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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.

Other share classesTFC.PITFC.POTFC.PR

13F holders, Q1 2021

Institutional positions in Truist Financial Corp as of Mar 31, 2021. 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
1,376
No complete 13F data for Q4 2020
Shares held
983.1M
No complete 13F data for Q4 2020
Total value
$57.3B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,376 institutions
Q1 2021: 1,376 institutionsQ2 2021: 1,353 institutionsQ3 2021: 1,387 institutionsQ4 2021: 1,488 institutionsQ1 2022: 1,508 institutionsQ2 2022: 1,449 institutionsQ3 2022: 1,427 institutionsQ4 2022: 1,491 institutionsQ1 2023: 1,399 institutionsQ2 2023: 1,311 institutionsQ3 2023: 1,272 institutionsQ4 2023: 1,399 institutionsQ1 2024: 1,423 institutionsQ2 2024: 1,424 institutionsQ3 2024: 1,480 institutionsQ4 2024: 1,569 institutionsQ1 2025: 1,558 institutionsQ2 2025: 1,549 institutionsQ3 2025: 1,562 institutionsQ4 2025: 1,669 institutionsQ1 2026: 1,648 institutionsQ2 2026: 1,706 institutions
Value heldQ1 2021: $57.3B
Q1 2021: $57.3BQ2 2021: $53.5BQ3 2021: $57.2BQ4 2021: $56.9BQ1 2022: $55.6BQ2 2022: $46.4BQ3 2022: $42.6BQ4 2022: $42.2BQ1 2023: $33.1BQ2 2023: $29.2BQ3 2023: $26.7BQ4 2023: $35.2BQ1 2024: $36.9BQ2 2024: $37.8BQ3 2024: $41.2BQ4 2024: $42.1BQ1 2025: $40.1BQ2 2025: $41.3BQ3 2025: $43.3BQ4 2025: $47.2BQ1 2026: $42.7BQ2 2026: $46.7B
Institutions holding TFC and their total value by quarter
QuarterHoldersValue
Q2 20261,706$46.7B
Q1 20261,648$42.7B
Q4 20251,669$47.2B
Q3 20251,562$43.3B
Q2 20251,549$41.3B
Q1 20251,558$40.1B
Q4 20241,569$42.1B
Q3 20241,480$41.2B
Q2 20241,424$37.8B
Q1 20241,423$36.9B
Q4 20231,399$35.2B
Q3 20231,272$26.7B
Q2 20231,311$29.2B
Q1 20231,399$33.1B
Q4 20221,491$42.2B
Q3 20221,427$42.6B
Q2 20221,449$46.4B
Q1 20221,508$55.6B
Q4 20211,488$56.9B
Q3 20211,387$57.2B
Q2 20211,353$53.5B
Q1 20211,376$57.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Truist Financial Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding TFC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FIL Ltd5$00.00%––
Financial Perspectives, Inc29,452$5050.03%––
Global Financial Private Client, LLC16$9450.00%––
TFC Financial Management23$1.00K0.00%––
Lowe Wealth Advisors, LLC30$2.00K0.00%––
Focused Wealth Management, Inc42$2.00K0.00%––
Joseph P. Lucia & Associates, LLC41$2.00K0.00%––
Costello Asset Management, INC56$3.00K0.00%––
Alpha DNA Investment Management LLC55$3.00K0.00%––
McClarren Financial Advisors, Inc.49$3.00K0.00%––
Sentry Investment Management LLC68$4.00K0.00%––
Spectrum Management Group, LLC60$4.00K0.00%––
JNBA Financial Advisors63$4.00K0.00%––
Riggs Asset Managment Co. Inc.61$4.00K0.00%––
Center for Financial Planning, Inc.71$4.00K0.00%––
Hanson & Doremus Investment Management78$5.00K0.00%––
Rockbridge Investment Management, LCC85$5.00K0.00%––
Country Trust Bank98$6.00K0.00%––
Field & Main Bank100$6.00K0.00%––
Key Financial Inc98$6.00K0.00%––
Bellwether Advisors, LLC110$6.00K0.00%––
Manchester Capital Management LLC120$7.00K0.00%––
Baystate Wealth Management LLC117$7.00K0.00%––
Ironwood Financial, llc126$7.00K0.00%––
Summit Wealth Group, LLC115$7.00K0.01%––
Baldwin Brothers Inc130$8.00K0.00%––
Wealthcare Capital Management LLC160$9.00K0.00%––
San Francisco Sentry Investment Group (Ca)162$9.00K0.00%––
Bedel Financial Consulting, Inc.162$9.00K0.00%––
Hexagon Capital Partners LLC165$9.00K0.00%––
Northwest Investment Counselors, LLC180$10.0K0.00%––
CSat Investment Advisory, L.P.172$10.0K0.01%––
Tompkins Financial Corp186$11.0K0.00%––
Horan Securities, Inc.193$11.0K0.01%––
SOA Wealth Advisors, LLC.200$11.0K0.00%––
Endurance Wealth Management, Inc.210$12.0K0.00%––
Acima Private Wealth, LLC213$12.0K0.01%––
HighMark Wealth Management LLC199$12.0K0.01%––
Ancora Advisors, LLC227$13.0K0.00%––
Thomas J. Herzfeld Advisors, Inc.221$13.0K0.01%––
Founders Capital Management225$13.0K0.01%––
Accel Wealth Management221$13.0K0.01%––
Valley Brook Capital Group240$13.0K0.01%––
FormulaFolio Investments, LLC–$14.0K0.00%––
Liberty Wealth Management LLC306$14.0K0.01%––
Smith Asset Management Group LP250$15.0K0.00%––
Global Trust Asset Management, LLC250$15.0K0.01%––
Prentice Wealth Management LLC259$15.0K0.01%––
Lenox Wealth Advisors, LLC275$16.0K0.00%––
Cascade Investment Advisors, Inc.277$16.2K0.01%––
Central Bank & Trust Co300$17.0K0.00%––
Prestige Wealth Management Group LLC294$17.0K0.00%––
Bellevue Asset Management, LLC295$17.0K0.01%––
Crewe Advisors LLC306$18.0K0.00%––
Solstein Capital, LLC311$18.0K0.02%––
Archer Investment Corp312$18.2K0.01%––
TCTC Holdings, LLC318$19.0K0.00%––
Pflug Koory, LLC338$20.0K0.01%––
NewSquare Capital LLC355$21.0K0.00%––
Rosenberg Matthew Hamilton353$21.0K0.01%––
JFS Wealth Advisors, LLC377$22.0K0.00%––
Tarbox Family Office, Inc.375$22.0K0.00%––
Bay Harbor Wealth Management, LLC375$22.0K0.01%––
Resolute Partners Group375$22.0K0.00%––
Piscataqua Savings Bank400$23.0K0.02%––
Cranbrook Wealth Management, LLC405$24.0K0.01%––
Atlas Private Wealth Advisors436$25.0K0.01%––
Financial Management Professionals, Inc.458$27.0K0.01%––
Hexavest Inc.493$29.0K0.00%––
Truvestments Capital LLC487$29.0K0.02%––
Evolution Wealth Advisors, LLC505$29.0K0.01%––
Mascoma Wealth Management LLC518$30.0K0.01%––
McIlrath & Eck, LLC520$30.0K0.01%––
Hoover Financial Advisors, Inc.507$31.0K0.01%––
Tradition Wealth Management, LLC540$31.0K0.01%––
Peoples Financial Services Corp.544$32.0K0.01%––
Reilly Financial Advisors, LLC541$32.0K0.00%––
CoreFirst Bank & Trust553$32.0K0.02%––
Edge Wealth Management LLC560$33.0K0.01%––
Savior LLC589$34.0K0.03%––
Column Capital Advisors, LLC600$35.0K0.01%––
Stonebridge Financial Planning Group, LLC609$37.0K0.02%––
RWM Asset Management, LLC638$37.0K0.01%––
Brewin Dolphin Ltd647$37.7K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA647$37.7K0.05%––
Fortis Advisors, LLC655$38.0K0.03%––
Newbridge Financial Services Group, Inc.650$38.0K0.03%––
Earnest Partners LLC745$43.0K0.00%––
Sterling Financial Planning, Inc.756$44.0K0.03%––
Sun Life Financial INC789$46.0K0.00%––
Sound Income Strategies, LLC804$46.9K0.01%––
CKW Financial Group800$47.0K0.01%––
Clearview Wealth Advisors LLC800$47.0K0.03%––
Covington Capital Management825$48.0K0.00%––
Simon Quick Advisors, LLC845$49.0K0.01%––
Harvest Fund Management Co., Ltd854$50.0K0.00%––
Gemmer Asset Management LLC871$51.0K0.01%––
Old Second National Bank of Aurora900$52.0K0.01%––
Barrett Asset Management, LLC900$52.0K0.00%––
First Personal Financial Services912$53.0K0.01%––