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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 34,671 | $1.73M | 0.04% | +3,690+11.9% | Added |
| Beacon Pointe Advisors, LLC | 34,709 | $1.73M | 0.01% | −3,293−8.7% | Reduced |
| Donoghue Forlines LLC | 34,784 | $1.73M | 0.45% | −1,699−4.7% | Reduced |
| Securian Asset Management, Inc | 33,107 | $1.74M | 0.06% | −1,141−3.3% | Reduced |
| Berkeley Capital Partners, LLC | 35,050 | $1.75M | 0.36% | +222+0.6% | Added |
| Eventide Asset Management, LLC | 34,656 | $1.75M | 0.02% | +3,873+12.6% | Added |
| Twin City Private Wealth, LLC | 35,303 | $1.76M | 1.23% | +640+1.8% | Added |
| AMG National Trust Bank | 35,324 | $1.76M | 0.04% | −147−0.4% | Reduced |
| Arvest Investments, Inc. | 35,338 | $1.76M | 0.21% | −764−2.1% | Reduced |
| Meridian Wealth Management, LLC | 35,390 | $1.76M | 0.05% | +3,862+12.2% | Added |
| Kinneret Advisory, LLC | 35,536 | $1.77M | 0.14% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 35,561 | $1.77M | 0.71% | −616−1.7% | Reduced |
| Trust Co of Toledo NA | 35,924 | $1.79M | 0.15% | +1,216+3.5% | Added |
| Old Port Advisors | 35,994 | $1.79M | 0.35% | +849+2.4% | Added |
| Hennessy Advisors Inc | 36,000 | $1.79M | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 36,126 | $1.80M | 0.06% | +50+0.1% | Added |
| Fiduciary Trust Co | 36,766 | $1.83M | 0.02% | +8,808+31.5% | Added |
| Lido Advisors, LLC | 38,217 | $1.85M | 0.01% | −720−1.8% | Reduced |
| Franklin Street Advisors Inc | 37,253 | $1.86M | 0.10% | +20,991+129.1% | Added |
| Mindset Wealth Management, LLC | 37,304 | $1.86M | 0.36% | +993+2.7% | Added |
| Eagle Bluffs Wealth Management LLC | 37,366 | $1.86M | 0.62% | +601+1.6% | Added |
| MontVue Capital Management, Inc. | 37,553 | $1.87M | 1.08% | +37,553 | New |
| North Dakota State Investment Board | 37,557 | $1.87M | 0.08% | +187+0.5% | Added |
| Kentucky Trust Co | 37,631 | $1.87M | 0.90% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 37,743 | $1.88M | 0.16% | −2,700−6.7% | Reduced |
| Jefferies Financial Group Inc. | 38,075 | $1.90M | 0.02% | +10,829+39.7% | Added |
| Investors Research Corp | 38,150 | $1.90M | 0.34% | −377−1.0% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 38,156 | $1.90M | 1.00% | −593−1.5% | Reduced |
| Avidian Wealth Solutions, LLC | 38,308 | $1.91M | 0.05% | +2,313+6.4% | Added |
| BankPlus Trust Department | 38,584 | $1.92M | 0.45% | +2,046+5.6% | Added |
| Mutual Advisors, LLC | 38,668 | $1.93M | 0.04% | +1,221+3.3% | Added |
| Hilton Head Capital Partners, LLC | 38,876 | $1.94M | 0.98% | −1,804−4.4% | Reduced |
| Creative Financial Designs Inc | 39,006 | $1.94M | 0.09% | +1,749+4.7% | Added |
| San Luis Wealth Advisors LLC | 39,213 | $1.95M | 0.29% | −4,076−9.4% | Reduced |
| St. Johns Investment Management Company, LLC | 39,259 | $1.96M | 0.74% | +29+0.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 39,650 | $1.98M | 0.05% | 00.0% | Unchanged |
| Wiregrass Investment Management LLC | 39,890 | $1.99M | 1.35% | −3,089−7.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 39,945 | $1.99M | 0.02% | −451−1.1% | Reduced |
| Fulton Bank, N.A. | 40,506 | $2.02M | 0.06% | −25,405−38.5% | Reduced |
| Callan Family Office, LLC | 40,543 | $2.02M | 0.04% | +797+2.0% | Added |
| Summit Trail Advisors, LLC | 40,575 | $2.02M | 0.03% | +3,342+9.0% | Added |
| Marco Investment Management LLC | 40,681 | $2.03M | 0.13% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 40,830 | $2.03M | 0.10% | +467+1.2% | Added |
| Arbor Investment Advisors, LLC | 41,115 | $2.05M | 0.23% | +35,414+621.2% | Added |
| Greenleaf Trust | 41,167 | $2.05M | 0.02% | +701+1.7% | Added |
| MUFG Securities Americas Inc. | 41,198 | $2.05M | 0.11% | +3,234+8.5% | Added |
| BlueChip Wealth Advisors LLC | 41,280 | $2.06M | 0.78% | −7,500−15.4% | Reduced |
| Great Lakes Retirement, Inc. | 41,536 | $2.07M | 0.18% | +6,999+20.3% | Added |
| Moors & Cabot, Inc. | 41,747 | $2.08M | 0.08% | −327−0.8% | Reduced |
| Level Four Advisory Services, LLC | 41,776 | $2.08M | 0.06% | +1,006+2.5% | Added |
| Investors Asset Management of Georgia Inc | 41,833 | $2.08M | 0.72% | +2,016+5.1% | Added |
| Quadrant Capital Group LLC | 42,088 | $2.10M | 0.06% | +3,592+9.3% | Added |
| Wealth Advisors of Tampa Bay, LLC | 42,425 | $2.11M | 0.65% | −702−1.6% | Reduced |
| Laird Norton Trust Company, LLC | 42,472 | $2.12M | 0.04% | +498+1.2% | Added |
| Pathway Financial Advisers, LLC | 42,675 | $2.13M | 0.54% | −252−0.6% | Reduced |
| Stock Yards Bank & Trust Co | 42,916 | $2.14M | 0.06% | −2,614−5.7% | Reduced |
| Davis Investment Partners, LLC | 43,368 | $2.16M | 0.66% | −92−0.2% | Reduced |
| Havemeyer Place LP | 43,561 | $2.17M | 0.21% | +43,561 | New |
| Morningstar Investment Management LLC | 47,479 | $2.18M | 0.13% | 00.0% | Unchanged |
| IFG Advisory, LLC | 43,819 | $2.18M | 0.08% | +43,163+6,579.7% | Added |
| SeaCrest Wealth Management, LLC | 43,837 | $2.18M | 0.24% | +1,429+3.4% | Added |
| Frank, Rimerman Advisors LLC | 43,867 | $2.19M | 0.12% | +130+0.3% | Added |
| Old North State Trust, LLC | 44,119 | $2.20M | 1.13% | −1,756−3.8% | Reduced |
| Osmosis Investment Management UK Ltd | 44,161 | $2.20M | 0.10% | −48,242−52.2% | Reduced |
| Apella Capital, LLC | 43,030 | $2.21M | 0.03% | +232+0.5% | Added |
| Vestcor Inc | 44,542 | $2.22M | 0.05% | 00.0% | Unchanged |
| Blackstone Group Inc. | 44,608 | $2.22M | 0.01% | +44,608 | New |
| Private Advisor Group, LLC | 45,041 | $2.24M | 0.01% | −26,955−37.4% | Reduced |
| Argent Advisors, Inc. | 45,456 | $2.26M | 0.57% | −28−0.1% | Reduced |
| Commerzbank Aktiengesellschaft | 45,522 | $2.27M | 0.05% | −1,361−2.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 45,677 | $2.28M | 0.07% | 00.0% | Unchanged |
| Empirical Finance, LLC | 46,069 | $2.30M | 0.10% | +1,445+3.2% | Added |
| Colonial Trust Co | 46,157 | $2.30M | 0.29% | +12,403+36.7% | Added |
| Rodgers Brothers Inc. | 46,742 | $2.33M | 0.23% | +46,742 | New |
| Signaturefd, LLC | 46,814 | $2.33M | 0.03% | +2,474+5.6% | Added |
| Fieldview Capital Management, LLC | 47,033 | $2.34M | 0.67% | +9,974+26.9% | Added |
| J.W. Cole Advisors, Inc. | 47,255 | $2.35M | 0.04% | −1,226−2.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 47,314 | $2.36M | 0.01% | −16,697−26.1% | Reduced |
| Ritholtz Wealth Management | 47,443 | $2.36M | 0.04% | −17,456−26.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 47,537 | $2.37M | 0.05% | −155,473−76.6% | Reduced |
| Farmers National Bank | 47,676 | $2.38M | 0.50% | −800−1.7% | Reduced |
| IVC Wealth Advisors LLC | 47,770 | $2.38M | 0.93% | −57−0.1% | Reduced |
| Everence Capital Management Inc | 47,920 | $2.39M | 0.13% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 48,051 | $2.39M | 0.01% | −9,148−16.0% | Reduced |
| GHP Investment Advisors, Inc. | 48,159 | $2.40M | 0.09% | +1,223+2.6% | Added |
| MUFG Securities EMEA plc | 48,764 | $2.43M | 0.03% | −174,494−78.2% | Reduced |
| Horizon Investments, LLC | 48,766 | $2.43M | 0.03% | −174,765−78.2% | Reduced |
| New England Research & Management, Inc. | 48,790 | $2.43M | 0.95% | +123+0.3% | Added |
| Ballast, Inc. | 48,831 | $2.43M | 0.46% | +9,190+23.2% | Added |
| Thompson Siegel & Walmsley LLC | 48,884 | $2.44M | 0.04% | −4,030−7.6% | Reduced |
| Integrated Wealth Concepts LLC | 49,393 | $2.46M | 0.02% | +562+1.2% | Added |
| Laurel Wealth Advisors LLC | 49,400 | $2.46M | 0.24% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 49,666 | $2.47M | 0.08% | +467+0.9% | Added |
| GAMMA Investing LLC | 49,748 | $2.48M | 0.09% | +3,449+7.4% | Added |
| Bleakley Financial Group, LLC | 49,983 | $2.49M | 0.03% | −6,716−11.8% | Reduced |
| Arvest Bank Trust Division | 50,106 | $2.50M | 0.12% | −3,374−6.3% | Reduced |
| MAI Capital Management | 50,178 | $2.50M | 0.01% | +22,111+78.8% | Added |
| ZWJ Investment Counsel Inc | 50,460 | $2.51M | 0.08% | +6,404+14.5% | Added |
| Disciplined Equity Management, Inc. | 50,510 | $2.52M | 1.11% | −90−0.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 50,880 | $2.53M | 0.05% | −1,015−2.0% | Reduced |