Institutional Ownership Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC). We have compiled data on the 1,738 institutions that hold shares in the stock, with a total of 954 Million shares, which have been reported (via 13F filing form) to have a value of $43.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
40,259
shares
|
$1.84 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
40,245
shares
|
$1.84 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
40,194
shares
|
$1.84 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
40,145
shares
|
$1.83 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
39,821
shares
|
$1.82 Million
1.11% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
39,739
shares
|
$1.81 Million
0.34% of portfolio
|
Q4 2024
Reduced 53.72%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
39,585
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.36%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
39,413
shares
|
$1.8 Million
0.04% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
39,385
shares
|
$1.8 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
39,294
shares
|
$1.79 Million
0.66% of portfolio
|
Q2 2022
Reduced 5.53%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
39,232
shares
|
$1.79 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
39,168
shares
|
$1.79 Million
0.26% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
39,100
shares
|
$1.79 Million
0.4% of portfolio
|
Q2 2021
New holding
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
39,058
shares
|
$1.78 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
39,001
shares
|
$1.78 Million
0.03% of portfolio
|
Q4 2024
Added 185.14%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
38,656
shares
|
$1.77 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
38,397
shares
|
$1.75 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
38,283
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
38,078
shares
|
$1.74 Million
0.38% of portfolio
|
Q4 2024
Added 75.11%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
38,039
shares
|
$1.74 Million
0.84% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
37,734
shares
|
$1.72 Million
0.05% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
37,468
shares
|
$1.71 Million
0.12% of portfolio
|
Q4 2024
Added 17.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
37,449
shares
|
$1.71 Million
0.34% of portfolio
|
Q4 2022
Added 2.96%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
37,431
shares
|
$1.71 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
36,998
shares
|
$1.69 Million
0.13% of portfolio
|
Q4 2024
Reduced 19.13%
|