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 |
|---|---|---|---|---|---|
| Twin City Private Wealth, LLC | 35,303 | $1.76M | 1.23% | +640+1.8% | Added |
| Eventide Asset Management, LLC | 34,656 | $1.75M | 0.02% | +3,873+12.6% | Added |
| Berkeley Capital Partners, LLC | 35,050 | $1.75M | 0.36% | +222+0.6% | Added |
| Securian Asset Management, Inc | 33,107 | $1.74M | 0.06% | −1,141−3.3% | Reduced |
| Donoghue Forlines LLC | 34,784 | $1.73M | 0.45% | −1,699−4.7% | Reduced |
| Beacon Pointe Advisors, LLC | 34,709 | $1.73M | 0.01% | −3,293−8.7% | Reduced |
| E. Ohman J:or Asset Management AB | 34,671 | $1.73M | 0.04% | +3,690+11.9% | Added |
| RSM US Wealth Management LLC | 34,638 | $1.73M | 0.02% | +1,172+3.5% | Added |
| Hancock Whitney Corp | 34,451 | $1.72M | 0.03% | −1,869−5.1% | Reduced |
| Physicians Financial Services, Inc. | 34,065 | $1.70M | 0.42% | −100−0.3% | Reduced |
| Wealth Group, Ltd. | 34,065 | $1.70M | 0.42% | +14,565+74.7% | Added |
| Oak Harbor Wealth Partners, LLC | 33,994 | $1.69M | 0.63% | −16,599−32.8% | Reduced |
| Parallel Advisors, LLC | 33,938 | $1.69M | 0.03% | −219−0.6% | Reduced |
| Ci Investments Inc. | 33,406 | $1.66M | 0.01% | +26,982+420.0% | Added |
| Ted Buchan & Co | 33,285 | $1.66M | 0.54% | +727+2.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 33,089 | $1.65M | 0.10% | −860−2.5% | Reduced |
| Neville Rodie & Shaw Inc | 32,845 | $1.64M | 0.11% | 00.0% | Unchanged |
| Atom Investors LP | 32,591 | $1.62M | 0.14% | −36,440−52.8% | Reduced |
| Graham Capital Management, L.P. | 32,495 | $1.62M | 0.04% | +32,495 | New |
| Ballentine Partners, LLC | 32,416 | $1.61M | 0.02% | −4,878−13.1% | Reduced |
| Bank & Trust Co | 32,403 | $1.61M | 1.02% | +632+2.0% | Added |
| Huntleigh Advisors, Inc. | 32,382 | $1.61M | 0.23% | +2,728+9.2% | Added |
| Vanguard National Trust Co | 32,138 | $1.60M | 0.09% | 00.0% | Unchanged |
| First American Bank | 32,128 | $1.60M | 0.09% | +752+2.4% | Added |
| Trust Co of the South | 31,844 | $1.59M | 0.22% | −446−1.4% | Reduced |
| We Are One Seven, LLC | 31,808 | $1.58M | 0.03% | −1,489−4.5% | Reduced |
| Blair William & Co | 31,790 | $1.58M | 0.00% | +1,937+6.5% | Added |
| Parallax Volatility Advisers, L.P. | 31,747 | $1.58M | 0.06% | +7,977+33.6% | Added |
| one8zero8, LLC | 31,612 | $1.57M | 0.31% | −2,588−7.6% | Reduced |
| Taylor Financial Group, Inc. | 31,270 | $1.56M | 0.86% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 30,966 | $1.54M | 0.24% | +30,966 | New |
| Buckingham Strategic Partners | 30,736 | $1.53M | 0.01% | −11,520−27.3% | Reduced |
| Culbertson A N & Co Inc | 30,681 | $1.53M | 0.18% | +1,185+4.0% | Added |
| CacheTech Inc. | 30,627 | $1.53M | 0.25% | +9,370+44.1% | Added |
| Linden Thomas Advisory Services, LLC | 30,579 | $1.52M | 0.12% | +796+2.7% | Added |
| Prospera Financial Services Inc | 30,475 | $1.52M | 0.02% | −3,161−9.4% | Reduced |
| LOM Asset Management Ltd | 30,478 | $1.52M | 0.39% | −1,037−3.3% | Reduced |
| Applied Capital LLC | 30,312 | $1.51M | 1.01% | −240−0.8% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 30,169 | $1.50M | 0.02% | +4,868+19.2% | Added |
| Prudential PLC | 30,006 | $1.49M | 0.01% | +7,982+36.2% | Added |
| Metis Global Partners, LLC | 29,942 | $1.49M | 0.03% | −6,193−17.1% | Reduced |
| Quadcap Wealth Management, LLC | 29,832 | $1.49M | 0.14% | +286+1.0% | Added |
| Brooks, Moore & Associates, Inc. | 29,610 | $1.48M | 0.66% | +2,385+8.8% | Added |
| JT Stratford LLC | 29,170 | $1.45M | 0.16% | −190−0.6% | Reduced |
| NewEdge Wealth, LLC | 29,153 | $1.45M | 0.01% | −2,467−7.8% | Reduced |
| Smartleaf Asset Management LLC | 28,703 | $1.45M | 0.05% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 29,091 | $1.45M | 0.01% | −2,247−7.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 29,046 | $1.45M | 0.06% | −319−1.1% | Reduced |
| MCF Advisors LLC | 28,991 | $1.44M | 0.05% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 28,372 | $1.44M | 0.13% | −3,431−10.8% | Reduced |
| Drucker Wealth 3.0, LLC | 28,412 | $1.42M | 0.22% | −1,232−4.2% | Reduced |
| Evergreen Capital Management LLC | 28,372 | $1.41M | 0.02% | +9,677+51.8% | Added |
| Balyasny Asset Management LLC | 28,263 | $1.41M | 0.00% | −2,108−6.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 28,206 | $1.41M | 0.04% | 00.0% | Unchanged |
| Marotta Asset Management | 27,318 | $1.39M | 0.23% | −8,103−22.9% | Reduced |
| Voleon Capital Management LP | 27,783 | $1.38M | 0.03% | −15,673−36.1% | Reduced |
| Pensionmark Financial Group, LLC | 29,896 | $1.38M | 0.02% | −5,551−15.7% | Reduced |
| Novare Capital Management LLC | 27,595 | $1.37M | 0.10% | −2,081−7.0% | Reduced |
| Capital Asset Advisory Services LLC | 27,437 | $1.37M | 0.05% | +6,232+29.4% | Added |
| Washington Capital Management Inc | 27,430 | $1.37M | 0.90% | +12,000+77.8% | Added |
| Brighton Jones LLC | 27,378 | $1.36M | 0.03% | +1,420+5.5% | Added |
| Summit Financial, LLC | 27,288 | $1.36M | 0.01% | +4,155+18.0% | Added |
| Dividend Assets Capital, LLC | 27,228 | $1.36M | 0.26% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 27,175 | $1.35M | 0.01% | +4,119+17.9% | Added |
| William B. Walkup & Associates, Inc. | 27,169 | $1.35M | 0.65% | −55−0.2% | Reduced |
| Paradigm Capital Management, LLC | 27,084 | $1.35M | 1.16% | +5,084+23.1% | Added |
| Advisortrust Partners, LLC | 27,015 | $1.35M | 0.46% | +2,794+11.5% | Added |
| Rothschild Investment LLC | 27,008 | $1.35M | 0.05% | +14,911+123.3% | Added |
| United Bank | 27,000 | $1.35M | 0.16% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 26,724 | $1.33M | 0.03% | −613−2.2% | Reduced |
| Hodges Capital Management Inc. | 26,718 | $1.33M | 0.09% | +6,329+31.0% | Added |
| Sagespring Wealth Partners, LLC | 26,612 | $1.33M | 0.02% | −1,172−4.2% | Reduced |
| RFG Advisory, LLC | 26,597 | $1.33M | 0.02% | +116+0.4% | Added |
| Community Trust & Investment Co | 26,586 | $1.32M | 0.07% | +1,946+7.9% | Added |
| Cornerstone Select Advisors, LLC | 26,299 | $1.31M | 0.55% | +4,068+18.3% | Added |
| Meitav Dash Investments Ltd | 26,209 | $1.31M | 0.01% | +2,398+10.1% | Added |
| Independence Bank of Kentucky | 26,149 | $1.30M | 0.15% | −379−1.4% | Reduced |
| Atomi Financial Group, Inc. | 26,134 | $1.30M | 0.03% | +1,254+5.0% | Added |
| Lynx Investment Advisory | 26,046 | $1.30M | 0.43% | +26,046 | New |
| RBF Capital, LLC | 25,900 | $1.29M | 0.05% | 00.0% | Unchanged |
| Patten Group, Inc. | 25,605 | $1.28M | 0.20% | +1,038+4.2% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 25,533 | $1.27M | 0.00% | +3,056+13.6% | Added |
| Trust Co of Vermont | 25,445 | $1.27M | 0.05% | +25,445 | New |
| AssuredPartners Investment Advisors, LLC | 25,350 | $1.26M | 0.12% | −104−0.4% | Reduced |
| Winton Group Ltd | 25,300 | $1.26M | 0.04% | −59,605−70.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 25,218 | $1.26M | 0.33% | +2,443+10.7% | Added |
| Verity & Verity, LLC | 25,152 | $1.25M | 0.09% | −5,284−17.4% | Reduced |
| BIP Wealth, LLC | 25,129 | $1.25M | 0.04% | −1,046−4.0% | Reduced |
| Founders Financial Alliance, LLC | 25,100 | $1.25M | 0.17% | +156+0.6% | Added |
| V-Square Quantitative Management LLC | 24,954 | $1.24M | 0.12% | −368−1.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 24,913 | $1.24M | 0.22% | +558+2.3% | Added |
| Tema ETFs LLC | 24,875 | $1.24M | 0.04% | +2,320+10.3% | Added |
| Bridges Investment Management Inc | 24,733 | $1.23M | 0.01% | −31−0.1% | Reduced |
| Johnson Financial Group, LLC | 24,688 | $1.23M | 0.07% | +24,688 | New |
| Achmea Investment Management B.V. | 24,527 | $1.22M | 0.03% | +24,527 | New |
| Dana Investment Advisors, Inc. | 24,382 | $1.21M | 0.03% | −73,550−75.1% | Reduced |
| Meeder Advisory Services, Inc. | 24,313 | $1.21M | 0.04% | −1,316−5.1% | Reduced |
| Wealth Quarterback LLC | 24,278 | $1.21M | 0.37% | −1,707−6.6% | Reduced |
| BCS Wealth Management | 24,195 | $1.21M | 0.22% | +49+0.2% | Added |
| Marino, Stram & Associates LLC | 24,177 | $1.20M | 0.19% | +303+1.3% | Added |