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 |
|---|---|---|---|---|---|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
14,099
shares
|
$643,760
0.07% of portfolio
|
Q4 2024
Added 163.48%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
14,081
shares
|
$642,938
0.02% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
14,074
shares
|
$642,618
0.23% of portfolio
|
Q3 2024
Added 41.69%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
14,033
shares
|
$640,746
0.09% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
14,024
shares
|
$640,335
0.06% of portfolio
|
Q4 2024
Reduced 18.24%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
14,024
shares
|
$640,335
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
13,990
shares
|
$638,783
0.19% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
13,952
shares
|
$637,048
0.06% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
13,925
shares
|
$635,815
0.32% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
13,824
shares
|
$631,203
0.05% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
13,717
shares
|
$626,318
0.06% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
13,699
shares
|
$625,496
0.01% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
13,693
shares
|
$625,222
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
13,691
shares
|
$625,131
0.1% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
13,680
shares
|
$624,628
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
13,658
shares
|
$623,624
0.0% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
13,599
shares
|
$620,930
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
13,520
shares
|
$617,323
0.28% of portfolio
|
Q1 2024
Reduced 3.75%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
13,482
shares
|
$615,588
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
13,475
shares
|
$615,268
0.01% of portfolio
|
Q4 2024
Added 49.92%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
13,409
shares
|
$612,254
0.16% of portfolio
|
Q2 2024
Added 15.81%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
13,361
shares
|
$610,063
0.23% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
13,353
shares
|
$609,697
0.23% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
13,301
shares
|
$607,323
0.02% of portfolio
|
Q4 2024
Reduced 90.67%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
13,276
shares
|
$606,182
0.01% of portfolio
|
Q4 2024
Added 74.09%
|