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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
Lyell Wealth Management, LP3,484$203.0K0.03%––
F/M Investments LLC3,474$203.0K0.16%––
BOK Financial Private Wealth, Inc.3,456$202.0K0.02%––
WMS Partners, LLC3,456$202.0K0.05%––
Diligent Investors, LLC3,467$202.0K0.07%––
Tranquility Partners, LLC3,440$201.0K0.13%––
Carderock Capital Management Inc3,437$200.0K0.06%––
Samalin Investment Counsel, LLC3,441$200.0K0.13%––
Creative Financial Designs Inc3,385$197.0K0.04%––
Aspire Private Capital, LLC3,354$196.0K0.07%––
Hudock, Inc.3,342$194.0K0.06%––
Vectors Research Management, LLC3,327$194.0K0.05%––
Ellevest, Inc.3,277$191.0K0.02%––
Capstone Investment Advisors, LLC3,184$186.0K0.01%––
Arkadios Wealth Advisors3,180$185.0K0.03%––
Global Wealth Management Investment Advisory, Inc.3,127$182.0K0.07%––
Neo Ivy Capital Management3,095$181.0K0.20%––
Abundance Wealth Counselors3,108$181.0K0.04%––
Proffitt & Goodson Inc3,005$175.0K0.03%––
Clear Investment Research, LLC3,000$175.0K0.32%––
Phoenix Wealth Advisors2,852$168.0K0.13%––
First Horizon Corp2,817$164.0K0.02%––
Harbor Investment Advisory, LLC2,650$155.0K0.02%––
Ellis Investment Partners, LLC2,618$153.0K0.04%––
Berman Capital Advisors, LLC2,581$149.0K0.03%––
Gables Capital Management Inc.2,531$148.0K0.08%––
Federation des caisses Desjardins du Quebec2,507$146.3K0.00%––
Horizon Financial Services, LLC2,505$146.0K0.13%––
JJJ Advisors Inc.2,410$141.0K0.06%––
Versant Capital Management, Inc2,368$138.0K0.05%––
New England Asset Management Inc2,340$136.0K0.00%––
CX Institutional2,312$135.0K0.01%––
M&R Capital Management Inc2,295$133.0K0.03%––
Evoke Wealth, LLC2,267$132.0K0.01%––
Arrow Financial Corp2,202$129.0K0.02%––
Monetary Management Group Inc2,218$129.0K0.04%––
Sittner & Nelson, LLC2,175$127.0K0.09%––
FourThought Financial, LLC2,155$125.0K0.02%––
MV Capital Management, Inc.2,036$119.0K0.02%––
Silvant Capital Management LLC2,037$119.0K0.02%––
IMA Wealth, Inc.1,961$114.0K0.03%––
Front Row Advisors LLC1,868$109.0K0.05%––
CVA Family Office, LLC1,849$108.0K0.04%––
Charter Oak Capital Management, LLC1,845$108.0K0.02%––
First PREMIER Bank1,780$104.0K0.04%––
Allworth Financial LP1,747$102.0K0.00%––
Allred Capital Management, LLC1,745$101.8K0.05%––
Plante Moran Financial Advisors, LLC1,689$99.0K0.03%––
Holloway Wealth Management, LLC–$99.0K0.03%––
Retirement Group, LLC1,662$97.0K0.04%––
International Assets Investment Management, LLC2,561$97.0K0.01%––
Pacitti Group Inc.1,639$95.0K0.06%––
TCI Wealth Advisors, Inc.1,565$91.0K0.04%––
Macroview Investment Management LLC1,391$81.0K0.12%––
AllSquare Wealth Management LLC1,390$81.0K0.05%––
Meridian Wealth Partners, LLC1,374$81.0K0.02%––
Lloyd Advisory Services, LLC.1,334$78.0K0.04%––
Cardinal Capital Management, Inc.1,300$76.0K0.00%––
American State Bank (Iowa)1,294$75.5K0.06%––
Highlander Capital Management, LLC1,280$75.0K0.04%––
Howe & Rusling Inc1,267$74.0K0.01%––
Capital Analysts, LLC1,256$73.0K0.01%––
RMR Wealth Builders1,253$73.0K0.02%––
Wolff Wiese Magana LLC1,245$73.0K0.06%––
Sirios Capital Management L P1,141$67.0K0.01%––
First Financial Corp1,100$64.0K0.04%––
MUFG Americas Holdings Corp1,093$64.0K0.00%––
BerganKDV Wealth Management, LLC1,101$64.0K0.01%––
Larson Financial Group LLC1,082$63.0K0.02%––
Westside Investment Management, Inc.1,070$62.0K0.00%––
Kistler-Tiffany Companies, LLC1,013$59.0K0.02%––
Farmers & Merchants Trust Co of Chambersburg PA1,010$59.0K0.04%––
Pinnacle Bancorp, Inc.1,009$59.0K0.03%––
Halpern Financial, Inc.935$54.5K0.03%––
MPS Loria Financial Planners, LLC941$54.0K0.03%––
First Personal Financial Services912$53.0K0.01%––
Old Second National Bank of Aurora900$52.0K0.01%––
Barrett Asset Management, LLC900$52.0K0.00%––
Gemmer Asset Management LLC871$51.0K0.01%––
Harvest Fund Management Co., Ltd854$50.0K0.00%––
Simon Quick Advisors, LLC845$49.0K0.01%––
Covington Capital Management825$48.0K0.00%––
CKW Financial Group800$47.0K0.01%––
Clearview Wealth Advisors LLC800$47.0K0.03%––
Sound Income Strategies, LLC804$46.9K0.01%––
Sun Life Financial INC789$46.0K0.00%––
Sterling Financial Planning, Inc.756$44.0K0.03%––
Earnest Partners LLC745$43.0K0.00%––
Fortis Advisors, LLC655$38.0K0.03%––
Newbridge Financial Services Group, Inc.650$38.0K0.03%––
Brewin Dolphin Ltd647$37.7K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA647$37.7K0.05%––
Stonebridge Financial Planning Group, LLC609$37.0K0.02%––
RWM Asset Management, LLC638$37.0K0.01%––
Column Capital Advisors, LLC600$35.0K0.01%––
Savior LLC589$34.0K0.03%––
Edge Wealth Management LLC560$33.0K0.01%––
Peoples Financial Services Corp.544$32.0K0.01%––
Reilly Financial Advisors, LLC541$32.0K0.00%––
CoreFirst Bank & Trust553$32.0K0.02%––