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 |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 23,992 | $1.20M | 0.06% | +34+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 23,890 | $1.19M | 0.05% | −1,530−6.0% | Reduced |
| Integrated Quantitative Investments LLC | 23,845 | $1.19M | 0.19% | −10,036−29.6% | Reduced |
| TCG Advisory Services, LLC | 23,725 | $1.18M | 0.02% | −6,504−21.5% | Reduced |
| Patton Albertson Miller Group, LLC | 23,686 | $1.18M | 0.12% | −402−1.7% | Reduced |
| Lawood & Co | 23,634 | $1.18M | 0.80% | −150−0.6% | Reduced |
| Certified Advisory Corp | 23,577 | $1.17M | 0.09% | −264−1.1% | Reduced |
| Ossiam | 23,499 | $1.17M | 0.02% | −706,595−96.8% | Reduced |
| AlphaStar Capital Management, LLC | 23,493 | $1.17M | 0.07% | −1,437−5.8% | Reduced |
| Provident Investment Management, Inc. | 23,475 | $1.17M | 0.11% | −4,540−16.2% | Reduced |
| WealthShield Partners, LLC | 23,024 | $1.15M | 0.18% | −114−0.5% | Reduced |
| Monument Capital Management | 22,908 | $1.14M | 0.23% | +605+2.7% | Added |
| Financial Security Advisor, Inc. | 22,822 | $1.14M | 0.18% | +84+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,804 | $1.14M | 0.00% | −2,200−8.8% | Reduced |
| Greenwood Capital Associates LLC | 22,784 | $1.14M | 0.11% | −73−0.3% | Reduced |
| Argentarii, LLC | 21,584 | $1.13M | 0.34% | −57−0.3% | Reduced |
| Staley Capital Advisers Inc | 22,600 | $1.13M | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 21,690 | $1.12M | 0.11% | +1,651+8.2% | Added |
| Snowden Capital Advisors LLC | 22,426 | $1.12M | 0.03% | −6,203−21.7% | Reduced |
| Salomon & Ludwin, LLC | 21,859 | $1.11M | 0.09% | −44−0.2% | Reduced |
| Park Circle Co | 22,285 | $1.11M | 0.98% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 21,830 | $1.10M | 0.01% | −986−4.3% | Reduced |
| South State Corp. | 22,069 | $1.10M | 0.05% | +373+1.7% | Added |
| NewSquare Capital LLC | 22,045 | $1.10M | 0.08% | +2,648+13.7% | Added |
| Lecap Asset Management Ltd | 22,042 | $1.10M | 0.47% | +22,042 | New |
| Keystone Financial Group, Inc. | 22,041 | $1.10M | 0.58% | +227+1.0% | Added |
| J.Safra Asset Management Corp | 21,781 | $1.09M | 0.05% | +1,085+5.2% | Added |
| RMB Capital Management, LLC | 21,574 | $1.07M | 0.02% | +4,228+24.4% | Added |
| Capital Investment Counsel, Inc | 21,488 | $1.07M | 0.12% | −554−2.5% | Reduced |
| PFG Investments, LLC | 21,366 | $1.06M | 0.04% | +699+3.4% | Added |
| Equitable Holdings, Inc. | 21,303 | $1.06M | 0.01% | +782+3.8% | Added |
| Glenview Trust Co | 21,286 | $1.06M | 0.01% | −17−0.1% | Reduced |
| Frec Markets, Inc. | 21,280 | $1.06M | 0.10% | +5,312+33.3% | Added |
| Scotia Capital Inc. | 21,196 | $1.06M | 0.00% | −737−3.4% | Reduced |
| Alliance Private Wealth, LLC | 21,066 | $1.05M | 0.36% | −1,100−5.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 20,970 | $1.04M | 0.11% | −32,932−61.1% | Reduced |
| TCW Group Inc | 20,947 | $1.04M | 0.01% | +92+0.4% | Added |
| Parrish Capital LLC | 20,917 | $1.04M | 1.00% | −3,733−15.1% | Reduced |
| Virtu Financial LLC | 20,897 | $1.04M | 0.03% | +2,399+13.0% | Added |
| Fort Sheridan Advisors LLC | 20,887 | $1.04M | 0.11% | +456+2.2% | Added |
| Stoneridge Investment Partners LLC | 20,067 | $1.04M | 0.68% | +9,987+99.1% | Added |
| Register Financial Advisors LLC | 20,829 | $1.04M | 0.32% | +55+0.3% | Added |
| Raleigh Capital Management Inc. | 20,782 | $1.04M | 0.33% | −25,450−55.0% | Reduced |
| Widmann Financial Services, Inc. | 20,708 | $1.03M | 0.55% | −75−0.4% | Reduced |
| Dover Advisors, LLC | 20,958 | $1.03M | 0.42% | +9,930+90.0% | Added |
| Leisure Capital Management | 20,628 | $1.03M | 0.32% | +915+4.6% | Added |
| Crews Bank & Trust | 20,592 | $1.03M | 0.13% | −228−1.1% | Reduced |
| Park Place Capital Corp | 20,498 | $1.02M | 0.16% | +6,756+49.2% | Added |
| OmniStar Financial Group, Inc. | 20,444 | $1.02M | 0.47% | +999+5.1% | Added |
| Legacy Financial Advisors, Inc. | 20,204 | $1.01M | 0.12% | +90.0% | Added |
| TD Waterhouse Canada Inc. | 19,739 | $1.00M | 0.00% | +1,724+9.6% | Added |
| Toth Financial Advisory Corp | 20,147 | $1.00M | 0.10% | −100.0% | Reduced |
| Coldstream Capital Management Inc | 20,103 | $1.00M | 0.01% | −2,898−12.6% | Reduced |
| EP Wealth Advisors, LLC | 20,046 | $998.7K | 0.00% | +559+2.9% | Added |
| RMR Wealth Builders | 20,016 | $997.2K | 0.06% | −25−0.1% | Reduced |
| Welch & Forbes LLC | 19,990 | $995.9K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 19,787 | $985.8K | 0.03% | −30,733−60.8% | Reduced |
| Ignite Planners, LLC | 19,671 | $980.9K | 0.13% | +458+2.4% | Added |
| American Trust | 19,657 | $979.3K | 0.08% | −1,823−8.5% | Reduced |
| First Horizon Corp | 19,584 | $975.7K | 0.04% | +4,189+27.2% | Added |
| BHK Investment Advisors, LLC | 19,553 | $974.1K | 0.29% | −895−4.4% | Reduced |
| Van Eck Associates Corp | 19,542 | $973.6K | 0.00% | +2,511+14.7% | Added |
| IMC-Chicago, LLC | 19,468 | $969.9K | 0.01% | −22,244−53.3% | Reduced |
| Todd Asset Management LLC | 19,459 | $969.4K | 0.02% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 19,397 | $966.3K | 0.25% | +1,959+11.2% | Added |
| Sterling Investment Management, Inc. | 19,287 | $960.9K | 0.53% | −406−2.1% | Reduced |
| New Age Alpha Advisors, LLC | 19,167 | $954.9K | 0.04% | −41,037−68.2% | Reduced |
| Dodge & Cox | 19,151 | $954.1K | 0.00% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 18,984 | $945.8K | 0.07% | −1,358−6.7% | Reduced |
| Cornerstone Advisory, LLC | 18,973 | $945.2K | 0.08% | +103+0.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 18,933 | $943.3K | 0.14% | −10,081−34.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 18,865 | $939.9K | 0.02% | 00.0% | Unchanged |
| Virtue Asset Management LLC | 18,834 | $938.3K | 0.66% | +3,753+24.9% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 18,735 | $933.4K | 0.00% | −3,895−17.2% | Reduced |
| Trust Co of Virginia | 18,679 | $930.6K | 0.07% | −27−0.1% | Reduced |
| Umb Bank N A | 18,639 | $928.6K | 0.01% | −1,441−7.2% | Reduced |
| Savvy Advisors, Inc. | 18,638 | $928.5K | 0.02% | −1,206−6.1% | Reduced |
| Stonebridge Capital Advisors LLC | 18,502 | $921.8K | 0.06% | −3,642−16.4% | Reduced |
| Octavia Wealth Advisors, LLC | 18,442 | $918.8K | 0.08% | −10,073−35.3% | Reduced |
| EPG Wealth Management LLC | 18,438 | $918.6K | 0.22% | −2,415−11.6% | Reduced |
| Carson Advisory Inc. | 18,375 | $915.5K | 0.42% | −1,229−6.3% | Reduced |
| United Community Bank | 18,360 | $914.7K | 0.28% | +66+0.4% | Added |
| Beese Fulmer Investment Management, Inc. | 18,289 | $911.1K | 0.05% | +1,461+8.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 18,229 | $908.2K | 0.02% | −70.0% | Reduced |
| Sheets Smith Wealth Management | 18,142 | $903.9K | 0.09% | −70.0% | Reduced |
| Siemens Fonds Invest GmbH | 18,120 | $902.7K | 0.04% | −17−0.1% | Reduced |
| La Banque Postale Asset Management SA | 17,990 | $896.3K | 0.01% | +11,692+185.6% | Added |
| Commonwealth Retirement Investments LLC | 17,965 | $895.0K | 0.24% | +29+0.2% | Added |
| Hamilton Capital Partners Inc. | 17,895 | $891.5K | 0.03% | +5,808+48.1% | Added |
| Intrua Financial, LLC | 17,887 | $891.1K | 0.08% | −4,318−19.4% | Reduced |
| Silver Oak Securities, Inc | 17,713 | $882.5K | 0.05% | −986−5.3% | Reduced |
| Tower Research Capital LLC (TRC) | 17,672 | $880.4K | 0.02% | +4,677+36.0% | Added |
| Junk Investment Group, LLC | 17,616 | $877.6K | 0.39% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 17,528 | $873.3K | 0.11% | +47+0.3% | Added |
| Essex Financial Services, Inc. | 17,395 | $866.6K | 0.04% | −287−1.6% | Reduced |
| Naples Global Advisors, LLC | 17,387 | $866.2K | 0.05% | +472+2.8% | Added |
| Inspirion Wealth Advisors, LLC | 16,990 | $864.6K | 0.10% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 17,334 | $863.6K | 0.14% | −2,000−10.3% | Reduced |
| Prosperity Consulting Group, LLC | 17,292 | $861.5K | 0.03% | +212+1.2% | Added |
| Wedmont Private Capital | 16,570 | $856.2K | 0.02% | +2,697+19.4% | Added |