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; 1,707 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
- 1,707
- +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
- 669 more reduced
17 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 | 1,707 | $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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 13,818 | $688.4K | 0.11% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 13,798 | $687.4K | 0.02% | −40−0.3% | Reduced |
| LexAurum Advisors, LLC | 13,777 | $686.4K | 0.08% | −21−0.2% | Reduced |
| Foster & Motley Inc | 13,748 | $685.0K | 0.03% | +2,333+20.4% | Added |
| Venturi Wealth Management, LLC | 13,728 | $683.9K | 0.03% | +334+2.5% | Added |
| 71 West Capital Partners | 13,702 | $682.6K | 0.02% | +5,912+75.9% | Added |
| Insigneo Advisory Services, LLC | 13,659 | $680.5K | 0.03% | −1,529−10.1% | Reduced |
| Rossmore Private Capital | 13,641 | $679.6K | 0.06% | −76−0.6% | Reduced |
| Pines Wealth Management, LLC | 13,533 | $674.2K | 0.19% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 13,520 | $673.6K | 0.21% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 13,495 | $672.0K | 0.18% | +545+4.2% | Added |
| Eastover Investment Advisors LLC | 13,481 | $671.6K | 0.26% | 00.0% | Unchanged |
| Archer Investment Corp | 13,413 | $668.2K | 0.13% | +10.0% | Added |
| Aviance Capital Partners, LLC | 13,340 | $664.6K | 0.07% | 00.0% | Unchanged |
| F/M Investments LLC | 13,314 | $663.3K | 0.03% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 13,240 | $659.6K | 0.20% | −168−1.3% | Reduced |
| EverSource Wealth Advisors, LLC | 13,208 | $658.0K | 0.02% | −3,815−22.4% | Reduced |
| Retirement Planning Group | 13,168 | $656.0K | 0.02% | +2,515+23.6% | Added |
| Highland Capital Management, LLC | 13,153 | $655.3K | 0.03% | +10+0.1% | Added |
| Hilltop National Bank | 13,066 | $650.9K | 0.14% | −955−6.8% | Reduced |
| Meadowbrook Advisors Group, LLC | 13,064 | $650.8K | 0.35% | −9,525−42.2% | Reduced |
| Ellevest, Inc. | 12,953 | $650.4K | 0.08% | +4,391+51.3% | Added |
| Centaurus Financial, Inc. | 13,019 | $649.0K | 0.03% | +2,764+27.0% | Added |
| Hills Bank & Trust Co | 13,022 | $648.8K | 0.03% | −1,619−11.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 13,020 | $648.7K | 0.01% | +12,617+3,130.8% | Added |
| Sound View Wealth Advisors Group, LLC | 12,984 | $646.9K | 0.04% | −1,774−12.0% | Reduced |
| Hartford Funds Management Co LLC | 12,826 | $639.1K | 0.05% | +648+5.3% | Added |
| Legacy Capital Group California, Inc. | 12,817 | $638.5K | 0.19% | −336−2.6% | Reduced |
| Payden & Rygel | 12,800 | $638.0K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 12,788 | $637.0K | 0.02% | +354+2.8% | Added |
| Ashton Thomas Private Wealth, LLC | 12,736 | $634.5K | 0.01% | +4,951+63.6% | Added |
| Ausdal Financial Partners, Inc. | 12,736 | $633.8K | 0.02% | −950−6.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 12,651 | $630.3K | 0.09% | −100−0.8% | Reduced |
| Tannin Capital LLC | 12,592 | $627.3K | 0.41% | +293+2.4% | Added |
| Wolff Financial Management LLC | 12,560 | $625.7K | 0.12% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12,501 | $622.8K | 0.04% | −111−0.9% | Reduced |
| Princeton Capital Management LLC | 12,479 | $621.7K | 0.14% | −1,901−13.2% | Reduced |
| Profund Advisors LLC | 12,459 | $620.7K | 0.02% | −539−4.1% | Reduced |
| Crawford Investment Counsel Inc | 12,418 | $618.7K | 0.01% | +119+1.0% | Added |
| Oak Thistle LLC | 12,382 | $616.9K | 0.06% | −58,807−82.6% | Reduced |
| City Holding Co | 12,353 | $615.3K | 0.07% | −4,530−26.8% | Reduced |
| Sowell Financial Services LLC | 12,328 | $614.2K | 0.02% | +1,710+16.1% | Added |
| Westhampton Capital, LLC | 12,309 | $613.2K | 0.25% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 11,659 | $612.1K | 0.20% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 12,168 | $606.2K | 0.02% | −166−1.3% | Reduced |
| Compass Financial Management LLC | 12,114 | $605.6K | 0.07% | +12,114 | New |
| Ambassador Advisors, LLC | 12,144 | $605.0K | 0.07% | +12,144 | New |
| MW Advisory, LLC | 12,135 | $604.6K | 0.24% | +12,135 | New |
| Howe & Rusling Inc | 12,118 | $603.7K | 0.04% | +1,107+10.1% | Added |
| Pallas Capital Advisors LLC | 12,065 | $601.1K | 0.02% | +1,184+10.9% | Added |
| BKD Wealth Advisors, LLC | 12,011 | $598.4K | 0.01% | +204+1.7% | Added |
| Viking Fund Management LLC | 12,000 | $597.8K | 0.05% | +4,000+50.0% | Added |
| Advyzon Investment Management, LLC | 11,990 | $597.3K | 0.04% | +368+3.2% | Added |
| Thompson Investment Management, Inc. | 11,976 | $596.6K | 0.07% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 11,871 | $591.4K | 0.06% | −620−5.0% | Reduced |
| First United Bank Trust | 11,843 | $590.0K | 0.17% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 11,841 | $589.9K | 0.03% | −552−4.5% | Reduced |
| Shepherd Financial Partners LLC | 11,824 | $589.1K | 0.05% | −294−2.4% | Reduced |
| Cane Capital Partners, LLC | 11,764 | $586.1K | 0.24% | +11,764 | New |
| Chicago Trust Co NA | 11,732 | $584.5K | 0.08% | +876+8.1% | Added |
| Castleview Partners, LLC | 11,720 | $583.9K | 0.26% | +2,278+24.1% | Added |
| Elyxium Wealth, LLC | 11,643 | $580.0K | 0.06% | +11,643 | New |
| Cigna Investments Inc | 11,641 | $580.0K | 0.08% | −238−2.0% | Reduced |
| First Financial Group Corp | 11,637 | $579.8K | 0.42% | −40.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 11,622 | $579.0K | 0.41% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11,621 | $579.0K | 0.05% | −1,997−14.7% | Reduced |
| EJF Capital LLC | 11,572 | $576.5K | 0.39% | −425−3.5% | Reduced |
| Churchill Financial Advisors, LLC | 11,503 | $573.1K | 0.11% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 11,327 | $564.3K | 0.06% | +2,111+22.9% | Added |
| Austin Asset Management Co Inc | 11,309 | $563.4K | 0.08% | 00.0% | Unchanged |
| Intrust Bank NA | 11,211 | $558.5K | 0.04% | −2,110−15.8% | Reduced |
| Hilltop Holdings Inc. | 11,198 | $557.8K | 0.05% | −5,099−31.3% | Reduced |
| Alliance Wealth Advisors, LLC | 11,171 | $556.5K | 0.22% | −70−0.6% | Reduced |
| Revisor Wealth Management LLC | 11,150 | $555.5K | 0.13% | −160−1.4% | Reduced |
| Gratus Wealth Advisors, LLC | 11,124 | $554.2K | 0.07% | +42+0.4% | Added |
| Farmers & Merchants Investments Inc | 11,095 | $552.8K | 0.01% | −600−5.1% | Reduced |
| Longfellow Investment Management Co LLC | 11,083 | $552.2K | 0.11% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 11,057 | $550.9K | 0.27% | −473−4.1% | Reduced |
| Erste Asset Management GmbH | 10,873 | $550.0K | 0.00% | −1,657−13.2% | Reduced |
| Checchi Capital Advisers, LLC | 11,034 | $549.7K | 0.03% | −471−4.1% | Reduced |
| BSW Wealth Partners | 11,011 | $548.6K | 0.06% | +754+7.4% | Added |
| Cassaday & Co Wealth Management LLC | 10,984 | $547.2K | 0.01% | +967+9.7% | Added |
| Exchange Traded Concepts, LLC | 10,969 | $546.5K | 0.00% | +4,027+58.0% | Added |
| 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 |
| Signature Estate & Investment Advisors LLC | 10,932 | $544.9K | 0.01% | −926−7.8% | Reduced |
| SageView Advisory Group, LLC | 10,888 | $542.5K | 0.02% | −1,177−9.8% | Reduced |
| Lighthouse Financial Services Inc | 10,609 | $539.9K | 0.11% | +106+1.0% | Added |
| Symphony Financial, Ltd. Co. | 10,685 | $539.1K | 0.06% | +317+3.1% | Added |
| Koshinski Asset Management, Inc. | 10,726 | $534.4K | 0.03% | −2,317−17.8% | Reduced |
| Leavell Investment Management, Inc. | 10,713 | $533.7K | 0.02% | −1,774−14.2% | Reduced |
| Cypress Wealth Services, LLC | 10,693 | $532.7K | 0.07% | −187−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 10,686 | $532.4K | 0.01% | −635−5.6% | Reduced |
| Clearwave Capital, LLC | 10,659 | $531.0K | 0.29% | +1,424+15.4% | Added |
| Kennebec Savings Bank | 10,639 | $530.0K | 0.43% | −62−0.6% | Reduced |
| Successful Portfolios LLC | 10,243 | $528.9K | 0.25% | −42−0.4% | Reduced |
| Home Federal Bank of Tennessee | 10,529 | $524.6K | 0.11% | +2,950+38.9% | Added |
| First County Bank | 10,484 | $522.3K | 0.25% | −25−0.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 10,443 | $520.8K | 0.03% | +2,942+39.2% | Added |
| Fiduciary Group LLC | 10,385 | $517.4K | 0.04% | −200−1.9% | Reduced |