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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
DuPont Capital Management Corp21,029$1.23M0.03%––
Meridian Wealth Management, LLC20,958$1.22M0.18%––
Selective Wealth Management, Inc.20,933$1.22M1.11%––
Homrich & Berg20,780$1.21M0.03%––
Patton Albertson Miller Group, LLC20,577$1.20M0.29%––
Barings LLC20,443$1.19M0.03%––
Bessemer Securities LLC20,378$1.19M0.50%––
Boston Trust Walden Corp20,348$1.19M0.01%––
QS Investors, LLC20,333$1.19M0.01%––
Lido Advisors, LLC20,278$1.18M0.03%––
Simmons Bank20,238$1.18M0.09%––
Colony Group LLC20,019$1.17M0.02%––
Maltese Capital Management LLC20,005$1.17M0.15%––
Clearstead Advisors, LLC19,974$1.17M0.10%––
Livforsakringsbolaget Skandia, Omsesidigt19,892$1.16M0.08%––
USA Financial Portformulas Corp19,872$1.16M0.94%––
Hills Bank & Trust Co19,824$1.16M0.19%––
Douglass Winthrop Advisors, LLC19,748$1.15M0.03%––
Legacy Financial Advisors, Inc.19,720$1.15M0.32%––
Bank Ozk19,533$1.14M0.52%––
Ameritas Investment Partners, Inc.19,253$1.12M0.04%––
First Manhattan Co19,192$1.12M0.00%––
Lakeview Capital Partners, LLC19,041$1.11M0.48%––
Gabelli Funds LLC19,000$1.11M0.01%––
Taylor Hoffman Wealth Management18,895$1.10M0.50%––
Compton Capital Management Inc18,813$1.10M0.34%––
Lincoln National Corp18,641$1.09M0.03%––
Sheets Smith Wealth Management18,493$1.08M0.16%––
IHT Wealth Management, LLC18,496$1.08M0.08%––
Paradigm Asset Management Co LLC18,500$1.08M0.29%––
W.G. Shaheen & Associates DBA Whitney & Co18,440$1.07M0.19%––
Hudson Valley Investment Advisors Inc18,414$1.07M0.19%––
We Are One Seven, LLC18,423$1.07M0.18%––
Harbour Investments, Inc.18,286$1.07M0.04%––
Achmea Investment Management B.V.18,142$1.06M0.04%––
Evercore Wealth Management, LLC18,032$1.05M0.02%––
Marcum Wealth, LLC17,960$1.05M0.17%––
Adams Chetwood Wealth Management LLC17,926$1.04M0.80%––
Park Avenue Securities LLC17,837$1.04M0.03%––
SeaBridge Investment Advisors LLC17,811$1.04M0.34%––
Oak Associates, Ltd17,660$1.03M0.06%––
Salomon & Ludwin, LLC17,616$1.03M0.17%––
Texas Yale Capital Corp.17,475$1.02M0.06%––
Exencial Wealth Advisors, LLC17,475$1.02M0.06%––
Fiduciary Group LLC17,147$1.02M0.12%––
Ballast, Inc.16,960$989.0K0.48%––
Optimum Investment Advisors16,945$988.0K0.29%––
Carlson Capital L P16,909$986.0K0.04%––
Investment Management of Virginia LLC16,791$980.0K0.20%––
Segall Bryant & Hamill, LLC16,715$977.0K0.01%––
Philadelphia Trust Co16,552$965.0K0.07%––
Canal Capital Management, LLC16,512$963.0K0.33%––
Cetera Advisors LLC16,372$955.0K0.03%––
Jacobi Capital Management LLC16,354$954.0K0.14%––
Brighton Jones LLC16,251$948.0K0.06%––
Camarda Financial Advisors, LLC16,258$948.0K0.68%––
Modera Wealth Management, LLC16,234$947.0K0.06%––
Mirova16,143$941.0K0.11%––
Shepherd Financial Partners LLC16,126$940.0K0.21%––
Trustcore Financial Services, LLC16,007$934.0K0.11%––
Opus Capital Group, LLC15,878$926.0K0.22%––
Conning Inc.15,805$922.0K0.03%––
Wealthstreet Investment Advisors, LLC15,795$921.0K0.09%––
Paloma Partners Management Co15,786$920.0K0.03%––
Murphy, Middleton, Hinkle & Parker, Inc.15,751$919.0K0.54%––
Caldwell Trust Co15,627$911.4K0.13%––
Novare Capital Management LLC15,569$908.0K0.11%––
Argent Advisors, Inc.15,567$908.0K0.58%––
Mutual Advisors, LLC15,431$900.0K0.06%––
FLC Capital Advisors15,402$898.0K0.28%––
Galibier Capital Management Ltd.15,395$898.0K0.13%––
Leisure Capital Management15,277$891.0K0.54%––
BHK Investment Advisors, LLC18,592$891.0K0.41%––
EP Wealth Advisors, LLC15,143$883.0K0.03%––
Arvest Bank Trust Division15,128$882.0K0.05%––
Monte Financial Group, LLC15,006$875.0K0.54%––
Cornerstone Management, Inc.14,952$872.0K0.25%––
NVWM, LLC14,865$867.0K0.34%––
Cypress Capital Group14,830$865.0K0.12%––
Israel Discount Bank of New York14,759$860.0K0.66%––
Clarius Group, LLC14,711$858.0K0.09%––
Dowling & Yahnke LLC14,607$852.0K0.06%––
Ballew Advisors, Inc14,254$842.0K0.31%––
Summit Asset Management, LLC14,415$841.0K0.29%––
Ramiah Investment Group14,410$840.4K0.63%––
Fort Sheridan Advisors LLC14,249$831.0K0.33%––
Community Trust & Investment Co14,175$827.0K0.08%––
Biltmore Family Office, LLC14,180$827.0K0.26%––
Resources Management Corp14,139$825.0K0.12%––
Enterprise Financial Services Corp14,098$822.0K0.15%––
Westhampton Capital, LLC13,989$816.0K0.56%––
Private Trust Co NA13,908$811.0K0.13%––
S&CO Inc13,894$810.0K0.07%––
Greenwood Capital Associates LLC13,886$810.0K0.13%––
Headinvest, LLC13,837$806.0K0.16%––
Northwest Bancshares, Inc.13,793$804.0K0.19%––
Longfellow Investment Management Co LLC13,720$801.0K0.10%––
Wealth Alliance Advisory Group, LLC13,707$799.0K0.41%––
Vontobel Holding Ltd.13,599$794.0K0.01%––
Stevens Capital Management LP13,564$791.0K0.44%––