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 |
|---|---|---|---|---|---|
| 71 West Capital Partners | 13,702 | $682.6K | 0.02% | +5,912+75.9% | Added |
| Venturi Wealth Management, LLC | 13,728 | $683.9K | 0.03% | +334+2.5% | Added |
| Foster & Motley Inc | 13,748 | $685.0K | 0.03% | +2,333+20.4% | Added |
| LexAurum Advisors, LLC | 13,777 | $686.4K | 0.08% | −21−0.2% | Reduced |
| Simplicity Wealth,LLC | 13,798 | $687.4K | 0.02% | −40−0.3% | Reduced |
| Westover Capital Advisors, LLC | 13,818 | $688.4K | 0.11% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 13,828 | $688.9K | 0.10% | +325+2.4% | Added |
| Sigma Planning Corp | 13,837 | $689.3K | 0.02% | +945+7.3% | Added |
| Fisher Asset Management, LLC | 13,875 | $691.3K | 0.00% | +4,229+43.8% | Added |
| Chilton Investment Co LLC | 13,950 | $695.0K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 14,018 | $698.4K | 0.04% | +509+3.8% | Added |
| Centennial Wealth Advisory LLC | 14,102 | $702.5K | 0.15% | −3,371−19.3% | Reduced |
| WBI Investments | 14,141 | $704.5K | 0.17% | −2,244−13.7% | Reduced |
| Trust Asset Management LLC | 14,157 | $705.3K | 0.04% | −590−4.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,179 | $706.4K | 0.29% | −48−0.3% | Reduced |
| Sterling Capital Management LLC | 14,191 | $707.0K | 0.01% | +2,285+19.2% | Added |
| Teza Capital Management LLC | 14,219 | $708.4K | 1.37% | −1,195−7.8% | Reduced |
| Vontobel Holding Ltd. | 14,230 | $708.9K | 0.00% | −734−4.9% | Reduced |
| DRW Securities, LLC | 14,284 | $709.1K | 0.04% | −97,244−87.2% | Reduced |
| Fee-Only Financial Planning, L.C. | 14,268 | $710.8K | 0.38% | +762+5.6% | Added |
| Sumitomo Life Insurance Co | 14,290 | $711.9K | 0.01% | −440−3.0% | Reduced |
| Legacy Advisors, LLC | 14,299 | $712.4K | 0.07% | −2,827−16.5% | Reduced |
| International Assets Investment Management, LLC | 14,015 | $713.2K | 0.04% | −1,275−8.3% | Reduced |
| First City Capital Management, Inc. | 14,368 | $715.8K | 0.35% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 14,382 | $716.5K | 0.44% | +50+0.3% | Added |
| Code Waechter LLC | 14,400 | $717.4K | 0.37% | −347−2.4% | Reduced |
| Texas Yale Capital Corp. | 14,400 | $717.4K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 14,406 | $718.0K | 0.05% | +14,406 | New |
| Storgate, LLC | 14,412 | $718.0K | 0.15% | +7,249+101.2% | Added |
| Cidel Asset Management Inc | 14,423 | $718.5K | 0.03% | +288+2.0% | Added |
| Employees Retirement System of Texas | 14,441 | $719.0K | 0.01% | +1,488+11.5% | Added |
| Verum Partners LLC | 14,434 | $719.1K | 0.11% | +1,266+9.6% | Added |
| Wealth Alliance | 14,435 | $719.2K | 0.06% | −15,604−51.9% | Reduced |
| WealthPoint Financial, LLC | 14,474 | $721.1K | 0.53% | +14,474 | New |
| FIL Ltd | 14,498 | $722.3K | 0.00% | +14,498 | New |
| Klingman & Associates, LLC | 14,520 | $723.4K | 0.03% | +629+4.5% | Added |
| Panagora Asset Management Inc | 14,578 | $726.3K | 0.00% | −224−1.5% | Reduced |
| Impact Partnership Wealth, LLC | 14,664 | $730.6K | 0.07% | +14,664 | New |
| First Dallas Securities Inc. | 14,671 | $730.9K | 0.24% | +12+0.1% | Added |
| Busey Wealth Management | 14,769 | $735.8K | 0.02% | −224−1.5% | Reduced |
| Syon Capital LLC | 14,770 | $735.8K | 0.03% | +927+6.7% | Added |
| Burke & Herbert Bank & Trust Co | 14,787 | $736.7K | 0.18% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 14,914 | $743.0K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 14,936 | $744.1K | 0.02% | +325+2.2% | Added |
| RKL Wealth Management LLC | 14,955 | $745.1K | 0.06% | +206+1.4% | Added |
| Wall Street Access Asset Management, LLC | 14,989 | $746.8K | 0.11% | −48,426−76.4% | Reduced |
| NBT Bank N A | 15,031 | $748.8K | 0.05% | −2,708−15.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 15,082 | $751.4K | 0.03% | +345+2.3% | Added |
| Integras Partners LLC | 15,123 | $753.4K | 0.42% | +15,123 | New |
| Mayfair Advisory Group, LLC | 14,566 | $753.9K | 0.23% | −931−6.0% | Reduced |
| Z3 Capital Partners, LLC | 15,166 | $755.6K | 0.16% | +1,141+8.1% | Added |
| Alteri Wealth LLC | 15,193 | $756.9K | 0.21% | +701+4.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 15,284 | $761.4K | 0.04% | −288−1.8% | Reduced |
| Waterloo Capital, L.P. | 15,460 | $770.2K | 0.04% | −1,383−8.2% | Reduced |
| Lighthouse Investment Partners, LLC | 15,468 | $770.6K | 0.02% | −70,642−82.0% | Reduced |
| 3Chopt Investment Partners, LLC | 15,483 | $771.4K | 0.14% | +796+5.4% | Added |
| Invst, LLC | 15,500 | $772.2K | 0.08% | −88−0.6% | Reduced |
| FSM Wealth Advisors, LLC | 15,501 | $772.3K | 0.08% | +80+0.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,503 | $772.4K | 0.17% | +405+2.7% | Added |
| X-Square Capital, LLC | 15,521 | $773.0K | 0.20% | +182+1.2% | Added |
| Aull & Monroe Investment Management Corp | 15,577 | $776.0K | 0.32% | +1,432+10.1% | Added |
| Uncommon Cents Investing LLC | 15,595 | $776.9K | 0.17% | +1,700+12.2% | Added |
| Atticus Wealth Management, LLC | 15,634 | $778.9K | 0.19% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 15,657 | $780.0K | 0.40% | +168+1.1% | Added |
| Prime Capital Investment Advisors, LLC | 15,734 | $783.8K | 0.01% | +99+0.6% | Added |
| Strategic Advisors LLC | 15,740 | $784.2K | 0.17% | +10.0% | Added |
| Aaron Wealth Advisors | 15,744 | $784.4K | 0.04% | −893−5.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 15,851 | $789.7K | 0.04% | −1,029−6.1% | Reduced |
| Keel Point, LLC | 15,889 | $791.6K | 0.05% | +213+1.4% | Added |
| FLC Capital Advisors | 15,929 | $793.6K | 0.13% | +80+0.5% | Added |
| GeoWealth Management, LLC | 15,955 | $794.8K | 0.02% | +138+0.9% | Added |
| Brevan Howard Capital Management LP | 15,977 | $796.0K | 0.01% | −15,900−49.9% | Reduced |
| WCG Wealth Advisors LLC | 15,994 | $796.8K | 0.02% | −30−0.2% | Reduced |
| Gabelli Funds LLC | 16,000 | $797.1K | 0.01% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 16,025 | $798.4K | 0.04% | +10+0.1% | Added |
| Plimoth Trust Co LLC | 16,067 | $800.5K | 0.16% | −993−5.8% | Reduced |
| YANKCOM Partnership | 16,074 | $800.8K | 0.29% | +237+1.5% | Added |
| Perigon Wealth Management, LLC | 16,075 | $800.8K | 0.01% | +10+0.1% | Added |
| Triangle Securities Wealth Management | 16,081 | $801.2K | 0.16% | −3,427−17.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 16,157 | $804.9K | 0.18% | −614−3.7% | Reduced |
| Harbour Investments, Inc. | 16,159 | $805.0K | 0.01% | −315−1.9% | Reduced |
| Mather Group, LLC. | 16,167 | $805.5K | 0.01% | +115+0.7% | Added |
| Bahl & Gaynor Inc | 16,196 | $806.9K | 0.00% | −1,165−6.7% | Reduced |
| Dudley Capital Management, LLC | 16,222 | $808.2K | 0.32% | −32−0.2% | Reduced |
| Adams Wealth Management | 16,235 | $808.8K | 0.15% | +2,950+22.2% | Added |
| TownSquare Capital, LLC | 16,259 | $810.0K | 0.15% | +241+1.5% | Added |
| Bank Ozk | 16,263 | $810.2K | 0.24% | −4,494−21.7% | Reduced |
| Moody National Bank Trust Division | 16,308 | $812.5K | 0.07% | −159−1.0% | Reduced |
| Perpetual Ltd | 16,374 | $815.8K | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 16,473 | $820.7K | 0.09% | −179−1.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,484 | $821.2K | 0.03% | +411+2.6% | Added |
| Westpac Banking Corp | 16,596 | $826.8K | 0.05% | −1,090−6.2% | Reduced |
| Modern Wealth Management, LLC | 16,605 | $827.2K | 0.01% | +838+5.3% | Added |
| MBL Wealth, LLC | 16,625 | $828.3K | 0.06% | −81−0.5% | Reduced |
| LVW Advisors, LLC | 16,631 | $828.6K | 0.07% | +2,466+17.4% | Added |
| Citizens Financial Group Inc | 16,873 | $840.6K | 0.01% | +4,816+39.9% | Added |
| Valeo Financial Advisors, LLC | 16,883 | $841.1K | 0.02% | −170−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 16,930 | $843.4K | 0.01% | +155+0.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 16,950 | $844.5K | 0.10% | +3,261+23.8% | Added |
| AlphaGrep UK Ltd | 16,969 | $845.4K | 0.26% | +11,569+214.2% | Added |