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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; 1,707 institutions reported holding it in 13F filings for Q2 2026, worth $46.7B in total; Harris Associates (Oakmark) is the only superinvestor holding it.

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: 1,707 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 20261,707$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
Hartford Financial Management Inc.5,549$324.0K0.08%––
Campbell & CO Investment Adviser LLC5,564$324.0K0.20%––
Fisher Asset Management, LLC5,578$325.0K0.00%––
Valmark Advisers, Inc.5,576$325.0K0.01%––
Stewardship Financial Advisors, LLC5,579$325.0K0.11%––
BBR Partners, LLC5,589$326.0K0.03%––
Henshaw Capital LLC5,605$326.9K0.02%––
Meridian Financial Partners LLC5,881$328.0K0.25%––
Fma Advisory Inc5,639$329.0K0.10%––
Putnam Investments LLC5,684$331.0K0.00%––
Mayfair Advisory Group, LLC5,597$331.0K0.59%––
Toth Financial Advisory Corp5,686$332.0K0.05%––
Nomura Holdings Inc5,706$333.0K0.00%––
TrinityPoint Wealth, LLC5,714$333.0K0.08%––
Evermay Wealth Management LLC5,724$334.0K0.07%––
KB Financial Partners, LLC5,746$335.0K0.14%––
Independent Investors Inc5,757$336.0K0.09%––
Meyer Handelman Co5,800$338.0K0.01%––
Asahi Life Asset Management Co., Ltd.5,820$339.0K0.05%––
Edgemoor Investment Advisors, Inc.5,828$340.0K0.03%––
Alps Advisors Inc5,823$340.0K0.00%––
Arlington Financial Advisors, LLC5,844$341.0K0.14%––
Curated Wealth Partners LLC5,881$343.0K0.21%––
AdvisorNet Financial, Inc5,901$344.0K0.02%––
Riverview Trust Co5,907$344.0K0.38%––
Insight Advisors, LLC5,811$345.0K0.11%––
Bel Air Investment Advisors LLC5,931$346.0K0.01%––
First Command Bank5,926$346.0K0.07%––
First Command Financial Services, Inc.5,926$346.0K0.07%––
Veracity Capital LLC5,947$347.0K0.16%––
Rollins Financial5,974$348.0K0.15%––
Fulton Breakefield Broenniman LLC5,980$349.0K0.03%––
Townsend Asset Management Corp6,007$350.0K0.22%––
Dorsey & Whitney Trust CO LLC6,000$351.0K0.04%––
Paragon Capital Management LLC6,090$351.0K0.18%––
Quantitative Investment Management, LLC6,102$355.0K0.03%––
HHM Wealth Advisors, LLC6,109$356.0K0.11%––
1st Source Bank6,115$357.0K0.02%––
Ferris Capital, LLC6,181$360.0K0.09%––
Boyd Watterson Asset Management LLC6,203$362.0K0.16%––
Bridgefront Capital, LLC6,211$362.0K0.11%––
Annapolis Financial Services, LLC6,215$362.0K0.13%––
Contravisory Investment Management, Inc.6,222$363.0K0.11%––
Hollencrest Capital Management6,245$364.0K0.03%––
Wiley Bros.-Aintree Capital, LLC6,270$366.0K0.27%––
Strategic Wealth Management Group, LLC6,284$366.0K0.14%––
Sawtooth Solutions, LLC6,297$367.0K0.08%––
Klingman & Associates, LLC6,285$367.0K0.04%––
Gotham Asset Management, LLC6,302$368.0K0.02%––
Girard Partners Ltd.6,350$370.0K0.05%––
Nwam LLC6,350$370.0K0.04%––
Graypoint LLC6,351$370.0K0.06%––
PBMares Wealth Management LLC6,361$371.0K0.30%––
Occidental Asset Management, LLC6,391$373.0K0.11%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,421$374.0K0.04%––
Toroso Investments, LLC6,461$377.0K0.02%––
Fukoku Mutual Life Insurance Co6,500$379.0K0.04%––
HighPoint Advisor Group LLC6,322$379.0K0.04%––
First Bank & Trust6,487$379.0K0.19%––
Parkside Financial Bank & Trust6,521$380.0K0.11%––
Illinois Municipal Retirement Fund6,574$383.0K0.02%––
Family Legacy, Inc.6,569$383.0K0.18%––
Papp L Roy & Associates6,585$384.0K0.06%––
Stony Point Wealth Management Inc.6,583$384.0K0.27%––
AlphaMark Advisors, LLC6,606$385.0K0.15%––
Quadrant Capital Group LLC6,639$387.0K0.06%––
Global Strategic Investment Solutions, LLC6,640$387.0K0.07%––
Keebeck Alpha, LP6,652$388.0K0.17%––
Mid Atlantic Financial Management Inc6,676$389.0K0.03%––
Sage Mountain Advisors LLC6,670$389.0K0.08%––
Assetmark, Inc6,748$394.0K0.00%––
Brookstone Capital Management6,772$395.0K0.02%––
Sargent Bickham Lagudis LLC6,766$395.0K0.03%––
FineMark National Bank & Trust6,784$396.0K0.02%––
Smithfield Trust Co6,820$398.0K0.03%––
Aua Capital Management, LLC6,835$399.0K0.26%––
Home Federal Bank of Tennessee6,862$400.0K0.15%––
Ameritas Investment Company, LLC6,862$400.2K0.03%––
Berkeley Capital Partners, LLC6,934$404.0K0.19%––
Peoples Bank6,964$406.0K0.22%––
Guyasuta Investment Advisors Inc7,004$408.0K0.03%––
Vident Investment Advisory, LLC7,023$409.0K0.01%––
Sigma Planning Corp7,034$410.0K0.01%––
Gilbert & Cook, Inc.7,059$412.0K0.08%––
Wagner Wealth Management, LLC7,064$412.0K0.32%––
Abacus Planning Group, Inc.7,078$413.0K0.13%––
Select Asset Management & Trust7,097$414.0K0.28%––
Successful Portfolios LLC7,096$414.0K0.27%––
Pinnacle Wealth Planning Services, Inc.7,105$414.0K0.11%––
Cadent Capital Advisors, LLC7,104$414.0K0.18%––
New Jersey Better Educational Savings Trust7,122$415.0K0.91%––
Pinnacle Holdings, LLC7,143$416.6K0.19%––
Naples Global Advisors, LLC7,183$419.0K0.06%––
Merit Financial Group, LLC7,195$420.0K0.04%––
Sound View Wealth Advisors Group, LLC7,244$422.0K0.10%––
Wellington Shields Capital Management, LLC7,250$423.0K0.04%––
Resource Planning Group7,295$425.0K0.28%––
Doyle Wealth Management7,290$425.0K0.04%––
Paces Ferry Wealth Advisors, LLC7,295$425.0K0.37%––
HBK Sorce Advisory LLC7,299$426.0K0.03%––