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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 3,993 | $198.9K | 0.02% | −376−8.6% | Reduced |
| Fusion Capital, LLC | 4,019 | $200.2K | 0.05% | +4,019 | New |
| Circle Wealth Management, LLC | 4,025 | $200.5K | 0.00% | +4,025 | New |
| Personal Cfo Solutions, LLC | 4,039 | $201.2K | 0.03% | +4,039 | New |
| Boston Trust Walden Corp | 4,044 | $201.5K | 0.00% | +4,044 | New |
| NorthRock Partners, LLC | 4,068 | $202.7K | 0.00% | −608−13.0% | Reduced |
| ProVise Management Group, LLC | 4,076 | $203.1K | 0.01% | +4,076 | New |
| Woodward Diversified Capital, LLC | 4,085 | $203.5K | 0.09% | −56−1.4% | Reduced |
| Colton Groome Financial Advisors, LLC | 4,106 | $204.6K | 0.05% | +4,106 | New |
| Bradley Foster & Sargent Inc | 4,107 | $204.6K | 0.00% | +4,107 | New |
| Cromwell Holdings LLC | 4,108 | $204.7K | 0.09% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 4,122 | $205.4K | 0.04% | +4,122 | New |
| Cannon Wealth Management Services, LLC | 4,123 | $205.4K | 0.11% | +4,123 | New |
| Evergreen Wealth Solutions, LLC | 3,901 | $206.7K | 0.01% | +3,901 | New |
| London & Capital Asset Management Ltd | 4,154 | $206.9K | 0.00% | +4,154 | New |
| Horizon Financial Services, LLC | 4,175 | $208.0K | 0.08% | +3,509+526.9% | Added |
| Diversified Enterprises, LLC | 4,195 | $209.0K | 0.01% | +4,195 | New |
| Paragon Capital Management Ltd | 4,220 | $210.2K | 0.04% | −651−13.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,222 | $210.3K | 0.01% | +4,222 | New |
| Second Half Financial Partners, LLC | 4,229 | $210.7K | 0.09% | +4,229 | New |
| Rare Wolf Capital LLC | 4,239 | $211.2K | 0.14% | +4,239 | New |
| Red Door Wealth Management, LLC | 4,291 | $213.8K | 0.02% | +4,291 | New |
| Mayflower Financial Advisors, LLC | 4,292 | $213.8K | 0.02% | +4,292 | New |
| Range Advisory, LLC | 4,307 | $214.6K | 0.03% | +4,307 | New |
| Nikulski Financial, Inc. | 4,307 | $214.6K | 0.05% | +4,307 | New |
| Boltwood Capital Management | 4,310 | $214.7K | 0.05% | +4,310 | New |
| Passive Capital Management, LLC. | 4,364 | $214.8K | 0.07% | −89−2.0% | Reduced |
| Kuhn & Co Investment Counsel | 4,311 | $214.8K | 0.12% | +4,311 | New |
| Sunpointe, LLC | 4,313 | $214.9K | 0.06% | −4,097−48.7% | Reduced |
| Insight Advisors, LLC | 4,325 | $215.5K | 0.04% | +4,325 | New |
| Atlantic Family Wealth, LLC | 4,332 | $215.8K | 0.14% | −2,075−32.4% | Reduced |
| BCJ Capital Management, LLC | 4,336 | $216.0K | 0.01% | −154−3.4% | Reduced |
| Bright Futures Wealth Management, LLC. | 4,340 | $216.2K | 0.14% | +4,340 | New |
| RNC Capital Management LLC | 4,346 | $216.5K | 0.01% | +4,346 | New |
| Holistic Planning, LLC | 4,352 | $216.8K | 0.03% | +4,352 | New |
| Lexington Hill Partners, LLC | 4,361 | $217.3K | 0.11% | −662−13.2% | Reduced |
| Tripletail Wealth Management, LLC | 4,265 | $217.4K | 0.25% | +2,100+97.0% | Added |
| 180 Wealth Advisors, LLC | 4,369 | $217.7K | 0.02% | −252−5.5% | Reduced |
| Sagewood Asset Management LP | 4,371 | $217.8K | 0.05% | −462−9.6% | Reduced |
| Innovative Wealth Building LLC | 4,373 | $217.9K | 0.13% | +4,373 | New |
| SmartHarvest Portfolios, LLC | 4,387 | $218.6K | 0.07% | +7+0.2% | Added |
| MONECO Advisors, LLC | 4,394 | $218.9K | 0.01% | −261−5.6% | Reduced |
| National Asset Management, Inc. | 4,330 | $219.0K | 0.01% | +4,330 | New |
| Werba Rubin Papier Wealth Management | 4,397 | $219.1K | 0.03% | +4,397 | New |
| Sym Financial Corp | 4,404 | $219.4K | 0.02% | +4,404 | New |
| Drive Wealth Management, LLC | 4,410 | $219.7K | 0.04% | +4,410 | New |
| Chase Investment Counsel Corp | 4,421 | $220.0K | 0.05% | 00.0% | Unchanged |
| Eastern Bank | 4,422 | $220.3K | 0.00% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,424 | $220.4K | 0.04% | −97−2.1% | Reduced |
| Capital Management Corp | 4,443 | $221.3K | 0.03% | 00.0% | Unchanged |
| Bayban | 4,443 | $221.3K | 0.17% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 4,451 | $221.7K | 0.00% | −256−5.4% | Reduced |
| Intergy Private Wealth, LLC | 4,464 | $222.4K | 0.05% | +4,464 | New |
| Saxony Capital Management, LLC | 4,464 | $222.4K | 0.10% | +4,464 | New |
| Edgestream Partners, L.P. | 4,474 | $222.9K | 0.01% | +4,474 | New |
| CrossGen Wealth, LLC | 4,477 | $223.0K | 0.17% | +10.0% | Added |
| HighPoint Advisor Group LLC | 4,484 | $223.4K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,483 | $224.0K | 0.01% | −234−5.0% | Reduced |
| Burnham & Co LLC | 4,500 | $224.2K | 0.18% | +4,500 | New |
| Summit Wealth Group LLC | 4,519 | $225.2K | 0.02% | +4,519 | New |
| Blueshift Asset Management, LLC | 4,537 | $226.0K | 0.05% | +4,537 | New |
| Ieq Capital, LLC | 4,543 | $226.3K | 0.00% | −91,768−95.3% | Reduced |
| Pursuit Wealth Strategies, LLC | 4,551 | $226.7K | 0.29% | +74+1.7% | Added |
| Montecito Bank & Trust | 4,573 | $227.8K | 0.03% | +4,573 | New |
| Orographic Financial Advisors, LLC | 4,404 | $231.0K | 0.15% | 00.0% | Unchanged |
| Legacy Financial Independent Advisors LLC | 4,637 | $231.0K | 0.11% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4,646 | $231.5K | 0.10% | +4,646 | New |
| Alta Advisers Ltd | 4,650 | $231.7K | 0.05% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 4,651 | $231.7K | 0.05% | −80−1.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,690 | $233.6K | 0.01% | +46+1.0% | Added |
| Alaethes Wealth LLC | 4,694 | $233.9K | 0.07% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 4,697 | $234.0K | 0.05% | −351−7.0% | Reduced |
| Rock Point Advisors, LLC | 4,700 | $234.2K | 0.06% | 00.0% | Unchanged |
| TFB Advisors LLC | 4,707 | $234.5K | 0.10% | −51−1.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,716 | $235.0K | 0.01% | −381−7.5% | Reduced |
| Penserra Capital Management LLC | 4,732 | $235.0K | 0.00% | −568−10.7% | Reduced |
| Cornerstone Management, Inc. | 4,750 | $236.6K | 0.03% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 4,760 | $237.1K | 0.08% | +4,760 | New |
| Chicago Capital, LLC | 4,762 | $237.2K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4,777 | $238.0K | 0.09% | +251+5.5% | Added |
| Sound Income Strategies, LLC | 4,780 | $238.1K | 0.01% | −114−2.3% | Reduced |
| Sandhill Capital Partners LLC | 4,818 | $240.0K | 0.02% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 4,818 | $240.0K | 0.02% | +441+10.1% | Added |
| Lantz Financial LLC | 4,836 | $240.9K | 0.04% | −4,118−46.0% | Reduced |
| Pathway Financial Advisors LLC | 4,726 | $240.9K | 0.03% | +100+2.2% | Added |
| Belpointe Asset Management LLC | 4,839 | $241.1K | 0.01% | −245−4.8% | Reduced |
| Sage Mountain Advisors LLC | 4,861 | $242.2K | 0.01% | +282+6.2% | Added |
| Davis R M Inc | 4,861 | $242.2K | 0.00% | −73−1.5% | Reduced |
| Two Sigma Securities, LLC | 4,862 | $242.2K | 0.02% | −2,175−30.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $242.7K | 0.09% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 4,880 | $243.1K | 0.04% | +260+5.6% | Added |
| Summitry LLC | 4,897 | $244.0K | 0.01% | +4,897 | New |
| Nixon Peabody Trust Co | 4,907 | $244.5K | 0.02% | +4,907 | New |
| Main Street Financial Solutions, LLC | 4,911 | $244.7K | 0.02% | +371+8.2% | Added |
| Jackson Thornton Asset Management, LLC | 4,920 | $245.1K | 0.02% | +717+17.1% | Added |
| Element Wealth, LLC | 4,932 | $245.7K | 0.09% | −153−3.0% | Reduced |
| AIA Group Ltd | 4,935 | $245.9K | 0.00% | +4,935 | New |
| Mission Wealth Management, LP | 4,944 | $246.3K | 0.00% | +4,944 | New |
| Gamco Investors, Inc. Et Al | 4,951 | $246.7K | 0.00% | −22−0.4% | Reduced |
| High Net Worth Advisory Group LLC | 4,960 | $247.1K | 0.05% | 00.0% | Unchanged |