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 |
|---|---|---|---|---|---|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
15,631
shares
|
$713,711
0.05% of portfolio
|
Q4 2024
Reduced 66.86%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
15,564
shares
|
$710,652
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
15,519
shares
|
$708,597
0.62% of portfolio
|
Q2 2022
Reduced 0.06%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
15,488
shares
|
$707,182
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
15,453
shares
|
$705,583
0.38% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
15,368
shares
|
$701,702
0.1% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Feb 10, 2025 Q4 2024 |
15,339
shares
|
$700,378
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
15,298
shares
|
$698,506
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
15,287
shares
|
$698,004
0.31% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
15,286
shares
|
$697,958
0.15% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
15,240
shares
|
$695,858
0.01% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
15,231
shares
|
$695,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
15,201
shares
|
$694,077
0.06% of portfolio
|
Q4 2024
Added 16.48%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
15,200
shares
|
$694,032
0.72% of portfolio
|
Q3 2023
Reduced 46.29%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
15,116
shares
|
$690,196
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
15,101
shares
|
$689,511
0.35% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
15,075
shares
|
$688,324
0.11% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
14,973
shares
|
$683,667
0.0% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
14,912
shares
|
$680,881
0.02% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
14,855
shares
|
$678,279
0.01% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,841
shares
|
$677,640
0.08% of portfolio
|
Q4 2024
Reduced 29.73%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
14,731
shares
|
$672,617
0.03% of portfolio
|
Q4 2024
Added 95.45%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
14,721
shares
|
$672,160
0.04% of portfolio
|
Q4 2024
Reduced 25.16%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
14,676
shares
|
$670,106
0.09% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
14,659
shares
|
$669,329
0.32% of portfolio
|
Q4 2024
Added 0.34%
|