Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

TRUIST FINL CORP · COM · quarter ended 2026-03-31 · 21 members disclosed TFC ↗
13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,224 holders are listed, largest first
1,224
sum of the reported values across every holder; NULL values are excluded, never zero-filled
$36.9B
holders whose share count rose or who opened the position (new + add), by shares
582
holders absent this quarter after holding last quarter — inferred from absence, not a sale record
145
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares
13F holders of TFC ranked by reported value
#FilerReported valueSharesΔ sharesChange
1BlackRock, Inc.$4.5B98,334,407+315,082ADD
2Capital International Investors$3.9B84,512,937−23,845,227TRIM
3VANGUARD CAPITAL MANAGEMENT LLC$3.7B81,496,408—NO PRIOR
4STATE STREET CORP$2.7B58,191,593−1,103,311TRIM
5BANK OF AMERICA CORP /DE/$1.7B37,921,435−484,471TRIM
6VICTORY CAPITAL MANAGEMENT INC$1.2B26,936,449−5,027,944TRIM
7VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B24,096,665—NO PRIOR
8MORGAN STANLEY$993M21,597,973+666,694ADD
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$815M17,700,985+121,967ADD
10FMR LLC$734M15,964,141−4,194,090TRIM
11Invesco Ltd.$654M14,222,448+154,991ADD
12NORTHERN TRUST CORP$583M12,684,088−373,477TRIM
13WELLINGTON MANAGEMENT GROUP LLP$489M10,627,732−1,258,613TRIM
14FEDERATED HERMES, INC.$476M10,358,097−205,486TRIM
15Capital Research Global Investors$467M10,174,835+10,174,835NEW
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$419M9,106,421+63,434ADD
17AMERICAN CENTURY COMPANIES INC$411M8,934,302−987,240TRIM
18DIMENSIONAL FUND ADVISORS LP$396M8,608,268+164,052ADD
19Legal & General Group Plc$359M7,809,672−137,299TRIM
20HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$346M7,537,029+693,680ADD
21ROYAL BANK OF CANADA$334M7,270,200−565,053TRIM
22VANGUARD FIDUCIARY TRUST CO$326M7,092,849—NO PRIOR
23UBS Group AG$295M6,415,455+851,525ADD
24RAYMOND JAMES FINANCIAL INC$228M4,954,471−101,313TRIM
25LPL Financial LLC$227M4,940,887+76,015ADD
26ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$223M4,847,865+877,329ADD
27BANK OF MONTREAL /CAN/$208M4,520,788−233,502TRIM
28TRUIST FINANCIAL CORP$204M4,440,501−130,838TRIM
29Amundi$203M4,413,228−34,359TRIM
30WELLS FARGO & COMPANY/MN$200M4,348,169−184,867TRIM
31FIRST TRUST ADVISORS LP$188M4,099,225+340,702ADD
32DEUTSCHE BANK AG\$186M4,049,913−1,304,569TRIM
33JENNISON ASSOCIATES LLC$185M4,024,305+674,840ADD
34ENVESTNET ASSET MANAGEMENT INC$180M3,923,187+173,283ADD
35BARCLAYS PLC$172M3,740,353+637,918ADD
36AQR CAPITAL MANAGEMENT LLC$157M3,452,885+2,245ADD
37National Pension Service$156M3,400,742+3,400,742NEW
38CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$145M3,162,378+872,420ADD
39CITADEL ADVISORS LLC$141M3,076,140+1,791,841ADD
40Prana Capital Management, LP$135M2,944,468+444,837ADD
41Mitsubishi UFJ Asset Management Co., Ltd.$133M2,888,457+195,802ADD
42Vanguard Global Advisers, LLC$132M2,870,281—NO PRIOR
43STIFEL FINANCIAL CORP$130M2,826,310+36,397ADD
44SEB Asset Management AB$124M2,700,556—NO PRIOR
45Nuveen, LLC$122M2,650,904−30,085TRIM
46VANGUARD ASSET MANAGEMENT, Ltd$117M2,547,122—NO PRIOR
47HSBC HOLDINGS PLC$117M2,538,238−3,849,982TRIM
48EQUITY INVESTMENT CORP$105M2,281,845+19,829ADD
49TWO SIGMA INVESTMENTS, LP$102M2,229,307+2,046,071ADD
50Qube Research & Technologies Ltd$101M2,192,885+1,180,398ADD
51Sanders Capital, LLC$93.7M2,037,822−64,800TRIM
52Capital International, Inc./CA/$86.8M1,888,621+455,693ADD
53HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$83.6M1,819,295+115,724ADD
54CITIGROUP INC$72.4M1,574,542+72,124ADD
55LETKO, BROSSEAU & ASSOCIATES INC$72.1M1,567,796−128,960TRIM
56HighTower Advisors, LLC$68.6M1,492,970+325,771ADD
57Artemis Investment Management LLP$67.4M1,465,689+146,254ADD
58PRUDENTIAL FINANCIAL INC$66.5M1,447,116+557,865ADD
59NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$65.7M1,429,998+50,304ADD
60ALLIANCEBERNSTEIN L.P.$65.6M1,332,478−159,018TRIM
61PRINCIPAL FINANCIAL GROUP INC$64.4M1,401,234−9,657TRIM
62MACQUARIE GROUP LTD$62.8M1,366,352+59,056ADD
63FRANKLIN RESOURCES INC$61.2M1,331,090+534,087ADD
64NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$59.2M1,288,733+1,288,733NEW
65SHAPIRO CAPITAL MANAGEMENT LLC$58.5M1,271,838−224,835TRIM
66O'SHAUGHNESSY ASSET MANAGEMENT, LLC$57.4M1,249,369+208,753ADD
67PARNASSUS INVESTMENTS, LLC$57.4M1,248,037−61,939TRIM
68Epoch Investment Partners, Inc.$57.0M1,240,988+4,553ADD
69ROYAL LONDON ASSET MANAGEMENT LTD$54.4M1,184,039−1,606TRIM
70STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$53.4M1,162,5580NO CHANGE
71SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$52.8M1,148,137+1,104,544ADD
72AVIVA PLC$49.8M1,082,744+30,513ADD
73Assenagon Asset Management S.A.$48.0M1,045,032−1,295,738TRIM
74SCHRODER INVESTMENT MANAGEMENT GROUP$47.8M1,069,994−24,470TRIM
75Aberdeen Group plc$45.5M988,946+47,754ADD
76MANUFACTURERS LIFE INSURANCE COMPANY, THE$44.9M975,926−77,428TRIM
77Focus Partners Wealth$44.8M973,960+119,488ADD
78Eurizon Capital SGR S.p.A.$43.7M951,388+421,334ADD
79SCHWARTZ INVESTMENT COUNSEL INC$38.7M842,6950NO CHANGE
80BRANDES INVESTMENT PARTNERS, LP$38.3M832,427+29,520ADD
81Cetera Investment Advisers$37.3M811,112+28,253ADD
82Swedbank AB$37.1M807,904−31,468TRIM
83Universal- Beteiligungs- und Servicegesellschaft mbH$36.3M791,222+31,013ADD
84SEI INVESTMENTS CO$35.5M771,530+128,232ADD
85Bridgewater Associates, LP$33.6M731,655−158,287TRIM
86Pictet Asset Management Holding SA$33.6M730,463−95,932TRIM
87OSSIAM$33.6M730,094+699,037ADD
88BNP Paribas Asset Management Holding S.A.$33.1M720,224−170,662TRIM
89HOMESTEAD ADVISERS CORP$33.1M722,187−8,000TRIM
90Korea Investment CORP$32.6M709,420+203,500ADD
91ADAGE CAPITAL PARTNERS GP, L.L.C.$31.7M689,536+23,372ADD
92DEPRINCE RACE & ZOLLO INC$31.7M688,601−1,850TRIM
93Zurcher Kantonalbank (Zurich Cantonalbank)$31.6M688,319+48,312ADD
94STATE OF WISCONSIN INVESTMENT BOARD$31.5M684,793−71,913TRIM
95Chevy Chase Trust Holdings, LLC$31.3M679,941−28,277TRIM
96Quantinno Capital Management LP$31.1M676,958+196,777ADD
97ZACKS INVESTMENT MANAGEMENT$29.8M647,709−19,039TRIM
98Vinva Investment Management Ltd$29.8M666,747−584,436TRIM
99GW HENSSLER & ASSOCIATES LTD$29.7M645,903+3,263ADD
100TD ASSET MANAGEMENT INC$29.5M641,789+22,638ADD
101Vanguard Investments Australia, Ltd.$29.4M639,174—NO PRIOR
102Man Group plc$28.7M623,281+52,785ADD
103COMMONWEALTH EQUITY SERVICES, LLC$28.6M621,231−9,759TRIM
104AE Wealth Management LLC$28.3M616,520+102,314ADD
105WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$28.2M597,995−214,393TRIM
106ALPS ADVISORS INC$27.6M601,015+98,227ADD
107Mariner, LLC$26.5M575,847+96,005ADD
108APG Asset Management N.V.$26.0M650,664−11,170TRIM
109Cerity Partners LLC$25.6M556,828−44,617TRIM
110LAZARD ASSET MANAGEMENT LLC$25.5M555,652+441,184ADD
111Asset Management One Co., Ltd.$24.6M534,243−6,903TRIM
112Pinnacle Financial Partners, Inc.$24.5M532,944+2,887ADD
113DAVENPORT & Co LLC$23.7M516,219+4,659ADD
114Swiss Life Asset Management Ltd$23.7M514,887+49,405ADD
115TORONTO DOMINION BANK$23.4M508,394−590,423TRIM
116Creative Planning$23.1M502,309+168,350ADD
117KING LUTHER CAPITAL MANAGEMENT CORP$23.1M501,646+107,958ADD
118MILLENNIUM MANAGEMENT LLC$23.0M501,011+227,539ADD
119MACKENZIE FINANCIAL CORP$22.8M495,284+313,183ADD
120GODSEY & GIBB, INC$22.4M486,408+7,644ADD
121NOMURA ASSET MANAGEMENT CO LTD$21.5M468,628+13,066ADD
122NFJ INVESTMENT GROUP, LLC$21.5M467,985−18,973TRIM
123Advisors Capital Management, LLC$20.9M455,202−2,678TRIM
124American Assets Investment Management, LLC$20.6M3,384,0000NO CHANGE
125VOYA INVESTMENT MANAGEMENT LLC$20.6M447,256+171,902ADD
126CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$20.2M438,750+438,750NEW
127FIFTH THIRD BANCORP$20.1M436,355+367,291ADD
128Trexquant Investment LP$19.8M431,576+160,674ADD
129Resona Asset Management Co.,Ltd.$19.8M432,483+690ADD
130&PARTNERS$19.7M428,968+81,712ADD
131OPPENHEIMER ASSET MANAGEMENT INC.$19.1M416,327+10,120ADD
132BANK OF NOVA SCOTIA$19.1M416,074+117,249ADD
133PUBLIC SECTOR PENSION INVESTMENT BOARD$19.1M414,923−695,829TRIM
134Verition Fund Management LLC$19.0M412,448−344,468TRIM
135State of New Jersey Common Pension Fund D$18.8M409,3070NO CHANGE
136Rafferty Asset Management, LLC$18.7M407,077−150,297TRIM
137Tredje AP-fonden$18.3M397,302+397,302NEW
138Ategra Capital Management, LLC$18.2M395,710+78,090ADD
139CANADA PENSION PLAN INVESTMENT BOARD$17.9M390,104+68,029ADD
140CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$17.9M388,748−6,723TRIM
141OSAIC HOLDINGS, INC.$17.3M375,203−81,982TRIM
142SCS Capital Management LLC$17.1M371,298−14,493TRIM
143CIBC Asset Management Inc$17.0M368,870+6,749ADD
144STATE OF MICHIGAN RETIREMENT SYSTEM$16.6M360,543−5,100TRIM
145STOREBRAND ASSET MANAGEMENT AS$16.5M358,094—NO PRIOR
146US BANCORP \DE\$16.4M357,772−9,600TRIM
147KLCM Advisors, Inc.$16.2M353,458+19,875ADD
148Arizona State Retirement System$16.1M350,560−12,236TRIM
149Independent Advisor Alliance$16.1M349,146+22,337ADD
150ASSETMARK, INC$15.8M344,668+37,282ADD
151Czech National Bank$15.8M343,828+6,510ADD
152MCRAE CAPITAL MANAGEMENT INC$15.8M343,663+26,825ADD
153HUNTINGTON NATIONAL BANK$15.6M339,911+339,911NEW
154COERENTE CAPITAL MANAGEMENT$15.6M338,586+8,719ADD
155BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$15.5M338,234−5,606TRIM
156FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$15.1M328,098+118,900ADD
157Varma Mutual Pension Insurance Co$14.9M324,5800NO CHANGE
158NATIONAL BANK OF CANADA /FI/$14.6M318,177−174,838TRIM
159MONTGOMERY INVESTMENT MANAGEMENT INC$14.6M318,131−750TRIM
160Rockefeller Capital Management L.P.$14.5M315,399−34,343TRIM
161GUGGENHEIM CAPITAL LLC$14.5M315,100+40,876ADD
162Baird Financial Group, Inc.$14.2M309,589+309,589NEW
163Concurrent Investment Advisors, LLC$14.1M307,570+38,868ADD
164DELTA ASSET MANAGEMENT LLC/TN$14.1M306,066−1,378TRIM
165Brookstone Capital Management$14.0M305,115−13,288TRIM
166MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$14.0M304,760−609TRIM
167AVITY INVESTMENT MANAGEMENT INC.$13.7M298,797−8,704TRIM
168COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$13.5M294,083−3,477TRIM
169ProShare Advisors LLC$13.4M290,570−15,005TRIM
170Midwest Trust Co$13.3M289,829+70ADD
171Auto-Owners Insurance Co$13.2M288,0000NO CHANGE
172SKBA CAPITAL MANAGEMENT LLC$13.2M286,950+5,500ADD
173IFM Investors Pty Ltd$13.0M283,318+14,119ADD
174Wealthfront Advisers LLC$12.8M277,634+35,754ADD
175MML INVESTORS SERVICES, LLC$12.7M276,618−48,613TRIM
176CIBC Bancorp USA Inc.$12.5M272,832—NO PRIOR
177SALEM INVESTMENT COUNSELORS INC$12.5M272,825−1,776TRIM
178Retirement Systems of Alabama$12.3M268,096−4,044TRIM
179Mirae Asset Global Investments Co., Ltd.$12.2M266,476+40,774ADD
180PEAK6 LLC$11.8M257,029+257,029NEW
181Wilmington Savings Fund Society, FSB$11.6M252,868−8,478TRIM
182BROWN ADVISORY INC$11.5M249,113−2,352TRIM
183Woodline Partners LP$11.4M247,934+29,484ADD
184Sanctuary Advisors, LLC$11.2M244,044+881ADD
185NORDEA INVESTMENT MANAGEMENT AB$11.2M247,762+117,904ADD
186CRAMER ROSENTHAL MCGLYNN LLC$11.2M242,794−5,158TRIM
187OLD NATIONAL BANCORP /IN/$11.1M242,283−2,226TRIM
188Bryn Mawr Trust Advisors, LLC$11.0M239,950−86TRIM
189Schonfeld Strategic Advisors LLC$11.0M238,804−199,596TRIM
190Allworth Financial LP$10.8M235,318−6,217TRIM
191Corient Private Wealth LLC$10.6M230,901−252,256TRIM
192MERCER GLOBAL ADVISORS INC /ADV$10.5M228,456+11,094ADD
193TEACHER RETIREMENT SYSTEM OF TEXAS$10.5M227,871−4,098TRIM
194NewEdge Advisors, LLC$10.4M227,070+227,070NEW
195Modera Wealth Management, LLC$10.4M226,430−9,734TRIM
196CIBC WORLD MARKET INC.$10.4M226,219+40,933ADD
197Kestra Advisory Services, LLC$10.4M226,060−742TRIM
198PINNACLE ASSOCIATES LTD$10.3M223,830−72,183TRIM
199MUFG Securities EMEA plc$10.3M223,258+170,814ADD
200Ensign Peak Advisors, Inc$10.1M219,056+38,094ADD
201Daiwa Securities Group Inc.$10.0M216,807+9,112ADD
202Sumitomo Mitsui DS Asset Management Company, Ltd$9.9M216,199+3,508ADD
203XPONANCE LLC$9.8M214,244+27,785ADD
204USS Investment Management Ltd$9.7M211,914+4,988ADD
205M&T BANK CORP$9.6M208,937+25,899ADD
206SUSQUEHANNA INTERNATIONAL GROUP, LLP$9.6M208,793−401,171TRIM
207Cardinal Capital Management$9.6M208,676+208,676NEW
208BENJAMIN EDWARDS INC$9.4M205,514+32,402ADD
209Utah Retirement Systems$9.4M205,348−7,798TRIM
210Y-Intercept (Hong Kong) Ltd$9.3M203,010−135,695TRIM
211Cambria Investment Management, L.P.$9.3M201,224+26,894ADD
212Pathstone Holdings, LLC$9.0M196,658+4,846ADD
213Waverly Advisors, LLC$9.0M196,487+3,928ADD
214Wealthcare Advisory Partners LLC$8.9M193,896−8,850TRIM
215Atlantic Union Bankshares Corp$8.9M193,310+9,597ADD
216BASSWOOD CAPITAL MANAGEMENT, L.L.C.$8.8M192,431−164,546TRIM
217Robeco Institutional Asset Management B.V.$8.7M188,496−11,339TRIM
218Cresset Asset Management, LLC$8.7M188,469+1,600ADD
2191834 INVESTMENT ADVISORS CO$8.6M187,020+2,992ADD
220NEOS Investment Management LLC$8.5M184,060+8,736ADD
221Rakuten Investment Management, Inc.$8.4M188,201+19,485ADD
222BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$8.1M176,308−52,515TRIM
223NEW YORK LIFE INVESTMENT MANAGEMENT LLC$8.1M175,3580NO CHANGE
224Kingsview Wealth Management, LLC$7.9M171,821+2,175ADD
225Grantham, Mayo, Van Otterloo & Co. LLC$7.8M170,667+48,455ADD
226Tidal Investments LLC$7.7M170,303+99,296ADD
227Diversified Trust Co$7.7M167,815+876ADD
228KANAWHA CAPITAL MANAGEMENT LLC$7.7M167,000−16,393TRIM
229NISSAY ASSET MANAGEMENT CORP /JAPAN$7.6M165,534+1,000ADD
230Reliant Investment Partners, LLC$7.1M154,404−629TRIM
231Fourthstone LLC$7.0M153,100+153,100NEW
232Alpha Omega Wealth Management LLC$7.0M152,493−1,141TRIM
233ALERUS FINANCIAL NA$7.0M152,297−20,278TRIM
234QRG CAPITAL MANAGEMENT, INC.$7.0M151,917+67,435ADD
235Huber Capital Management LLC$7.0M151,464−50,000TRIM
236Janus Henderson Group Ltd.$6.9M149,844−7,529TRIM
237OPPENHEIMER & CO INC$6.8M148,832+37,104ADD
238JAMISON PRIVATE WEALTH MANAGEMENT, INC.$6.7M146,788−195TRIM
239Cornerstone Wealth Group, LLC$6.7M131,612−10,190TRIM
240OREGON PUBLIC EMPLOYEES RETIREMENT FUND$6.6M144,614+144,614NEW
241REGIONS FINANCIAL CORP$6.6M144,501−3,071TRIM
242Vanguard Personalized Indexing Management, LLC$6.6M144,501+5,253ADD
243Federation des caisses Desjardins du Quebec$6.6M142,570+13,634ADD
244Global Wealth Management Investment Advisory, Inc.$6.4M139,989+4,581ADD
245Griffith & Werner, Inc.$6.4M139,752+7,223ADD
246CONTINENTAL ADVISORS LLC$6.4M139,650−21,522TRIM
247Clearstead Advisors, LLC$6.3M137,104+7,207ADD
248NTV ASSET MANAGEMENT LLC$6.3M136,492−4,697TRIM
249Candriam S.C.A.$6.2M135,726+10,016ADD
250CREDIT AGRICOLE S A$6.2M134,782+408ADD
251OFI INVEST ASSET MANAGEMENT$6.2M155,000+150,401ADD
252Steward Partners Investment Advisory, LLC$6.2M134,298+57,789ADD
253MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.2M134,288−3,080TRIM
254United Capital Management of KS, Inc.$6.1M133,234−129,330TRIM
255OP Asset Management Ltd$6.1M132,498—NO PRIOR
256HB Wealth Management, LLC$6.1M131,893+1,034ADD
257STEPHENS INC /AR/$6.0M131,289+6,136ADD
258Hilton Capital Management, LLC$6.0M130,702−2,010TRIM
259Harvest Portfolios Group Inc.$5.8M126,459−5,004TRIM
260Linscomb Wealth, Inc.$5.8M126,062−31,227TRIM
261Atria Investments, Inc$5.8M125,570−25,930TRIM
262ASSOCIATED BANC-CORP$5.7M124,112−2,073TRIM
263TOCQUEVILLE ASSET MANAGEMENT L.P.$5.7M123,880+40,925ADD
264CWM, LLC$5.7M123,198+1,007ADD
265OneDigital Investment Advisors LLC$5.6M122,575−4,825TRIM
266Baugh & Associates, LLC$5.6M122,147−420TRIM
267WHITENER CAPITAL MANAGEMENT, INC.$5.5M120,615−341TRIM
268Catherine Avery Investment Management LLC$5.5M119,423+36,417ADD
269Loudon Investment Management, LLC$5.5M119,074−1,700TRIM
270LaFleur & Godfrey LLC$5.4M117,917−1,789TRIM
271AustralianSuper Pty Ltd$5.3M115,509+4,359ADD
272Chesley Taft & Associates LLC$5.3M115,276−362TRIM
273D. E. Shaw & Co., Inc.$5.3M114,559−29,078TRIM
274Elo Mutual Pension Insurance Co$5.2M114,197−10,153TRIM
275DRW Securities, LLC$5.1M111,528+76,009ADD
276Blue Trust, Inc.$5.1M111,165+12,043ADD
277ASR Vermogensbeheer N.V.$5.1M110,396+4,907ADD
278OMERS ADMINISTRATION Corp$5.1M110,170+20,366ADD
279FIRST NATIONAL BANK OF OMAHA$5.0M111,050+807ADD
280Verdence Capital Advisors LLC$4.9M107,596+150ADD
281Carnegie Investment Counsel$4.9M105,809+17ADD
282XTX Topco Ltd$4.8M104,575+91,283ADD
283Socorro Asset Management LP$4.8M104,287−10,660TRIM
284Venture Visionary Partners LLC$4.8M103,592−502TRIM
285Hedeker Wealth, LLC$4.7M102,654−2,690TRIM
286SIMON QUICK ADVISORS, LLC$4.7M102,069−5,582TRIM
287KEYBANK NATIONAL ASSOCIATION/OH$4.7M101,237+14,539ADD
288Avanza Fonder AB$4.7M101,1590NO CHANGE
289FIRST CITIZENS BANK & TRUST CO$4.6M100,815−2,363TRIM
290Dana Investment Advisors, Inc.$4.5M97,932−2,308TRIM
291Holocene Advisors, LP$4.5M97,226+97,226NEW
292GRIFFIN ASSET MANAGEMENT, INC.$4.5M97,188−7,800TRIM
293KESTRA PRIVATE WEALTH SERVICES, LLC$4.5M96,909+3,840ADD
294IEQ CAPITAL, LLC$4.4M96,311+3,760ADD
295EQUITABLE TRUST CO$4.4M95,575−20,789TRIM
296Empowered Funds, LLC$4.3M93,863+44,914ADD
297Capital Investment Advisory Services, LLC$4.3M93,216−2,357TRIM
298ICON ADVISERS INC/CO$4.3M92,5850NO CHANGE
299Osmosis Investment Management UK Ltd$4.2M92,403−41,194TRIM
300Investment Management Corp of Ontario$4.2M91,492−20,698TRIM
301SHELTON CAPITAL MANAGEMENT$4.2M91,276−321TRIM
302Groupe la Francaise$4.2M90,895+9,572ADD
303United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$4.2M90,400+90,400NEW
304Signature Wealth Management Group$4.1M90,031−569TRIM
305Vident Advisory, LLC$4.1M89,852+40,368ADD
306Sompo Asset Management Co., Ltd.$4.1M89,815+1,320ADD
307Merit Financial Group, LLC$4.1M89,184+6,422ADD
308OpenArc Corporate Advisory, LLC$4.1M88,728−7,366TRIM
309HENGEHOLD CAPITAL MANAGEMENT LLC$4.0M87,919+715ADD
310Lighthouse Investment Partners, LLC$4.0M86,110+27,375ADD
311Allianz Asset Management GmbH$4.0M85,979+27,477ADD
312Aptus Capital Advisors, LLC$3.9M85,691+24,957ADD
313WINTON GROUP Ltd$3.9M84,905+14,416ADD
314Gotham Asset Management, LLC$3.9M84,408+54,383ADD
315Bragg Financial Advisors, Inc$3.9M84,186−937TRIM
316Orion Porfolio Solutions, LLC$3.9M83,891−39,404TRIM
317Generali Asset Management SPA SGR$3.8M83,625−19,690TRIM
318INTECH INVESTMENT MANAGEMENT LLC$3.7M81,021+67,721ADD
319COMMERCE BANK$3.7M79,971−1,205TRIM
320Glass Wealth Management Co LLC$3.6M77,345+1,040ADD
321Norinchukin Bank, The$3.5M76,990−1,076TRIM
322MIZUHO SECURITIES USA LLC$3.5M76,322−16,824TRIM
323GUARDIAN WEALTH ADVISORS, LLC / NC$3.4M74,911−1,358TRIM
324Hennion & Walsh Asset Management, Inc.$3.3M72,822+4,006ADD
325Private Advisor Group, LLC$3.3M71,996−3,805TRIM
326Oak Thistle LLC$3.3M71,189+71,189NEW
327Larson Financial Group LLC$3.3M70,875−1,466TRIM
328Sequoia Financial Advisors, LLC$3.2M69,896+4,778ADD
329Concord Wealth Partners$3.2M69,844−3TRIM
330XML Financial, LLC$3.2M69,282−5,009TRIM
331Csenge Advisory Group$3.2M69,199+851ADD
332Atom Investors LP$3.2M69,031+69,031NEW
333B. Metzler seel. Sohn & Co. AG$3.2M68,675+7,042ADD
334JANE STREET GROUP, LLC$3.1M68,486−81,747TRIM
335StoneX Group Inc.$3.1M68,302−16,395TRIM
336Financiere des Professionnels - Fonds d'investissement inc.$3.1M67,7040NO CHANGE
337Crossmark Global Holdings, Inc.$3.1M67,467—NO PRIOR
338PETTYJOHN, WOOD & WHITE, INC$3.1M66,605+2,771ADD
339FULTON BANK, N.A.$3.0M65,911−269TRIM
340Principle Wealth Partners LLC$3.0M65,809+2,509ADD
341Concord Asset Management, LLC/VA$3.0M65,6860NO CHANGE
342Dakota Wealth Management$3.0M65,513−941TRIM
343iSAM Funds (UK) Ltd$3.0M65,295+65,295NEW
344EDMP, INC.$3.0M65,278−266TRIM
345MONTAG A & ASSOCIATES INC$3.0M65,170−1,548TRIM
346UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.0M65,157+65,157NEW
347RITHOLTZ WEALTH MANAGEMENT$3.0M64,899+19,150ADD
348Allspring Global Investments Holdings, LLC$3.0M63,622−1,485TRIM
349Foster Victor Wealth Advisors, LLC$3.0M59,767−127TRIM
350Envestnet Portfolio Solutions, Inc.$2.9M64,011−33,827TRIM
351Maryland State Retirement & Pension System$2.9M63,596−1,027TRIM
352Capital Group Private Client Services, Inc.$2.9M63,002−98,802TRIM
353ABN AMRO INVESTMENT SOLUTIONS$2.9M62,543−51,761TRIM
354HF Advisory Group, LLC$2.9M62,226−54TRIM
355Stratos Wealth Partners, LTD.$2.9M62,205−895TRIM
356Vestmark Advisory Solutions, Inc.$2.8M61,219+19,948ADD
357PATTEN & PATTEN INC/TN$2.8M60,960−41,868TRIM
358HOLDERNESS INVESTMENTS CO$2.8M60,773+1,663ADD
359New Age Alpha Advisors, LLC$2.8M60,204+399ADD
360Apollon Wealth Management, LLC$2.7M59,621+1,877ADD
361United Bank$2.7M59,586−1,776TRIM
362ELEVATION POINT WEALTH PARTNERS, LLC$2.7M59,573+28,736ADD
363Poehling Capital Management, INC.$2.6M57,631+14ADD
364Caprock Group, LLC$2.6M57,536−15,293TRIM
365ING GROEP NV$2.6M57,146−1,709TRIM
366Bleakley Financial Group, LLC$2.6M56,699−2,576TRIM
367Rather & Kittrell, Inc.$2.6M55,587+29ADD
368OCCUDO QUANTITATIVE STRATEGIES LP$2.5M49,177+49,177NEW
369Hardin Capital Partners, LLC$2.5M55,090−175TRIM
370SALZHAUER MICHAEL$2.5M53,937−390TRIM
371Patriot Financial Group Insurance Agency, LLC$2.5M53,902+28,918ADD
372KMG FIDUCIARY PARTNERS, LLC$2.5M53,768+1,049ADD
373Arvest Bank Trust Division$2.5M53,480+666ADD
374KAVAR CAPITAL PARTNERS GROUP, LLC$2.4M52,826−2,032TRIM
375Laurel Wealth Advisors LLC$2.4M49,4000NO CHANGE
376LOWE BROCKENBROUGH & CO INC$2.4M51,670+24,483ADD
377Argyle Capital Management, LLC$2.4M51,616+2,000ADD
378Graves Light Lenhart Wealth, Inc.$2.4M51,410+6,238ADD
379D.A. DAVIDSON & CO.$2.4M51,330+7,975ADD
380PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.4M51,195+8,578ADD
381Disciplined Equity Management, Inc.$2.3M50,600−2,850TRIM
382Cordgrass Capital Advisors, LLC$2.3M50,593−1,343TRIM
383FIRST NATIONAL TRUST CO$2.3M50,520−4,423TRIM
384Capital Investment Advisors, LLC$2.3M50,104−3,669TRIM
385PRINCIPAL SECURITIES, INC.$2.3M49,787+1,278ADD
386CWA Asset Management Group, LLC$2.3M49,199+123ADD
387BlueChip Wealth Advisors LLC$2.2M48,780−2,466TRIM
388Andra AP-fonden$2.2M48,718+48,718NEW
389New England Research & Management, Inc.$2.2M48,667+4,825ADD
390J.W. COLE ADVISORS, INC.$2.2M48,481−3,745TRIM
391IVC Wealth Advisors LLC$2.2M47,827−197TRIM
392Savant Capital, LLC$2.2M47,693+4,494ADD
393Morningstar Investment Management LLC$2.2M47,479+4,097ADD
394Apella Capital, LLC$2.2M42,798+31,715ADD
395GHP Investment Advisors, Inc.$2.2M46,936+753ADD
396Raleigh Capital Management Inc.$2.1M46,232+920ADD
397TOKIO MARINE ASSET MANAGEMENT CO LTD$2.1M45,677+4,660ADD
398Tradewinds, LLC.$2.1M40,618+851ADD
399Empirical Finance, LLC$2.1M44,624−111TRIM
400Carlson Capital, L.P.$2.1M44,600+44,600NEW
401SIGNATUREFD, LLC$2.0M44,340+3,799ADD
402ZWJ INVESTMENT COUNSEL INC$2.0M44,056−348TRIM
403Frank, Rimerman Advisors LLC$2.0M43,737+5,447ADD
404Vise Technologies, Inc.$2.0M40,7850NO CHANGE
405Davis Investment Partners, LLC$2.0M43,460−162TRIM
406Voleon Capital Management LP$2.0M43,456+43,456NEW
407San Luis Wealth Advisors LLC$2.0M43,289+294ADD
408WIREGRASS INVESTMENT MANAGEMENT LLC$2.0M42,979+1,481ADD
409Pathway Financial Advisers, LLC$2.0M42,927+42,927NEW
410INCEPTIONR LLC$2.0M42,748+42,748NEW
411SeaCrest Wealth Management, LLC$1.9M42,408−3,679TRIM
412Focus Partners Advisor Solutions, LLC$1.9M42,256−5,454TRIM
413Moors & Cabot, Inc.$1.9M42,074−6,768TRIM
414Laird Norton Wetherby Trust Company, LLC$1.9M41,974+199ADD
415IMC-Chicago, LLC$1.9M41,712+41,712NEW
416Ascent Group, LLC$1.9M41,400+1,892ADD
417LEVEL FOUR ADVISORY SERVICES, LLC$1.9M40,770−763TRIM
418MARCO INVESTMENT MANAGEMENT LLC$1.9M40,6810NO CHANGE
419Hilton Head Capital Partners, LLC$1.9M40,680−569TRIM
420GREENLEAF TRUST$1.9M40,466+1,328ADD
421Royal Fund Management, LLC$1.9M40,443−459TRIM
422NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.9M40,396−478TRIM
423Jacobi Capital Management LLC$1.9M40,363−37TRIM
424HANCOCK WHITNEY CORP$1.9M36,320+36,320NEW
425INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$1.8M39,817+2,134ADD
426Callan Family Office, LLC$1.8M39,746+969ADD
427Dai-ichi Life Insurance Company, Ltd$1.8M39,650−9,949TRIM
428Ballast, Inc.$1.8M39,641−27TRIM
429St. Johns Investment Management Company, LLC$1.8M39,230+635ADD
430Lido Advisors, LLC$1.8M38,937−6,251TRIM
431Fearless Solutions, LLC dba Best Invest$1.8M38,749−925TRIM
432Investors Research Corp$1.8M38,527−5,151TRIM
433QUADRANT CAPITAL GROUP LLC$1.8M38,496+859ADD
434CAXTON ASSOCIATES LLP$1.8M38,416+19,390ADD
435Beacon Pointe Advisors, LLC$1.7M38,002+20,139ADD
436NOMURA HOLDINGS INC$1.7M37,630+5,240ADD
437Mutual Advisors, LLC$1.7M37,447−2,504TRIM
438North Dakota State Investment Board$1.7M37,370−6,872TRIM
439Ballentine Partners, LLC$1.7M37,294+3,988ADD
440Summit Trail Advisors, LLC$1.7M37,233+5,072ADD
441Fieldview Capital Management, LLC$1.7M37,059+37,059NEW
442Eagle Bluffs Wealth Management LLC$1.7M36,765+1,083ADD
443Arcus Capital Partners, LLC$1.7M36,603—NO PRIOR
444BankPlus Trust Department$1.7M36,538−2,528TRIM
445Donoghue Forlines LLC$1.7M36,483+36,483NEW
446MINDSET WEALTH MANAGEMENT, LLC$1.7M36,311+1,644ADD
447Norris Financial Group, LLC$1.7M36,177—NO PRIOR
448Metis Global Partners, LLC$1.7M36,135−4,625TRIM
449ARVEST INVESTMENTS, INC.$1.7M36,102−804TRIM
450GREAT LAKES ADVISORS, LLC$1.7M36,088−401TRIM
451Avidian Wealth Enterprises, LLC$1.7M35,995+31,754ADD
452Kintegral Advisory, LLC$1.6M35,536−1,576TRIM
453AMG National Trust Bank$1.6M35,471+276ADD
454World Investment Advisors$1.6M35,447−734TRIM
455Berkeley Capital Partners, LLC$1.6M34,828+4,926ADD
456TWIN CITY PRIVATE WEALTH, LLC$1.6M34,663+2,125ADD
457Great Lakes Retirement, Inc.$1.6M34,537+3,806ADD
458SECURIAN ASSET MANAGEMENT, INC$1.6M34,248−537TRIM
459one8zero8, LLC$1.6M34,200−2,337TRIM
460Integrated Quantitative Investments LLC$1.6M33,881+28,407ADD
461Prospera Financial Services Inc$1.5M33,636−6,916TRIM
462Squarepoint Ops LLC$1.5M33,559−454,045TRIM
463CHOREO, LLC$1.5M33,466+964ADD
464MGO ONE SEVEN LLC$1.5M33,297+778ADD
465Ted Buchan & Co$1.5M32,558+948ADD
466Vanguard National Trust Co$1.5M32,138—NO PRIOR
467Brevan Howard Capital Management LP$1.5M31,877−175,264TRIM
468NewEdge Wealth, LLC$1.5M31,620−4,255TRIM
469LOM Asset Management Ltd$1.4M31,515+492ADD
470FOUNDATIONS INVESTMENT ADVISORS, LLC$1.4M31,338−382TRIM
471Taylor Financial Group, Inc.$1.4M31,270−1,618TRIM
472Voya Financial Advisors, Inc.$1.4M31,803−624TRIM
473Applied Capital LLC/FL$1.4M30,552−840TRIM
474Verity & Verity, LLC$1.4M30,436−9,518TRIM
475BALYASNY ASSET MANAGEMENT L.P.$1.4M30,371−22,128TRIM
476HUB Investment Partners, LLC$1.4M30,229+18,803ADD
477WEALTH ALLIANCE, LLC$1.4M30,039−11,115TRIM
478EVENTIDE ASSET MANAGEMENT, LLC$1.4M30,783−8,975TRIM
479BLAIR WILLIAM & CO/IL$1.4M29,853+678ADD
480Linden Thomas Advisory Services, LLC$1.4M29,783+822ADD
481NOVARE CAPITAL MANAGEMENT LLC$1.4M29,676−8,250TRIM
482Huntleigh Advisors, Inc.$1.4M29,654+2,201ADD
483Drucker Wealth 3.0, LLC$1.4M29,644−3,195TRIM
484Quadcap Wealth Management, LLC$1.4M29,546+184ADD
485CULBERTSON A N & CO INC$1.4M29,496+18,203ADD
486JT Stratford LLC$1.3M29,360−78TRIM
487Headlands Technologies LLC$1.3M29,158+29,158NEW
488Oasis Advisors, LLC$1.3M29,087—NO PRIOR
489MCF Advisors LLC$1.3M28,991—NO PRIOR
490Alphadyne Asset Management LP$1.3M28,826+28,826NEW
491TOUNJIAN ADVISORY PARTNERS, LLC$1.3M28,692+1,152ADD
492Snowden Capital Advisors LLC$1.3M28,629+1,538ADD
493Octavia Wealth Advisors, LLC$1.3M28,515−3,168TRIM
494Lombard Odier Asset Management (Switzerland) SA$1.3M28,206+15,400ADD
495MAI Capital Management$1.3M28,067+4,303ADD
496FIDUCIARY TRUST CO$1.3M27,958+3,857ADD
497Smartleaf Asset Management LLC$1.3M28,703+1,276ADD
498SAGESPRING WEALTH PARTNERS, LLC$1.3M27,784+1,583ADD
499Geneos Wealth Management Inc.$1.3M27,337+9,700ADD
500Jefferies Financial Group Inc.$1.3M27,246+20,439ADD
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · TFC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $33.6M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · TRUIST FINL CORP

Merged timeline of congressional filings and notable-manager moves on TFC
DateWhoChangeSize
2026-07-21Alan Armstrong CongressBUY$1K–$15K
2026-05-15Gotham Asset Management 13FADD+54,383 sh
2026-05-15Bridgewater Associates 13FTRIM−158,287 sh
2026-05-14Caxton Associates 13FADD+19,390 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

21 members of Congress disclosed TFC — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).