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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 17,153 | $854.6K | 0.07% | −1,581−8.4% | Reduced |
| Woodard & Co Asset Management Group Inc | 17,136 | $853.7K | 0.12% | +10+0.1% | Added |
| Smith, Salley & Associates | 17,105 | $852.2K | 0.04% | +167+1.0% | Added |
| Partners in Financial Planning | 17,096 | $851.7K | 0.13% | +25+0.1% | Added |
| Aster Capital Management (DIFC) Ltd | 17,089 | $851.4K | 0.18% | +12,464+269.5% | Added |
| HM Payson & Co | 17,054 | $849.6K | 0.01% | +20.0% | Added |
| AlphaGrep UK Ltd | 16,969 | $845.4K | 0.26% | +11,569+214.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 16,950 | $844.5K | 0.10% | +3,261+23.8% | Added |
| Cullen/Frost Bankers, Inc. | 16,930 | $843.4K | 0.01% | +155+0.9% | Added |
| Valeo Financial Advisors, LLC | 16,883 | $841.1K | 0.02% | −170−1.0% | Reduced |
| Citizens Financial Group Inc | 16,873 | $840.6K | 0.01% | +4,816+39.9% | Added |
| LVW Advisors, LLC | 16,631 | $828.6K | 0.07% | +2,466+17.4% | Added |
| MBL Wealth, LLC | 16,625 | $828.3K | 0.06% | −81−0.5% | Reduced |
| Modern Wealth Management, LLC | 16,605 | $827.2K | 0.01% | +838+5.3% | Added |
| Westpac Banking Corp | 16,596 | $826.8K | 0.05% | −1,090−6.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,484 | $821.2K | 0.03% | +411+2.6% | Added |
| Premier Path Wealth Partners, LLC | 16,473 | $820.7K | 0.09% | −179−1.1% | Reduced |
| Perpetual Ltd | 16,374 | $815.8K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 16,308 | $812.5K | 0.07% | −159−1.0% | Reduced |
| Bank Ozk | 16,263 | $810.2K | 0.24% | −4,494−21.7% | Reduced |
| TownSquare Capital, LLC | 16,259 | $810.0K | 0.15% | +241+1.5% | Added |
| Adams Wealth Management | 16,235 | $808.8K | 0.15% | +2,950+22.2% | Added |
| Dudley Capital Management, LLC | 16,222 | $808.2K | 0.32% | −32−0.2% | Reduced |
| Bahl & Gaynor Inc | 16,196 | $806.9K | 0.00% | −1,165−6.7% | Reduced |
| Mather Group, LLC. | 16,167 | $805.5K | 0.01% | +115+0.7% | Added |
| Harbour Investments, Inc. | 16,159 | $805.0K | 0.01% | −315−1.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 16,157 | $804.9K | 0.18% | −614−3.7% | Reduced |
| Triangle Securities Wealth Management | 16,081 | $801.2K | 0.16% | −3,427−17.6% | Reduced |
| Perigon Wealth Management, LLC | 16,075 | $800.8K | 0.01% | +10+0.1% | Added |
| YANKCOM Partnership | 16,074 | $800.8K | 0.29% | +237+1.5% | Added |
| Plimoth Trust Co LLC | 16,067 | $800.5K | 0.16% | −993−5.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 16,025 | $798.4K | 0.04% | +10+0.1% | Added |
| Gabelli Funds LLC | 16,000 | $797.1K | 0.01% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 15,994 | $796.8K | 0.02% | −30−0.2% | Reduced |
| Brevan Howard Capital Management LP | 15,977 | $796.0K | 0.01% | −15,900−49.9% | Reduced |
| GeoWealth Management, LLC | 15,955 | $794.8K | 0.02% | +138+0.9% | Added |
| FLC Capital Advisors | 15,929 | $793.6K | 0.13% | +80+0.5% | Added |
| Keel Point, LLC | 15,889 | $791.6K | 0.05% | +213+1.4% | Added |
| Cyndeo Wealth Partners, LLC | 15,851 | $789.7K | 0.04% | −1,029−6.1% | Reduced |
| Aaron Wealth Advisors | 15,744 | $784.4K | 0.04% | −893−5.4% | Reduced |
| Strategic Advisors LLC | 15,740 | $784.2K | 0.17% | +10.0% | Added |
| Prime Capital Investment Advisors, LLC | 15,734 | $783.8K | 0.01% | +99+0.6% | Added |
| Riverbend Wealth Management, LLC | 15,657 | $780.0K | 0.40% | +168+1.1% | Added |
| Atticus Wealth Management, LLC | 15,634 | $778.9K | 0.19% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 15,595 | $776.9K | 0.17% | +1,700+12.2% | Added |
| Aull & Monroe Investment Management Corp | 15,577 | $776.0K | 0.32% | +1,432+10.1% | Added |
| X-Square Capital, LLC | 15,521 | $773.0K | 0.20% | +182+1.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,503 | $772.4K | 0.17% | +405+2.7% | Added |
| FSM Wealth Advisors, LLC | 15,501 | $772.3K | 0.08% | +80+0.5% | Added |
| Invst, LLC | 15,500 | $772.2K | 0.08% | −88−0.6% | Reduced |
| 3Chopt Investment Partners, LLC | 15,483 | $771.4K | 0.14% | +796+5.4% | Added |
| Lighthouse Investment Partners, LLC | 15,468 | $770.6K | 0.02% | −70,642−82.0% | Reduced |
| Waterloo Capital, L.P. | 15,460 | $770.2K | 0.04% | −1,383−8.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 15,284 | $761.4K | 0.04% | −288−1.8% | Reduced |
| Alteri Wealth LLC | 15,193 | $756.9K | 0.21% | +701+4.8% | Added |
| Z3 Capital Partners, LLC | 15,166 | $755.6K | 0.16% | +1,141+8.1% | Added |
| Mayfair Advisory Group, LLC | 14,566 | $753.9K | 0.23% | −931−6.0% | Reduced |
| Integras Partners LLC | 15,123 | $753.4K | 0.42% | +15,123 | New |
| Advocacy Wealth Management Services, LLC | 15,082 | $751.4K | 0.03% | +345+2.3% | Added |
| NBT Bank N A | 15,031 | $748.8K | 0.05% | −2,708−15.3% | Reduced |
| Wall Street Access Asset Management, LLC | 14,989 | $746.8K | 0.11% | −48,426−76.4% | Reduced |
| RKL Wealth Management LLC | 14,955 | $745.1K | 0.06% | +206+1.4% | Added |
| IHT Wealth Management, LLC | 14,936 | $744.1K | 0.02% | +325+2.2% | Added |
| Ingalls & Snyder LLC | 14,914 | $743.0K | 0.02% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 14,787 | $736.7K | 0.18% | 00.0% | Unchanged |
| Syon Capital LLC | 14,770 | $735.8K | 0.03% | +927+6.7% | Added |
| Busey Wealth Management | 14,769 | $735.8K | 0.02% | −224−1.5% | Reduced |
| First Dallas Securities Inc. | 14,671 | $730.9K | 0.24% | +12+0.1% | Added |
| Impact Partnership Wealth, LLC | 14,664 | $730.6K | 0.07% | +14,664 | New |
| Panagora Asset Management Inc | 14,578 | $726.3K | 0.00% | −224−1.5% | Reduced |
| Klingman & Associates, LLC | 14,520 | $723.4K | 0.03% | +629+4.5% | Added |
| FIL Ltd | 14,498 | $722.3K | 0.00% | +14,498 | New |
| WealthPoint Financial, LLC | 14,474 | $721.1K | 0.53% | +14,474 | New |
| Wealth Alliance | 14,435 | $719.2K | 0.06% | −15,604−51.9% | Reduced |
| Verum Partners LLC | 14,434 | $719.1K | 0.11% | +1,266+9.6% | Added |
| Employees Retirement System of Texas | 14,441 | $719.0K | 0.01% | +1,488+11.5% | Added |
| Cidel Asset Management Inc | 14,423 | $718.5K | 0.03% | +288+2.0% | Added |
| Storgate, LLC | 14,412 | $718.0K | 0.15% | +7,249+101.2% | Added |
| Gsa Capital Partners LLP | 14,406 | $718.0K | 0.05% | +14,406 | New |
| Code Waechter LLC | 14,400 | $717.4K | 0.37% | −347−2.4% | Reduced |
| Texas Yale Capital Corp. | 14,400 | $717.4K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 14,382 | $716.5K | 0.44% | +50+0.3% | Added |
| First City Capital Management, Inc. | 14,368 | $715.8K | 0.35% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 14,015 | $713.2K | 0.04% | −1,275−8.3% | Reduced |
| Legacy Advisors, LLC | 14,299 | $712.4K | 0.07% | −2,827−16.5% | Reduced |
| Sumitomo Life Insurance Co | 14,290 | $711.9K | 0.01% | −440−3.0% | Reduced |
| Fee-Only Financial Planning, L.C. | 14,268 | $710.8K | 0.38% | +762+5.6% | Added |
| DRW Securities, LLC | 14,284 | $709.1K | 0.04% | −97,244−87.2% | Reduced |
| Vontobel Holding Ltd. | 14,230 | $708.9K | 0.00% | −734−4.9% | Reduced |
| Teza Capital Management LLC | 14,219 | $708.4K | 1.37% | −1,195−7.8% | Reduced |
| Sterling Capital Management LLC | 14,191 | $707.0K | 0.01% | +2,285+19.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 14,179 | $706.4K | 0.29% | −48−0.3% | Reduced |
| Trust Asset Management LLC | 14,157 | $705.3K | 0.04% | −590−4.0% | Reduced |
| WBI Investments | 14,141 | $704.5K | 0.17% | −2,244−13.7% | Reduced |
| Centennial Wealth Advisory LLC | 14,102 | $702.5K | 0.15% | −3,371−19.3% | Reduced |
| Icon Wealth Advisors, LLC | 14,018 | $698.4K | 0.04% | +509+3.8% | Added |
| Chilton Investment Co LLC | 13,950 | $695.0K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 13,875 | $691.3K | 0.00% | +4,229+43.8% | Added |
| Sigma Planning Corp | 13,837 | $689.3K | 0.02% | +945+7.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 13,828 | $688.9K | 0.10% | +325+2.4% | Added |