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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 10,301 | $513.2K | 0.01% | +355+3.6% | Added |
| Live Oak Private Wealth LLC | 10,309 | $513.6K | 0.06% | −2,139−17.2% | Reduced |
| First Manhattan Co | 10,310 | $513.6K | 0.00% | −1,355−11.6% | Reduced |
| EntryPoint Capital, LLC | 10,318 | $514.0K | 0.12% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 10,333 | $514.8K | 0.03% | −762−6.9% | Reduced |
| Pitcairn Wealth Advisors LLC | 10,338 | $515.0K | 0.06% | −21−0.2% | Reduced |
| Fiduciary Group LLC | 10,385 | $517.4K | 0.04% | −200−1.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 10,443 | $520.8K | 0.03% | +2,942+39.2% | Added |
| First County Bank | 10,484 | $522.3K | 0.25% | −25−0.2% | Reduced |
| Home Federal Bank of Tennessee | 10,529 | $524.6K | 0.11% | +2,950+38.9% | Added |
| Successful Portfolios LLC | 10,243 | $528.9K | 0.25% | −42−0.4% | Reduced |
| Kennebec Savings Bank | 10,639 | $530.0K | 0.43% | −62−0.6% | Reduced |
| Clearwave Capital, LLC | 10,659 | $531.0K | 0.29% | +1,424+15.4% | Added |
| Ameritas Investment Partners, Inc. | 10,686 | $532.4K | 0.01% | −635−5.6% | Reduced |
| Cypress Wealth Services, LLC | 10,693 | $532.7K | 0.07% | −187−1.7% | Reduced |
| Leavell Investment Management, Inc. | 10,713 | $533.7K | 0.02% | −1,774−14.2% | Reduced |
| Koshinski Asset Management, Inc. | 10,726 | $534.4K | 0.03% | −2,317−17.8% | Reduced |
| Symphony Financial, Ltd. Co. | 10,685 | $539.1K | 0.06% | +317+3.1% | Added |
| Lighthouse Financial Services Inc | 10,609 | $539.9K | 0.11% | +106+1.0% | Added |
| SageView Advisory Group, LLC | 10,888 | $542.5K | 0.02% | −1,177−9.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 10,932 | $544.9K | 0.01% | −926−7.8% | Reduced |
| Driehaus Capital Management LLC | 10,943 | $545.2K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,943 | $545.2K | 0.01% | +220+2.1% | Added |
| Exchange Traded Concepts, LLC | 10,969 | $546.5K | 0.00% | +4,027+58.0% | Added |
| Cassaday & Co Wealth Management LLC | 10,984 | $547.2K | 0.01% | +967+9.7% | Added |
| BSW Wealth Partners | 11,011 | $548.6K | 0.06% | +754+7.4% | Added |
| Checchi Capital Advisers, LLC | 11,034 | $549.7K | 0.03% | −471−4.1% | Reduced |
| Erste Asset Management GmbH | 10,873 | $550.0K | 0.00% | −1,657−13.2% | Reduced |
| Eads & Heald Wealth Management | 11,057 | $550.9K | 0.27% | −473−4.1% | Reduced |
| Longfellow Investment Management Co LLC | 11,083 | $552.2K | 0.11% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 11,095 | $552.8K | 0.01% | −600−5.1% | Reduced |
| Gratus Wealth Advisors, LLC | 11,124 | $554.2K | 0.07% | +42+0.4% | Added |
| Revisor Wealth Management LLC | 11,150 | $555.5K | 0.13% | −160−1.4% | Reduced |
| Alliance Wealth Advisors, LLC | 11,171 | $556.5K | 0.22% | −70−0.6% | Reduced |
| Hilltop Holdings Inc. | 11,198 | $557.8K | 0.05% | −5,099−31.3% | Reduced |
| Intrust Bank NA | 11,211 | $558.5K | 0.04% | −2,110−15.8% | Reduced |
| Austin Asset Management Co Inc | 11,309 | $563.4K | 0.08% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 11,327 | $564.3K | 0.06% | +2,111+22.9% | Added |
| Churchill Financial Advisors, LLC | 11,503 | $573.1K | 0.11% | 00.0% | Unchanged |
| EJF Capital LLC | 11,572 | $576.5K | 0.39% | −425−3.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 11,621 | $579.0K | 0.05% | −1,997−14.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 11,622 | $579.0K | 0.41% | 00.0% | Unchanged |
| First Financial Group Corp | 11,637 | $579.8K | 0.42% | −40.0% | Reduced |
| Cigna Investments Inc | 11,641 | $580.0K | 0.08% | −238−2.0% | Reduced |
| Elyxium Wealth, LLC | 11,643 | $580.0K | 0.06% | +11,643 | New |
| Castleview Partners, LLC | 11,720 | $583.9K | 0.26% | +2,278+24.1% | Added |
| Chicago Trust Co NA | 11,732 | $584.5K | 0.08% | +876+8.1% | Added |
| Cane Capital Partners, LLC | 11,764 | $586.1K | 0.24% | +11,764 | New |
| Shepherd Financial Partners LLC | 11,824 | $589.1K | 0.05% | −294−2.4% | Reduced |
| Aprio Wealth Management, LLC | 11,841 | $589.9K | 0.03% | −552−4.5% | Reduced |
| First United Bank Trust | 11,843 | $590.0K | 0.17% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 11,871 | $591.4K | 0.06% | −620−5.0% | Reduced |
| Thompson Investment Management, Inc. | 11,976 | $596.6K | 0.07% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 11,990 | $597.3K | 0.04% | +368+3.2% | Added |
| Viking Fund Management LLC | 12,000 | $597.8K | 0.05% | +4,000+50.0% | Added |
| BKD Wealth Advisors, LLC | 12,011 | $598.4K | 0.01% | +204+1.7% | Added |
| Pallas Capital Advisors LLC | 12,065 | $601.1K | 0.02% | +1,184+10.9% | Added |
| Howe & Rusling Inc | 12,118 | $603.7K | 0.04% | +1,107+10.1% | Added |
| MW Advisory, LLC | 12,135 | $604.6K | 0.24% | +12,135 | New |
| Ambassador Advisors, LLC | 12,144 | $605.0K | 0.07% | +12,144 | New |
| Compass Financial Management LLC | 12,114 | $605.6K | 0.07% | +12,114 | New |
| VestGen Advisors, LLC | 12,168 | $606.2K | 0.02% | −166−1.3% | Reduced |
| Sculati Wealth Management, LLC | 11,659 | $612.1K | 0.20% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 12,309 | $613.2K | 0.25% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 12,328 | $614.2K | 0.02% | +1,710+16.1% | Added |
| City Holding Co | 12,353 | $615.3K | 0.07% | −4,530−26.8% | Reduced |
| Oak Thistle LLC | 12,382 | $616.9K | 0.06% | −58,807−82.6% | Reduced |
| Crawford Investment Counsel Inc | 12,418 | $618.7K | 0.01% | +119+1.0% | Added |
| Profund Advisors LLC | 12,459 | $620.7K | 0.02% | −539−4.1% | Reduced |
| Princeton Capital Management LLC | 12,479 | $621.7K | 0.14% | −1,901−13.2% | Reduced |
| Parkside Financial Bank & Trust | 12,501 | $622.8K | 0.04% | −111−0.9% | Reduced |
| Wolff Financial Management LLC | 12,560 | $625.7K | 0.12% | 00.0% | Unchanged |
| Tannin Capital LLC | 12,592 | $627.3K | 0.41% | +293+2.4% | Added |
| Wealth Alliance Advisory Group, LLC | 12,651 | $630.3K | 0.09% | −100−0.8% | Reduced |
| Ausdal Financial Partners, Inc. | 12,736 | $633.8K | 0.02% | −950−6.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,736 | $634.5K | 0.01% | +4,951+63.6% | Added |
| CX Institutional | 12,788 | $637.0K | 0.02% | +354+2.8% | Added |
| Payden & Rygel | 12,800 | $638.0K | 0.05% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 12,817 | $638.5K | 0.19% | −336−2.6% | Reduced |
| Hartford Funds Management Co LLC | 12,826 | $639.1K | 0.05% | +648+5.3% | Added |
| Sound View Wealth Advisors Group, LLC | 12,984 | $646.9K | 0.04% | −1,774−12.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 13,020 | $648.7K | 0.01% | +12,617+3,130.8% | Added |
| Hills Bank & Trust Co | 13,022 | $648.8K | 0.03% | −1,619−11.1% | Reduced |
| Centaurus Financial, Inc. | 13,019 | $649.0K | 0.03% | +2,764+27.0% | Added |
| Ellevest, Inc. | 12,953 | $650.4K | 0.08% | +4,391+51.3% | Added |
| Meadowbrook Advisors Group, LLC | 13,064 | $650.8K | 0.35% | −9,525−42.2% | Reduced |
| Hilltop National Bank | 13,066 | $650.9K | 0.14% | −955−6.8% | Reduced |
| Highland Capital Management, LLC | 13,153 | $655.3K | 0.03% | +10+0.1% | Added |
| Retirement Planning Group | 13,168 | $656.0K | 0.02% | +2,515+23.6% | Added |
| EverSource Wealth Advisors, LLC | 13,208 | $658.0K | 0.02% | −3,815−22.4% | Reduced |
| Forefront Wealth Partners, LLC | 13,240 | $659.6K | 0.20% | −168−1.3% | Reduced |
| F/M Investments LLC | 13,314 | $663.3K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 13,340 | $664.6K | 0.07% | 00.0% | Unchanged |
| Archer Investment Corp | 13,413 | $668.2K | 0.13% | +10.0% | Added |
| Eastover Investment Advisors LLC | 13,481 | $671.6K | 0.26% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 13,495 | $672.0K | 0.18% | +545+4.2% | Added |
| Pinnacle Holdings, LLC | 13,520 | $673.6K | 0.21% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 13,533 | $674.2K | 0.19% | 00.0% | Unchanged |
| Rossmore Private Capital | 13,641 | $679.6K | 0.06% | −76−0.6% | Reduced |
| Insigneo Advisory Services, LLC | 13,659 | $680.5K | 0.03% | −1,529−10.1% | Reduced |