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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 8,363 | $416.7K | 0.01% | +65+0.8% | Added |
| HBK Sorce Advisory LLC | 7,884 | $416.7K | 0.01% | −1,469−15.7% | Reduced |
| BTG Pactual Asset Management US LLC | 8,364 | $416.7K | 0.03% | +3,096+58.8% | Added |
| Biltmore Family Office, LLC | 8,366 | $416.8K | 0.05% | −1,000−10.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 8,375 | $417.1K | 0.02% | +109+1.3% | Added |
| Empower Advisory Group, LLC | 8,383 | $417.7K | 0.00% | +1,895+29.2% | Added |
| Wedbush Securities Inc | 8,382 | $418.0K | 0.01% | +1,814+27.6% | Added |
| NFP Retirement, Inc. | 8,412 | $419.0K | 0.02% | +58+0.7% | Added |
| Ti-Trust, Inc | 8,453 | $421.1K | 0.23% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,457 | $421.3K | 0.02% | +522+6.6% | Added |
| Total Wealth Planning & Management, Inc. | 8,500 | $423.5K | 0.31% | −536−5.9% | Reduced |
| Transcend Wealth Collective, LLC | 8,520 | $424.4K | 0.03% | −431−4.8% | Reduced |
| Ballew Advisors, Inc | 8,339 | $425.1K | 0.22% | +12+0.1% | Added |
| Moneta Group Investment Advisors LLC | 8,536 | $425.3K | 0.00% | −3,114−26.7% | Reduced |
| City National Bank of Florida | 8,538 | $425.4K | 0.18% | +138+1.6% | Added |
| AA Financial Advisors, LLC | 8,543 | $425.6K | 0.05% | −380−4.3% | Reduced |
| Colonial River Wealth Management, LLC | 8,548 | $425.9K | 0.12% | −62−0.7% | Reduced |
| Belleair Asset Management, LLC | 8,549 | $425.9K | 0.36% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 8,562 | $426.6K | 0.12% | +2,259+35.8% | Added |
| Howard Capital Management Inc. | 8,574 | $427.2K | 0.01% | +3,987+86.9% | Added |
| Gateway Investment Advisers LLC | 8,612 | $429.1K | 0.00% | −8,720−50.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,613 | $429.1K | 0.04% | −849−9.0% | Reduced |
| North Star Investment Management Corp. | 8,643 | $430.6K | 0.02% | −50−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,653 | $431.1K | 0.02% | +221+2.6% | Added |
| Cornerstone Advisors Asset Management, LLC | 8,668 | $431.8K | 0.06% | −349−3.9% | Reduced |
| Fiduciary Family Office, LLC | 8,693 | $433.1K | 0.11% | −1,105−11.3% | Reduced |
| Avalon Trust Co | 8,775 | $437.2K | 0.03% | −1,295−12.9% | Reduced |
| Almanack Investment Partners, LLC. | 8,779 | $437.4K | 0.06% | +24+0.3% | Added |
| Whittier Trust Co | 8,526 | $438.4K | 0.00% | −1,823−17.6% | Reduced |
| Tennessee Valley Asset Management Partners | 8,788 | $438.5K | 0.05% | +14+0.2% | Added |
| Strategic Blueprint, LLC | 8,834 | $440.1K | 0.02% | +29+0.3% | Added |
| Quadrant Private Wealth Management, LLC | 8,866 | $441.7K | 0.10% | −177−2.0% | Reduced |
| Walsky Investment Management, Inc. | 8,901 | $443.4K | 0.41% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8,915 | $444.1K | 0.01% | +211+2.4% | Added |
| Fiducient Advisors LLC | 8,915 | $444.1K | 0.06% | 00.0% | Unchanged |
| Roxbury Financial LLC | 8,916 | $444.2K | 0.35% | +66+0.7% | Added |
| BankPlus Wealth Management LLC | 8,974 | $447.1K | 0.20% | +306+3.5% | Added |
| Rede Wealth, LLC | 8,981 | $447.5K | 0.15% | +30.0% | Added |
| Tower Bridge Advisors | 8,990 | $447.9K | 0.04% | −1,200−11.8% | Reduced |
| SLT Holdings LLC | 9,000 | $448.4K | 0.29% | −2,172−19.4% | Reduced |
| Hoxton Planning & Management, LLC | 9,005 | $448.6K | 0.12% | −3,510−28.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 9,031 | $449.9K | 0.09% | −8,345−48.0% | Reduced |
| Patriot Investment Management Inc. | 9,052 | $451.0K | 0.03% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 9,077 | $452.2K | 0.03% | +3,708+69.1% | Added |
| Cypress Capital Group | 9,082 | $452.5K | 0.04% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 9,108 | $453.8K | 0.04% | +2,440+36.6% | Added |
| Parthenon LLC | 9,112 | $454.0K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9,125 | $454.6K | 0.12% | −807−8.1% | Reduced |
| Greatmark Investment Partners, Inc. | 9,175 | $457.1K | 0.05% | −184−2.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 9,177 | $457.2K | 0.03% | −590−6.0% | Reduced |
| Banque Cantonale Vaudoise | 9,194 | $458.0K | 0.02% | −4,384−32.3% | Reduced |
| Elevated Capital Advisors, LLC | 9,216 | $459.1K | 0.13% | −9,918−51.8% | Reduced |
| LMR Partners LLP | 9,223 | $459.5K | 0.00% | +9,223 | New |
| MTM Investment Management, LLC | 9,229 | $459.8K | 0.13% | +14+0.2% | Added |
| Daymark Wealth Partners, LLC | 9,249 | $460.8K | 0.01% | −2,415−20.7% | Reduced |
| Thompson David Blair | 9,319 | $464.3K | 0.23% | +9,319 | New |
| Strategic Investment Advisors | 9,323 | $464.5K | 0.03% | −12,959−58.2% | Reduced |
| Calamos Wealth Management LLC | 9,380 | $467.3K | 0.01% | +135+1.5% | Added |
| Financial Management Network Inc | 8,946 | $470.8K | 0.07% | −304−3.3% | Reduced |
| RiverFront Investment Group, LLC | 9,493 | $472.9K | 0.01% | +784+9.0% | Added |
| Bingham Private Wealth, LLC | 9,516 | $474.1K | 0.33% | +40.0% | Added |
| Wright Investors Service Inc | 9,521 | $474.3K | 0.13% | −591−5.8% | Reduced |
| Waycross Partners, LLC | 9,525 | $474.5K | 0.04% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 9,544 | $475.5K | 0.11% | −5,318−35.8% | Reduced |
| Curbstone Financial Management Corp | 9,546 | $475.6K | 0.08% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,569 | $476.7K | 0.01% | −12,298−56.2% | Reduced |
| Brady Family Wealth, LLC | 9,570 | $476.8K | 0.14% | −11−0.1% | Reduced |
| Valley National Advisers Inc | 9,582 | $477.4K | 0.05% | +121+1.3% | Added |
| Keystone Financial Group | 9,606 | $478.6K | 0.03% | −853−8.2% | Reduced |
| Aspiriant, LLC | 9,606 | $478.6K | 0.01% | +140+1.5% | Added |
| Paradigm Financial Partners, LLC | 9,634 | $480.0K | 0.04% | +30.0% | Added |
| Hantz Financial Services, Inc. | 9,634 | $480.0K | 0.01% | +1,164+13.7% | Added |
| Norden Group LLC | 9,651 | $480.8K | 0.04% | +705+7.9% | Added |
| Qtron Investments LLC | 9,652 | $480.9K | 0.06% | +9,652 | New |
| RFP Financial Group LLC | 9,710 | $483.8K | 0.22% | −50−0.5% | Reduced |
| Johnson Investment Counsel Inc | 9,711 | $483.8K | 0.00% | +1,138+13.3% | Added |
| Reuter James Wealth Management, LLC | 9,725 | $484.5K | 0.06% | −9,564−49.6% | Reduced |
| First National Advisers, LLC | 9,736 | $485.0K | 0.07% | +9,736 | New |
| Hardy Reed LLC | 9,744 | $485.4K | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 9,751 | $485.8K | 0.04% | +354+3.8% | Added |
| Southeast Asset Advisors Inc. | 9,765 | $486.5K | 0.05% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 9,772 | $486.8K | 0.04% | +34+0.3% | Added |
| Abacus Planning Group, Inc. | 9,865 | $491.5K | 0.06% | +130+1.3% | Added |
| Chancellor Financial Group WB LP | 9,880 | $492.2K | 0.30% | −16−0.2% | Reduced |
| One Wealth Advisors, LLC | 9,888 | $492.6K | 0.05% | +2,511+34.0% | Added |
| Wilkins Investment Counsel Inc | 9,975 | $497.0K | 0.07% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 9,976 | $497.0K | 0.34% | −462,412−97.9% | Reduced |
| Par Capital Management Inc | 10,000 | $498.2K | 0.01% | −5,000−33.3% | Reduced |
| American Assets Inc | 10,000 | $498.2K | 0.15% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 10,007 | $498.5K | 0.12% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 10,026 | $499.5K | 0.02% | +10,026 | New |
| Chicago Partners Investment Group LLC | 9,770 | $500.2K | 0.01% | +285+3.0% | Added |
| Greenspring Advisors, LLC | 10,073 | $501.8K | 0.03% | +27+0.3% | Added |
| New Hampshire Trust | 10,080 | $502.2K | 0.09% | +129+1.3% | Added |
| Duncan Williams Asset Management, LLC | 10,088 | $502.6K | 0.11% | +2,053+25.6% | Added |
| Vaughan David Investments LLC | 10,095 | $503.0K | 0.01% | +523+5.5% | Added |
| Mason & Associates, LLC | 10,142 | $505.3K | 0.11% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10,153 | $505.9K | 0.03% | −761−7.0% | Reduced |
| J. Safra Sarasin Holding AG | 10,588 | $506.4K | 0.01% | −6,377−37.6% | Reduced |
| Pine Harbor Wealth Management, LLC | 10,208 | $508.6K | 0.14% | 00.0% | Unchanged |