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 |
|---|---|---|---|---|---|
|
Axa S.A.
Paris, I0 |
Feb 14, 2025 Q4 2024 |
22,189
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 80.46%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
22,109
shares
|
$1.01 Million
0.22% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
22,104
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2024
Added 44.56%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
22,075
shares
|
$1.01 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
22,030
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
21,993
shares
|
$1 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,992
shares
|
$1 Million
0.09% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,888
shares
|
$999,406
0.05% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
21,863
shares
|
$998,264
0.02% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
21,838
shares
|
$997,123
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Feb 12, 2025 Q4 2024 |
21,815
shares
|
$996,072
0.41% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,719
shares
|
$991,689
0.01% of portfolio
|
Q4 2024
Added 42.38%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
21,536
shares
|
$983,333
0.06% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
21,500
shares
|
$981,689
0.04% of portfolio
|
Q4 2023
Reduced 0.04%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
21,436
shares
|
$978,767
0.02% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
21,355
shares
|
$975,069
0.02% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
21,282
shares
|
$971,736
0.06% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
21,188
shares
|
$967,444
0.04% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
21,157
shares
|
$966,028
0.05% of portfolio
|
Q3 2022
Added 11.28%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
21,133
shares
|
$964,932
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
21,070
shares
|
$962,056
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
21,008
shares
|
$959,225
0.12% of portfolio
|
Q4 2024
Reduced 53.68%
|
|
|
Park Circle CO
|
Feb 13, 2025 Q4 2024 |
20,930
shares
|
$955,663
0.85% of portfolio
|
Q3 2023
Added 510.2%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
20,760
shares
|
$947,901
0.04% of portfolio
|
Q4 2024
Reduced 52.65%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
20,726
shares
|
$946,349
0.04% of portfolio
|
Q4 2024
Added 0.0%
|