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 |
|---|---|---|---|---|---|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
30,104
shares
|
$1.37 Million
0.18% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Feb 12, 2025 Q4 2024 |
30,099
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
30,085
shares
|
$1.37 Million
0.21% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
29,985
shares
|
$1.37 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,802
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2023
Added 5.83%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
29,744
shares
|
$1.36 Million
0.14% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Brooks, Moore & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
29,726
shares
|
$1.36 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
29,594
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2024
Added 26.69%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
29,551
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2022
Reduced 24.67%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
29,451
shares
|
$1.34 Million
0.09% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
29,448
shares
|
$1.34 Million
0.09% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,377
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2020
Reduced 18.95%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
29,367
shares
|
$1.34 Million
0.48% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
29,296
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
29,270
shares
|
$1.34 Million
0.26% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
28,912
shares
|
$1.32 Million
0.34% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
28,776
shares
|
$1.31 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
28,404
shares
|
$1.3 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
28,385
shares
|
$1.3 Million
0.08% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
28,329
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2023
Reduced 67.5%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
28,212
shares
|
$1.29 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
28,126
shares
|
$1.28 Million
0.1% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Feb 12, 2025 Q4 2024 |
28,013
shares
|
$1.28 Million
0.06% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Ally Financial Inc.
Detroit, MI |
Feb 13, 2025 Q4 2024 |
28,000
shares
|
$1.28 Million
0.15% of portfolio
|
Q3 2021
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
27,966
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.92%
|