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 |
|---|---|---|---|---|---|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
20,714
shares
|
$945,801
0.17% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
20,650
shares
|
$942,878
0.04% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
20,624
shares
|
$941,691
0.03% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
20,600
shares
|
$940,595
0.04% of portfolio
|
Q2 2024
Reduced 59.69%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
20,578
shares
|
$939,591
0.07% of portfolio
|
Q4 2024
Added 318.42%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
20,554
shares
|
$938,495
0.02% of portfolio
|
Q4 2024
Added 15.52%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
20,532
shares
|
$937,491
0.07% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
20,525
shares
|
$937,171
0.06% of portfolio
|
Q4 2024
Added 142.24%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
20,517
shares
|
$936,806
0.23% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
20,294
shares
|
$926,624
0.65% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
20,147
shares
|
$919,912
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
20,003
shares
|
$913,336
0.2% of portfolio
|
Q4 2024
Reduced 52.36%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$913,199
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
19,951
shares
|
$910,962
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
19,943
shares
|
$910,597
0.09% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
19,613
shares
|
$895,529
0.01% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
19,529
shares
|
$891,694
0.14% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
19,381
shares
|
$884,936
0.56% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
19,352
shares
|
$883,612
0.05% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
19,165
shares
|
$875,073
0.09% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
19,119
shares
|
$872,973
0.36% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
19,091
shares
|
$871,695
0.08% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
19,064
shares
|
$870,462
0.02% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
19,047
shares
|
$869,686
0.0% of portfolio
|
Q2 2023
Added 10.43%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
19,030
shares
|
$868,909
0.11% of portfolio
|
Q4 2024
Reduced 3.88%
|