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 |
|---|---|---|---|---|---|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
18,982
shares
|
$866,718
0.28% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
18,980
shares
|
$866,626
0.02% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
18,927
shares
|
$864,206
0.02% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
18,921
shares
|
$863,932
0.05% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
18,886
shares
|
$862,334
0.02% of portfolio
|
Q4 2024
Added 81.65%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
18,850
shares
|
$860,690
0.12% of portfolio
|
Q1 2023
Added 0.96%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
18,707
shares
|
$854,161
0.01% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
18,619
shares
|
$850,143
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,618
shares
|
$850,097
0.08% of portfolio
|
Q4 2023
Reduced 35.84%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
18,527
shares
|
$845,942
0.09% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
18,483
shares
|
$843,933
0.1% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
18,430
shares
|
$841,513
0.05% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
18,312
shares
|
$836,125
0.54% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
18,278
shares
|
$834,573
0.02% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
18,269
shares
|
$834,162
0.19% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
18,147
shares
|
$828,592
0.07% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
18,138
shares
|
$828,181
0.07% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
18,121
shares
|
$827,404
0.44% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
18,065
shares
|
$824,847
0.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
18,028
shares
|
$823,158
0.03% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Feb 14, 2025 Q4 2024 |
17,947
shares
|
$819,460
0.04% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
17,939
shares
|
$819,094
0.38% of portfolio
|
Q4 2024
Added 28.01%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
17,727
shares
|
$809,414
0.05% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,690
shares
|
$807,725
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,669
shares
|
$806,766
0.02% of portfolio
|
Q3 2022
Added 186.18%
|