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
Smithfield Trust Co6,820$398.0K0.03%––
FineMark National Bank & Trust6,784$396.0K0.02%––
Brookstone Capital Management6,772$395.0K0.02%––
Sargent Bickham Lagudis LLC6,766$395.0K0.03%––
Assetmark, Inc6,748$394.0K0.00%––
Mid Atlantic Financial Management Inc6,676$389.0K0.03%––
Sage Mountain Advisors LLC6,670$389.0K0.08%––
Keebeck Alpha, LP6,652$388.0K0.17%––
Quadrant Capital Group LLC6,639$387.0K0.06%––
Global Strategic Investment Solutions, LLC6,640$387.0K0.07%––
AlphaMark Advisors, LLC6,606$385.0K0.15%––
Papp L Roy & Associates6,585$384.0K0.06%––
Stony Point Wealth Management Inc.6,583$384.0K0.27%––
Illinois Municipal Retirement Fund6,574$383.0K0.02%––
Family Legacy, Inc.6,569$383.0K0.18%––
Parkside Financial Bank & Trust6,521$380.0K0.11%––
Fukoku Mutual Life Insurance Co6,500$379.0K0.04%––
HighPoint Advisor Group LLC6,322$379.0K0.04%––
First Bank & Trust6,487$379.0K0.19%––
Toroso Investments, LLC6,461$377.0K0.02%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,421$374.0K0.04%––
Occidental Asset Management, LLC6,391$373.0K0.11%––
PBMares Wealth Management LLC6,361$371.0K0.30%––
Girard Partners Ltd.6,350$370.0K0.05%––
Nwam LLC6,350$370.0K0.04%––
Graypoint LLC6,351$370.0K0.06%––
Gotham Asset Management, LLC6,302$368.0K0.02%––
Sawtooth Solutions, LLC6,297$367.0K0.08%––
Klingman & Associates, LLC6,285$367.0K0.04%––
Wiley Bros.-Aintree Capital, LLC6,270$366.0K0.27%––
Strategic Wealth Management Group, LLC6,284$366.0K0.14%––
Hollencrest Capital Management6,245$364.0K0.03%––
Contravisory Investment Management, Inc.6,222$363.0K0.11%––
Boyd Watterson Asset Management LLC6,203$362.0K0.16%––
Bridgefront Capital, LLC6,211$362.0K0.11%––
Annapolis Financial Services, LLC6,215$362.0K0.13%––
Ferris Capital, LLC6,181$360.0K0.09%––
1st Source Bank6,115$357.0K0.02%––
HHM Wealth Advisors, LLC6,109$356.0K0.11%––
Quantitative Investment Management, LLC6,102$355.0K0.03%––
Dorsey & Whitney Trust CO LLC6,000$351.0K0.04%––
Paragon Capital Management LLC6,090$351.0K0.18%––
Townsend Asset Management Corp6,007$350.0K0.22%––
Fulton Breakefield Broenniman LLC5,980$349.0K0.03%––
Rollins Financial5,974$348.0K0.15%––
Veracity Capital LLC5,947$347.0K0.16%––
Bel Air Investment Advisors LLC5,931$346.0K0.01%––
First Command Bank5,926$346.0K0.07%––
First Command Financial Services, Inc.5,926$346.0K0.07%––
Insight Advisors, LLC5,811$345.0K0.11%––
AdvisorNet Financial, Inc5,901$344.0K0.02%––
Riverview Trust Co5,907$344.0K0.38%––
Curated Wealth Partners LLC5,881$343.0K0.21%––
Arlington Financial Advisors, LLC5,844$341.0K0.14%––
Edgemoor Investment Advisors, Inc.5,828$340.0K0.03%––
Alps Advisors Inc5,823$340.0K0.00%––
Asahi Life Asset Management Co., Ltd.5,820$339.0K0.05%––
Meyer Handelman Co5,800$338.0K0.01%––
Independent Investors Inc5,757$336.0K0.09%––
KB Financial Partners, LLC5,746$335.0K0.14%––
Evermay Wealth Management LLC5,724$334.0K0.07%––
Nomura Holdings Inc5,706$333.0K0.00%––
TrinityPoint Wealth, LLC5,714$333.0K0.08%––
Toth Financial Advisory Corp5,686$332.0K0.05%––
Putnam Investments LLC5,684$331.0K0.00%––
Mayfair Advisory Group, LLC5,597$331.0K0.59%––
Fma Advisory Inc5,639$329.0K0.10%––
Meridian Financial Partners LLC5,881$328.0K0.25%––
Henshaw Capital LLC5,605$326.9K0.02%––
BBR Partners, LLC5,589$326.0K0.03%––
Fisher Asset Management, LLC5,578$325.0K0.00%––
Valmark Advisers, Inc.5,576$325.0K0.01%––
Stewardship Financial Advisors, LLC5,579$325.0K0.11%––
Hartford Financial Management Inc.5,549$324.0K0.08%––
Campbell & CO Investment Adviser LLC5,564$324.0K0.20%––
Aviance Capital Partners, LLC5,478$319.0K0.06%––
White Pine Capital LLC5,450$318.0K0.10%––
Goepper Burkhardt LLC5,451$318.0K0.22%––
Tandem Capital Management Corp5,439$317.0K0.22%––
Prio Wealth Limited Partnership5,438$317.0K0.01%––
Alliance Wealth Advisors, LLC5,401$315.0K0.31%––
Glen Eagle Advisors, LLC5,358$312.4K0.11%––
Flagship Harbor Advisors, LLC5,346$312.0K0.04%––
M. Kulyk & Associates, LLC5,358$312.0K0.12%––
Centaurus Financial, Inc.5,341$311.0K0.03%––
Tocqueville Asset Management L.P.5,294$309.0K0.00%––
Lafayette Investments, Inc.5,306$309.0K0.10%––
Patriot Investment Management Inc.5,311$309.0K0.03%––
ProVise Management Group, LLC5,275$308.0K0.03%––
Perkins Coie Trust Co5,139$300.0K0.10%––
Oakworth Capital, Inc.5,135$300.0K0.03%––
YorkBridge Wealth Partners, LLC5,093$297.0K0.09%––
Lake Street Financial LLC5,088$297.0K0.08%––
Sutton Wealth Advisors Inc.5,065$295.4K0.12%––
Lombard Odier Asset Management (Europe) Ltd5,046$294.0K0.02%––
Almanack Investment Partners, LLC.5,020$293.0K0.03%––
Holistic Financial Partners5,029$293.0K0.19%––
Stewardship Advisors, LLC5,009$292.0K0.11%––
Woodward Diversified Capital, LLC4,990$291.0K0.17%––
Hayden Royal, LLC4,964$290.0K0.17%––