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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,428
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
24,293
shares
|
$1.11 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
24,264
shares
|
$1.11 Million
0.34% of portfolio
|
Q4 2023
Added 13.57%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
24,205
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.23%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
24,058
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 72.51%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
23,885
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
23,873
shares
|
$1.09 Million
0.26% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
23,855
shares
|
$1.09 Million
0.12% of portfolio
|
Q2 2023
Added 31.37%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
23,822
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
23,746
shares
|
$1.08 Million
0.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
23,581
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Added 148.53%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
23,120
shares
|
$1.06 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
22,963
shares
|
$1.05 Million
0.46% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
22,955
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
22,954
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
22,952
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
22,951
shares
|
$1.05 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Feb 11, 2025 Q4 2024 |
22,933
shares
|
$1.05 Million
0.96% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
22,877
shares
|
$1.04 Million
0.8% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
22,816
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
22,709
shares
|
$1.04 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
22,687
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
22,629
shares
|
$1.03 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
22,299
shares
|
$1.02 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
22,280
shares
|
$1.02 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.11%
|