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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,706 | $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 |
|---|---|---|---|---|---|
| Mowery & Schoenfeld Wealth Management, LLC | 226 | $11.2K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 232 | $11.6K | 0.00% | +76+48.7% | Added |
| Fedenia Advisers LLC | 240 | $12.0K | 0.00% | +240 | New |
| American National Bank | 244 | $12.2K | 0.00% | +244 | New |
| St Germain D J Co Inc | 248 | $12.4K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 250 | $12.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 255 | $12.7K | 0.00% | +10+4.1% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 268 | $13.4K | 0.02% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 276 | $13.8K | 0.00% | +276 | New |
| Torren Management, LLC | 279 | $13.9K | 0.01% | +1+0.4% | Added |
| Clear Street Markets LLC | 289 | $14.4K | 0.00% | −18−5.9% | Reduced |
| Coastline Trust Co | 300 | $14.9K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $14.9K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 300 | $14.9K | 0.01% | +300 | New |
| Advantage Trust Co | 300 | $14.9K | 0.01% | +300 | New |
| Cornerstone Planning Group LLC | 294 | $15.2K | 0.00% | −15−4.9% | Reduced |
| Dunhill Financial, LLC | 306 | $15.3K | 0.00% | +39+14.6% | Added |
| Solstein Capital, LLC | 311 | $15.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 320 | $15.9K | 0.00% | +54+20.3% | Added |
| Armstrong Advisory Group, Inc | 320 | $15.9K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 328 | $16.0K | 0.00% | +35+11.9% | Added |
| Valued Wealth Advisors LLC | 327 | $16.3K | 0.01% | +6+1.9% | Added |
| Piscataqua Savings Bank | 360 | $17.9K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 361 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 356 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 363 | $18.1K | 0.00% | +51+16.3% | Added |
| Wolff Wiese Magana LLC | 363 | $18.1K | 0.01% | +168+86.2% | Added |
| Prestige Wealth Management Group LLC | 364 | $18.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 365 | $18.2K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 374 | $18.6K | 0.00% | −376−50.1% | Reduced |
| Maryland Capital Advisors Inc. | 377 | $18.8K | 0.01% | +377 | New |
| Basepoint Wealth LLC | 379 | $18.9K | 0.01% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 380 | $18.9K | 0.01% | +1+0.3% | Added |
| Ogorek Anthony Joseph | 396 | $19.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 388 | $19.3K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 389 | $19.4K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 395 | $19.7K | 0.00% | +395 | New |
| Fairman Group, LLC | 396 | $19.7K | 0.02% | +4+1.0% | Added |
| Orion Capital Management LLC | 397 | $19.8K | 0.01% | +4+1.0% | Added |
| Country Trust Bank | 408 | $20.3K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 412 | $20.5K | 0.01% | +3+0.7% | Added |
| Maseco LLP | 424 | $21.1K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 425 | $21.2K | 0.01% | +1+0.2% | Added |
| High Note Wealth, LLC | 435 | $21.7K | 0.00% | +20+4.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 440 | $21.9K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 449 | $22.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 456 | $22.7K | 0.00% | +18+4.1% | Added |
| JFS Wealth Advisors, LLC | 464 | $22.7K | 0.00% | +47+11.3% | Added |
| Spectrum Wealth Advisory Group, LLC | 467 | $23.3K | 0.01% | +467 | New |
| Catalyst Capital Advisors LLC | 468 | $23.3K | 0.00% | −483−50.8% | Reduced |
| Crewe Advisors LLC | 471 | $23.5K | 0.00% | +303+180.4% | Added |
| FNY Investment Advisers, LLC | 500 | $24.0K | 0.01% | −93−15.7% | Reduced |
| Prosperity Bancshares Inc | 496 | $24.7K | 0.02% | +21+4.4% | Added |
| Stance Capital LLC | 498 | $24.8K | 0.01% | +498 | New |
| Dogwood Wealth Management LLC | 499 | $24.9K | 0.01% | −107−17.7% | Reduced |
| Rialto Wealth Management, LLC | 506 | $25.2K | 0.00% | +45+9.8% | Added |
| Highline Wealth Partners LLC | 522 | $26.0K | 0.01% | +111+27.0% | Added |
| Peoples Financial Services Corp. | 523 | $26.1K | 0.01% | −45−7.9% | Reduced |
| Kilter Group LLC | 524 | $26.1K | 0.01% | −24−4.4% | Reduced |
| Triumph Capital Management | 551 | $27.5K | 0.00% | +3+0.5% | Added |
| McDonald Partners LLC | 565 | $28.1K | 0.01% | +565 | New |
| EFG International AG | 578 | $28.8K | 0.00% | −157−21.4% | Reduced |
| Westfuller Advisors, LLC | 580 | $28.9K | 0.01% | +69+13.5% | Added |
| N.E.W. Advisory Services LLC | 600 | $29.9K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 601 | $30.0K | 0.00% | +128+27.1% | Added |
| Navigoe, LLC | 621 | $30.0K | 0.02% | +21+3.5% | Added |
| Hallmark Capital Management Inc | 619 | $30.8K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 627 | $31.0K | 0.01% | 00.0% | Unchanged |
| McMillan Office, Inc. | 629 | $31.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 637 | $31.8K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 668 | $33.3K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 699 | $34.8K | 0.00% | +699 | New |
| Glen Eagle Advisors, LLC | 700 | $34.9K | 0.00% | +464+196.6% | Added |
| Loomis Sayles & Co L P | 713 | $35.5K | 0.00% | +280+64.7% | Added |
| Atlantic Private Wealth, LLC | 715 | $35.6K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 728 | $36.3K | 0.01% | +8+1.1% | Added |
| Ancora Advisors, LLC | 749 | $37.3K | 0.00% | −187−20.0% | Reduced |
| Wellington-Altus USA Inc. | 828 | $38.1K | 0.03% | +381+85.2% | Added |
| Ares Financial Consulting, LLC | 797 | $39.7K | 0.03% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 812 | $40.5K | 0.01% | +3+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 815 | $40.6K | 0.01% | +815 | New |
| Quest 10 Wealth Builders, Inc. | 834 | $41.5K | 0.03% | +10+1.2% | Added |
| Winthrop Capital Management, LLC | 840 | $42.0K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 863 | $43.0K | 0.02% | −9−1.0% | Reduced |
| Trust Co | 875 | $43.6K | 0.00% | −1,281−59.4% | Reduced |
| ZRC Wealth Management, LLC | 892 | $44.4K | 0.01% | +275+44.6% | Added |
| Gen-Wealth Partners Inc | 908 | $45.2K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 927 | $46.2K | 0.00% | +8+0.9% | Added |
| True Wealth Design, LLC | 941 | $46.9K | 0.01% | +332+54.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 954 | $47.5K | 0.00% | +259+37.3% | Added |
| Morse Asset Management, Inc | 958 | $47.7K | 0.01% | +958 | New |
| Private Wealth Management Group, LLC | 966 | $48.1K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 980 | $48.8K | 0.01% | +980 | New |
| Aventura Private Wealth, LLC | 988 | $49.2K | 0.02% | +48+5.1% | Added |
| Hickory Point Bank & Trust | 1,022 | $50.9K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,027 | $51.1K | 0.00% | +617+150.5% | Added |
| Action Point Financial Planning, LLC | 1,031 | $51.2K | 0.01% | +1,031 | New |
| CoreCap Advisors, LLC | 1,037 | $51.6K | 0.00% | +126+13.8% | Added |
| Dorato Capital Management | 1,010 | $52.2K | 0.04% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,069 | $53.3K | 0.01% | +302+39.4% | Added |