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 |
|---|---|---|---|---|---|
| PFW Advisors LLC | 4,966 | $247.4K | 0.07% | +15+0.3% | Added |
| Inscription Capital, LLC | 4,975 | $247.8K | 0.02% | +4,975 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,994 | $248.8K | 0.00% | −459−8.4% | Reduced |
| Taylor Securities Services, Inc. | 5,000 | $249.1K | 0.10% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 5,008 | $249.5K | 0.04% | −1,835−26.8% | Reduced |
| Meramec Financial Planners, LLC | 4,806 | $250.5K | 0.09% | +535+12.5% | Added |
| Oarsman Capital, Inc. | 5,046 | $251.4K | 0.03% | +5,046 | New |
| Shayne & Co., LLC | 5,054 | $251.8K | 0.07% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5,055 | $251.8K | 0.04% | +371+7.9% | Added |
| Resurgent Financial Advisors LLC | 5,056 | $251.9K | 0.07% | +5,056 | New |
| Sharp Financial Services, LLC | 5,089 | $253.6K | 0.12% | +5,089 | New |
| Millennium Capital Advisors, LLC | 5,116 | $254.9K | 0.14% | +5,116 | New |
| Wealth Advisory Solutions, LLC | 5,130 | $255.6K | 0.05% | +5,130 | New |
| Calton & Associates, Inc. | 5,139 | $256.0K | 0.04% | −667−11.5% | Reduced |
| Conning Inc. | 5,141 | $256.1K | 0.01% | −182−3.4% | Reduced |
| Avaii Wealth Management, LLC | 5,154 | $256.8K | 0.08% | −113−2.1% | Reduced |
| Polar Asset Management Partners Inc. | 5,159 | $257.0K | 0.00% | +5,159 | New |
| TradeWell Securities, LLC. | 5,176 | $257.9K | 0.09% | +31+0.6% | Added |
| Fortress Private Ledger, LLC | 5,187 | $258.4K | 0.07% | +18+0.3% | Added |
| LongView Wealth Management | 5,191 | $258.6K | 0.07% | −138−2.6% | Reduced |
| Lincoln Capital LLC | 5,196 | $258.9K | 0.05% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 5,203 | $259.0K | 0.01% | +5,203 | New |
| Defiance ETFs, LLC | 5,102 | $259.6K | 0.00% | +5,102 | New |
| Spirepoint Private Client, LLC | 5,217 | $259.9K | 0.02% | −10.0% | Reduced |
| Lafayette Investments, Inc. | 5,227 | $260.4K | 0.05% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 5,240 | $261.1K | 0.05% | −8,240−61.1% | Reduced |
| WealthTrust Axiom LLC | 5,242 | $261.2K | 0.06% | −59−1.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 5,244 | $261.3K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5,264 | $262.3K | 0.05% | −11−0.2% | Reduced |
| Financial Consulate, Inc | 5,269 | $262.5K | 0.03% | +128+2.5% | Added |
| Soltis Investment Advisors LLC | 5,291 | $263.6K | 0.02% | +654+14.1% | Added |
| Forteris Wealth Management Inc. | 5,300 | $264.0K | 0.22% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 5,305 | $264.3K | 0.09% | +10+0.2% | Added |
| D'Orazio & Associates, Inc. | 5,311 | $264.6K | 0.03% | −417−7.3% | Reduced |
| Keynote Financial Services LLC | 5,319 | $265.0K | 0.12% | +15+0.3% | Added |
| Proficio Capital Partners LLC | 5,339 | $266.0K | 0.01% | +5,339 | New |
| Mountain Pacific Investment Advisers Inc | 5,366 | $267.3K | 0.04% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 5,395 | $268.8K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5,412 | $269.6K | 0.02% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 5,414 | $269.7K | 0.03% | −37−0.7% | Reduced |
| Strategic Wealth Designers | 5,431 | $270.6K | 0.03% | +58+1.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,456 | $271.8K | 0.01% | +211+4.0% | Added |
| West Family Investments, Inc. | 5,498 | $273.9K | 0.08% | +242+4.6% | Added |
| Deseret Mutual Benefit Administrators | 5,499 | $274.0K | 0.09% | −568−9.4% | Reduced |
| Stone Point Wealth LLC | 5,500 | $274.0K | 0.07% | −1,000−15.4% | Reduced |
| Terry L. Blaker | 5,500 | $274.0K | 0.01% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 5,503 | $274.2K | 0.30% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 5,539 | $276.0K | 0.12% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 5,549 | $276.5K | 0.03% | +450+8.8% | Added |
| GTS Securities LLC | 5,588 | $278.4K | 0.01% | −11,637−67.6% | Reduced |
| Aegis Wealth Management LLC | 5,618 | $279.9K | 0.13% | −87−1.5% | Reduced |
| Waldron Private Wealth LLC | 5,654 | $281.7K | 0.01% | −1,151−16.9% | Reduced |
| Capital Square, LLC | 5,452 | $281.7K | 0.12% | +1,002+22.5% | Added |
| Pure Financial Advisors, Inc. | 5,655 | $281.7K | 0.00% | +1,234+27.9% | Added |
| Triad Wealth Partners, LLC | 5,433 | $282.1K | 0.02% | +5,433 | New |
| Visionary Wealth Advisors | 5,669 | $282.4K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5,689 | $283.4K | 0.03% | −66−1.1% | Reduced |
| Frederick Financial Consultants, LLC | 5,704 | $284.2K | 0.12% | −338−5.6% | Reduced |
| Joel Isaacson & Co., LLC | 5,713 | $284.6K | 0.01% | +10+0.2% | Added |
| Vantus Wealth LLC | 5,718 | $284.9K | 0.15% | +5,718 | New |
| BLB&B Advisors, LLC | 5,719 | $284.9K | 0.01% | +11+0.2% | Added |
| XY Planning Network, Inc. | 5,726 | $285.3K | 0.04% | +5,726 | New |
| Cascade Financial Partners, LLC | 5,737 | $285.8K | 0.02% | +98+1.7% | Added |
| Next Level Private LLC | 5,762 | $287.0K | 0.06% | +50+0.9% | Added |
| Souders Financial Advisors | 5,776 | $287.8K | 0.03% | +56+1.0% | Added |
| Cornerstone Planning, LLC | 5,779 | $287.9K | 0.07% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 5,782 | $288.1K | 0.02% | −583−9.2% | Reduced |
| Fortress Wealth Group, LLC | 5,569 | $288.2K | 0.10% | +109+2.0% | Added |
| Patrick M Sweeney & Associates, Inc | 5,836 | $290.7K | 0.17% | −216−3.6% | Reduced |
| Diversify Wealth Management, LLC | 5,593 | $291.5K | 0.00% | +181+3.3% | Added |
| Diversify Advisory Services, LLC | 5,593 | $291.5K | 0.00% | +5,593 | New |
| Family Legacy, Inc. | 5,870 | $292.4K | 0.08% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 5,912 | $294.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,915 | $294.7K | 0.02% | +558+10.4% | Added |
| Timonier Family Office, LTD. | 5,941 | $296.0K | 0.08% | +5,941 | New |
| V. M. Manning & Co., Inc. | 5,944 | $296.1K | 0.25% | +5,944 | New |
| Banco Santander, S.A. | 5,952 | $296.5K | 0.00% | −3,285−35.6% | Reduced |
| Catalytic Wealth RIA, LLC | 5,953 | $296.6K | 0.02% | −114−1.9% | Reduced |
| Bull Harbor Capital LLC | 5,964 | $297.1K | 0.06% | +436+7.9% | Added |
| Curated Wealth Partners LLC | 5,974 | $297.6K | 0.03% | +660+12.4% | Added |
| Morris Financial Concepts, Inc. | 5,980 | $297.9K | 0.09% | −505−7.8% | Reduced |
| Numerai GP LLC | 5,982 | $298.0K | 0.02% | −19,574−76.6% | Reduced |
| Founders Grove Wealth Partners, LLC | 6,001 | $299.0K | 0.06% | +423+7.6% | Added |
| White Pine Capital LLC | 6,040 | $300.9K | 0.07% | −15−0.2% | Reduced |
| Focused Wealth Management, Inc | 6,051 | $301.5K | 0.03% | +6,051 | New |
| Peachtree Investment Partners, LLC | 6,059 | $301.9K | 0.10% | +10+0.2% | Added |
| Everstar Asset Management, LLC | 6,063 | $302.1K | 0.15% | −65−1.1% | Reduced |
| Parcion Private Wealth LLC | 6,071 | $302.5K | 0.02% | +505+9.1% | Added |
| Commonwealth Financial Services, LLC | 6,099 | $303.9K | 0.04% | +23+0.4% | Added |
| Cascades Capital Asset Management, LLC | 6,118 | $304.8K | 0.11% | +152+2.5% | Added |
| 44 Wealth Management LLC | 6,125 | $305.1K | 0.10% | −270−4.2% | Reduced |
| S-Bank Fund Management Ltd | 6,139 | $305.8K | 0.04% | +6,139 | New |
| Councilmark Asset Management, LLC | 6,142 | $306.0K | 0.16% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 6,150 | $306.4K | 0.05% | −603−8.9% | Reduced |
| Gradient Investments LLC | 6,189 | $308.3K | 0.00% | +158+2.6% | Added |
| Integrated Advisors Network LLC | 6,197 | $308.7K | 0.01% | +237+4.0% | Added |
| Manske Wealth Management | 6,208 | $309.3K | 0.08% | −32−0.5% | Reduced |
| DV Trading LLC | 6,210 | $309.4K | 0.03% | +6,210 | New |
| Versant Capital Management, Inc | 6,246 | $311.2K | 0.03% | +3,025+93.9% | Added |
| Hill Investment Group Partners, LLC | 6,262 | $312.0K | 0.03% | 00.0% | Unchanged |