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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 4,076 | $203.1K | 0.01% | +4,076 | New |
| NorthRock Partners, LLC | 4,068 | $202.7K | 0.00% | −608−13.0% | Reduced |
| Boston Trust Walden Corp | 4,044 | $201.5K | 0.00% | +4,044 | New |
| Personal Cfo Solutions, LLC | 4,039 | $201.2K | 0.03% | +4,039 | New |
| Circle Wealth Management, LLC | 4,025 | $200.5K | 0.00% | +4,025 | New |
| Fusion Capital, LLC | 4,019 | $200.2K | 0.05% | +4,019 | New |
| LRI Investments, LLC | 3,993 | $198.9K | 0.02% | −376−8.6% | Reduced |
| Dakota Community Bank & Trust NA | 3,982 | $198.4K | 0.62% | 00.0% | Unchanged |
| Optiver Holding B.V. | 3,848 | $191.7K | 0.00% | +2,840+281.7% | Added |
| VSM Wealth Advisory, LLC | 3,730 | $185.8K | 0.05% | 00.0% | Unchanged |
| Curat Global, LLC | 1,335 | $185.6K | 0.16% | −1,108−45.4% | Reduced |
| Grove Bank & Trust | 3,720 | $185.3K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 3,704 | $184.5K | 0.07% | −4−0.1% | Reduced |
| Providence Capital Advisors, LLC | 3,675 | $183.1K | 0.03% | +3,675 | New |
| Ameritas Advisory Services, LLC | 3,565 | $177.6K | 0.00% | −5,989−62.7% | Reduced |
| Virtus ETF Advisers LLC | 3,550 | $176.9K | 0.07% | +3,550 | New |
| Global Trust Asset Management, LLC | 3,526 | $175.7K | 0.05% | +125+3.7% | Added |
| Swiss Re Ltd | 3,522 | $175.5K | 0.02% | +2,989+560.8% | Added |
| Fairscale Capital, LLC | 3,503 | $174.5K | 0.10% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,473 | $173.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3,447 | $171.7K | 0.01% | +1,486+75.8% | Added |
| Manchester Capital Management LLC | 3,417 | $170.2K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 3,393 | $169.0K | 0.10% | −121−3.4% | Reduced |
| Essential Partners LLC | 3,358 | $167.3K | 0.08% | +1,416+72.9% | Added |
| Gilpin Wealth Management, LLC | 3,328 | $165.8K | 0.11% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 3,295 | $164.2K | 0.11% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,210 | $159.9K | 0.01% | −3,578−52.7% | Reduced |
| Northstar Asset Management LLC | 3,000 | $155.3K | 0.03% | +3,000 | New |
| Bruce G. Allen Investments, LLC | 2,997 | $149.3K | 0.10% | −176−5.5% | Reduced |
| First PREMIER Bank | 3,000 | $149.0K | 0.02% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2,944 | $146.7K | 0.07% | +2,797+1,902.7% | Added |
| Owl Creek Wealth Partners LLC | 2,931 | $146.0K | 0.04% | +565+23.9% | Added |
| Asset Dedication, LLC | 2,871 | $143.0K | 0.01% | +7+0.2% | Added |
| Bravera Wealth | 2,846 | $141.8K | 0.05% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,632 | $131.1K | 0.05% | +2,632 | New |
| Silvant Capital Management LLC | 2,587 | $128.9K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 2,586 | $128.9K | 0.08% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 2,541 | $126.6K | 0.07% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,465 | $122.8K | 0.02% | +793+47.4% | Added |
| Southern Michigan Bank & Trust | 2,431 | $121.1K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,430 | $121.1K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,407 | $119.9K | 0.01% | −1,492−38.3% | Reduced |
| Central Trust Co | 2,381 | $118.6K | 0.00% | −7−0.3% | Reduced |
| Hughes Financial Services, LLC | 2,358 | $117.5K | 0.02% | +54+2.3% | Added |
| Proffitt & Goodson Inc | 2,353 | $117.2K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,346 | $116.9K | 0.01% | +740+46.1% | Added |
| Capital Advisors, Ltd. LLC | 2,256 | $112.0K | 0.01% | −8−0.4% | Reduced |
| Richardson Financial Services Inc. | 2,205 | $109.9K | 0.06% | +30+1.4% | Added |
| Sittner & Nelson, LLC | 2,175 | $108.4K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,169 | $108.1K | 0.04% | −275−11.3% | Reduced |
| Union Savings Bank | 2,159 | $107.5K | 0.04% | −150−6.5% | Reduced |
| Beacon Financial Strategies CORP | 2,152 | $107.2K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,137 | $106.5K | 0.00% | −49−2.2% | Reduced |
| REAP Financial Group, LLC | 2,109 | $105.1K | 0.02% | +23+1.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 2,060 | $102.6K | 0.02% | −236−10.3% | Reduced |
| South Plains Financial, Inc. | 2,060 | $102.6K | 0.06% | 00.0% | Unchanged |
| Abound Wealth Management | 2,040 | $101.6K | 0.02% | −111−5.2% | Reduced |
| GW&K Investment Management, LLC | 2,020 | $101.0K | 0.00% | +9+0.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,000 | $100.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,005 | $99.9K | 0.09% | +1,358+209.9% | Added |
| Boyd Watterson Asset Management LLC | 1,986 | $99.0K | 0.03% | −104−5.0% | Reduced |
| Smithfield Trust Co | 1,970 | $98.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,938 | $96.6K | 0.01% | −35−1.8% | Reduced |
| Gables Capital Management Inc. | 1,850 | $92.2K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,850 | $92.2K | 0.03% | +400+27.6% | Added |
| Evolution Wealth Management Inc. | 1,848 | $92.1K | 0.05% | +1,083+141.6% | Added |
| Allianz SE | 1,790 | $89.2K | 0.00% | +1,790 | New |
| Investment Research & Advisory Group, Inc. | 1,670 | $88.6K | 0.03% | +15+0.9% | Added |
| UMA Financial Services, Inc. | 1,709 | $85.2K | 0.01% | +230+15.6% | Added |
| Planning Strategies Inc. | 1,690 | $84.2K | 0.05% | +1,690 | New |
| Motco | 1,670 | $83.2K | 0.01% | +27+1.6% | Added |
| Park National Corp | 1,598 | $79.6K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,509 | $75.2K | 0.01% | −336−18.2% | Reduced |
| Chilton Capital Management LLC | 1,500 | $74.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,477 | $73.6K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,470 | $73.2K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,451 | $72.3K | 0.00% | −79−5.2% | Reduced |
| Silver Grove Financial Group, Inc. | 1,429 | $71.2K | 0.04% | +1,408+6,704.8% | Added |
| Covestor Ltd | 1,418 | $71.0K | 0.04% | +1,040+275.1% | Added |
| JPL Wealth Management, LLC | 1,411 | $70.3K | 0.01% | +70+5.2% | Added |
| Hillsdale Investment Management Inc. | 1,400 | $69.7K | 0.00% | −1,100−44.0% | Reduced |
| Alphadyne Asset Management LP | 1,380 | $68.8K | 0.00% | −27,446−95.2% | Reduced |
| Private Wealth Asset Management, LLC | 1,358 | $67.7K | 0.01% | −153−10.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,340 | $66.8K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,310 | $65.3K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,308 | $65.2K | 0.01% | +347+36.1% | Added |
| Riverview Trust Co | 1,296 | $64.6K | 0.08% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,295 | $64.6K | 0.02% | +14+1.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,295 | $64.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,272 | $63.4K | 0.01% | +799+168.9% | Added |
| Main Street Group, LTD | 1,252 | $62.4K | 0.01% | −97−7.2% | Reduced |
| Atlantic Trust, LLC | 1,251 | $62.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,232 | $61.4K | 0.01% | +15+1.2% | Added |
| Ameriflex Group, Inc. | 1,229 | $61.2K | 0.03% | −35−2.8% | Reduced |
| Wilkerson Advisory Group LLC | 1,211 | $60.3K | 0.02% | +385+46.6% | Added |
| Rossby Financial, LCC | 1,177 | $58.6K | 0.01% | −285−19.5% | Reduced |
| Washington Trust Advisors, Inc. | 1,176 | $58.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,169 | $58.2K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,163 | $57.9K | 0.02% | +1,163 | New |
| WPG Advisers, LLC | 1,148 | $57.2K | 0.03% | +238+26.2% | Added |