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 |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
16,600
shares
|
$757,956
0.1% of portfolio
|
Q4 2023
Added 44764.86%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
16,592
shares
|
$757,590
0.02% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
16,500
shares
|
$753,390
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
16,328
shares
|
$745,536
0.36% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
16,288
shares
|
$743,710
0.16% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
16,278
shares
|
$743,253
0.06% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
16,269
shares
|
$742,842
0.05% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
16,261
shares
|
$742,477
0.13% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
16,168
shares
|
$738,230
0.05% of portfolio
|
Q3 2024
Added 28.23%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
16,157
shares
|
$737,728
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
16,051
shares
|
$732,888
0.05% of portfolio
|
Q4 2024
Added 45.43%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
16,023
shares
|
$731,610
0.04% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
15,980
shares
|
$729,646
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
15,886
shares
|
$725,354
0.45% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
15,873
shares
|
$724,761
0.01% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
15,849
shares
|
$723,665
0.16% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
15,824
shares
|
$722,523
0.1% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
15,805
shares
|
$721,656
0.1% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,792
shares
|
$721,062
0.02% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
15,787
shares
|
$720,834
0.05% of portfolio
|
Q1 2023
Added 4.88%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
15,772
shares
|
$720,149
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
15,700
shares
|
$716,862
0.1% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
15,675
shares
|
$715,720
0.01% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
15,641
shares
|
$714,168
0.02% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
15,634
shares
|
$713,848
0.23% of portfolio
|
Q2 2024
Reduced 0.95%
|