Skip to main content

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
Brown Advisory Securities, LLC10,170$593.0K0.10%––
Radnor Capital Management, LLC10,219$596.0K0.19%––
WealthTrust Axiom LLC10,262$598.0K0.20%––
Sowell Financial Services LLC9,797$598.0K0.02%––
Nicolet Bankshares Inc10,263$599.0K0.17%––
Dynamic Advisor Solutions LLC10,341$603.0K0.06%––
IFG Advisory, LLC10,369$604.0K0.08%––
Integrated Wealth Concepts LLC10,362$604.0K0.02%––
Edge Capital Group, LLC10,353$604.0K0.05%––
Norway Savings Bank10,416$607.0K0.32%––
Crawford Investment Counsel Inc10,478$611.0K0.01%––
Covenant Asset Management, LLC10,470$611.0K0.21%––
Checchi Capital Advisers, LLC10,532$614.0K0.08%––
Virtue Capital Management, LLC10,532$614.0K0.14%––
Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn10,555$616.0K0.01%––
Penserra Capital Management LLC10,595$616.0K0.01%––
Carnegie Capital Asset Management, LLC10,576$617.0K0.03%––
Seeyond10,587$617.0K0.06%––
Altavista Wealth Management, Inc.10,721$625.0K0.15%––
Equitable Holdings, Inc.10,741$626.0K0.01%––
Trust Asset Management LLC10,764$628.0K0.08%––
Stadion Money Management, LLC10,791$629.0K0.03%––
AAFMAA Wealth Management & Trust LLC10,832$631.0K0.30%––
Coastal Investment Advisors, Inc.10,845$632.0K0.17%––
Augustine Asset Management Inc10,993$641.0K0.34%––
Ballentine Partners, LLC10,997$641.0K0.02%––
Colonial River Wealth Management, LLC10,987$641.0K0.52%––
Marino, Stram & Associates LLC11,053$645.0K0.25%––
ETF Managers Group, LLC11,002$647.0K0.01%––
Marietta Wealth Management, LLC11,094$647.0K0.16%––
Parthenon LLC11,112$648.0K0.10%––
Shayne & Co., LLC11,184$652.0K0.39%––
Marks Group Wealth Management, Inc11,250$654.0K0.10%––
Orion Portfolio Solutions, LLC11,265$657.0K0.03%––
Empirical Finance, LLC13,730$658.0K0.12%––
Agf Investments Inc.11,362$663.0K0.01%––
Optimal Asset Management, Inc.11,439$667.0K0.09%––
MAI Capital Management11,531$672.0K0.02%––
Gratus Capital LLC11,650$679.0K0.08%––
Sculati Wealth Management, LLC11,659$680.0K0.39%––
FSB Premier Wealth Management, Inc.11,681$681.0K0.37%––
Heron Financial Group, LLC11,568$683.0K0.41%––
Boenning & Scattergood, Inc.11,785$687.0K0.13%––
Carolinas Wealth Consulting LLC11,816$689.0K0.17%––
Smith Chas P & Associates Pa Cpas11,835$690.0K0.06%––
Woodard & Co Asset Management Group Inc11,994$699.0K0.44%––
Lumature Wealth Partners, LLC12,024$701.0K0.37%––
TD Ameritrade Investment Management, LLC14,637$702.0K0.01%––
Bartlett & Co. LLC12,042$702.0K0.01%––
Bartlett & Co. Wealth Management LLC12,042$702.3K0.01%––
Resources Investment Advisors, LLC.12,112$706.0K0.03%––
Formidable Asset Management, LLC12,040$708.0K0.15%––
Symmetry Partners, LLC12,252$715.0K0.05%––
Pathway Financial Advisors LLC11,864$715.0K0.28%––
Burke & Herbert Bank & Trust Co12,325$719.0K0.49%––
Canandaigua National Corp12,463$727.0K0.12%––
Mount Yale Investment Advisors, LLC12,517$730.0K0.10%––
Acorn Financial Advisory Services Inc12,550$735.0K0.27%––
Sterling Investment Advisors, Ltd.12,790$746.0K0.24%––
Greenleaf Trust12,822$748.0K0.01%––
Prospera Financial Services Inc12,935$754.0K0.04%––
Loudon Investment Management, LLC12,925$754.0K0.54%––
Chilton Investment Co LLC12,950$755.0K0.02%––
Point72 Hong Kong Ltd12,942$755.0K0.06%––
IFP Advisors, Inc12,988$758.0K0.01%––
Court Place Advisors, LLC13,020$759.0K0.24%––
Teza Capital Management LLC13,016$759.0K0.15%––
Cary Street Partner Investment Advisory LLC13,018$759.0K0.31%––
Parallel Advisors, LLC13,062$762.0K0.04%––
Supplemental Annuity Collective Trust of NJ13,123$765.0K0.27%––
Pettee Investors, Inc.13,199$770.0K0.37%––
Wedbush Securities Inc13,238$772.0K0.04%––
Legacy Wealth Management, LLC13,300$775.7K0.47%––
Eastover Investment Advisors LLC13,326$777.0K0.55%––
TCF National Bank13,396$782.0K0.09%––
Stevens Capital Management LP13,564$791.0K0.44%––
Vontobel Holding Ltd.13,599$794.0K0.01%––
Wealth Alliance Advisory Group, LLC13,707$799.0K0.41%––
Longfellow Investment Management Co LLC13,720$801.0K0.10%––
Northwest Bancshares, Inc.13,793$804.0K0.19%––
Headinvest, LLC13,837$806.0K0.16%––
S&CO Inc13,894$810.0K0.07%––
Greenwood Capital Associates LLC13,886$810.0K0.13%––
Private Trust Co NA13,908$811.0K0.13%––
Westhampton Capital, LLC13,989$816.0K0.56%––
Enterprise Financial Services Corp14,098$822.0K0.15%––
Resources Management Corp14,139$825.0K0.12%––
Community Trust & Investment Co14,175$827.0K0.08%––
Biltmore Family Office, LLC14,180$827.0K0.26%––
Fort Sheridan Advisors LLC14,249$831.0K0.33%––
Ramiah Investment Group14,410$840.4K0.63%––
Summit Asset Management, LLC14,415$841.0K0.29%––
Ballew Advisors, Inc14,254$842.0K0.31%––
Dowling & Yahnke LLC14,607$852.0K0.06%––
Clarius Group, LLC14,711$858.0K0.09%––
Israel Discount Bank of New York14,759$860.0K0.66%––
Cypress Capital Group14,830$865.0K0.12%––
NVWM, LLC14,865$867.0K0.34%––
Cornerstone Management, Inc.14,952$872.0K0.25%––
Monte Financial Group, LLC15,006$875.0K0.54%––