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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 1,083 | $54.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,084 | $54.0K | 0.04% | +15+1.4% | Added |
| GoalVest Advisory LLC | 1,094 | $54.5K | 0.01% | +31+2.9% | Added |
| Morton Brown Family Wealth, LLC | 1,104 | $55.0K | 0.01% | +677+158.5% | Added |
| Harbor Investment Advisory, LLC | 1,118 | $55.7K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,122 | $55.9K | 0.04% | −5,435−82.9% | Reduced |
| First National Bank | 1,129 | $56.2K | 0.02% | +1,129 | New |
| WPG Advisers, LLC | 1,148 | $57.2K | 0.03% | +238+26.2% | Added |
| Luken Investment Analytics, LLC | 1,163 | $57.9K | 0.02% | +1,163 | New |
| City State Bank | 1,169 | $58.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,176 | $58.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,177 | $58.6K | 0.01% | −285−19.5% | Reduced |
| Wilkerson Advisory Group LLC | 1,211 | $60.3K | 0.02% | +385+46.6% | Added |
| Ameriflex Group, Inc. | 1,229 | $61.2K | 0.03% | −35−2.8% | Reduced |
| Princeton Global Asset Management LLC | 1,232 | $61.4K | 0.01% | +15+1.2% | Added |
| Atlantic Trust, LLC | 1,251 | $62.3K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,252 | $62.4K | 0.01% | −97−7.2% | Reduced |
| Fortitude Family Office, LLC | 1,272 | $63.4K | 0.01% | +799+168.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,295 | $64.5K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,295 | $64.6K | 0.02% | +14+1.1% | Added |
| Riverview Trust Co | 1,296 | $64.6K | 0.08% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,308 | $65.2K | 0.01% | +347+36.1% | Added |
| Pinney & Scofield, Inc. | 1,310 | $65.3K | 0.03% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,340 | $66.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,358 | $67.7K | 0.01% | −153−10.1% | Reduced |
| Alphadyne Asset Management LP | 1,380 | $68.8K | 0.00% | −27,446−95.2% | Reduced |
| Hillsdale Investment Management Inc. | 1,400 | $69.7K | 0.00% | −1,100−44.0% | Reduced |
| JPL Wealth Management, LLC | 1,411 | $70.3K | 0.01% | +70+5.2% | Added |
| Covestor Ltd | 1,418 | $71.0K | 0.04% | +1,040+275.1% | Added |
| Silver Grove Financial Group, Inc. | 1,429 | $71.2K | 0.04% | +1,408+6,704.8% | Added |
| SBI Securities Co., Ltd. | 1,451 | $72.3K | 0.00% | −79−5.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,470 | $73.2K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,477 | $73.6K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,500 | $74.7K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,509 | $75.2K | 0.01% | −336−18.2% | Reduced |
| Park National Corp | 1,598 | $79.6K | 0.00% | 00.0% | Unchanged |
| Motco | 1,670 | $83.2K | 0.01% | +27+1.6% | Added |
| Planning Strategies Inc. | 1,690 | $84.2K | 0.05% | +1,690 | New |
| UMA Financial Services, Inc. | 1,709 | $85.2K | 0.01% | +230+15.6% | Added |
| Investment Research & Advisory Group, Inc. | 1,670 | $88.6K | 0.03% | +15+0.9% | Added |
| Allianz SE | 1,790 | $89.2K | 0.00% | +1,790 | New |
| Evolution Wealth Management Inc. | 1,848 | $92.1K | 0.05% | +1,083+141.6% | Added |
| Gables Capital Management Inc. | 1,850 | $92.2K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,850 | $92.2K | 0.03% | +400+27.6% | Added |
| Golden State Wealth Management, LLC | 1,938 | $96.6K | 0.01% | −35−1.8% | Reduced |
| Smithfield Trust Co | 1,970 | $98.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,986 | $99.0K | 0.03% | −104−5.0% | Reduced |
| Bayforest Capital Ltd | 2,005 | $99.9K | 0.09% | +1,358+209.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,000 | $100.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,020 | $101.0K | 0.00% | +9+0.4% | Added |
| Abound Wealth Management | 2,040 | $101.6K | 0.02% | −111−5.2% | Reduced |
| South Plains Financial, Inc. | 2,060 | $102.6K | 0.06% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2,060 | $102.6K | 0.02% | −236−10.3% | Reduced |
| REAP Financial Group, LLC | 2,109 | $105.1K | 0.02% | +23+1.1% | Added |
| AdvisorNet Financial, Inc | 2,137 | $106.5K | 0.00% | −49−2.2% | Reduced |
| Beacon Financial Strategies CORP | 2,152 | $107.2K | 0.05% | 00.0% | Unchanged |
| Union Savings Bank | 2,159 | $107.5K | 0.04% | −150−6.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 2,169 | $108.1K | 0.04% | −275−11.3% | Reduced |
| Sittner & Nelson, LLC | 2,175 | $108.4K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,205 | $109.9K | 0.06% | +30+1.4% | Added |
| Capital Advisors, Ltd. LLC | 2,256 | $112.0K | 0.01% | −8−0.4% | Reduced |
| Quent Capital, LLC | 2,346 | $116.9K | 0.01% | +740+46.1% | Added |
| Proffitt & Goodson Inc | 2,353 | $117.2K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2,358 | $117.5K | 0.02% | +54+2.3% | Added |
| Central Trust Co | 2,381 | $118.6K | 0.00% | −7−0.3% | Reduced |
| Leonteq Securities AG | 2,407 | $119.9K | 0.01% | −1,492−38.3% | Reduced |
| Cranbrook Wealth Management, LLC | 2,430 | $121.1K | 0.02% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 2,431 | $121.1K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,465 | $122.8K | 0.02% | +793+47.4% | Added |
| Millstone Evans Group, LLC | 2,541 | $126.6K | 0.07% | 00.0% | Unchanged |
| Entrust Financial LLC | 2,586 | $128.9K | 0.08% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,587 | $128.9K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,632 | $131.1K | 0.05% | +2,632 | New |
| Bravera Wealth | 2,846 | $141.8K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,871 | $143.0K | 0.01% | +7+0.2% | Added |
| Owl Creek Wealth Partners LLC | 2,931 | $146.0K | 0.04% | +565+23.9% | Added |
| MPWM Advisory Solutions, LLC | 2,944 | $146.7K | 0.07% | +2,797+1,902.7% | Added |
| First PREMIER Bank | 3,000 | $149.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,997 | $149.3K | 0.10% | −176−5.5% | Reduced |
| Northstar Asset Management LLC | 3,000 | $155.3K | 0.03% | +3,000 | New |
| CVA Family Office, LLC | 3,210 | $159.9K | 0.01% | −3,578−52.7% | Reduced |
| Accordant Advisory Group Inc | 3,295 | $164.2K | 0.11% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3,328 | $165.8K | 0.11% | 00.0% | Unchanged |
| Essential Partners LLC | 3,358 | $167.3K | 0.08% | +1,416+72.9% | Added |
| Onefund, LLC | 3,393 | $169.0K | 0.10% | −121−3.4% | Reduced |
| Manchester Capital Management LLC | 3,417 | $170.2K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3,447 | $171.7K | 0.01% | +1,486+75.8% | Added |
| Johnson Financial Group, Inc. | 3,473 | $173.0K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3,503 | $174.5K | 0.10% | 00.0% | Unchanged |
| Swiss Re Ltd | 3,522 | $175.5K | 0.02% | +2,989+560.8% | Added |
| Global Trust Asset Management, LLC | 3,526 | $175.7K | 0.05% | +125+3.7% | Added |
| Virtus ETF Advisers LLC | 3,550 | $176.9K | 0.07% | +3,550 | New |
| Ameritas Advisory Services, LLC | 3,565 | $177.6K | 0.00% | −5,989−62.7% | Reduced |
| Providence Capital Advisors, LLC | 3,675 | $183.1K | 0.03% | +3,675 | New |
| CNB Bank | 3,704 | $184.5K | 0.07% | −4−0.1% | Reduced |
| Grove Bank & Trust | 3,720 | $185.3K | 0.02% | 00.0% | Unchanged |
| Curat Global, LLC | 1,335 | $185.6K | 0.16% | −1,108−45.4% | Reduced |
| VSM Wealth Advisory, LLC | 3,730 | $185.8K | 0.05% | 00.0% | Unchanged |
| Optiver Holding B.V. | 3,848 | $191.7K | 0.00% | +2,840+281.7% | Added |
| Dakota Community Bank & Trust NA | 3,982 | $198.4K | 0.62% | 00.0% | Unchanged |