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 $43.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
12,311
shares
|
$558,180
0.12% of portfolio
|
Q1 2023
Reduced 4.85%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
12,293
shares
|
$557,364
0.11% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
12,248
shares
|
$555,324
0.02% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
12,218
shares
|
$553,964
0.12% of portfolio
|
Q3 2024
Added 74.1%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
12,124
shares
|
$549,702
0.12% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
12,018
shares
|
$544,896
0.04% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
12,015
shares
|
$544,760
0.64% of portfolio
|
Q2 2022
New holding
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
12,000
shares
|
$544,080
0.42% of portfolio
|
Q2 2023
Added 63.91%
|
|
|
Fourthstone LLC
St Louis, MO |
Feb 13, 2025 Q4 2024 |
12,000
shares
|
$544,080
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
X Square Capital, LLC
|
Feb 12, 2025 Q4 2024 |
11,970
shares
|
$542,719
0.21% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
11,962
shares
|
$542,357
0.39% of portfolio
|
Q4 2023
Added 1.42%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
11,955
shares
|
$542,039
0.21% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
11,952
shares
|
$541,903
0.01% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
11,883
shares
|
$538,775
0.13% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
11,775
shares
|
$533,878
0.02% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
11,673
shares
|
$529,253
0.07% of portfolio
|
Q4 2024
Added 36.05%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
11,659
shares
|
$528,619
0.21% of portfolio
|
Q4 2019
New holding
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
11,642
shares
|
$527,848
0.17% of portfolio
|
Q4 2024
Reduced 67.72%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
11,633
shares
|
$527,440
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
11,541
shares
|
$523,268
0.05% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
11,531
shares
|
$522,815
0.22% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
11,508
shares
|
$521,772
0.03% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
11,487
shares
|
$520,820
0.21% of portfolio
|
Q2 2023
Added 0.02%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
11,475
shares
|
$520,276
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,459
shares
|
$519,551
0.23% of portfolio
|
Q3 2022
Reduced 4.48%
|