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
Everence Capital Management Inc32,700$1.91M0.17%––
Game Creek Capital, LP32,625$1.90M1.13%––
InterOcean Capital Group, LLC32,380$1.89M0.11%––
Dean Investment Associates, LLC32,361$1.89M0.36%––
Plimoth Trust Co LLC32,292$1.88M0.56%––
Signaturefd, LLC32,224$1.88M0.08%––
Mason Investment Advisory Services, Inc.31,578$1.84M0.19%––
WealthShield Partners, LLC31,394$1.83M0.33%––
Founders Financial Alliance, LLC30,280$1.82M0.90%––
Rehmann Capital Advisory Group31,103$1.82M0.19%––
Ethic Inc.31,126$1.81M0.32%––
Massmutual Trust Co FSB30,588$1.78M0.08%––
AlphaCrest Capital Management LLC30,500$1.78M0.10%––
Sit Investment Associates Inc30,495$1.78M0.05%––
SeaCrest Wealth Management, LLC30,388$1.77M0.23%––
Dividend Assets Capital, LLC30,366$1.77M0.34%––
Rede Wealth, LLC30,271$1.76M1.07%––
Sumitomo Life Insurance Co30,241$1.76M0.07%––
Quantbot Technologies LP30,154$1.76M0.17%––
Banque Cantonale Vaudoise29,960$1.75M0.09%––
Tandem Investment Advisors, Inc.29,500$1.72M0.17%––
Stratos Wealth Advisors, LLC29,252$1.71M0.18%––
Capital City Trust Co29,238$1.71M0.54%––
J.W. Cole Advisors, Inc.29,127$1.70M0.16%––
Moneta Group Investment Advisors LLC29,081$1.70M0.09%––
American Portfolios Advisors28,967$1.69M0.07%––
Livingston Group Asset Management CO (operating as Southport Capital Management)28,853$1.68M0.44%––
Woodmont Investment Counsel LLC28,555$1.67M0.28%––
Panagora Asset Management Inc28,446$1.66M0.01%––
First Midwest Bank Trust Division28,270$1.65M0.23%––
Investors Asset Management of Georgia Inc27,767$1.62M0.94%––
Wealthcare Advisory Partners LLC27,607$1.61M0.12%––
Trust Co of Virginia27,555$1.61M0.19%––
New England Research & Management, Inc.27,359$1.60M0.88%––
First Hawaiian Bank27,355$1.59M0.07%––
Squarepoint Ops LLC27,239$1.59M0.01%––
Kinneret Advisory, LLC27,230$1.59M0.20%––
United Asset Strategies, Inc.26,969$1.57M0.23%––
Transcend Wealth Collective, LLC26,850$1.57M0.19%––
Bogart Wealth, LLC26,772$1.56M0.22%––
Central Trust Co26,737$1.56M0.06%––
Stratos Wealth Partners, LTD.26,736$1.56M0.04%––
MTM Investment Management, LLC26,524$1.55M0.87%––
Tiaa, FSB26,495$1.54M0.01%––
Webster Bank, N. A.26,465$1.54M0.18%––
Waldron Private Wealth LLC26,401$1.54M0.11%––
Investors Research Corp26,382$1.54M0.58%––
Thompson Investment Management, Inc.26,268$1.53M0.23%––
Zions Bancorporation, N.A.26,277$1.53M0.17%––
Aull & Monroe Investment Management Corp25,954$1.51M0.74%––
RBF Capital, LLC25,900$1.51M0.09%––
Quadrature Capital Ltd25,805$1.50M0.07%––
Kestra Private Wealth Services, LLC25,551$1.49M0.10%––
Loomis Sayles & Co L P25,519$1.49M0.00%––
Capital Asset Advisory Services LLC25,487$1.49M0.22%––
Banco de Sabadell, S.A25,381$1.48M0.15%––
X-Square Capital, LLC25,302$1.48M0.68%––
Vestcor Inc25,096$1.46M0.05%––
Newman Dignan & Sheerar, Inc.25,017$1.46M0.55%––
PCJ Investment Counsel Ltd.25,000$1.46M0.57%––
CNB Bank24,760$1.44M1.00%––
Snowden Capital Advisors LLC24,743$1.44M0.08%––
Mission Creek Capital Partners, Inc.24,572$1.43M0.21%––
Siemens Fonds Invest GmbH24,485$1.43M0.14%––
Citizens Business Bank24,495$1.43M0.20%––
Town & Country Bank & Trust CO dba First Bankers Trust CO24,456$1.43M0.60%––
True North Advisors, LLC24,344$1.42M0.34%––
Avantax Advisory Services, Inc.24,107$1.41M0.03%––
Moors & Cabot, Inc.24,249$1.41M0.11%––
Cornerstone Advisory, LLC23,871$1.39M0.26%––
Glenview Trust Co23,686$1.38M0.06%––
Sandhill Capital Partners LLC23,571$1.38M0.12%––
Trexquant Investment LP23,585$1.38M0.13%––
Cetera Investment Advisers23,562$1.37M0.03%––
Fortem Financial Group, LLC23,232$1.35M0.78%––
Venture Visionary Partners LLC23,192$1.35M0.11%––
Van Eck Associates Corp23,060$1.34M0.00%––
O'Shaughnessy Asset Management, LLC22,910$1.34M0.03%––
Copeland Capital Management, LLC22,848$1.33M0.04%––
Sheaff Brock Investment Advisors, LLC22,817$1.33M0.14%––
Regentatlantic Capital LLC22,774$1.33M0.04%––
Global Retirement Partners, LLC22,536$1.31M0.15%––
Atticus Wealth Management, LLC22,470$1.31M0.62%––
Benjamin F. Edwards & Company, Inc.22,451$1.31M0.07%––
Pathstone Family Office, LLC22,439$1.31M0.04%––
Pitcairn Co22,238$1.30M0.09%––
BCS Wealth Management22,176$1.29M0.61%––
Searle & Co.22,100$1.29M0.57%––
West Paces Advisors Inc.21,840$1.27M0.51%––
National Asset Management, Inc.22,460$1.27M0.04%––
Veriti Management LLC21,752$1.27M0.34%––
Intrust Bank NA21,742$1.27M0.18%––
Unified Trust Company, N.A.21,717$1.27M0.41%––
Wetherby Asset Management Inc21,674$1.26M0.10%––
Princeton Global Asset Management LLC21,638$1.26M0.41%––
CSS LLC21,618$1.26M0.07%––
Wealth Alliance21,512$1.25M0.35%––
IndexIQ Advisors LLC21,506$1.25M0.04%––
Comerica Securities,inc.21,204$1.24M0.09%––
Atlas Capital Advisors LLC21,059$1.23M0.24%––