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 |
|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 6,263 | $312.0K | 0.01% | −1,729−21.6% | Reduced |
| Smith, Moore & Co. | 6,269 | $312.3K | 0.02% | +20.0% | Added |
| truNorth Financial Services, Inc. | 6,274 | $312.6K | 0.28% | +7+0.1% | Added |
| Armis Advisers, LLC | 6,103 | $313.8K | 0.03% | +70+1.2% | Added |
| Abbot Financial Management, Inc. | 6,308 | $314.3K | 0.12% | +442+7.5% | Added |
| Great Valley Advisor Group, Inc. | 6,351 | $316.0K | 0.00% | +827+15.0% | Added |
| Basecamp Wealth Advisors LLC | 6,395 | $318.6K | 0.06% | −92−1.4% | Reduced |
| Bridgewater Advisors Inc. | 7,885 | $322.0K | 0.02% | −352−4.3% | Reduced |
| Ostrum Asset Management | 6,485 | $323.1K | 0.02% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 6,510 | $324.3K | 0.16% | +670+11.5% | Added |
| Kovack Advisors, Inc. | 6,401 | $324.6K | 0.02% | −247−3.7% | Reduced |
| Canton Hathaway, LLC | 6,516 | $324.6K | 0.06% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,524 | $325.0K | 0.01% | +6,524 | New |
| Tandem Investment Advisors, Inc. | 6,538 | $325.7K | 0.02% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 6,551 | $326.4K | 0.17% | −2,208−25.2% | Reduced |
| 111 Capital | 6,560 | $326.8K | 0.06% | −169−2.5% | Reduced |
| Sage Investment Counsel LLC | 6,583 | $328.0K | 0.33% | +13+0.2% | Added |
| Arcus Capital Partners, LLC | 6,603 | $329.0K | 0.14% | −30,000−82.0% | Reduced |
| Tompkins Financial Corp | 6,616 | $329.6K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,174 | $329.8K | 0.05% | −10−0.1% | Reduced |
| CSS LLC | 6,636 | $330.6K | 0.01% | −13,430−66.9% | Reduced |
| Victory Financial Group, LLC | 6,665 | $332.1K | 0.03% | −732−9.9% | Reduced |
| Walleye Trading LLC | 6,675 | $332.5K | 0.00% | +6,675 | New |
| Haverford Trust Co | 6,689 | $333.2K | 0.00% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 6,722 | $334.9K | 0.06% | −3,766−35.9% | Reduced |
| PDS Planning, Inc | 6,728 | $335.2K | 0.02% | +36+0.5% | Added |
| Krilogy Financial LLC | 6,795 | $338.5K | 0.01% | +97+1.4% | Added |
| Phillips Wealth Planners LLC | 6,595 | $338.7K | 0.25% | −2,695−29.0% | Reduced |
| Broyhill Asset Management | 6,800 | $338.8K | 0.30% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 6,837 | $340.6K | 0.09% | −200−2.8% | Reduced |
| Blue Rock Wealth Management LLC | 6,900 | $343.8K | 0.19% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 6,902 | $343.9K | 0.10% | −1,012−12.8% | Reduced |
| Quarry LP | 6,917 | $344.6K | 0.05% | +4,385+173.2% | Added |
| PCB Capital LLC | 6,938 | $345.6K | 0.42% | +194+2.9% | Added |
| Meridian Financial Partners LLC | 6,567 | $346.7K | 0.12% | 00.0% | Unchanged |
| Larry Mathis Financial Planning, LLC | 6,969 | $347.2K | 0.26% | −146−2.1% | Reduced |
| Gryphon Financial Partners LLC | 6,978 | $347.6K | 0.03% | +6,978 | New |
| Flputnam Investment Management Co | 7,013 | $349.4K | 0.00% | −638−8.3% | Reduced |
| L2 Asset Management, LLC | 7,030 | $350.2K | 0.04% | +180+2.6% | Added |
| Whittier Trust Co of Nevada Inc | 6,825 | $350.5K | 0.01% | −1,085−13.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,066 | $352.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7,077 | $352.6K | 0.03% | −139−1.9% | Reduced |
| Gladstone Institutional Advisory LLC | 7,091 | $353.3K | 0.01% | −74−1.0% | Reduced |
| Wynn Capital, LLC | 7,164 | $356.9K | 0.16% | −20.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,199 | $358.7K | 0.02% | 00.0% | Unchanged |
| McAdam, LLC | 7,214 | $359.4K | 0.01% | +94+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 7,243 | $360.8K | 0.07% | −505−6.5% | Reduced |
| tru Independence LLC | 7,277 | $362.6K | 0.16% | −568−7.2% | Reduced |
| Waddell & Associates, LLC | 7,281 | $362.8K | 0.02% | +358+5.2% | Added |
| TIAA Wealth Investment Management LLC | 7,291 | $363.4K | 0.00% | −1,504−17.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 7,310 | $364.2K | 0.02% | +7,310 | New |
| Quotient Wealth Partners, LLC | 7,317 | $364.5K | 0.01% | +208+2.9% | Added |
| Advisory Alpha, LLC | 7,328 | $365.1K | 0.01% | +7,328 | New |
| WBH Advisory Inc | 7,338 | $365.6K | 0.02% | −161−2.1% | Reduced |
| Aldebaran Financial Inc. | 7,353 | $366.3K | 0.30% | −50−0.7% | Reduced |
| Shelton Capital Management | 7,400 | $368.7K | 0.01% | −83,876−91.9% | Reduced |
| Nilsine Partners, LLC | 7,477 | $372.5K | 0.03% | +7,477 | New |
| Nwam LLC | 7,523 | $374.8K | 0.02% | −2,117−22.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 7,539 | $375.6K | 0.05% | +967+14.7% | Added |
| Convergence Financial, LLC | 7,580 | $377.6K | 0.03% | −780−9.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,598 | $378.5K | 0.03% | −206−2.6% | Reduced |
| Facet Wealth, Inc. | 7,620 | $379.6K | 0.01% | +267+3.6% | Added |
| Groupama Asset Managment | 7,535 | $381.1K | 0.00% | +55+0.7% | Added |
| Kathmere Capital Management, LLC | 7,703 | $383.8K | 0.02% | +846+12.3% | Added |
| Selective Wealth Management, Inc. | 7,317 | $384.1K | 0.10% | +57+0.8% | Added |
| Platform Technology Partners | 7,730 | $385.1K | 0.06% | +49+0.6% | Added |
| Almitas Capital LLC | 7,800 | $388.6K | 0.09% | +7,800 | New |
| Rehmann Capital Advisory Group | 7,824 | $389.7K | 0.02% | −51−0.6% | Reduced |
| MQS Management LLC | 7,830 | $390.1K | 0.48% | +7,830 | New |
| Caldwell Trust Co | 7,844 | $390.8K | 0.03% | +561+7.7% | Added |
| Westwood Holdings Group Inc. | 7,865 | $391.8K | 0.00% | +7,865 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 7,917 | $394.4K | 0.27% | −1,028−11.5% | Reduced |
| 1st Source Bank | 7,975 | $397.3K | 0.02% | −31−0.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 7,991 | $398.1K | 0.10% | −671−7.7% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $398.6K | 0.00% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 8,002 | $398.7K | 0.03% | +3,144+64.7% | Added |
| Summit Asset Management, LLC | 8,004 | $398.8K | 0.05% | +15+0.2% | Added |
| River Wealth Advisors LLC | 8,027 | $399.9K | 0.04% | −30−0.4% | Reduced |
| IFP Advisors, Inc | 8,042 | $400.7K | 0.01% | −597−6.9% | Reduced |
| Sivia Capital Partners, LLC | 8,044 | $400.8K | 0.05% | +8,044 | New |
| Silverlake Wealth Management LLC | 8,054 | $401.3K | 0.08% | +808+11.2% | Added |
| HHM Wealth Advisors, LLC | 8,078 | $402.5K | 0.04% | −32−0.4% | Reduced |
| Odyssean, LLC | 8,081 | $402.6K | 0.07% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 8,090 | $403.0K | 0.01% | +544+7.2% | Added |
| Parsons Capital Management Inc | 8,101 | $403.6K | 0.02% | +8,101 | New |
| Indivisible Partners | 8,107 | $403.9K | 0.02% | +3,749+86.0% | Added |
| Eagle Strategies LLC | 8,108 | $404.0K | 0.04% | +79+1.0% | Added |
| Institute for Wealth Management, LLC. | 8,118 | $404.5K | 0.04% | −149−1.8% | Reduced |
| Change Path, LLC | 8,133 | $405.2K | 0.01% | −2,913−26.4% | Reduced |
| Crestwood Advisors Group LLC | 8,134 | $405.2K | 0.01% | +2,998+58.4% | Added |
| LBMC Investment Advisors, LLC | 8,160 | $406.5K | 0.02% | +62+0.8% | Added |
| Baader Bank INC | 8,172 | $407.1K | 0.03% | −413−4.8% | Reduced |
| Advisors Asset Management, Inc. | 8,203 | $408.7K | 0.01% | −9,590−53.9% | Reduced |
| Hayek Kallen Investment Management | 8,250 | $411.0K | 0.12% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 8,259 | $411.5K | 0.20% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 8,277 | $412.4K | 0.13% | +2,648+47.0% | Added |
| Canandaigua National Bank & Trust Co | 8,308 | $413.9K | 0.03% | +8,308 | New |
| Piedmont Capital Management, LLC | 8,319 | $414.5K | 0.25% | −4,382−34.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,340 | $415.5K | 0.23% | −400−4.6% | Reduced |
| Oak Barrel Wealth Advisory LLC | 8,354 | $416.2K | 0.18% | +8,354 | New |