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 |
|---|---|---|---|---|---|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
17,657
shares
|
$806,218
0.24% of portfolio
|
Q2 2024
Added 22.97%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
17,629
shares
|
$804,940
0.24% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Capital Management Associates
New York, NY |
Feb 10, 2025 Q4 2024 |
17,607
shares
|
$803,935
0.98% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
17,597
shares
|
$803,479
0.46% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Mangrove Partners
New York, NY |
Feb 14, 2025 Q4 2024 |
17,542
shares
|
$800,967
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
17,524
shares
|
$800,145
0.16% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
17,499
shares
|
$799,004
0.18% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
17,300
shares
|
$789,917
0.19% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
17,208
shares
|
$785,717
0.3% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17,155
shares
|
$783,297
0.07% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
17,120
shares
|
$781,699
0.04% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
17,116
shares
|
$781,516
0.02% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
17,100
shares
|
$780,785
0.14% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
17,074
shares
|
$779,598
0.35% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
17,002
shares
|
$776,311
0.12% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
16,959
shares
|
$774,347
0.0% of portfolio
|
Q4 2023
Reduced 8.49%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
16,836
shares
|
$768,731
0.08% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
16,817
shares
|
$767,864
0.09% of portfolio
|
Q1 2024
Reduced 14.56%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
16,799
shares
|
$767,042
0.04% of portfolio
|
Q4 2024
Added 64.23%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
16,778
shares
|
$766,083
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,752
shares
|
$764,896
0.22% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
16,722
shares
|
$763,526
0.62% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
16,715
shares
|
$763,206
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
16,715
shares
|
$763,206
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
16,700
shares
|
$762,522
0.01% of portfolio
|
Q4 2024
Reduced 1.76%
|