Skip to main content
Livermore
Livermore
ZHEN

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; 1,706 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, Q4 2021

Institutional positions in Truist Financial Corp as of Dec 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
1,488
+128 vs. Q3 2021
Shares held
970.4M
−2.80M (−0.3%) vs. Q3 2021
Total value
$56.9B
−$178.5M (−0.3%) vs. Q3 2021
New holders
201
576 more added
Sold out
73
518 more reduced

27 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

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 holdersQ4 2021: 1,488 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: 1,706 institutions
Value heldQ4 2021: $56.9B
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 20261,706$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, Q4 2021

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q3 2021.

Institutions holding TFC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp8$00.00%−263−97.0%Reduced
Baldwin Brothers Inc1$00.00%00.0%Unchanged
Rinkey Investments13$00.00%+13New
First Community Trust NA2$1170.00%+2New
WestEnd Advisors, LLC16$9360.00%––
Global Financial Private Client, LLC16$9370.00%00.0%Unchanged
TSFG, LLC23$1.00K0.00%00.0%Unchanged
TFC Financial Management23$1.00K0.00%00.0%Unchanged
Karlinski Andrew C17$1.00K0.00%+17New
Atwood & Palmer Inc32$2.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC30$2.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC34$2.00K0.00%00.0%Unchanged
Addison Advisors LLC34$2.00K0.00%+34New
Schubert & Co34$2.00K0.00%+34New
McDonald Partners LLC46$2.69K0.00%+46New
Absolute Capital Management, LLC46$2.69K0.00%+46New
Lenox Wealth Advisors, LLC57$3.00K0.00%−56−49.6%Reduced
Bay Harbor Wealth Management, LLC39$3.00K0.00%−43−52.4%Reduced
Focused Wealth Management, Inc43$3.00K0.00%00.0%Unchanged
Costello Asset Management, INC56$3.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.51$3.00K0.00%+2+4.1%Added
Chilton Capital Management LLC48$3.00K0.00%+48New
Roble, Belko & Company, Inc56$3.00K0.00%+56New
Core Alternative Capital43$3.00K0.00%+43New
Estabrook Capital Management53$3.10K0.00%+53New
Spectrum Management Group, LLC60$4.00K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.61$4.00K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC67$4.00K0.00%+67New
Cedar Wealth Management, LLC68$4.00K0.00%+68New
Eagle Bay Advisors LLC99$6.00K0.00%−321−76.4%Reduced
Field & Main Bank100$6.00K0.00%00.0%Unchanged
PSI Advisors, LLC94$6.00K0.00%+1+1.1%Added
Horan Securities, Inc.119$7.00K0.00%+119New
Ahrens Investment Partners LLC136$8.00K0.00%+136New
Lee Financial Co151$9.00K0.00%−3−1.9%Reduced
Manchester Capital Management LLC148$9.00K0.00%00.0%Unchanged
Key Financial Inc156$9.00K0.00%00.0%Unchanged
Northern Oak Wealth Management Inc151$9.00K0.00%+151New
Ci Investments Inc.166$10.0K0.00%00.0%Unchanged
Advocacy Wealth Management Services, LLC177$10.0K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC163$10.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC165$10.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.200$11.0K0.00%00.0%Unchanged
Total Clarity Wealth Management, Inc.184$11.0K0.00%+38+26.0%Added
Northwest Investment Counselors, LLC180$11.0K0.00%+180New
McCarthy Grittinger Financial Group, LLC189$11.1K0.00%00.0%Unchanged
Truvestments Capital LLC201$12.0K0.01%00.0%Unchanged
Acima Private Wealth, LLC213$12.0K0.01%00.0%Unchanged
Sierra Capital LLC203$12.0K0.00%+203New
Thomas J. Herzfeld Advisors, Inc.221$13.0K0.00%00.0%Unchanged
Founders Capital Management225$13.0K0.01%00.0%Unchanged
Accel Wealth Management221$13.0K0.01%00.0%Unchanged
O'Dell Group, LLC243$14.0K0.00%00.0%Unchanged
Smith Group Asset Management, LLC242$14.0K0.00%+20+9.0%Added
Private Ocean, LLC247$14.0K0.00%+247New
Tilia Fiduciary Partners, Inc.238$14.0K0.01%+238New
Mascoma Wealth Management LLC259$15.0K0.01%−259−50.0%Reduced
Global Trust Asset Management, LLC250$15.0K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC253$15.0K0.01%+253New
Tyler-Stone Wealth Management279$16.0K0.01%+279New
Cascade Investment Advisors, Inc.277$16.2K0.01%00.0%Unchanged
Cranbrook Wealth Management, LLC295$17.0K0.00%−131−30.8%Reduced
Prestige Wealth Management Group LLC294$17.0K0.00%00.0%Unchanged
Bellwether Advisors, LLC299$17.0K0.01%00.0%Unchanged
JNBA Financial Advisors288$17.0K0.00%+225+357.1%Added
Baystate Wealth Management LLC329$19.0K0.00%+3+0.9%Added
Baldrige Asset Management LLC320$19.0K0.01%00.0%Unchanged
Webster Bank, N. A.339$20.0K0.00%−26−7.1%Reduced
Pflug Koory, LLC338$20.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC339$20.0K0.00%+339New
Brown, Lisle/Cummings, Inc.345$20.2K0.01%+345New
Piscataqua Savings Bank360$21.0K0.02%−40−10.0%Reduced
Life Planning Partners, Inc357$21.0K0.02%+357New
Tarbox Family Office, Inc.374$22.0K0.00%−1−0.3%Reduced
Maryland Capital Advisors Inc.372$22.0K0.02%+372New
TCTC Holdings, LLC387$23.0K0.00%−281−42.1%Reduced
Bell Investment Advisors, Inc386$23.0K0.01%+27+7.5%Added
Capital Advisors, Ltd. LLC394$23.0K0.00%+394New
Jefferies Group LLC400$23.4K0.00%+200+100.0%Added
Hanson & Doremus Investment Management434$25.0K0.01%+356+456.4%Added
Elmwood Wealth Management, Inc.434$25.0K0.01%+434New
Ancora Advisors, LLC465$27.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC480$28.0K0.01%00.0%Unchanged
Reilly Financial Advisors, LLC478$28.0K0.00%+478New
Crewe Advisors LLC493$29.0K0.01%00.0%Unchanged
Financial Perspectives, Inc505$29.6K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC518$30.0K0.03%+270+108.9%Added
Amplius Wealth Advisors, LLC530$31.0K0.00%+530New
Peoples Financial Services Corp.544$32.0K0.01%00.0%Unchanged
CoreFirst Bank & Trust553$32.0K0.02%00.0%Unchanged
City State Bank550$32.0K0.02%+550New
Edge Wealth Management LLC560$33.0K0.01%00.0%Unchanged
Country Trust Bank561$33.0K0.00%+463+472.4%Added
Financial Management Professionals, Inc.589$34.0K0.01%−150−20.3%Reduced
Global Wealth Management Investment Advisory, Inc.600$35.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton599$35.0K0.01%+2+0.3%Added
Stonebridge Financial Planning Group, LLC609$38.0K0.02%00.0%Unchanged
RWM Asset Management, LLC650$38.0K0.01%+4+0.6%Added
Retirement Planning Co of New England, Inc.657$38.0K0.02%+657New
Citizens National Bank Trust Department660$39.0K0.01%+660New