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 |
|---|---|---|---|---|---|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
36,844
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
36,785
shares
|
$1.68 Million
0.48% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
36,781
shares
|
$1.68 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
36,740
shares
|
$1.68 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
36,713
shares
|
$1.68 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
36,614
shares
|
$1.67 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
36,575
shares
|
$1.67 Million
0.44% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
36,483
shares
|
$1.67 Million
0.05% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
36,476
shares
|
$1.67 Million
1.4% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
36,315
shares
|
$1.66 Million
0.12% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
36,185
shares
|
$1.65 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
35,526
shares
|
$1.62 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
35,365
shares
|
$1.61 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
35,117
shares
|
$1.6 Million
0.7% of portfolio
|
Q4 2024
Added 50.54%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
35,110
shares
|
$1.6 Million
0.56% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
35,097
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
35,089
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Added 134.51%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
35,062
shares
|
$1.6 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
34,929
shares
|
$1.59 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
34,839
shares
|
$1.59 Million
0.94% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
34,739
shares
|
$1.59 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
34,375
shares
|
$1.57 Million
0.04% of portfolio
|
Q1 2023
Added 167.99%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
33,906
shares
|
$1.55 Million
0.02% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
33,777
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33,770
shares
|
$1.54 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.09%
|