Truist Financial Corp

TFC

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0000092230

SEC filings (opens in a new tab)

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.PI TFC.PO TFC.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

Value heldQ1 2021: $57.3B

Institutions holding TFC and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,707	$46.7B
Q1 2026	1,648	$42.7B
Q4 2025	1,669	$47.2B
Q3 2025	1,562	$43.3B
Q2 2025	1,549	$41.3B
Q1 2025	1,558	$40.1B
Q4 2024	1,569	$42.1B
Q3 2024	1,480	$41.2B
Q2 2024	1,424	$37.8B
Q1 2024	1,423	$36.9B
Q4 2023	1,399	$35.2B
Q3 2023	1,272	$26.7B
Q2 2023	1,311	$29.2B
Q1 2023	1,399	$33.1B
Q4 2022	1,491	$42.2B
Q3 2022	1,427	$42.6B
Q2 2022	1,449	$46.4B
Q1 2022	1,508	$55.6B
Q4 2021	1,488	$56.9B
Q3 2021	1,387	$57.2B
Q2 2021	1,353	$53.5B
Q1 2021	1,376	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Fortem Financial Group, LLC	23,232	$1.35M	0.78%	–	–
Cetera Investment Advisers	23,562	$1.37M	0.03%	–	–
Sandhill Capital Partners LLC	23,571	$1.38M	0.12%	–	–
Trexquant Investment LP	23,585	$1.38M	0.13%	–	–
Glenview Trust Co	23,686	$1.38M	0.06%	–	–
Cornerstone Advisory, LLC	23,871	$1.39M	0.26%	–	–
Avantax Advisory Services, Inc.	24,107	$1.41M	0.03%	–	–
Moors & Cabot, Inc.	24,249	$1.41M	0.11%	–	–
True North Advisors, LLC	24,344	$1.42M	0.34%	–	–
Town & Country Bank & Trust CO dba First Bankers Trust CO	24,456	$1.43M	0.60%	–	–
Siemens Fonds Invest GmbH	24,485	$1.43M	0.14%	–	–
Citizens Business Bank	24,495	$1.43M	0.20%	–	–
Mission Creek Capital Partners, Inc.	24,572	$1.43M	0.21%	–	–
Snowden Capital Advisors LLC	24,743	$1.44M	0.08%	–	–
CNB Bank	24,760	$1.44M	1.00%	–	–
PCJ Investment Counsel Ltd.	25,000	$1.46M	0.57%	–	–
Newman Dignan & Sheerar, Inc.	25,017	$1.46M	0.55%	–	–
Vestcor Inc	25,096	$1.46M	0.05%	–	–
X-Square Capital, LLC	25,302	$1.48M	0.68%	–	–
Banco de Sabadell, S.A	25,381	$1.48M	0.15%	–	–
Capital Asset Advisory Services LLC	25,487	$1.49M	0.22%	–	–
Loomis Sayles & Co L P	25,519	$1.49M	0.00%	–	–
Kestra Private Wealth Services, LLC	25,551	$1.49M	0.10%	–	–
Quadrature Capital Ltd	25,805	$1.50M	0.07%	–	–
RBF Capital, LLC	25,900	$1.51M	0.09%	–	–
Aull & Monroe Investment Management Corp	25,954	$1.51M	0.74%	–	–
Thompson Investment Management, Inc.	26,268	$1.53M	0.23%	–	–
Zions Bancorporation, N.A.	26,277	$1.53M	0.17%	–	–
Waldron Private Wealth LLC	26,401	$1.54M	0.11%	–	–
Investors Research Corp	26,382	$1.54M	0.58%	–	–
Webster Bank, N. A.	26,465	$1.54M	0.18%	–	–
Tiaa, FSB	26,495	$1.54M	0.01%	–	–
MTM Investment Management, LLC	26,524	$1.55M	0.87%	–	–
Stratos Wealth Partners, LTD.	26,736	$1.56M	0.04%	–	–
Central Trust Co	26,737	$1.56M	0.06%	–	–
Bogart Wealth, LLC	26,772	$1.56M	0.22%	–	–
Transcend Wealth Collective, LLC	26,850	$1.57M	0.19%	–	–
United Asset Strategies, Inc.	26,969	$1.57M	0.23%	–	–
Kinneret Advisory, LLC	27,230	$1.59M	0.20%	–	–
Squarepoint Ops LLC	27,239	$1.59M	0.01%	–	–
First Hawaiian Bank	27,355	$1.59M	0.07%	–	–
New England Research & Management, Inc.	27,359	$1.60M	0.88%	–	–
Trust Co of Virginia	27,555	$1.61M	0.19%	–	–
Wealthcare Advisory Partners LLC	27,607	$1.61M	0.12%	–	–
Investors Asset Management of Georgia Inc	27,767	$1.62M	0.94%	–	–
First Midwest Bank Trust Division	28,270	$1.65M	0.23%	–	–
Panagora Asset Management Inc	28,446	$1.66M	0.01%	–	–
Woodmont Investment Counsel LLC	28,555	$1.67M	0.28%	–	–
Livingston Group Asset Management CO (operating as Southport Capital Management)	28,853	$1.68M	0.44%	–	–
American Portfolios Advisors	28,967	$1.69M	0.07%	–	–
Moneta Group Investment Advisors LLC	29,081	$1.70M	0.09%	–	–
J.W. Cole Advisors, Inc.	29,127	$1.70M	0.16%	–	–
Capital City Trust Co	29,238	$1.71M	0.54%	–	–
Stratos Wealth Advisors, LLC	29,252	$1.71M	0.18%	–	–
Tandem Investment Advisors, Inc.	29,500	$1.72M	0.17%	–	–
Banque Cantonale Vaudoise	29,960	$1.75M	0.09%	–	–
Quantbot Technologies LP	30,154	$1.76M	0.17%	–	–
Sumitomo Life Insurance Co	30,241	$1.76M	0.07%	–	–
Rede Wealth, LLC	30,271	$1.76M	1.07%	–	–
Dividend Assets Capital, LLC	30,366	$1.77M	0.34%	–	–
SeaCrest Wealth Management, LLC	30,388	$1.77M	0.23%	–	–
Sit Investment Associates Inc	30,495	$1.78M	0.05%	–	–
AlphaCrest Capital Management LLC	30,500	$1.78M	0.10%	–	–
Massmutual Trust Co FSB	30,588	$1.78M	0.08%	–	–
Ethic Inc.	31,126	$1.81M	0.32%	–	–
Rehmann Capital Advisory Group	31,103	$1.82M	0.19%	–	–
Founders Financial Alliance, LLC	30,280	$1.82M	0.90%	–	–
WealthShield Partners, LLC	31,394	$1.83M	0.33%	–	–
Mason Investment Advisory Services, Inc.	31,578	$1.84M	0.19%	–	–
Signaturefd, LLC	32,224	$1.88M	0.08%	–	–
Plimoth Trust Co LLC	32,292	$1.88M	0.56%	–	–
Dean Investment Associates, LLC	32,361	$1.89M	0.36%	–	–
InterOcean Capital Group, LLC	32,380	$1.89M	0.11%	–	–
Game Creek Capital, LP	32,625	$1.90M	1.13%	–	–
Everence Capital Management Inc	32,700	$1.91M	0.17%	–	–
Wolverine Trading, LLC	32,902	$1.93M	0.04%	–	–
St. Johns Investment Management Company, LLC	33,217	$1.94M	1.11%	–	–
Cullen/Frost Bankers, Inc.	33,605	$1.96M	0.04%	–	–
MCF Advisors LLC	33,610	$1.96M	0.22%	–	–
GWM Advisors LLC	33,792	$1.97M	0.06%	–	–
CAMG Solamere Management, LLC	34,420	$2.01M	1.73%	–	–
GHP Investment Advisors, Inc.	34,436	$2.01M	0.17%	–	–
WealthStone, Inc.	34,952	$2.04M	0.71%	–	–
Fulton Bank, N.A.	35,034	$2.04M	0.10%	–	–
Spire Wealth Management	37,182	$2.04M	0.05%	–	–
Banyan Capital Management, Inc.	35,152	$2.05M	1.36%	–	–
Csenge Advisory Group	34,188	$2.05M	0.21%	–	–
Dynamic Technology Lab Private Ltd	35,276	$2.06M	0.23%	–	–
Hengehold Capital Management LLC	35,334	$2.06M	0.29%	–	–
Redpoint Investment Management Pty Ltd	35,688	$2.08M	0.18%	–	–
Capital Investment Advisors, LLC	35,731	$2.08M	0.08%	–	–
Independence Bank of Kentucky	35,948	$2.10M	1.02%	–	–
Bard Financial Services, Inc.	36,105	$2.11M	0.20%	–	–
World Asset Management Inc	36,001	$2.13M	0.19%	–	–
Jaffetilchin Investment Partners, LLC	37,490	$2.19M	0.26%	–	–
Shelton Capital Management	37,599	$2.19M	0.08%	–	–
Wealthspire Advisors, LLC	37,682	$2.20M	0.05%	–	–
Community Bank, N.A.	37,722	$2.20M	0.27%	–	–
Meiji Yasuda Asset Management Co Ltd.	37,799	$2.20M	0.16%	–	–
Resonant Capital Advisors, LLC	37,868	$2.21M	0.45%	–	–