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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
14,633
shares
|
$668,142
0.01% of portfolio
|
Q4 2024
Added 53.26%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
14,631
shares
|
$668,051
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
14,629
shares
|
$667,960
0.04% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
14,624
shares
|
$667,731
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
14,590
shares
|
$666,179
0.05% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
14,585
shares
|
$665,951
0.36% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
14,562
shares
|
$664,900
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
14,539
shares
|
$663,850
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
14,535
shares
|
$663,668
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
14,504
shares
|
$662,252
0.06% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Par Capital Management Inc
Boston, MA |
Feb 14, 2025 Q4 2024 |
14,500
shares
|
$662,070
0.02% of portfolio
|
Q4 2024
Added 45.0%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
14,489
shares
|
$661,567
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
14,485
shares
|
$661,385
0.02% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
14,421
shares
|
$658,462
0.04% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
14,416
shares
|
$658,234
0.05% of portfolio
|
Q4 2024
Reduced 13.88%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
14,402
shares
|
$657,595
0.04% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14,376
shares
|
$656,408
0.02% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
14,356
shares
|
$655,494
0.02% of portfolio
|
Q4 2024
Added 168.24%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,316
shares
|
$653,668
0.0% of portfolio
|
Q4 2024
Added 101.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14,251
shares
|
$650,700
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
14,246
shares
|
$650,472
0.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,236
shares
|
$650,015
0.09% of portfolio
|
Q3 2023
Added 24.48%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,144
shares
|
$645,815
0.02% of portfolio
|
Q4 2024
Reduced 43.56%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
14,128
shares
|
$645,084
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
14,108
shares
|
$644,171
0.01% of portfolio
|
Q4 2024
Reduced 7.37%
|