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 |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 52,423 | $2.61M | 0.32% | −403−0.8% | Reduced |
| Intech Investment Management LLC | 51,993 | $2.59M | 0.02% | −29,028−35.8% | Reduced |
| Capital Investment Advisors, LLC | 51,430 | $2.56M | 0.03% | +1,326+2.6% | Added |
| Lowe Brockenbrough & Co Inc | 51,345 | $2.56M | 0.11% | −325−0.6% | Reduced |
| CAPROCK Group, Inc. | 51,036 | $2.54M | 0.05% | −6,500−11.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 51,009 | $2.54M | 0.24% | −401−0.8% | Reduced |
| Ascent Group, LLC | 50,923 | $2.54M | 0.08% | +9,523+23.0% | Added |
| Nicholas Hoffman & Company, LLC. | 50,880 | $2.53M | 0.05% | −1,015−2.0% | Reduced |
| Disciplined Equity Management, Inc. | 50,510 | $2.52M | 1.11% | −90−0.2% | Reduced |
| ZWJ Investment Counsel Inc | 50,460 | $2.51M | 0.08% | +6,404+14.5% | Added |
| MAI Capital Management | 50,178 | $2.50M | 0.01% | +22,111+78.8% | Added |
| Arvest Bank Trust Division | 50,106 | $2.50M | 0.12% | −3,374−6.3% | Reduced |
| Bleakley Financial Group, LLC | 49,983 | $2.49M | 0.03% | −6,716−11.8% | Reduced |
| GAMMA Investing LLC | 49,748 | $2.48M | 0.09% | +3,449+7.4% | Added |
| CWA Asset Management Group, LLC | 49,666 | $2.47M | 0.08% | +467+0.9% | Added |
| Laurel Wealth Advisors LLC | 49,400 | $2.46M | 0.24% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 49,393 | $2.46M | 0.02% | +562+1.2% | Added |
| Thompson Siegel & Walmsley LLC | 48,884 | $2.44M | 0.04% | −4,030−7.6% | Reduced |
| Ballast, Inc. | 48,831 | $2.43M | 0.46% | +9,190+23.2% | Added |
| New England Research & Management, Inc. | 48,790 | $2.43M | 0.95% | +123+0.3% | Added |
| Horizon Investments, LLC | 48,766 | $2.43M | 0.03% | −174,765−78.2% | Reduced |
| MUFG Securities EMEA plc | 48,764 | $2.43M | 0.03% | −174,494−78.2% | Reduced |
| GHP Investment Advisors, Inc. | 48,159 | $2.40M | 0.09% | +1,223+2.6% | Added |
| Glenmede Trust Co NA | 48,051 | $2.39M | 0.01% | −9,148−16.0% | Reduced |
| Everence Capital Management Inc | 47,920 | $2.39M | 0.13% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 47,770 | $2.38M | 0.93% | −57−0.1% | Reduced |
| Farmers National Bank | 47,676 | $2.38M | 0.50% | −800−1.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 47,537 | $2.37M | 0.05% | −155,473−76.6% | Reduced |
| Ritholtz Wealth Management | 47,443 | $2.36M | 0.04% | −17,456−26.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 47,314 | $2.36M | 0.01% | −16,697−26.1% | Reduced |
| J.W. Cole Advisors, Inc. | 47,255 | $2.35M | 0.04% | −1,226−2.5% | Reduced |
| Fieldview Capital Management, LLC | 47,033 | $2.34M | 0.67% | +9,974+26.9% | Added |
| Signaturefd, LLC | 46,814 | $2.33M | 0.03% | +2,474+5.6% | Added |
| Rodgers Brothers Inc. | 46,742 | $2.33M | 0.23% | +46,742 | New |
| Colonial Trust Co | 46,157 | $2.30M | 0.29% | +12,403+36.7% | Added |
| Empirical Finance, LLC | 46,069 | $2.30M | 0.10% | +1,445+3.2% | Added |
| Tokio Marine Asset Management Co Ltd | 45,677 | $2.28M | 0.07% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 45,522 | $2.27M | 0.05% | −1,361−2.9% | Reduced |
| Argent Advisors, Inc. | 45,456 | $2.26M | 0.57% | −28−0.1% | Reduced |
| Private Advisor Group, LLC | 45,041 | $2.24M | 0.01% | −26,955−37.4% | Reduced |
| Blackstone Group Inc. | 44,608 | $2.22M | 0.01% | +44,608 | New |
| Vestcor Inc | 44,542 | $2.22M | 0.05% | 00.0% | Unchanged |
| Apella Capital, LLC | 43,030 | $2.21M | 0.03% | +232+0.5% | Added |
| Osmosis Investment Management UK Ltd | 44,161 | $2.20M | 0.10% | −48,242−52.2% | Reduced |
| Old North State Trust, LLC | 44,119 | $2.20M | 1.13% | −1,756−3.8% | Reduced |
| Frank, Rimerman Advisors LLC | 43,867 | $2.19M | 0.12% | +130+0.3% | Added |
| SeaCrest Wealth Management, LLC | 43,837 | $2.18M | 0.24% | +1,429+3.4% | Added |
| IFG Advisory, LLC | 43,819 | $2.18M | 0.08% | +43,163+6,579.7% | Added |
| Morningstar Investment Management LLC | 47,479 | $2.18M | 0.13% | 00.0% | Unchanged |
| Havemeyer Place LP | 43,561 | $2.17M | 0.21% | +43,561 | New |
| Davis Investment Partners, LLC | 43,368 | $2.16M | 0.66% | −92−0.2% | Reduced |
| Stock Yards Bank & Trust Co | 42,916 | $2.14M | 0.06% | −2,614−5.7% | Reduced |
| Pathway Financial Advisers, LLC | 42,675 | $2.13M | 0.54% | −252−0.6% | Reduced |
| Laird Norton Trust Company, LLC | 42,472 | $2.12M | 0.04% | +498+1.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 42,425 | $2.11M | 0.65% | −702−1.6% | Reduced |
| Quadrant Capital Group LLC | 42,088 | $2.10M | 0.06% | +3,592+9.3% | Added |
| Investors Asset Management of Georgia Inc | 41,833 | $2.08M | 0.72% | +2,016+5.1% | Added |
| Level Four Advisory Services, LLC | 41,776 | $2.08M | 0.06% | +1,006+2.5% | Added |
| Moors & Cabot, Inc. | 41,747 | $2.08M | 0.08% | −327−0.8% | Reduced |
| Great Lakes Retirement, Inc. | 41,536 | $2.07M | 0.18% | +6,999+20.3% | Added |
| BlueChip Wealth Advisors LLC | 41,280 | $2.06M | 0.78% | −7,500−15.4% | Reduced |
| MUFG Securities Americas Inc. | 41,198 | $2.05M | 0.11% | +3,234+8.5% | Added |
| Greenleaf Trust | 41,167 | $2.05M | 0.02% | +701+1.7% | Added |
| Arbor Investment Advisors, LLC | 41,115 | $2.05M | 0.23% | +35,414+621.2% | Added |
| Jacobi Capital Management LLC | 40,830 | $2.03M | 0.10% | +467+1.2% | Added |
| Marco Investment Management LLC | 40,681 | $2.03M | 0.13% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 40,575 | $2.02M | 0.03% | +3,342+9.0% | Added |
| Callan Family Office, LLC | 40,543 | $2.02M | 0.04% | +797+2.0% | Added |
| Fulton Bank, N.A. | 40,506 | $2.02M | 0.06% | −25,405−38.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 39,945 | $1.99M | 0.02% | −451−1.1% | Reduced |
| Wiregrass Investment Management LLC | 39,890 | $1.99M | 1.35% | −3,089−7.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,650 | $1.98M | 0.05% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 39,259 | $1.96M | 0.74% | +29+0.1% | Added |
| San Luis Wealth Advisors LLC | 39,213 | $1.95M | 0.29% | −4,076−9.4% | Reduced |
| Creative Financial Designs Inc | 39,006 | $1.94M | 0.09% | +1,749+4.7% | Added |
| Hilton Head Capital Partners, LLC | 38,876 | $1.94M | 0.98% | −1,804−4.4% | Reduced |
| Mutual Advisors, LLC | 38,668 | $1.93M | 0.04% | +1,221+3.3% | Added |
| BankPlus Trust Department | 38,584 | $1.92M | 0.45% | +2,046+5.6% | Added |
| Avidian Wealth Solutions, LLC | 38,308 | $1.91M | 0.05% | +2,313+6.4% | Added |
| Fearless Solutions, LLC dba Best Invest | 38,156 | $1.90M | 1.00% | −593−1.5% | Reduced |
| Investors Research Corp | 38,150 | $1.90M | 0.34% | −377−1.0% | Reduced |
| Jefferies Financial Group Inc. | 38,075 | $1.90M | 0.02% | +10,829+39.7% | Added |
| Royal Fund Management, LLC | 37,743 | $1.88M | 0.16% | −2,700−6.7% | Reduced |
| Kentucky Trust Co | 37,631 | $1.87M | 0.90% | 00.0% | Unchanged |
| North Dakota State Investment Board | 37,557 | $1.87M | 0.08% | +187+0.5% | Added |
| MontVue Capital Management, Inc. | 37,553 | $1.87M | 1.08% | +37,553 | New |
| Eagle Bluffs Wealth Management LLC | 37,366 | $1.86M | 0.62% | +601+1.6% | Added |
| Mindset Wealth Management, LLC | 37,304 | $1.86M | 0.36% | +993+2.7% | Added |
| Franklin Street Advisors Inc | 37,253 | $1.86M | 0.10% | +20,991+129.1% | Added |
| Lido Advisors, LLC | 38,217 | $1.85M | 0.01% | −720−1.8% | Reduced |
| Fiduciary Trust Co | 36,766 | $1.83M | 0.02% | +8,808+31.5% | Added |
| Heritage Wealth Advisors | 36,126 | $1.80M | 0.06% | +50+0.1% | Added |
| Hennessy Advisors Inc | 36,000 | $1.79M | 0.06% | 00.0% | Unchanged |
| Old Port Advisors | 35,994 | $1.79M | 0.35% | +849+2.4% | Added |
| Trust Co of Toledo NA | 35,924 | $1.79M | 0.15% | +1,216+3.5% | Added |
| Norris Financial Group, LLC | 35,561 | $1.77M | 0.71% | −616−1.7% | Reduced |
| Kinneret Advisory, LLC | 35,536 | $1.77M | 0.14% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 35,390 | $1.76M | 0.05% | +3,862+12.2% | Added |
| Arvest Investments, Inc. | 35,338 | $1.76M | 0.21% | −764−2.1% | Reduced |
| AMG National Trust Bank | 35,324 | $1.76M | 0.04% | −147−0.4% | Reduced |