 0.47% | +999+5.1% | Added |
| Park Place Capital Corp | 20,498 | $1.02M | 0.16% | +6,756+49.2% | Added |
| Crews Bank & Trust | 20,592 | $1.03M | 0.13% | −228−1.1% | Reduced |
| Leisure Capital Management | 20,628 | $1.03M | 0.32% | +915+4.6% | Added |
| Dover Advisors, LLC | 20,958 | $1.03M | 0.42% | +9,930+90.0% | Added |
| Widmann Financial Services, Inc. | 20,708 | $1.03M | 0.55% | −75−0.4% | Reduced |
| Raleigh Capital Management Inc. | 20,782 | $1.04M | 0.33% | −25,450−55.0% | Reduced |
| Register Financial Advisors LLC | 20,829 | $1.04M | 0.32% | +55+0.3% | Added |
| Stoneridge Investment Partners LLC | 20,067 | $1.04M | 0.68% | +9,987+99.1% | Added |
| Fort Sheridan Advisors LLC | 20,887 | $1.04M | 0.11% | +456+2.2% | Added |
| Virtu Financial LLC | 20,897 | $1.04M | 0.03% | +2,399+13.0% | Added |
| Parrish Capital LLC | 20,917 | $1.04M | 1.00% | −3,733−15.1% | Reduced |
| TCW Group Inc | 20,947 | $1.04M | 0.01% | +92+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 20,970 | $1.04M | 0.11% | −32,932−61.1% | Reduced |
| Alliance Private Wealth, LLC | 21,066 | $1.05M | 0.36% | −1,100−5.0% | Reduced |
| Scotia Capital Inc. | 21,196 | $1.06M | 0.00% | −737−3.4% | Reduced |
| Frec Markets, Inc. | 21,280 | $1.06M | 0.10% | +5,312+33.3% | Added |
| Glenview Trust Co | 21,286 | $1.06M | 0.01% | −17−0.1% | Reduced |
| Equitable Holdings, Inc. | 21,303 | $1.06M | 0.01% | +782+3.8% | Added |
| PFG Investments, LLC | 21,366 | $1.06M | 0.04% | +699+3.4% | Added |
| Capital Investment Counsel, Inc | 21,488 | $1.07M | 0.12% | −554−2.5% | Reduced |
| RMB Capital Management, LLC | 21,574 | $1.07M | 0.02% | +4,228+24.4% | Added |
| J.Safra Asset Management Corp | 21,781 | $1.09M | 0.05% | +1,085+5.2% | Added |
| Keystone Financial Group, Inc. | 22,041 | $1.10M | 0.58% | +227+1.0% | Added |
| Lecap Asset Management Ltd | 22,042 | $1.10M | 0.47% | +22,042 | New |
| NewSquare Capital LLC | 22,045 | $1.10M | 0.08% | +2,648+13.7% | Added |
| South State Corp. | 22,069 | $1.10M | 0.05% | +373+1.7% | Added |
| Raiffeisen Bank International AG | 21,830 | $1.10M | 0.01% | −986−4.3% | Reduced |
| Park Circle Co | 22,285 | $1.11M | 0.98% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 21,859 | $1.11M | 0.09% | −44−0.2% | Reduced |
| Snowden Capital Advisors LLC | 22,426 | $1.12M | 0.03% | −6,203−21.7% | Reduced |
| Accurate Wealth Management, LLC | 21,690 | $1.12M | 0.11% | +1,651+8.2% | Added |
| Staley Capital Advisers Inc | 22,600 | $1.13M | 0.04% | 00.0% | Unchanged |
| Argentarii, LLC | 21,584 | $1.13M | 0.34% | −57−0.3% | Reduced |
| Greenwood Capital Associates LLC | 22,784 | $1.14M | 0.11% | −73−0.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,804 | $1.14M | 0.00% | −2,200−8.8% | Reduced |
| Financial Security Advisor, Inc. | 22,822 | $1.14M | 0.18% | +84+0.4% | Added |
| Monument Capital Management | 22,908 | $1.14M | 0.23% | +605+2.7% | Added |
| WealthShield Partners, LLC | 23,024 | $1.15M | 0.18% | −114−0.5% | Reduced |
| Provident Investment Management, Inc. | 23,475 | $1.17M | 0.11% | −4,540−16.2% | Reduced |
| AlphaStar Capital Management, LLC | 23,493 | $1.17M | 0.07% | −1,437−5.8% | Reduced |
| Ossiam | 23,499 | $1.17M | 0.02% | −706,595−96.8% | Reduced |