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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
33,603
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Added 28.77%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
33,442
shares
|
$1.53 Million
0.78% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
33,128
shares
|
$1.51 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
32,892
shares
|
$1.5 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
32,629
shares
|
$1.49 Million
0.04% of portfolio
|
Q4 2024
Reduced 44.64%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
32,500
shares
|
$1.48 Million
1.16% of portfolio
|
Q4 2024
Added 116.67%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
32,175
shares
|
$1.47 Million
0.07% of portfolio
|
Q4 2024
Added 150.19%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
32,081
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
31,966
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
31,815
shares
|
$1.45 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.31%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
31,657
shares
|
$1.45 Million
0.2% of portfolio
|
Q3 2022
Reduced 13.68%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
31,557
shares
|
$1.44 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
31,556
shares
|
$1.44 Million
0.19% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
31,417
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 95.79%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
31,260
shares
|
$1.43 Million
0.02% of portfolio
|
Q4 2024
Added 27.17%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
31,200
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
31,080
shares
|
$1.42 Million
0.56% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
31,026
shares
|
$1.42 Million
0.79% of portfolio
|
Q4 2022
Reduced 2.81%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
30,802
shares
|
$1.41 Million
0.3% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
30,655
shares
|
$1.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
30,600
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
30,575
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.32%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
30,508
shares
|
$1.39 Million
0.92% of portfolio
|
Q4 2023
Added 4.23%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
30,290
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
30,245
shares
|
$1.38 Million
1.23% of portfolio
|
Q4 2024
Added 0.17%
|