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 |
|---|---|---|---|---|---|
| Pitcairn Wealth Advisors LLC | 10,338 | $515.0K | 0.06% | −21−0.2% | Reduced |
| Boston Private Wealth LLC | 10,333 | $514.8K | 0.03% | −762−6.9% | Reduced |
| EntryPoint Capital, LLC | 10,318 | $514.0K | 0.12% | 00.0% | Unchanged |
| First Manhattan Co | 10,310 | $513.6K | 0.00% | −1,355−11.6% | Reduced |
| Live Oak Private Wealth LLC | 10,309 | $513.6K | 0.06% | −2,139−17.2% | Reduced |
| Valmark Advisers, Inc. | 10,301 | $513.2K | 0.01% | +355+3.6% | Added |
| Pine Harbor Wealth Management, LLC | 10,208 | $508.6K | 0.14% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 10,588 | $506.4K | 0.01% | −6,377−37.6% | Reduced |
| NBC Securities, Inc. | 10,153 | $505.9K | 0.03% | −761−7.0% | Reduced |
| Mason & Associates, LLC | 10,142 | $505.3K | 0.11% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 10,095 | $503.0K | 0.01% | +523+5.5% | Added |
| Duncan Williams Asset Management, LLC | 10,088 | $502.6K | 0.11% | +2,053+25.6% | Added |
| New Hampshire Trust | 10,080 | $502.2K | 0.09% | +129+1.3% | Added |
| Greenspring Advisors, LLC | 10,073 | $501.8K | 0.03% | +27+0.3% | Added |
| Chicago Partners Investment Group LLC | 9,770 | $500.2K | 0.01% | +285+3.0% | Added |
| Focus Financial Network, Inc. | 10,026 | $499.5K | 0.02% | +10,026 | New |
| Taylor Hoffman Capital Management LLC | 10,007 | $498.5K | 0.12% | 00.0% | Unchanged |
| 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 |
| Diamant Asset Management, Inc. | 9,976 | $497.0K | 0.34% | −462,412−97.9% | Reduced |
| Wilkins Investment Counsel Inc | 9,975 | $497.0K | 0.07% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 9,888 | $492.6K | 0.05% | +2,511+34.0% | Added |
| Chancellor Financial Group WB LP | 9,880 | $492.2K | 0.30% | −16−0.2% | Reduced |
| Abacus Planning Group, Inc. | 9,865 | $491.5K | 0.06% | +130+1.3% | Added |
| Stonebridge Financial Group, LLC | 9,772 | $486.8K | 0.04% | +34+0.3% | Added |
| Southeast Asset Advisors Inc. | 9,765 | $486.5K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 9,751 | $485.8K | 0.04% | +354+3.8% | Added |
| Hardy Reed LLC | 9,744 | $485.4K | 0.03% | 00.0% | Unchanged |
| First National Advisers, LLC | 9,736 | $485.0K | 0.07% | +9,736 | New |
| Reuter James Wealth Management, LLC | 9,725 | $484.5K | 0.06% | −9,564−49.6% | Reduced |
| Johnson Investment Counsel Inc | 9,711 | $483.8K | 0.00% | +1,138+13.3% | Added |
| RFP Financial Group LLC | 9,710 | $483.8K | 0.22% | −50−0.5% | Reduced |
| Qtron Investments LLC | 9,652 | $480.9K | 0.06% | +9,652 | New |
| Norden Group LLC | 9,651 | $480.8K | 0.04% | +705+7.9% | Added |
| Hantz Financial Services, Inc. | 9,634 | $480.0K | 0.01% | +1,164+13.7% | Added |
| Paradigm Financial Partners, LLC | 9,634 | $480.0K | 0.04% | +30.0% | Added |
| Aspiriant, LLC | 9,606 | $478.6K | 0.01% | +140+1.5% | Added |
| Keystone Financial Group | 9,606 | $478.6K | 0.03% | −853−8.2% | Reduced |
| Valley National Advisers Inc | 9,582 | $477.4K | 0.05% | +121+1.3% | Added |
| Brady Family Wealth, LLC | 9,570 | $476.8K | 0.14% | −11−0.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,569 | $476.7K | 0.01% | −12,298−56.2% | Reduced |
| Curbstone Financial Management Corp | 9,546 | $475.6K | 0.08% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 9,544 | $475.5K | 0.11% | −5,318−35.8% | Reduced |
| Waycross Partners, LLC | 9,525 | $474.5K | 0.04% | 00.0% | Unchanged |
| Wright Investors Service Inc | 9,521 | $474.3K | 0.13% | −591−5.8% | Reduced |
| Bingham Private Wealth, LLC | 9,516 | $474.1K | 0.33% | +40.0% | Added |
| RiverFront Investment Group, LLC | 9,493 | $472.9K | 0.01% | +784+9.0% | Added |
| Financial Management Network Inc | 8,946 | $470.8K | 0.07% | −304−3.3% | Reduced |
| Calamos Wealth Management LLC | 9,380 | $467.3K | 0.01% | +135+1.5% | Added |
| Strategic Investment Advisors | 9,323 | $464.5K | 0.03% | −12,959−58.2% | Reduced |
| Thompson David Blair | 9,319 | $464.3K | 0.23% | +9,319 | New |
| Daymark Wealth Partners, LLC | 9,249 | $460.8K | 0.01% | −2,415−20.7% | Reduced |
| MTM Investment Management, LLC | 9,229 | $459.8K | 0.13% | +14+0.2% | Added |
| LMR Partners LLP | 9,223 | $459.5K | 0.00% | +9,223 | New |
| Elevated Capital Advisors, LLC | 9,216 | $459.1K | 0.13% | −9,918−51.8% | Reduced |
| Banque Cantonale Vaudoise | 9,194 | $458.0K | 0.02% | −4,384−32.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 9,177 | $457.2K | 0.03% | −590−6.0% | Reduced |
| Greatmark Investment Partners, Inc. | 9,175 | $457.1K | 0.05% | −184−2.0% | Reduced |
| Cape Investment Advisory, Inc. | 9,125 | $454.6K | 0.12% | −807−8.1% | Reduced |
| Parthenon LLC | 9,112 | $454.0K | 0.05% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 9,108 | $453.8K | 0.04% | +2,440+36.6% | Added |
| Cypress Capital Group | 9,082 | $452.5K | 0.04% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 9,077 | $452.2K | 0.03% | +3,708+69.1% | Added |
| Patriot Investment Management Inc. | 9,052 | $451.0K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 9,031 | $449.9K | 0.09% | −8,345−48.0% | Reduced |
| Hoxton Planning & Management, LLC | 9,005 | $448.6K | 0.12% | −3,510−28.0% | Reduced |
| SLT Holdings LLC | 9,000 | $448.4K | 0.29% | −2,172−19.4% | Reduced |
| Tower Bridge Advisors | 8,990 | $447.9K | 0.04% | −1,200−11.8% | Reduced |
| Rede Wealth, LLC | 8,981 | $447.5K | 0.15% | +30.0% | Added |
| BankPlus Wealth Management LLC | 8,974 | $447.1K | 0.20% | +306+3.5% | Added |
| Roxbury Financial LLC | 8,916 | $444.2K | 0.35% | +66+0.7% | Added |
| 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 |
| Walsky Investment Management, Inc. | 8,901 | $443.4K | 0.41% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 8,866 | $441.7K | 0.10% | −177−2.0% | Reduced |
| Strategic Blueprint, LLC | 8,834 | $440.1K | 0.02% | +29+0.3% | Added |
| Tennessee Valley Asset Management Partners | 8,788 | $438.5K | 0.05% | +14+0.2% | Added |
| Whittier Trust Co | 8,526 | $438.4K | 0.00% | −1,823−17.6% | Reduced |
| Almanack Investment Partners, LLC. | 8,779 | $437.4K | 0.06% | +24+0.3% | Added |
| Avalon Trust Co | 8,775 | $437.2K | 0.03% | −1,295−12.9% | Reduced |
| Fiduciary Family Office, LLC | 8,693 | $433.1K | 0.11% | −1,105−11.3% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 8,668 | $431.8K | 0.06% | −349−3.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,653 | $431.1K | 0.02% | +221+2.6% | Added |
| North Star Investment Management Corp. | 8,643 | $430.6K | 0.02% | −50−0.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,613 | $429.1K | 0.04% | −849−9.0% | Reduced |
| Gateway Investment Advisers LLC | 8,612 | $429.1K | 0.00% | −8,720−50.3% | Reduced |
| Howard Capital Management Inc. | 8,574 | $427.2K | 0.01% | +3,987+86.9% | Added |
| New Wave Wealth Advisors LLC | 8,562 | $426.6K | 0.12% | +2,259+35.8% | Added |
| Belleair Asset Management, LLC | 8,549 | $425.9K | 0.36% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 8,548 | $425.9K | 0.12% | −62−0.7% | Reduced |
| AA Financial Advisors, LLC | 8,543 | $425.6K | 0.05% | −380−4.3% | Reduced |
| City National Bank of Florida | 8,538 | $425.4K | 0.18% | +138+1.6% | Added |
| Moneta Group Investment Advisors LLC | 8,536 | $425.3K | 0.00% | −3,114−26.7% | Reduced |
| Ballew Advisors, Inc | 8,339 | $425.1K | 0.22% | +12+0.1% | Added |
| Transcend Wealth Collective, LLC | 8,520 | $424.4K | 0.03% | −431−4.8% | Reduced |
| Total Wealth Planning & Management, Inc. | 8,500 | $423.5K | 0.31% | −536−5.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8,457 | $421.3K | 0.02% | +522+6.6% | Added |
| Ti-Trust, Inc | 8,453 | $421.1K | 0.23% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 8,412 | $419.0K | 0.02% | +58+0.7% | Added |
| Wedbush Securities Inc | 8,382 | $418.0K | 0.01% | +1,814+27.6% | Added |