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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 5,046 | $251.4K | 0.03% | +5,046 | New |
| Meramec Financial Planners, LLC | 4,806 | $250.5K | 0.09% | +535+12.5% | Added |
| Fonville Wealth Management LLC | 5,008 | $249.5K | 0.04% | −1,835−26.8% | Reduced |
| Taylor Securities Services, Inc. | 5,000 | $249.1K | 0.10% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,994 | $248.8K | 0.00% | −459−8.4% | Reduced |
| Inscription Capital, LLC | 4,975 | $247.8K | 0.02% | +4,975 | New |
| PFW Advisors LLC | 4,966 | $247.4K | 0.07% | +15+0.3% | Added |
| High Net Worth Advisory Group LLC | 4,960 | $247.1K | 0.05% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 4,951 | $246.7K | 0.00% | −22−0.4% | Reduced |
| Mission Wealth Management, LP | 4,944 | $246.3K | 0.00% | +4,944 | New |
| AIA Group Ltd | 4,935 | $245.9K | 0.00% | +4,935 | New |
| Element Wealth, LLC | 4,932 | $245.7K | 0.09% | −153−3.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,920 | $245.1K | 0.02% | +717+17.1% | Added |
| Main Street Financial Solutions, LLC | 4,911 | $244.7K | 0.02% | +371+8.2% | Added |
| Nixon Peabody Trust Co | 4,907 | $244.5K | 0.02% | +4,907 | New |
| Summitry LLC | 4,897 | $244.0K | 0.01% | +4,897 | New |
| VisionPoint Advisory Group, LLC | 4,880 | $243.1K | 0.04% | +260+5.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,871 | $242.7K | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,862 | $242.2K | 0.02% | −2,175−30.9% | Reduced |
| Davis R M Inc | 4,861 | $242.2K | 0.00% | −73−1.5% | Reduced |
| Sage Mountain Advisors LLC | 4,861 | $242.2K | 0.01% | +282+6.2% | Added |
| Belpointe Asset Management LLC | 4,839 | $241.1K | 0.01% | −245−4.8% | Reduced |
| Pathway Financial Advisors LLC | 4,726 | $240.9K | 0.03% | +100+2.2% | Added |
| Lantz Financial LLC | 4,836 | $240.9K | 0.04% | −4,118−46.0% | Reduced |
| Sandhill Capital Partners LLC | 4,818 | $240.0K | 0.02% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 4,818 | $240.0K | 0.02% | +441+10.1% | Added |
| Sound Income Strategies, LLC | 4,780 | $238.1K | 0.01% | −114−2.3% | Reduced |
| American Capital Advisory, LLC | 4,777 | $238.0K | 0.09% | +251+5.5% | Added |
| Chicago Capital, LLC | 4,762 | $237.2K | 0.01% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 4,760 | $237.1K | 0.08% | +4,760 | New |
| Cornerstone Management, Inc. | 4,750 | $236.6K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,732 | $235.0K | 0.00% | −568−10.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,716 | $235.0K | 0.01% | −381−7.5% | Reduced |
| TFB Advisors LLC | 4,707 | $234.5K | 0.10% | −51−1.1% | Reduced |
| Rock Point Advisors, LLC | 4,700 | $234.2K | 0.06% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 4,697 | $234.0K | 0.05% | −351−7.0% | Reduced |
| Alaethes Wealth LLC | 4,694 | $233.9K | 0.07% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,690 | $233.6K | 0.01% | +46+1.0% | Added |
| Clear Wave Wealth Management LLC | 4,651 | $231.7K | 0.05% | −80−1.7% | Reduced |
| Alta Advisers Ltd | 4,650 | $231.7K | 0.05% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4,646 | $231.5K | 0.10% | +4,646 | New |
| Legacy Financial Independent Advisors LLC | 4,637 | $231.0K | 0.11% | 00.0% | Unchanged |
| Orographic Financial Advisors, LLC | 4,404 | $231.0K | 0.15% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,573 | $227.8K | 0.03% | +4,573 | New |
| Pursuit Wealth Strategies, LLC | 4,551 | $226.7K | 0.29% | +74+1.7% | Added |
| Ieq Capital, LLC | 4,543 | $226.3K | 0.00% | −91,768−95.3% | Reduced |
| Blueshift Asset Management, LLC | 4,537 | $226.0K | 0.05% | +4,537 | New |
| Summit Wealth Group LLC | 4,519 | $225.2K | 0.02% | +4,519 | New |
| Burnham & Co LLC | 4,500 | $224.2K | 0.18% | +4,500 | New |
| Capital Analysts, LLC | 4,483 | $224.0K | 0.01% | −234−5.0% | Reduced |
| HighPoint Advisor Group LLC | 4,484 | $223.4K | 0.01% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 4,477 | $223.0K | 0.17% | +10.0% | Added |
| Edgestream Partners, L.P. | 4,474 | $222.9K | 0.01% | +4,474 | New |
| Saxony Capital Management, LLC | 4,464 | $222.4K | 0.10% | +4,464 | New |
| Intergy Private Wealth, LLC | 4,464 | $222.4K | 0.05% | +4,464 | New |
| E Fund Management Co., Ltd. | 4,451 | $221.7K | 0.00% | −256−5.4% | Reduced |
| Capital Management Corp | 4,443 | $221.3K | 0.03% | 00.0% | Unchanged |
| Bayban | 4,443 | $221.3K | 0.17% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 4,424 | $220.4K | 0.04% | −97−2.1% | Reduced |
| Eastern Bank | 4,422 | $220.3K | 0.00% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 4,421 | $220.0K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 4,410 | $219.7K | 0.04% | +4,410 | New |
| Sym Financial Corp | 4,404 | $219.4K | 0.02% | +4,404 | New |
| Werba Rubin Papier Wealth Management | 4,397 | $219.1K | 0.03% | +4,397 | New |
| National Asset Management, Inc. | 4,330 | $219.0K | 0.01% | +4,330 | New |
| MONECO Advisors, LLC | 4,394 | $218.9K | 0.01% | −261−5.6% | Reduced |
| SmartHarvest Portfolios, LLC | 4,387 | $218.6K | 0.07% | +7+0.2% | Added |
| Innovative Wealth Building LLC | 4,373 | $217.9K | 0.13% | +4,373 | New |
| Sagewood Asset Management LP | 4,371 | $217.8K | 0.05% | −462−9.6% | Reduced |
| 180 Wealth Advisors, LLC | 4,369 | $217.7K | 0.02% | −252−5.5% | Reduced |
| Tripletail Wealth Management, LLC | 4,265 | $217.4K | 0.25% | +2,100+97.0% | Added |
| Lexington Hill Partners, LLC | 4,361 | $217.3K | 0.11% | −662−13.2% | Reduced |
| Holistic Planning, LLC | 4,352 | $216.8K | 0.03% | +4,352 | New |
| RNC Capital Management LLC | 4,346 | $216.5K | 0.01% | +4,346 | New |
| Bright Futures Wealth Management, LLC. | 4,340 | $216.2K | 0.14% | +4,340 | New |
| BCJ Capital Management, LLC | 4,336 | $216.0K | 0.01% | −154−3.4% | Reduced |
| Atlantic Family Wealth, LLC | 4,332 | $215.8K | 0.14% | −2,075−32.4% | Reduced |
| Insight Advisors, LLC | 4,325 | $215.5K | 0.04% | +4,325 | New |
| Sunpointe, LLC | 4,313 | $214.9K | 0.06% | −4,097−48.7% | Reduced |
| Kuhn & Co Investment Counsel | 4,311 | $214.8K | 0.12% | +4,311 | New |
| Passive Capital Management, LLC. | 4,364 | $214.8K | 0.07% | −89−2.0% | Reduced |
| Boltwood Capital Management | 4,310 | $214.7K | 0.05% | +4,310 | New |
| Nikulski Financial, Inc. | 4,307 | $214.6K | 0.05% | +4,307 | New |
| Range Advisory, LLC | 4,307 | $214.6K | 0.03% | +4,307 | New |
| Mayflower Financial Advisors, LLC | 4,292 | $213.8K | 0.02% | +4,292 | New |
| Red Door Wealth Management, LLC | 4,291 | $213.8K | 0.02% | +4,291 | New |
| Rare Wolf Capital LLC | 4,239 | $211.2K | 0.14% | +4,239 | New |
| Second Half Financial Partners, LLC | 4,229 | $210.7K | 0.09% | +4,229 | New |
| Sanibel Captiva Trust Company, Inc. | 4,222 | $210.3K | 0.01% | +4,222 | New |
| Paragon Capital Management Ltd | 4,220 | $210.2K | 0.04% | −651−13.4% | Reduced |
| Diversified Enterprises, LLC | 4,195 | $209.0K | 0.01% | +4,195 | New |
| Horizon Financial Services, LLC | 4,175 | $208.0K | 0.08% | +3,509+526.9% | Added |
| London & Capital Asset Management Ltd | 4,154 | $206.9K | 0.00% | +4,154 | New |
| Evergreen Wealth Solutions, LLC | 3,901 | $206.7K | 0.01% | +3,901 | New |
| Cannon Wealth Management Services, LLC | 4,123 | $205.4K | 0.11% | +4,123 | New |
| Stewardship Advisors, LLC | 4,122 | $205.4K | 0.04% | +4,122 | New |
| Cromwell Holdings LLC | 4,108 | $204.7K | 0.09% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,107 | $204.6K | 0.00% | +4,107 | New |
| Colton Groome Financial Advisors, LLC | 4,106 | $204.6K | 0.05% | +4,106 | New |
| Woodward Diversified Capital, LLC | 4,085 | $203.5K | 0.09% | −56−1.4% | Reduced |