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 |
|---|---|---|---|---|---|
| Ascent Group, LLC | 50,923 | $2.54M | 0.08% | +9,523+23.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 51,009 | $2.54M | 0.24% | −401−0.8% | Reduced |
| CAPROCK Group, Inc. | 51,036 | $2.54M | 0.05% | −6,500−11.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 51,345 | $2.56M | 0.11% | −325−0.6% | Reduced |
| Capital Investment Advisors, LLC | 51,430 | $2.56M | 0.03% | +1,326+2.6% | Added |
| Intech Investment Management LLC | 51,993 | $2.59M | 0.02% | −29,028−35.8% | Reduced |
| Kavar Capital Partners Group, LLC | 52,423 | $2.61M | 0.32% | −403−0.8% | Reduced |
| Cullinan Associates Inc | 52,475 | $2.61M | 0.20% | −2,960−5.3% | Reduced |
| Veratis Advisors, Inc. | 52,525 | $2.62M | 1.85% | +52,525 | New |
| Argyle Capital Management Inc. | 52,556 | $2.62M | 0.75% | +940+1.8% | Added |
| TD Private Client Wealth LLC | 52,597 | $2.62M | 0.05% | −41,872−44.3% | Reduced |
| Principal Securities, Inc. | 53,867 | $2.68M | 0.03% | +4,080+8.2% | Added |
| Salzhauer Michael | 53,937 | $2.69M | 0.99% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 54,253 | $2.70M | 0.07% | −2,000−3.6% | Reduced |
| Hardin Capital Partners, LLC | 54,990 | $2.75M | 1.28% | −100−0.2% | Reduced |
| Massmutual Trust Co FSB | 55,545 | $2.77M | 0.07% | −691−1.2% | Reduced |
| Rather & Kittrell, Inc. | 55,833 | $2.78M | 0.39% | +246+0.4% | Added |
| Poehling Capital Management, LLC | 57,010 | $2.84M | 0.61% | −621−1.1% | Reduced |
| Anchor Bay Capital, Inc. | 54,912 | $2.85M | 1.54% | +54,912 | New |
| Capital Group Private Client Services, Inc. | 57,294 | $2.85M | 0.04% | −5,708−9.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 57,533 | $2.87M | 0.10% | +5,309+10.2% | Added |
| D.A. Davidson & Co. | 57,681 | $2.87M | 0.02% | +6,351+12.4% | Added |
| Stratos Wealth Partners, LTD. | 57,943 | $2.89M | 0.03% | −4,262−6.9% | Reduced |
| Farther Finance Advisors, LLC | 58,090 | $2.90M | 0.02% | +7,191+14.1% | Added |
| Caxton Associates LLP | 58,418 | $2.91M | 0.05% | +20,002+52.1% | Added |
| Mount Yale Investment Advisors, LLC | 58,565 | $2.92M | 0.05% | −1,008−1.7% | Reduced |
| United Bank | 58,910 | $2.93M | 0.89% | −676−1.1% | Reduced |
| Squarepoint Ops LLC | 59,284 | $2.95M | 0.01% | +25,725+76.7% | Added |
| Patten & Patten Inc | 59,748 | $2.98M | 0.16% | −1,212−2.0% | Reduced |
| Anchor Investment Management, LLC | 60,384 | $3.01M | 0.23% | −2,489−4.0% | Reduced |
| Plato Investment Management Ltd | 60,771 | $3.01M | 0.17% | +16,717+37.9% | Added |
| Lee Danner & Bass Inc | 60,722 | $3.03M | 0.17% | −620−1.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 58,762 | $3.05M | 0.16% | −1,005−1.7% | Reduced |
| Holderness Investments Co | 61,856 | $3.08M | 0.51% | +1,083+1.8% | Added |
| Simmons Bank | 62,068 | $3.09M | 0.18% | +720+1.2% | Added |
| Alpine Woods Capital Investors, LLC | 62,556 | $3.12M | 0.70% | +62,556 | New |
| Zions Bancorporation, National Association | 62,710 | $3.12M | 0.19% | −75,736−54.7% | Reduced |
| Brown Brothers Harriman & Co | 62,765 | $3.13M | 0.01% | +21,327+51.5% | Added |
| Park Avenue Securities LLC | 62,761 | $3.13M | 0.02% | +3,569+6.0% | Added |
| New Mexico Educational Retirement Board | 62,788 | $3.13M | 0.08% | +3,600+6.1% | Added |
| Vident Advisory, LLC | 63,258 | $3.15M | 0.02% | −26,594−29.6% | Reduced |
| Dean Investment Associates, LLC | 63,489 | $3.16M | 0.42% | −4,551−6.7% | Reduced |
| Louisiana State Employees Retirement System | 63,700 | $3.17M | 0.05% | −600−0.9% | Reduced |
| Dakota Wealth Management | 63,717 | $3.17M | 0.06% | −1,796−2.7% | Reduced |
| Apollon Wealth Management, LLC | 64,043 | $3.19M | 0.04% | +4,422+7.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 64,531 | $3.21M | 0.03% | −4,144−6.0% | Reduced |
| United Capital Financial Advisers, LLC | 64,617 | $3.22M | 0.02% | −540−0.8% | Reduced |
| Camden National Bank | 64,645 | $3.22M | 0.42% | −164−0.3% | Reduced |
| Edmp, Inc. | 65,153 | $3.25M | 2.61% | −125−0.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 65,614 | $3.27M | 0.17% | +47,890+270.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 65,611 | $3.27M | 0.03% | +31,735+93.7% | Added |
| Concord Asset Management, LLC | 65,686 | $3.27M | 0.51% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 64,405 | $3.28M | 0.01% | +783+1.2% | Added |
| Principle Wealth Partners LLC | 66,088 | $3.29M | 0.16% | +279+0.4% | Added |
| Pettyjohn, Wood & White, Inc | 66,365 | $3.31M | 0.48% | −240−0.4% | Reduced |
| XML Financial, LLC | 67,007 | $3.34M | 0.24% | −2,275−3.3% | Reduced |
| Montag A & Associates Inc | 67,027 | $3.34M | 0.14% | +1,857+2.8% | Added |
| Maryland State Retirement & Pension System | 67,394 | $3.36M | 0.06% | +3,798+6.0% | Added |
| HF Advisory Group, LLC | 67,468 | $3.36M | 1.04% | +5,242+8.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 67,704 | $3.37M | 0.19% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 67,749 | $3.38M | 0.04% | +282+0.4% | Added |
| Allianz Asset Management GmbH | 68,474 | $3.41M | 0.00% | −17,505−20.4% | Reduced |
| Hartford Investment Management Co | 68,503 | $3.41M | 0.10% | −2,572−3.6% | Reduced |
| Omers Administration Corp | 68,869 | $3.43M | 0.02% | −41,301−37.5% | Reduced |
| First Bank & Trust | 69,208 | $3.45M | 0.51% | +3,190+4.8% | Added |
| Csenge Advisory Group | 69,426 | $3.46M | 0.14% | +227+0.3% | Added |
| Heritage Trust Co | 69,473 | $3.46M | 0.30% | −224−0.3% | Reduced |
| Concord Wealth Partners | 69,645 | $3.47M | 0.40% | −199−0.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 70,187 | $3.50M | 0.52% | +18,992+37.1% | Added |
| Arkadios Wealth Advisors | 70,231 | $3.50M | 0.05% | −18,476−20.8% | Reduced |
| Larson Financial Group LLC | 70,258 | $3.50M | 0.09% | −617−0.9% | Reduced |
| Iowa State Bank | 70,434 | $3.51M | 0.59% | −1,359−1.9% | Reduced |
| StoneX Group Inc. | 70,466 | $3.51M | 0.14% | +2,164+3.2% | Added |
| Andra AP-fonden | 70,518 | $3.51M | 0.04% | +21,800+44.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 71,082 | $3.54M | 0.10% | −1,740−2.4% | Reduced |
| Fiduciary Alliance LLC | 71,236 | $3.55M | 0.24% | −1,036−1.4% | Reduced |
| Legato Capital Management LLC | 71,948 | $3.58M | 0.30% | −6,882−8.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 72,161 | $3.60M | 0.13% | −15,876−18.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 72,224 | $3.60M | 0.02% | 00.0% | Unchanged |
| Norinchukin Bank, The | 72,443 | $3.61M | 0.04% | −4,547−5.9% | Reduced |
| Cary Street Partners Financial LLC | 73,624 | $3.67M | 0.08% | −1,337−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 73,813 | $3.68M | 0.02% | +3,917+5.6% | Added |
| Fifth Third Wealth Advisors LLC | 73,959 | $3.68M | 0.10% | −2,685−3.5% | Reduced |
| Brinker Capital Investments, LLC | 74,521 | $3.71M | 0.03% | −9,370−11.2% | Reduced |
| First Citizens Bank & Trust Co | 74,713 | $3.72M | 0.06% | −26,102−25.9% | Reduced |
| Guardian Wealth Advisors, LLC | 75,001 | $3.74M | 0.21% | +90+0.1% | Added |
| Basswood Capital Management, L.L.C. | 76,311 | $3.80M | 0.16% | −116,120−60.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 76,387 | $3.81M | 0.04% | +15,168+24.8% | Added |
| Bragg Financial Advisors, Inc | 76,465 | $3.81M | 0.10% | −7,721−9.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 76,908 | $3.83M | 0.05% | −11,820−13.3% | Reduced |
| Commerce Bank | 77,222 | $3.85M | 0.02% | −2,749−3.4% | Reduced |
| Abn Amro Investment Solutions | 77,947 | $3.88M | 0.03% | +15,404+24.6% | Added |
| Slagle Financial, LLC | 78,297 | $3.90M | 1.17% | +78,297 | New |
| Polymer Capital Management (US) LLC | 78,425 | $3.91M | 0.58% | +63,273+417.6% | Added |
| Investment Management Corp of Ontario | 79,192 | $3.95M | 0.05% | −12,300−13.4% | Reduced |
| Kentucky Retirement Systems | 79,736 | $3.97M | 0.10% | +79,736 | New |
| Glass Wealth Management Co LLC | 80,017 | $3.99M | 1.34% | +2,672+3.5% | Added |
| Axxcess Wealth Management, LLC | 80,076 | $3.99M | 0.06% | +80,076 | New |
| Jane Street Group, LLC | 83,470 | $4.16M | 0.00% | +14,984+21.9% | Added |
| Gotham Asset Management, LLC | 84,404 | $4.21M | 0.01% | −40.0% | Reduced |