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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
11,443
shares
|
$518,825
0.0% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
11,435
shares
|
$518,462
0.24% of portfolio
|
Q4 2024
Added 42.05%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
11,422
shares
|
$517,873
0.01% of portfolio
|
Q4 2024
Reduced 32.55%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
11,166
shares
|
$506,266
0.03% of portfolio
|
Q3 2024
Added 281.74%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
11,137
shares
|
$504,951
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
11,129
shares
|
$504,588
0.14% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
11,120
shares
|
$504,180
0.05% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
11,114
shares
|
$503,908
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
11,111
shares
|
$503,772
0.01% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
11,103
shares
|
$503,410
0.03% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
11,083
shares
|
$502,503
0.12% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
11,047
shares
|
$500,870
0.07% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
11,043
shares
|
$500,689
0.02% of portfolio
|
Q4 2024
Reduced 66.31%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
11,003
shares
|
$498,876
0.01% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,963
shares
|
$497,062
0.01% of portfolio
|
Q2 2023
Added 3.3%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
10,957
shares
|
$496,790
0.03% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
10,904
shares
|
$494,387
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
10,903
shares
|
$494,342
0.01% of portfolio
|
Q4 2024
Reduced 19.42%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
10,851
shares
|
$491,984
0.01% of portfolio
|
Q4 2023
Reduced 18.72%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
10,836
shares
|
$491,304
0.01% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
10,826
shares
|
$490,850
0.03% of portfolio
|
Q4 2024
Reduced 75.1%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,825
shares
|
$490,805
0.0% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
10,824
shares
|
$490,760
0.06% of portfolio
|
Q4 2024
Added 127.68%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,803
shares
|
$489,808
0.25% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
10,693
shares
|
$484,820
0.06% of portfolio
|
Q4 2024
Added 12.77%
|