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
Capital Investment Advisory Services, LLC	37,978	$2.21M	0.31%	–	–
Outfitter Financial LLC	38,036	$2.22M	1.83%	–	–
LMR Partners LLP	38,107	$2.22M	0.06%	–	–
Steward Partners Investment Advisory, LLC	38,110	$2.22M	0.04%	–	–
Kentucky Retirement Systems Insurance Trust Fund	38,113	$2.22M	0.24%	–	–
Rossmore Private Capital	38,320	$2.23M	0.42%	–	–
City Holding Co	38,436	$2.24M	0.43%	–	–
Silvercrest Asset Management Group LLC	38,689	$2.26M	0.02%	–	–
LS Investment Advisors, LLC	38,829	$2.27M	0.13%	–	–
HM Payson & Co	39,017	$2.27M	0.06%	–	–
Bowen Hanes & Co Inc	39,015	$2.27M	0.07%	–	–
Wealth Advisors of Tampa Bay, LLC	39,045	$2.28M	1.35%	–	–
Heritage Trust Co	39,171	$2.29M	0.35%	–	–
Parsons Capital Management Inc	39,235	$2.29M	0.19%	–	–
Whitener Capital Management, Inc.	39,361	$2.29M	0.99%	–	–
Cadence Bank NA	39,445	$2.30M	0.73%	–	–
Neville Rodie & Shaw Inc	39,748	$2.32M	0.19%	–	–
Stanley-Laman Group, Ltd.	39,780	$2.32M	0.38%	–	–
Salzhauer Michael	39,990	$2.33M	1.40%	–	–
Allstate Corp	40,046	$2.33M	0.07%	–	–
Kempner Capital Management Inc.	40,262	$2.35M	1.35%	–	–
Watchman Group, Inc.	40,310	$2.35M	1.45%	–	–
Anchor Capital Advisors LLC	40,369	$2.35M	0.05%	–	–
Glenmede Trust Co NA	40,491	$2.36M	0.01%	–	–
Mercer Global Advisors Inc	40,470	$2.36M	0.02%	–	–
Farmers National Bank	40,547	$2.36M	0.90%	–	–
Citizens & Northern Corp	40,568	$2.37M	0.94%	–	–
Buckingham Strategic Wealth, LLC	40,835	$2.38M	0.12%	–	–
Moloney Securities Asset Management, LLC	41,051	$2.39M	0.47%	–	–
Proquility Private Wealth Partners, LLC	41,119	$2.40M	0.96%	–	–
Sustainable Insight Capital Management, LLC	41,300	$2.41M	1.60%	–	–
Twin Capital Management Inc	41,367	$2.41M	0.24%	–	–
Private Advisor Group, LLC	41,523	$2.42M	0.02%	–	–
CWA Asset Management Group, LLC	41,526	$2.42M	0.22%	–	–
Norinchukin Bank, The	41,587	$2.42M	0.03%	–	–
Holderness Investments Co	41,677	$2.43M	0.87%	–	–
Worldquant Millennium Advisors LLC	42,402	$2.47M	0.05%	–	–
Physicians Financial Services, Inc.	42,449	$2.48M	1.06%	–	–
JT Stratford LLC	42,469	$2.48M	0.87%	–	–
Exchange Traded Concepts, LLC	42,823	$2.50M	0.09%	–	–
Goelzer Investment Management, Inc.	43,126	$2.52M	0.22%	–	–
Arcus Capital Partners, LLC	43,117	$2.52M	0.20%	–	–
Buckhead Capital Management LLC	43,338	$2.53M	0.59%	–	–
Security National Trust Co	43,365	$2.53M	0.59%	–	–
Hamel Associates, Inc.	43,410	$2.53M	0.98%	–	–
Valley National Advisers Inc	43,614	$2.54M	0.50%	–	–
Trust Co of Toledo NA	44,346	$2.59M	0.47%	–	–
Semmax Financial Advisors Inc.	44,500	$2.60M	0.92%	–	–
Capital International Inc	44,614	$2.60M	0.02%	–	–
BP PLC	45,053	$2.63M	0.09%	–	–
IBM Retirement Fund	45,961	$2.68M	0.19%	–	–
Advisor Partners LLC	46,053	$2.69M	0.19%	–	–
D.A. Davidson & Co.	46,549	$2.71M	0.03%	–	–
South State Corp.	46,572	$2.72M	0.25%	–	–
United Bank	46,617	$2.72M	0.37%	–	–
Sequoia Financial Advisors, LLC	47,349	$2.76M	0.12%	–	–
Lee Danner & Bass Inc	47,428	$2.77M	0.27%	–	–
Argyle Capital Management Inc.	47,733	$2.78M	0.94%	–	–
Veritable, L.P.	47,865	$2.79M	0.05%	–	–
Cigna Investments Inc	48,413	$2.82M	0.19%	–	–
Profund Advisors LLC	48,508	$2.83M	0.11%	–	–
Peloton Wealth Strategists	48,715	$2.84M	1.33%	–	–
Fiduciary Trust Co	49,187	$2.87M	0.06%	–	–
Patten Group, Inc.	49,357	$2.88M	0.92%	–	–
IVC Wealth Advisors LLC	49,880	$2.91M	2.29%	–	–
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	50,030	$2.92M	0.29%	–	–
Cordasco Financial Network	50,396	$2.94M	2.14%	–	–
Signet Financial Management, LLC	50,386	$2.94M	0.55%	–	–
Strategic Advisors LLC	50,870	$2.97M	0.86%	–	–
Viking Fund Management LLC	51,000	$2.97M	0.89%	–	–
AMG National Trust Bank	51,114	$2.98M	0.10%	–	–
Vestmark Advisory Solutions, Inc.	51,289	$2.99M	0.27%	–	–
BBVA USA Bancshares, Inc.	51,306	$2.99M	0.14%	–	–
First American Bank	51,371	$3.00M	0.19%	–	–
Welch Group, LLC	51,437	$3.00M	0.22%	–	–
Triangle Securities Wealth Management	51,888	$3.03M	1.09%	–	–
Brown Brothers Harriman & Co	52,095	$3.04M	0.02%	–	–
Atlantic Union Bankshares Corp	52,137	$3.04M	0.31%	–	–
Sompo Asset Management Co., Ltd.	52,230	$3.05M	0.69%	–	–
Marco Investment Management LLC	52,664	$3.07M	0.40%	–	–
Aptus Capital Advisors, LLC	52,660	$3.07M	0.16%	–	–
Blair William & Co	53,025	$3.09M	0.01%	–	–
Wilbanks Smith & Thomas Asset Management LLC	53,175	$3.10M	0.13%	–	–
Trust Co of Vermont	53,519	$3.12M	0.23%	–	–
Azimuth Capital Management LLC	53,808	$3.14M	0.15%	–	–
Welch & Forbes LLC	53,842	$3.14M	0.06%	–	–
North Star Investment Management Corp.	53,887	$3.14M	0.30%	–	–
Nicholas Hoffman & Company, LLC.	53,990	$3.15M	0.63%	–	–
Cornerstone Wealth Group, LLC	55,618	$3.16M	0.64%	–	–
RKL Wealth Management LLC	54,444	$3.17M	0.43%	–	–
Westwood Holdings Group Inc.	55,341	$3.23M	0.03%	–	–
E. Ohman J:or Asset Management AB	55,500	$3.24M	0.12%	–	–
Providence Capital Advisors, LLC	55,833	$3.26M	1.19%	–	–
ZWJ Investment Counsel Inc	56,204	$3.28M	0.20%	–	–
Alaska Permanent Fund Corp	57,000	$3.32M	0.06%	–	–
Old North State Trust, LLC	57,073	$3.33M	2.63%	–	–
Laurel Wealth Advisors LLC	57,560	$3.36M	0.81%	–	–
Xponance, Inc.	57,646	$3.36M	0.07%	–	–
Dixon Hubard Feinour & Brown Inc	57,687	$3.36M	0.80%	–	–
Continental Advisors LLC	57,706	$3.37M	2.51%	–	–