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Livermore
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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; 1,706 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 2023

Institutional positions in Truist Financial Corp as of Dec 31, 2023. 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
1,399
+148 vs. Q3 2023
Shares held
952.7M
+20.6M (+2.2%) vs. Q3 2023
Total value
$35.2B
+$8.47B (+31.7%) vs. Q3 2023
New holders
234
437 more added
Sold out
86
600 more reduced

21 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 2023: 1,399 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 2023: $35.2B
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 2023

Shares, value and share of portfolio for each institution holding Truist Financial Corp; share changes are against Q3 2023.

Institutions holding TFC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$90.00%0New
Delos Wealth Advisors, LLC10$3700.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.10$3700.00%00.0%Unchanged
Sofos Investments, Inc.12$4420.00%−695−98.3%Reduced
Atlantic Private Wealth, LLC15$5540.00%00.0%Unchanged
ClariVest Asset Management LLC19$7090.00%−3−13.6%Reduced
TFC Financial Management24$8870.00%−3−11.1%Reduced
Lazard Asset Management LLC50$1.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC49$1.00K0.00%+49New
Lowe Wealth Advisors, LLC30$1.11K0.00%00.0%Unchanged
Leonteq Securities AG34$1.25K0.00%+34New
USA Financial Portformulas Corp35$1.29K0.00%+3+9.4%Added
Wolff Wiese Magana LLC40$1.48K0.00%+40New
Chilton Capital Management LLC45$1.66K0.00%−18−28.6%Reduced
Addison Advisors LLC46$1.70K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC49$1.81K0.00%−2−3.9%Reduced
NVWM, LLC50$1.88K0.00%+50New
Frank, Rimerman Advisors LLC53$1.96K0.00%+53New
DiNuzzo Private Wealth, Inc.53$1.96K0.00%+53New
FSA Wealth Management LLC62$2.00K0.00%+62New
Frazier Financial Advisors, LLC59$2.18K0.00%+59New
Ancora Advisors, LLC60$2.21K0.00%00.0%Unchanged
Spectrum Wealth Counsel, LLC60$2.22K0.00%+60New
Riggs Asset Managment Co. Inc.63$2.34K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC73$2.70K0.00%+73New
Tucker Asset Management LLC78$2.88K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC78$2.88K0.00%00.0%Unchanged
Ogorek Anthony Joseph83$3.00K0.00%−12,557−99.3%Reduced
DT Investment Partners, LLC88$3.36K0.00%00.0%Unchanged
Ibex Wealth Advisors92$3.39K0.74%+92New
ORG Partners LLC95$3.52K0.00%−304−76.2%Reduced
Kayne Anderson Rudnick Investment Management LLC95$3.54K0.00%+94+9,400.0%Added
GPS Wealth Strategies Group, LLC100$3.69K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC101$3.73K0.00%−1,117−91.7%Reduced
Dunhill Financial, LLC105$3.89K0.00%+105New
Coston, McIsaac & Partners114$4.00K0.00%00.0%Unchanged
Avion Wealth121$4.00K0.00%+86+245.7%Added
O'Dell Group, LLC109$4.03K0.00%+109New
Greenwood Gearhart Inc110$4.06K0.00%+110New
Northwest Capital Management Inc123$4.54K0.00%−301−71.0%Reduced
Cornerstone Planning Group LLC123$4.54K0.00%00.0%Unchanged
American National Bank132$4.87K0.00%+132New
Fortitude Family Office, LLC133$4.91K0.00%+133New
Sit Investment Associates Inc125$5.00K0.00%00.0%Unchanged
Valued Wealth Advisors LLC179$5.12K0.00%+179New
GoalVest Advisory LLC145$5.35K0.00%+145New
Key Financial Inc156$5.76K0.00%−162−50.9%Reduced
Planning Capital Management Corp162$5.98K0.00%+162New
Pin Oak Investment Advisors Inc160$6.00K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.157$6.00K0.00%+1+0.6%Added
Hollencrest Capital Management168$6.20K0.00%00.0%Unchanged
Sachetta, LLC182$6.72K0.00%+182New
Raffa Wealth Management, LLC198$7.31K0.00%00.0%Unchanged
Archer Investment Corp208$7.67K0.00%+1+0.5%Added
Iron Horse Wealth Management, LLC222$8.20K0.00%+200+909.1%Added
Motco223$8.23K0.00%00.0%Unchanged
Lee Financial Co223$8.23K0.00%+143+178.8%Added
REAP Financial Group, LLC231$8.52K0.00%+231New
St Germain D J Co Inc233$8.60K0.00%−247−51.5%Reduced
Harbor Investment Advisory, LLC234$8.64K0.00%+67+40.1%Added
Arlington Partners LLC239$8.82K0.00%+92+62.6%Added
Wetzel Investment Advisors, Inc.241$9.00K0.01%+241New
Global Trust Asset Management, LLC250$9.23K0.00%00.0%Unchanged
Scarborough Advisors, LLC252$9.30K0.00%+252New
SJS Investment Consulting Inc.276$10.2K0.00%+216+360.0%Added
Hantz Financial Services, Inc.299$11.0K0.00%−137−31.4%Reduced
Old Second National Bank of Aurora300$11.1K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC300$11.1K0.00%00.0%Unchanged
Fortis Group Advisors, LLC300$11.1K0.00%+150+100.0%Added
Transcendent Capital Group LLC300$11.1K0.01%+300New
Solstein Capital, LLC311$11.5K0.01%00.0%Unchanged
Bangor Savings Bank316$11.7K0.00%00.0%Unchanged
Picton Mahoney Asset Management300$12.0K0.00%+300New
Bell Investment Advisors, Inc337$12.4K0.00%−20−5.6%Reduced
Richard W. Paul & Associates, LLC340$12.6K0.01%−117−25.6%Reduced
Quarry LP347$12.8K0.01%+195+128.3%Added
Brown, Lisle/Cummings, Inc.350$12.9K0.00%+350New
Piscataqua Savings Bank360$13.3K0.01%00.0%Unchanged
Maryland Capital Advisors Inc.372$13.7K0.01%00.0%Unchanged
Aspect Partners, LLC375$13.8K0.01%+375New
Monetary Management Group Inc388$14.3K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC389$14.4K0.00%+40+11.5%Added
Webster Bank, N. A.393$14.5K0.00%−165−29.6%Reduced
NewSquare Capital LLC393$14.5K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC394$14.5K0.00%−629−61.5%Reduced
Fairman Group, LLC397$14.7K0.01%+397New
FSC Wealth Advisors, LLC401$14.8K0.01%00.0%Unchanged
Tennessee Valley Asset Management Partners416$15.4K0.00%+416New
Centennial Bank420$15.5K0.01%+121+40.5%Added
McIlrath & Eck, LLC427$15.8K0.00%−17−3.8%Reduced
Strategic Investment Solutions, Inc.427$15.8K0.00%−17,623−97.6%Reduced
City State Bank453$17.0K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc482$17.8K0.00%00.0%Unchanged
CoreFirst Bank & Trust491$18.1K0.01%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC498$18.4K0.02%+498New
Beacon Capital Management, LLC645$18.5K0.01%00.0%Unchanged
Financial Perspectives, Inc505$18.6K0.01%00.0%Unchanged
Baystate Wealth Management LLC507$18.7K0.00%+75+17.4%Added
AllSquare Wealth Management LLC513$18.9K0.01%00.0%Unchanged
Union Savings Bank555$20.5K0.01%−525−48.6%Reduced