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
HC Advisors, LLC4,955$289.0K0.19%––
Alaethes Wealth LLC4,943$288.0K0.27%––
J. L. Bainbridge & Co., Inc.4,923$287.0K0.04%––
Evergreen Capital Management LLC4,892$285.0K0.01%––
Old Port Advisors4,847$283.0K0.11%––
Kore Private Wealth LLC4,823$281.0K0.04%––
Tiemann Investment Advisors, LLC4,799$280.0K0.14%––
Eagle Capital Management, LLC4,798$280.0K0.09%––
Visionary Wealth Advisors4,805$280.0K0.03%––
Manchester Financial Inc4,745$277.0K0.13%––
Tobam4,757$277.0K0.01%––
Norris Perne & French LLP4,657$272.0K0.03%––
Ashton Thomas Private Wealth, LLC4,647$271.0K0.05%––
Swaine & Leidel Wealth Services, LLC4,638$270.0K0.17%––
XML Financial, LLC4,621$269.0K0.07%––
Excalibur Management Corp4,593$268.0K0.13%––
Rock Point Advisors, LLC4,600$268.0K0.08%––
Probity Advisors, Inc.4,591$268.0K0.06%––
Aevitas Wealth Management, Inc.4,572$267.0K0.19%––
NuWave Investment Management, LLC4,569$266.0K0.34%––
Williams Jones Wealth Management, LLC.4,564$266.0K0.00%––
Summit Financial Group Inc4,549$265.0K0.11%––
StoneX Group Inc.4,547$265.0K0.05%––
ARS Wealth Advisors, LLC4,544$265.0K0.06%––
Berkshire Asset Management LLC4,530$264.0K0.02%––
Lindbrook Capital, LLC4,512$263.0K0.06%––
Mirabella Financial Services LLP4,466$260.0K0.08%––
Glassman Wealth Services4,451$260.0K0.06%––
Hunter Associates Investment Management LLC4,442$259.0K0.06%––
Stillwater Investment Management, LLC4,437$259.0K0.07%––
Grove Bank & Trust4,435$259.0K0.06%––
Patron Partners Advisors, LLC4,457$259.0K0.22%––
Community Bank & Trust, Waco, Texas4,400$257.0K0.09%––
Bristlecone Advisors, LLC4,391$256.0K0.04%––
Capital Investment Services of America, Inc.4,377$255.0K0.03%––
Intercontinental Wealth Advisors, LLC4,381$255.0K0.06%––
Regent Peak Wealth Advisors LLC4,346$253.0K0.08%––
Harbor Financial Services, LLC4,297$251.0K0.12%––
Belpointe Asset Management LLC4,292$251.0K0.02%––
Cardinal Strategic Wealth Guidance4,291$250.0K0.15%––
Lebenthal Global Advisors, LLC4,289$250.0K0.15%––
Eqis Capital Management, Inc.4,266$249.0K0.02%––
Atwater Malick LLC4,274$249.0K0.15%––
Strategic Wealth Designers4,264$249.0K0.12%––
Guild Investment Management, Inc.4,248$248.0K0.27%––
NovaPoint Capital, LLC4,237$247.0K0.12%––
Capital Management Corp4,200$245.0K0.05%––
Strategic Blueprint, LLC4,193$245.0K0.05%––
Wedgewood Investors Inc4,147$242.0K0.30%––
EPG Wealth Management LLC4,118$240.0K0.12%––
Mercer Capital Advisers, Inc.4,098$239.0K0.13%––
MainStreet Investment Advisors LLC4,086$238.0K0.02%––
Koss-Olinger Consulting, LLC4,059$237.0K0.04%––
Renasant Bank4,051$236.0K0.19%––
Johnson Investment Counsel Inc4,034$235.0K0.00%––
BKD Wealth Advisors, LLC4,035$235.0K0.01%––
RMB Capital Management, LLC4,016$234.0K0.01%––
First United Bank Trust4,004$233.0K0.10%––
Marble Harbor Investment Counsel, LLC4,000$233.0K0.03%––
Washington Trust Bank3,981$232.0K0.03%––
BSW Wealth Partners3,972$232.0K0.07%––
Carmichael Hill & Associates, Inc.3,979$232.0K0.14%––
Patriot Financial Group Insurance Agency, LLC3,959$231.0K0.05%––
Roanoke Asset Management Corp3,947$230.0K0.10%––
Athanor Capital, LP3,948$230.0K0.01%––
D'Orazio & Associates, Inc.3,904$228.0K0.06%––
MEMBERS Trust Co3,918$228.0K0.01%––
Intrua Financial, LLC3,911$228.0K0.06%––
Raffa Wealth Management, LLC3,897$227.3K0.08%––
Columbia Trust Co 010120163,914$227.0K0.14%––
Burt Wealth Advisors3,871$226.0K0.08%––
Principle Wealth Partners LLC3,850$225.0K0.03%––
Crescent Capital Consulting, LLC3,858$224.0K0.05%––
CCG Wealth Management, LLC3,834$224.0K0.22%––
Ritholtz Wealth Management3,821$223.0K0.02%––
Moneywise, Inc.3,831$223.0K0.15%––
Old Dominion Capital Management Inc3,815$222.0K0.05%––
Fox Run Management, L.L.C.3,811$222.0K0.40%––
Meristem Family Wealth, LLC6,091$221.0K0.04%––
Wellington Shields & Co., LLC3,755$219.0K0.08%––
NEXT Financial Group, Inc3,688$216.0K0.02%––
M Holdings Securities, Inc.3,682$215.0K0.02%––
Bollard Group LLC3,668$214.0K0.01%––
Kendall Capital Management3,641$212.0K0.13%––
ERTS Wealth Advisors, LLC3,624$211.0K0.06%––
Chicago Capital, LLC3,600$210.0K0.01%––
Standard Family Office LLC3,609$210.0K0.05%––
Chartist Inc3,599$209.9K0.11%––
Greatmark Investment Partners, Inc.3,561$208.0K0.04%––
Ssi Investment Management LLC3,515$206.0K0.01%––
Landmark Financial Advisors, LLC3,537$206.0K0.11%––
Cooper/Haims Advisors, LLC3,539$206.0K0.15%––
Private Capital Group, LLC3,539$206.0K0.05%––
Private Asset Management Inc3,511$205.0K0.03%––
Apriem Advisors3,519$205.0K0.03%––
Two Sigma Securities, LLC3,493$204.0K0.05%––
Harbor Advisors LLC3,500$204.0K0.05%––
Wells Trecaso Financial Group, LLC3,500$204.0K0.11%––
Brown Miller Wealth Management, LLC3,503$204.0K0.14%––
Northside Capital Management, LLC3,485$203.0K0.06%––