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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
Coldstream Capital Management Inc7,319$427.0K0.03%––
Franklin Street Advisors Inc7,336$428.0K0.04%––
BT Wealth Management LLC7,341$428.0K0.14%––
Absher Wealth Management, LLC7,351$429.0K0.08%––
Fieldpoint Private Securities, LLC7,376$430.0K0.10%––
Signature Estate & Investment Advisors LLC7,407$432.0K0.02%––
Southeast Asset Advisors Inc.7,407$432.0K0.08%––
Johnson Financial Group, Inc.7,413$432.0K0.03%––
Ieq Capital, LLC7,409$432.0K0.02%––
Great Lakes Advisors, LLC7,430$433.0K0.01%––
Pinnacle Advisory Group, Inc.7,420$433.0K0.02%––
CIBC World Markets Inc.7,439$434.0K0.00%––
Hancock Whitney Corp7,506$438.0K0.01%––
Good Life Advisors, LLC7,536$438.0K0.09%––
Charter Trust Co7,540$439.0K0.04%––
Financial Advocates Investment Management7,574$442.0K0.03%––
CWM, LLC7,987$443.0K0.00%––
Y-Intercept (Hong Kong) Ltd7,563$445.0K0.12%––
Systematic Financial Management LP7,659$447.0K0.02%––
Quadrant Private Wealth Management, LLC7,683$448.0K0.19%––
MBL Wealth, LLC7,772$453.0K0.16%––
Jefferies Group LLC7,802$455.0K0.01%––
Lombard Odier Asset Management (Switzerland) SA7,835$457.0K0.03%––
D. Scott Neal, Inc.7,885$460.0K0.21%––
Benin Management CORP7,908$461.0K0.16%––
Mitchell McLeod Pugh & Williams Inc7,931$463.0K0.19%––
Cobblestone Capital Advisors LLC8,009$467.0K0.03%––
Balentine LLC8,013$467.0K0.02%––
Compagnie Lombard Odier SCmA8,000$467.0K0.01%––
ACG Wealth8,043$469.0K0.06%––
Asset Dedication, LLC8,110$473.0K0.11%––
Hennion & Walsh Asset Management, Inc.8,114$473.0K0.03%––
Valeo Financial Advisors, LLC8,157$476.0K0.02%––
Truadvice, LLC7,959$477.0K0.14%––
Curbstone Financial Management Corp8,206$479.0K0.10%––
Montecito Bank & Trust8,236$480.0K0.10%––
Proficio Capital Partners LLC8,259$482.0K0.06%––
WBH Advisory Inc8,317$485.0K0.08%––
Birmingham Capital Management Co Inc8,344$487.0K0.18%––
Busey Wealth Management8,393$489.0K0.02%––
NorthRock Partners, LLC8,395$490.0K0.04%––
Kingfisher Capital LLC8,434$492.0K0.14%––
CAPROCK Group, Inc.8,485$495.0K0.05%––
Allegiant Private Advisors, LLC8,517$497.0K0.09%––
SevenBridge Financial Group, LLC8,632$503.0K0.18%––
Legacy Capital Wealth Partners, LLC8,636$504.0K0.21%––
Jupiter Asset Management Ltd8,667$505.0K0.00%––
Boston Private Wealth LLC8,709$508.0K0.01%––
Cim Investment Mangement Inc8,760$511.0K0.16%––
Aspiriant, LLC8,766$511.0K0.03%––
American Research & Management Co.8,755$511.0K0.12%––
Institute for Wealth Management, LLC.8,755$511.0K0.10%––
Avidian Wealth Solutions, LLC8,780$512.0K0.04%––
Andesa Financial Management Inc.8,782$512.0K0.17%––
BDO Wealth Advisors, LLC8,798$513.0K0.06%––
Savant Capital, LLC8,868$517.0K0.03%––
Main Street Financial Solutions, LLC8,870$517.0K0.09%––
Xcel Wealth Management, LLC8,968$523.0K0.19%––
Penobscot Investment Management Company, Inc.9,010$525.0K0.08%––
Live Oak Private Wealth LLC8,995$525.0K0.13%––
180 Wealth Advisors, LLC8,679$528.0K0.13%––
Koshinski Asset Management, Inc.9,071$529.0K0.06%––
Jackson Square Capital, LLC9,106$531.0K0.20%––
Lake Street Advisors Group, LLC9,201$537.0K0.04%––
JustInvest LLC9,251$539.0K0.08%––
Certified Advisory Corp9,255$540.0K0.14%––
Ambassador Advisors, LLC9,315$543.0K0.12%––
Beacon Pointe Advisors, LLC9,333$544.0K0.03%––
Verus Financial Partners, Inc.9,164$545.0K0.09%––
Parallax Volatility Advisers, L.P.9,338$545.0K0.00%––
Hilltop Holdings Inc.9,363$546.0K0.07%––
Personal Capital Advisors Corp9,368$546.0K0.00%––
Davis R M Inc9,371$547.0K0.02%––
Altus Wealth Group LLC9,174$550.0K0.55%––
American National Registered Investment Advisor, Inc.9,452$551.0K0.21%––
V Wealth Advisors LLC9,474$552.0K0.10%––
Cahaba Wealth Management, Inc.9,477$552.0K0.09%––
Tokio Marine Asset Management Co Ltd9,477$553.0K0.06%––
Day & Ennis, LLC9,507$554.0K0.21%––
Quest Capital Management Inc9,521$555.0K0.12%––
Fiducient Advisors LLC9,569$558.0K0.18%––
Mountain Pacific Investment Advisers Inc9,618$561.0K0.04%––
Verition Fund Management LLC9,635$562.0K0.01%––
Weld Capital Management LLC9,647$563.0K0.24%––
NBT Bank N A9,673$564.0K0.08%––
Eads & Heald Wealth Management9,666$564.0K0.29%––
First Commonwealth Financial Corp9,692$565.0K0.22%––
Sugarloaf Wealth Management, LLC9,739$568.0K0.17%––
Sullivan, Bruyette, Speros & Blaney, LLC9,810$572.0K0.03%––
Cozad Asset Management Inc9,855$575.0K0.09%––
PGGM Investments9,863$575.0K0.00%––
Transform Wealth, LLC9,949$580.0K0.12%––
First Quadrant L P9,957$581.0K0.06%––
American Assets Inc10,000$583.0K0.20%––
Essex Savings Bank10,224$583.0K0.26%––
Altium Wealth Management LLC10,009$584.0K0.05%––
Outlook Wealth Advisors, LLC10,042$586.0K0.20%––
Proequities, Inc.10,150$592.0K0.04%––
Gateway Investment Advisers LLC10,157$592.0K0.01%––
Collective Family Office LLC10,150$592.0K0.29%––