TRUIST FINL CORP (TFC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 944,375,804 shares against 1,221,626,188 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $5.0B | 99,555,076 | 0.07% | 8q | +1.2%+$60.8M |
| Capital International Investors | $4.7B | 93,340,762 | 0.96% | 27q | +10.4%+$439.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.1B | 81,312,502 | 0.09% | 2q | HELD |
| STATE STREET CORP | $2.9B | 58,692,619 | 0.09% | 27q | +0.9%+$25.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1B | 41,888,944 | 0.09% | 2q | +73.8%+$886.4M |
| BANK OF AMERICA CORP /DE/ | $1.8B | 36,838,125 | 0.12% | 27q | -2.9%-$54.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.6B | 31,929,268 | 0.08% | 27q | HELD |
| MORGAN STANLEY | $1.1B | 22,539,416 | 0.06% | 27q | +4.4%+$46.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $877.2M | 17,608,073 | 0.12% | 27q | -0.5%-$4.6M |
| VICTORY CAPITAL MANAGEMENT INC | $782.3M | 15,702,067 | 0.44% | 27q | -41.7%-$559.7M |
| Invesco Ltd. | $766.2M | 15,380,046 | 0.06% | 27q | +8.1%+$57.7M |
| NORTHERN TRUST CORP | $627.0M | 12,585,091 | 0.07% | 27q | -0.8%-$4.9M |
| FMR LLC | $574.7M | 11,535,754 | 0.02% | 27q | -27.7%-$220.6M |
| GOLDMAN SACHS GROUP INC | $536.9M incl. $4.5M options CALL+PUT | 10,686,753 | 0.05% | 27q | +4.5%+$23.0M |
| Capital Research Global Investors | $507.1M | 10,177,539 | 0.07% | 2q | HELD |
| NORGES BANK | $454.1M | 9,115,736 | 0.05% | 25q | -10.7%-$54.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $447.6M | 8,985,087 | 0.08% | 27q | -15.5%-$81.8M |
| DIMENSIONAL FUND ADVISORS LP | $440.5M | 8,839,850 | 0.08% | 27q | +2.7%+$11.5M |
| AMERICAN CENTURY COMPANIES INC | $422.4M | 8,479,339 | 0.19% | 27q | -5.1%-$22.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $395.2M | 7,932,304 | 0.07% | 27q | -12.9%-$58.5M |
| Legal & General Group Plc | $391.3M | 7,853,887 | 0.08% | 27q | +0.6%+$2.2M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $369.4M | 7,413,799 | 1.08% | 9q | -1.6%-$6.1M |
| JPMORGAN CHASE & CO | $355.4M incl. $25.2M options CALL+PUT | 6,529,376 | 0.02% | 27q | -11.4%-$45.9M |
| ROYAL BANK OF CANADA | $353.7M incl. $1.4M options PUT | 7,072,615 | 0.05% | 27q | -2.7%-$9.9M |
| VANGUARD FIDUCIARY TRUST CO | $348.4M | 6,994,176 | 0.08% | 2q | -1.4%-$4.9M |
| Bank of New York Mellon Corp | $338.9M | 6,801,581 | 0.06% | 27q | -39.8%-$223.6M |
| UBS Group AG | $332.2M incl. $6.0M options CALL+PUT | 6,545,833 | 0.04% | 27q | +2.0%+$6.6M |
| Assenagon Asset Management S.A. | $299.6M | 6,014,242 | 0.19% | 25q | +475.5%+$247.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $297.1M | 5,964,232 | 0.13% | 18q | +23.0%+$55.6M |
| DEUTSCHE BANK AG\ | $257.2M | 5,162,751 | 0.07% | 27q | +27.5%+$55.4M |
| JENNISON ASSOCIATES LLC | $230.8M | 4,631,705 | 0.14% | 27q | +15.1%+$30.3M |
| Amundi | $224.8M | 4,511,851 | 0.05% | 21q | +2.2%+$4.9M |
| LPL Financial LLC | $223.3M | 4,483,086 | 0.05% | 27q | -9.3%-$22.8M |
| Cullen Capital Management, LLC | $222.9M | 4,473,955 | 2.19% | 27q | HELD |
| BANK OF MONTREAL /CAN/ | $222.3M incl. $931.6K options CALL+PUT | 4,442,893 | 0.07% | 27q | -1.7%-$3.9M |
| TRUIST FINANCIAL CORP | $217.0M | 4,354,869 | 0.26% | 27q | -1.9%-$4.3M |
| RAYMOND JAMES FINANCIAL INC | $207.9M incl. $114.8K options PUT | 4,169,998 | 0.06% | 7q | -15.8%-$39.1M |
| WELLS FARGO & COMPANY/MN | $206.7M | 4,148,244 | 0.03% | 27q | -4.6%-$10.0M |
| FEDERATED HERMES, INC. | $198.7M | 3,988,266 | 0.29% | 27q | -61.5%-$317.3M |
| FIRST TRUST ADVISORS LP | $193.3M | 3,880,799 | 0.11% | 27q | -5.3%-$10.9M |
| National Pension Service | $170.7M | 3,426,158 | 0.11% | 27q | +0.7%+$1.3M |
| BNP PARIBAS FINANCIAL MARKETS | $158.9M incl. $26.0M options CALL+PUT | 2,667,431 | 0.06% | 7q | -10.4%-$18.4M |
| California Public Employees Retirement System | $158.3M | 3,177,073 | 0.09% | 27q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $155.7M | 3,124,345 | 0.04% | 27q | -20.4%-$39.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $151.5M | 3,041,462 | 0.08% | 27q | +5.3%+$7.6M |
| BARCLAYS PLC | $149.7M | 3,004,662 | 0.03% | 18q | -19.7%-$36.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $147.4M incl. $140.7M options CALL+PUT | 133,968 | 0.01% | 27q | -35.8%-$82.3M |
| NEUBERGER BERMAN GROUP LLC | $143.6M | 2,878,563 | 0.10% | 27q | -25.8%-$50.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $140.6M | 2,822,342 | 0.09% | 2q | +10.8%+$13.7M |
| Vanguard Global Advisers, LLC | $139.3M | 2,796,536 | 0.06% | 2q | -2.6%-$3.7M |
| Sumitomo Mitsui Trust Group, Inc. | $138.2M | 2,773,255 | 0.08% | 27q | -3.1%-$4.4M |
| STIFEL FINANCIAL CORP | $133.7M | 2,682,932 | 0.11% | 27q | -5.1%-$7.1M |
| PRUDENTIAL FINANCIAL INC | $131.1M | 2,631,205 | 0.14% | 27q | +81.8%+$59.0M |
| HSBC HOLDINGS PLC | $129.0M incl. $896.5K options PUT | 2,565,755 | 0.05% | 27q | +1.1%+$1.4M |
| Nuveen, LLC | $128.8M | 2,586,227 | 0.03% | 6q | -2.4%-$3.2M |
| AQR CAPITAL MANAGEMENT LLC | $127.7M | 2,563,396 | 0.04% | 22q | -25.8%-$44.3M |
| Prana Capital Management, LP | $126.7M | 2,543,279 | 3.84% | 21q | -13.6%-$20.0M |
| Artemis Investment Management LLP | $122.8M | 2,464,338 | 1.09% | 3q | +68.1%+$49.8M |
| JONES FINANCIAL COMPANIES LLLP | $117.6M | 2,329,997 | 0.05% | 27q | +7.6%+$8.3M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $117.3M | 2,354,892 | 0.16% | 15q | +29.4%+$26.7M |
| CITIGROUP INC | $116.6M incl. $11.7M options CALL+PUT | 2,104,595 | 0.04% | 27q | +33.7%+$29.4M |
| AMERIPRISE FINANCIAL INC | $113.3M | 2,273,744 | 0.02% | 27q | -2.6%-$3.1M |
| EQUITY INVESTMENT CORP | $112.4M | 2,256,163 | 2.14% | 27q | -1.1%-$1.3M |
| SEB Asset Management AB | $110.7M | 2,222,696 | 0.42% | 2q | -17.7%-$23.8M |
| RHUMBLINE ADVISERS | $105.5M | 2,117,574 | 0.08% | 27q | -4.6%-$5.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $98.3M | 1,972,146 | 0.01% | 27q | +0.6%+$541.5K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $97.1M | 1,948,960 | 0.09% | 27q | -3.8%-$3.8M |
| Sanders Capital, LLC | $95.1M | 1,909,022 | 0.10% | 27q | -6.3%-$6.4M |
| Capital International, Inc./CA/ | $94.1M | 1,888,111 | 0.66% | 27q | HELD |
| JANE STREET GROUP, LLC | $91.1M incl. $86.9M options CALL+PUT | 83,470 | 0.01% | 15q | +21.9%+$16.4M |
| HighTower Advisors, LLC | $90.1M | 1,808,394 | 0.09% | 27q | +21.1%+$15.7M |
| Qube Research & Technologies Ltd | $86.0M incl. $1.2M options CALL+PUT | 1,702,777 | 0.08% | 16q | -22.3%-$24.8M |
| MACQUARIE GROUP LTD | $81.9M | 1,643,873 | 0.35% | 27q | +20.3%+$13.8M |
| D. E. Shaw & Co., Inc. | $79.6M | 1,598,411 | 0.04% | 23q | +1295.3%+$73.9M |
| LETKO, BROSSEAU & ASSOCIATES INC | $77.3M | 1,551,961 | 1.14% | 27q | -1.0%-$788.9K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $77.0M | 1,545,909 | 0.12% | 3q | +20.0%+$12.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $72.9M | 1,441,976 | 0.05% | 27q | +34.8%+$18.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $71.1M | 1,427,115 | 0.04% | 27q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $68.7M | 1,379,396 | 0.03% | 27q | -1.6%-$1.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $68.1M | 1,366,147 | 0.09% | 27q | -7.0%-$5.1M |
| ALLIANCEBERNSTEIN L.P. | $67.4M | 1,466,211 | 0.02% | 27q | +10.0%+$6.1M |
| FRANKLIN RESOURCES INC | $67.3M | 1,350,808 | 0.01% | 27q | +1.5%+$982.4K |
| Welch Group, LLC | $66.7M | 1,339,362 | 2.28% | 27q | +0.8%+$508.1K |
| Vinva Investment Management Ltd | $64.2M | 1,269,905 | 0.43% | 14q | +90.5%+$30.5M |
| CITADEL ADVISORS LLC | $64.1M incl. $36.0M options CALL+PUT | 564,160 | 0.01% | 27q | -81.7%-$285.5M |
| LSV ASSET MANAGEMENT | $64.0M | 1,285,100 | 0.12% | 19q | +4.1%+$2.5M |
| SG Americas Securities, LLC | $63.9M incl. $590.0K options CALL+PUT | 1,270,261 | 0.04% | 27q | -45.5%-$53.3M |
| PARNASSUS INVESTMENTS, LLC | $60.5M | 1,214,009 | 0.16% | 11q | -2.7%-$1.7M |
| Epoch Investment Partners, Inc. | $60.2M | 1,207,841 | 0.34% | 27q | -2.7%-$1.7M |
| Regal Partners Ltd | $59.5M | 1,194,516 | 3.29% | 11q | HELD |
| Douglas Lane & Associates, LLC | $59.4M | 1,193,173 | 0.81% | 27q | -0.5%-$322.4K |
| ROYAL LONDON ASSET MANAGEMENT LTD | $57.6M | 1,155,611 | 0.11% | 26q | -2.4%-$1.4M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $56.6M | 1,136,870 | 0.26% | 27q | -9.0%-$5.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | $56.5M | 1,134,330 | 0.03% | 27q | +190.8%+$37.1M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $56.4M | 1,131,979 | 0.09% | 27q | -2.6%-$1.5M |
| BESSEMER GROUP INC | $56.1M | 1,126,887 | 0.08% | 27q | -52.7%-$62.5M |
| SHAPIRO CAPITAL MANAGEMENT LLC | $56.1M | 1,126,729 | 3.40% | 5q | -11.4%-$7.2M |
| AVIVA PLC | $54.3M | 1,090,322 | 0.08% | 27q | +0.7%+$377.5K |
| Bridgewater Associates, LP | $53.7M | 1,078,721 | 0.22% | 5q | +47.4%+$17.3M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $53.7M | 1,077,481 | 0.27% | 27q | HELD |
Showing the largest 100 of 1,724 reported holders. The count of 1,723 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Q2 2026 in brief
In Q2 2026, 1,723 managers that file Form 13F reported holding Truist Finl Corp (TFC), $47.5B in all, or about 77% of the shares outstanding. 172 managers opened a position and 111 sold out completely, against 1,662 holders the quarter before. Largest holders: Blackrock, Inc., Capital International Investors and Vanguard Capital Management Llc. Largest new positions: Pfa Pension, Forsikringsaktieselskab ($45.4M), Fj Capital Management Llc ($22.2M) and Capitolis Liquid Global Markets Llc ($20.9M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-16 | 2026-10-14 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-28 | Lyons Michael P. | President & CEO | Bought | 25,000 | $1.2M |
| 2026-09-17 | Lyons Michael P. | President & CEO | Bought | 21,000 | $1.0M |
| 2026-07-20 | ROGERS WILLIAM H JR | Chairman & CEO | Sold | 13,250 | $693.8K |
| 2026-07-31 | Wilson Donta L | Chief Consumer & SB BK Officer | Sold | 13,280 | $688.6K |
| 2026-07-23 | Boyer K. David Jr. | Director | Sold | 3,986 | $202.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 615 | $2.0B | 42,269,069 | 27 | 188 | 213 | 0.0% |
| Q2 2026 | 1,723 | $47.5B | 944,375,804 | 152 | 566 | 608 | 1.2% |
| Q1 2026 | 1,662 | $43.4B | 933,279,571 | 124 | 577 | 596 | 1.4% |
| Q4 2025 | 1,687 | $48.5B | 965,846,630 | 145 | 544 | 576 | 2.3% |
| Q3 2025 | 1,579 | $44.9B | 962,827,622 | 119 | 565 | 523 | 2.1% |
| Q2 2025 | 1,564 | $42.9B | 975,852,840 | 104 | 563 | 576 | 2.2% |
| Q1 2025 | 1,566 | $41.1B | 976,835,857 | 100 | 566 | 526 | 2.4% |
| Q4 2024 | 1,580 | $42.9B | 969,909,642 | 94 | 517 | 545 | 1.8% |
| Q3 2024 | 1,489 | $44.2B | 1,014,663,496 | 128 | 485 | 525 | 1.9% |
| Q2 2024 | 1,439 | $40.3B | 1,017,587,819 | 100 | 492 | 525 | 1.9% |
| Q1 2024 | 1,439 | $40.7B | 1,026,150,813 | 114 | 489 | 534 | 2.1% |
| Q4 2023 | 1,419 | $38.0B | 999,794,322 | 153 | 407 | 580 | 3.0% |
| Q3 2023 | 1,284 | $27.3B | 936,206,711 | 103 | 407 | 527 | 2.0% |
| Q2 2023 | 1,319 | $29.7B | 963,658,006 | 81 | 486 | 516 | 1.5% |
| Q1 2023 | 1,405 | $34.5B | 997,769,136 | 100 | 620 | 441 | 1.7% |
| Q4 2022 | 1,496 | $43.0B | 991,738,904 | 116 | 488 | 547 | 0.8% |
| Q3 2022 | 1,408 | $153.1B | 3,509,322,721 | 79 | 562 | 436 | 0.2% |
| Q2 2022 | 1,438 | $165.2B | 3,476,840,172 | 77 | 575 | 447 | 0.1% |
| Q1 2022 | 1,500 | $192.3B | 3,388,006,033 | 99 | 577 | 447 | 0.1% |
| Q4 2021 | 1,484 | $150.9B | 2,576,406,342 | 91 | 515 | 457 | 0.3% |
| Q3 2021 | 1,388 | $155.8B | 2,648,802,244 | 113 | 541 | 392 | 0.3% |
| Q2 2021 | 1,352 | $141.8B | 2,546,306,436 | 83 | 536 | 421 | 0.4% |
| Q1 2021 | 1,371 | $168.8B | 2,886,497,792 | 139 | 514 | 434 | 0.3% |
| Q4 2020 | 1,292 | $125.8B | 2,599,167,151 | 136 | 418 | 427 | 0.4% |
| Q3 2020 | 1,162 | $106.3B | 2,789,530,223 | 84 | 357 | 490 | 0.2% |
| Q2 2020 | 1,167 | $107.0B | 2,843,197,982 | 117 | 350 | 521 | 0.3% |
| Q1 2020 | 1,151 | $101.1B | 3,271,202,049 | 80 | 345 | 541 | 0.2% |
| Q4 2019 | 1,349 | $159.8B | 2,828,345,175 | 1,242 | 4 | 1 | 0.3% |
| Q3 2019 | 6 | $2.9B | 54,290,370 | 1 | 1 | 1 | 0.0% |
| Q2 2019 | 4 | $2.6B | 53,717,987 | 0 | 0 | 1 | 0.0% |
| Q1 2019 | 5 | $2.6B | 54,967,154 | 1 | 1 | 0 | 0.0% |
| Q4 2018 | 4 | $2.4B | 54,820,167 | 0 | 2 | 1 | 0.0% |