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 |
|---|---|---|---|---|---|
| Certified Advisory Corp | 23,577 | $1.17M | 0.09% | −264−1.1% | Reduced |
| Lawood & Co | 23,634 | $1.18M | 0.80% | −150−0.6% | Reduced |
| Patton Albertson Miller Group, LLC | 23,686 | $1.18M | 0.12% | −402−1.7% | Reduced |
| TCG Advisory Services, LLC | 23,725 | $1.18M | 0.02% | −6,504−21.5% | Reduced |
| Integrated Quantitative Investments LLC | 23,845 | $1.19M | 0.19% | −10,036−29.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 23,890 | $1.19M | 0.05% | −1,530−6.0% | Reduced |
| Oakworth Capital, Inc. | 23,992 | $1.20M | 0.06% | +34+0.1% | Added |
| Marino, Stram & Associates LLC | 24,177 | $1.20M | 0.19% | +303+1.3% | Added |
| BCS Wealth Management | 24,195 | $1.21M | 0.22% | +49+0.2% | Added |
| Wealth Quarterback LLC | 24,278 | $1.21M | 0.37% | −1,707−6.6% | Reduced |
| Meeder Advisory Services, Inc. | 24,313 | $1.21M | 0.04% | −1,316−5.1% | Reduced |
| Dana Investment Advisors, Inc. | 24,382 | $1.21M | 0.03% | −73,550−75.1% | Reduced |
| Achmea Investment Management B.V. | 24,527 | $1.22M | 0.03% | +24,527 | New |
| Johnson Financial Group, LLC | 24,688 | $1.23M | 0.07% | +24,688 | New |
| Bridges Investment Management Inc | 24,733 | $1.23M | 0.01% | −31−0.1% | Reduced |
| Tema ETFs LLC | 24,875 | $1.24M | 0.04% | +2,320+10.3% | Added |
| Community Bank & Trust, Waco, Texas | 24,913 | $1.24M | 0.22% | +558+2.3% | Added |
| V-Square Quantitative Management LLC | 24,954 | $1.24M | 0.12% | −368−1.5% | Reduced |
| Founders Financial Alliance, LLC | 25,100 | $1.25M | 0.17% | +156+0.6% | Added |
| BIP Wealth, LLC | 25,129 | $1.25M | 0.04% | −1,046−4.0% | Reduced |
| Verity & Verity, LLC | 25,152 | $1.25M | 0.09% | −5,284−17.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 25,218 | $1.26M | 0.33% | +2,443+10.7% | Added |
| Winton Group Ltd | 25,300 | $1.26M | 0.04% | −59,605−70.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 25,350 | $1.26M | 0.12% | −104−0.4% | Reduced |
| Trust Co of Vermont | 25,445 | $1.27M | 0.05% | +25,445 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 25,533 | $1.27M | 0.00% | +3,056+13.6% | Added |
| Patten Group, Inc. | 25,605 | $1.28M | 0.20% | +1,038+4.2% | Added |
| RBF Capital, LLC | 25,900 | $1.29M | 0.05% | 00.0% | Unchanged |
| Lynx Investment Advisory | 26,046 | $1.30M | 0.43% | +26,046 | New |
| Atomi Financial Group, Inc. | 26,134 | $1.30M | 0.03% | +1,254+5.0% | Added |
| Independence Bank of Kentucky | 26,149 | $1.30M | 0.15% | −379−1.4% | Reduced |
| Meitav Dash Investments Ltd | 26,209 | $1.31M | 0.01% | +2,398+10.1% | Added |
| Cornerstone Select Advisors, LLC | 26,299 | $1.31M | 0.55% | +4,068+18.3% | Added |
| Community Trust & Investment Co | 26,586 | $1.32M | 0.07% | +1,946+7.9% | Added |
| RFG Advisory, LLC | 26,597 | $1.33M | 0.02% | +116+0.4% | Added |
| Sagespring Wealth Partners, LLC | 26,612 | $1.33M | 0.02% | −1,172−4.2% | Reduced |
| Hodges Capital Management Inc. | 26,718 | $1.33M | 0.09% | +6,329+31.0% | Added |
| Geneos Wealth Management Inc. | 26,724 | $1.33M | 0.03% | −613−2.2% | Reduced |
| United Bank | 27,000 | $1.35M | 0.16% | 00.0% | Unchanged |
| Rothschild Investment LLC | 27,008 | $1.35M | 0.05% | +14,911+123.3% | Added |
| Advisortrust Partners, LLC | 27,015 | $1.35M | 0.46% | +2,794+11.5% | Added |
| Paradigm Capital Management, LLC | 27,084 | $1.35M | 1.16% | +5,084+23.1% | Added |
| William B. Walkup & Associates, Inc. | 27,169 | $1.35M | 0.65% | −55−0.2% | Reduced |
| Wealthspire Advisors, LLC | 27,175 | $1.35M | 0.01% | +4,119+17.9% | Added |
| Dividend Assets Capital, LLC | 27,228 | $1.36M | 0.26% | 00.0% | Unchanged |
| Summit Financial, LLC | 27,288 | $1.36M | 0.01% | +4,155+18.0% | Added |
| Brighton Jones LLC | 27,378 | $1.36M | 0.03% | +1,420+5.5% | Added |
| Washington Capital Management Inc | 27,430 | $1.37M | 0.90% | +12,000+77.8% | Added |
| Capital Asset Advisory Services LLC | 27,437 | $1.37M | 0.05% | +6,232+29.4% | Added |
| Novare Capital Management LLC | 27,595 | $1.37M | 0.10% | −2,081−7.0% | Reduced |
| Pensionmark Financial Group, LLC | 29,896 | $1.38M | 0.02% | −5,551−15.7% | Reduced |
| Voleon Capital Management LP | 27,783 | $1.38M | 0.03% | −15,673−36.1% | Reduced |
| Marotta Asset Management | 27,318 | $1.39M | 0.23% | −8,103−22.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 28,206 | $1.41M | 0.04% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 28,263 | $1.41M | 0.00% | −2,108−6.9% | Reduced |
| Evergreen Capital Management LLC | 28,372 | $1.41M | 0.02% | +9,677+51.8% | Added |
| Drucker Wealth 3.0, LLC | 28,412 | $1.42M | 0.22% | −1,232−4.2% | Reduced |
| Voya Financial Advisors, Inc. | 28,372 | $1.44M | 0.13% | −3,431−10.8% | Reduced |
| MCF Advisors LLC | 28,991 | $1.44M | 0.05% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 29,046 | $1.45M | 0.06% | −319−1.1% | Reduced |
| Foundations Investment Advisors, LLC | 29,091 | $1.45M | 0.01% | −2,247−7.2% | Reduced |
| Smartleaf Asset Management LLC | 28,703 | $1.45M | 0.05% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 29,153 | $1.45M | 0.01% | −2,467−7.8% | Reduced |
| JT Stratford LLC | 29,170 | $1.45M | 0.16% | −190−0.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 29,610 | $1.48M | 0.66% | +2,385+8.8% | Added |
| Quadcap Wealth Management, LLC | 29,832 | $1.49M | 0.14% | +286+1.0% | Added |
| Metis Global Partners, LLC | 29,942 | $1.49M | 0.03% | −6,193−17.1% | Reduced |
| Prudential PLC | 30,006 | $1.49M | 0.01% | +7,982+36.2% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 30,169 | $1.50M | 0.02% | +4,868+19.2% | Added |
| Applied Capital LLC | 30,312 | $1.51M | 1.01% | −240−0.8% | Reduced |
| LOM Asset Management Ltd | 30,478 | $1.52M | 0.39% | −1,037−3.3% | Reduced |
| Prospera Financial Services Inc | 30,475 | $1.52M | 0.02% | −3,161−9.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 30,579 | $1.52M | 0.12% | +796+2.7% | Added |
| CacheTech Inc. | 30,627 | $1.53M | 0.25% | +9,370+44.1% | Added |
| Culbertson A N & Co Inc | 30,681 | $1.53M | 0.18% | +1,185+4.0% | Added |
| Buckingham Strategic Partners | 30,736 | $1.53M | 0.01% | −11,520−27.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 30,966 | $1.54M | 0.24% | +30,966 | New |
| Taylor Financial Group, Inc. | 31,270 | $1.56M | 0.86% | 00.0% | Unchanged |
| one8zero8, LLC | 31,612 | $1.57M | 0.31% | −2,588−7.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 31,747 | $1.58M | 0.06% | +7,977+33.6% | Added |
| Blair William & Co | 31,790 | $1.58M | 0.00% | +1,937+6.5% | Added |
| We Are One Seven, LLC | 31,808 | $1.58M | 0.03% | −1,489−4.5% | Reduced |
| Trust Co of the South | 31,844 | $1.59M | 0.22% | −446−1.4% | Reduced |
| First American Bank | 32,128 | $1.60M | 0.09% | +752+2.4% | Added |
| Vanguard National Trust Co | 32,138 | $1.60M | 0.09% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 32,382 | $1.61M | 0.23% | +2,728+9.2% | Added |
| Bank & Trust Co | 32,403 | $1.61M | 1.02% | +632+2.0% | Added |
| Ballentine Partners, LLC | 32,416 | $1.61M | 0.02% | −4,878−13.1% | Reduced |
| Graham Capital Management, L.P. | 32,495 | $1.62M | 0.04% | +32,495 | New |
| Atom Investors LP | 32,591 | $1.62M | 0.14% | −36,440−52.8% | Reduced |
| Neville Rodie & Shaw Inc | 32,845 | $1.64M | 0.11% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 33,089 | $1.65M | 0.10% | −860−2.5% | Reduced |
| Ted Buchan & Co | 33,285 | $1.66M | 0.54% | +727+2.2% | Added |
| Ci Investments Inc. | 33,406 | $1.66M | 0.01% | +26,982+420.0% | Added |
| Parallel Advisors, LLC | 33,938 | $1.69M | 0.03% | −219−0.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 33,994 | $1.69M | 0.63% | −16,599−32.8% | Reduced |
| Physicians Financial Services, Inc. | 34,065 | $1.70M | 0.42% | −100−0.3% | Reduced |
| Wealth Group, Ltd. | 34,065 | $1.70M | 0.42% | +14,565+74.7% | Added |
| Hancock Whitney Corp | 34,451 | $1.72M | 0.03% | −1,869−5.1% | Reduced |
| RSM US Wealth Management LLC | 34,638 | $1.73M | 0.02% | +1,172+3.5% | Added |