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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
American National Registered Investment Advisor, Inc.9,452$551.0K0.21%––
Altus Wealth Group LLC9,174$550.0K0.55%––
Davis R M Inc9,371$547.0K0.02%––
Hilltop Holdings Inc.9,363$546.0K0.07%––
Personal Capital Advisors Corp9,368$546.0K0.00%––
Verus Financial Partners, Inc.9,164$545.0K0.09%––
Parallax Volatility Advisers, L.P.9,338$545.0K0.00%––
Beacon Pointe Advisors, LLC9,333$544.0K0.03%––
Ambassador Advisors, LLC9,315$543.0K0.12%––
Certified Advisory Corp9,255$540.0K0.14%––
JustInvest LLC9,251$539.0K0.08%––
Lake Street Advisors Group, LLC9,201$537.0K0.04%––
Jackson Square Capital, LLC9,106$531.0K0.20%––
Koshinski Asset Management, Inc.9,071$529.0K0.06%––
180 Wealth Advisors, LLC8,679$528.0K0.13%––
Penobscot Investment Management Company, Inc.9,010$525.0K0.08%––
Live Oak Private Wealth LLC8,995$525.0K0.13%––
Xcel Wealth Management, LLC8,968$523.0K0.19%––
Savant Capital, LLC8,868$517.0K0.03%––
Main Street Financial Solutions, LLC8,870$517.0K0.09%––
BDO Wealth Advisors, LLC8,798$513.0K0.06%––
Avidian Wealth Solutions, LLC8,780$512.0K0.04%––
Andesa Financial Management Inc.8,782$512.0K0.17%––
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%––
Boston Private Wealth LLC8,709$508.0K0.01%––
Jupiter Asset Management Ltd8,667$505.0K0.00%––
Legacy Capital Wealth Partners, LLC8,636$504.0K0.21%––
SevenBridge Financial Group, LLC8,632$503.0K0.18%––
Allegiant Private Advisors, LLC8,517$497.0K0.09%––
CAPROCK Group, Inc.8,485$495.0K0.05%––
Kingfisher Capital LLC8,434$492.0K0.14%––
NorthRock Partners, LLC8,395$490.0K0.04%––
Busey Wealth Management8,393$489.0K0.02%––
Birmingham Capital Management Co Inc8,344$487.0K0.18%––
WBH Advisory Inc8,317$485.0K0.08%––
Proficio Capital Partners LLC8,259$482.0K0.06%––
Montecito Bank & Trust8,236$480.0K0.10%––
Curbstone Financial Management Corp8,206$479.0K0.10%––
Truadvice, LLC7,959$477.0K0.14%––
Valeo Financial Advisors, LLC8,157$476.0K0.02%––
Asset Dedication, LLC8,110$473.0K0.11%––
Hennion & Walsh Asset Management, Inc.8,114$473.0K0.03%––
ACG Wealth8,043$469.0K0.06%––
Cobblestone Capital Advisors LLC8,009$467.0K0.03%––
Balentine LLC8,013$467.0K0.02%––
Compagnie Lombard Odier SCmA8,000$467.0K0.01%––
Mitchell McLeod Pugh & Williams Inc7,931$463.0K0.19%––
Benin Management CORP7,908$461.0K0.16%––
D. Scott Neal, Inc.7,885$460.0K0.21%––
Lombard Odier Asset Management (Switzerland) SA7,835$457.0K0.03%––
Jefferies Group LLC7,802$455.0K0.01%––
MBL Wealth, LLC7,772$453.0K0.16%––
Quadrant Private Wealth Management, LLC7,683$448.0K0.19%––
Systematic Financial Management LP7,659$447.0K0.02%––
Y-Intercept (Hong Kong) Ltd7,563$445.0K0.12%––
CWM, LLC7,987$443.0K0.00%––
Financial Advocates Investment Management7,574$442.0K0.03%––
Charter Trust Co7,540$439.0K0.04%––
Hancock Whitney Corp7,506$438.0K0.01%––
Good Life Advisors, LLC7,536$438.0K0.09%––
CIBC World Markets Inc.7,439$434.0K0.00%––
Great Lakes Advisors, LLC7,430$433.0K0.01%––
Pinnacle Advisory Group, Inc.7,420$433.0K0.02%––
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%––
Fieldpoint Private Securities, LLC7,376$430.0K0.10%––
Absher Wealth Management, LLC7,351$429.0K0.08%––
Franklin Street Advisors Inc7,336$428.0K0.04%––
BT Wealth Management LLC7,341$428.0K0.14%––
Coldstream Capital Management Inc7,319$427.0K0.03%––
HBK Sorce Advisory LLC7,299$426.0K0.03%––
Resource Planning Group7,295$425.0K0.28%––
Doyle Wealth Management7,290$425.0K0.04%––
Paces Ferry Wealth Advisors, LLC7,295$425.0K0.37%––
Wellington Shields Capital Management, LLC7,250$423.0K0.04%––
Sound View Wealth Advisors Group, LLC7,244$422.0K0.10%––
Merit Financial Group, LLC7,195$420.0K0.04%––
Naples Global Advisors, LLC7,183$419.0K0.06%––
Pinnacle Holdings, LLC7,143$416.6K0.19%––
New Jersey Better Educational Savings Trust7,122$415.0K0.91%––
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%––
Abacus Planning Group, Inc.7,078$413.0K0.13%––
Gilbert & Cook, Inc.7,059$412.0K0.08%––
Wagner Wealth Management, LLC7,064$412.0K0.32%––
Sigma Planning Corp7,034$410.0K0.01%––
Vident Investment Advisory, LLC7,023$409.0K0.01%––
Guyasuta Investment Advisors Inc7,004$408.0K0.03%––
Peoples Bank6,964$406.0K0.22%––
Berkeley Capital Partners, LLC6,934$404.0K0.19%––
Ameritas Investment Company, LLC6,862$400.2K0.03%––
Home Federal Bank of Tennessee6,862$400.0K0.15%––
Aua Capital Management, LLC6,835$399.0K0.26%––