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 |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
27,865
shares
|
$1.27 Million
0.18% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
27,799
shares
|
$1.27 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
27,771
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
27,673
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
27,510
shares
|
$1.26 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
27,465
shares
|
$1.25 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
27,376
shares
|
$1.25 Million
0.23% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
27,367
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2024
Added 68.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
27,321
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
27,270
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 53.82%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
27,224
shares
|
$1.24 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
27,151
shares
|
$1.24 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
27,096
shares
|
$1.24 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
27,000
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
27,000
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 22.73%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
26,845
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
26,806
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Added 24.11%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
26,804
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
26,750
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
26,747
shares
|
$1.22 Million
0.24% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
26,678
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2023
Reduced 7.5%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
26,445
shares
|
$1.21 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,409
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
26,382
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Feb 10, 2025 Q4 2024 |
26,100
shares
|
$1.19 Million
0.22% of portfolio
|
Q4 2024
New holding
|