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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
MPS Loria Financial Planners, LLC941$54.0K0.03%––
Halpern Financial, Inc.935$54.5K0.03%––
Kistler-Tiffany Companies, LLC1,013$59.0K0.02%––
Farmers & Merchants Trust Co of Chambersburg PA1,010$59.0K0.04%––
Pinnacle Bancorp, Inc.1,009$59.0K0.03%––
Westside Investment Management, Inc.1,070$62.0K0.00%––
Larson Financial Group LLC1,082$63.0K0.02%––
First Financial Corp1,100$64.0K0.04%––
MUFG Americas Holdings Corp1,093$64.0K0.00%––
BerganKDV Wealth Management, LLC1,101$64.0K0.01%––
Sirios Capital Management L P1,141$67.0K0.01%––
Capital Analysts, LLC1,256$73.0K0.01%––
RMR Wealth Builders1,253$73.0K0.02%––
Wolff Wiese Magana LLC1,245$73.0K0.06%––
Howe & Rusling Inc1,267$74.0K0.01%––
Highlander Capital Management, LLC1,280$75.0K0.04%––
American State Bank (Iowa)1,294$75.5K0.06%––
Cardinal Capital Management, Inc.1,300$76.0K0.00%––
Lloyd Advisory Services, LLC.1,334$78.0K0.04%––
Macroview Investment Management LLC1,391$81.0K0.12%––
AllSquare Wealth Management LLC1,390$81.0K0.05%––
Meridian Wealth Partners, LLC1,374$81.0K0.02%––
TCI Wealth Advisors, Inc.1,565$91.0K0.04%––
Pacitti Group Inc.1,639$95.0K0.06%––
Retirement Group, LLC1,662$97.0K0.04%––
International Assets Investment Management, LLC2,561$97.0K0.01%––
Plante Moran Financial Advisors, LLC1,689$99.0K0.03%––
Holloway Wealth Management, LLC–$99.0K0.03%––
Allred Capital Management, LLC1,745$101.8K0.05%––
Allworth Financial LP1,747$102.0K0.00%––
First PREMIER Bank1,780$104.0K0.04%––
CVA Family Office, LLC1,849$108.0K0.04%––
Charter Oak Capital Management, LLC1,845$108.0K0.02%––
Front Row Advisors LLC1,868$109.0K0.05%––
IMA Wealth, Inc.1,961$114.0K0.03%––
MV Capital Management, Inc.2,036$119.0K0.02%––
Silvant Capital Management LLC2,037$119.0K0.02%––
FourThought Financial, LLC2,155$125.0K0.02%––
Sittner & Nelson, LLC2,175$127.0K0.09%––
Arrow Financial Corp2,202$129.0K0.02%––
Monetary Management Group Inc2,218$129.0K0.04%––
Evoke Wealth, LLC2,267$132.0K0.01%––
M&R Capital Management Inc2,295$133.0K0.03%––
CX Institutional2,312$135.0K0.01%––
New England Asset Management Inc2,340$136.0K0.00%––
Versant Capital Management, Inc2,368$138.0K0.05%––
JJJ Advisors Inc.2,410$141.0K0.06%––
Horizon Financial Services, LLC2,505$146.0K0.13%––
Federation des caisses Desjardins du Quebec2,507$146.3K0.00%––
Gables Capital Management Inc.2,531$148.0K0.08%––
Berman Capital Advisors, LLC2,581$149.0K0.03%––
Ellis Investment Partners, LLC2,618$153.0K0.04%––
Harbor Investment Advisory, LLC2,650$155.0K0.02%––
First Horizon Corp2,817$164.0K0.02%––
Phoenix Wealth Advisors2,852$168.0K0.13%––
Proffitt & Goodson Inc3,005$175.0K0.03%––
Clear Investment Research, LLC3,000$175.0K0.32%––
Neo Ivy Capital Management3,095$181.0K0.20%––
Abundance Wealth Counselors3,108$181.0K0.04%––
Global Wealth Management Investment Advisory, Inc.3,127$182.0K0.07%––
Arkadios Wealth Advisors3,180$185.0K0.03%––
Capstone Investment Advisors, LLC3,184$186.0K0.01%––
Ellevest, Inc.3,277$191.0K0.02%––
Hudock, Inc.3,342$194.0K0.06%––
Vectors Research Management, LLC3,327$194.0K0.05%––
Aspire Private Capital, LLC3,354$196.0K0.07%––
Creative Financial Designs Inc3,385$197.0K0.04%––
Carderock Capital Management Inc3,437$200.0K0.06%––
Samalin Investment Counsel, LLC3,441$200.0K0.13%––
Tranquility Partners, LLC3,440$201.0K0.13%––
BOK Financial Private Wealth, Inc.3,456$202.0K0.02%––
WMS Partners, LLC3,456$202.0K0.05%––
Diligent Investors, LLC3,467$202.0K0.07%––
Northside Capital Management, LLC3,485$203.0K0.06%––
Lyell Wealth Management, LP3,484$203.0K0.03%––
F/M Investments LLC3,474$203.0K0.16%––
Two Sigma Securities, LLC3,493$204.0K0.05%––
Harbor Advisors LLC3,500$204.0K0.05%––
Wells Trecaso Financial Group, LLC3,500$204.0K0.11%––
Brown Miller Wealth Management, LLC3,503$204.0K0.14%––
Private Asset Management Inc3,511$205.0K0.03%––
Apriem Advisors3,519$205.0K0.03%––
Ssi Investment Management LLC3,515$206.0K0.01%––
Landmark Financial Advisors, LLC3,537$206.0K0.11%––
Cooper/Haims Advisors, LLC3,539$206.0K0.15%––
Private Capital Group, LLC3,539$206.0K0.05%––
Greatmark Investment Partners, Inc.3,561$208.0K0.04%––
Chartist Inc3,599$209.9K0.11%––
Chicago Capital, LLC3,600$210.0K0.01%––
Standard Family Office LLC3,609$210.0K0.05%––
ERTS Wealth Advisors, LLC3,624$211.0K0.06%––
Kendall Capital Management3,641$212.0K0.13%––
Bollard Group LLC3,668$214.0K0.01%––
M Holdings Securities, Inc.3,682$215.0K0.02%––
NEXT Financial Group, Inc3,688$216.0K0.02%––
Wellington Shields & Co., LLC3,755$219.0K0.08%––
Meristem Family Wealth, LLC6,091$221.0K0.04%––
Old Dominion Capital Management Inc3,815$222.0K0.05%––
Fox Run Management, L.L.C.3,811$222.0K0.40%––
Ritholtz Wealth Management3,821$223.0K0.02%––