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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10,691
shares
|
$484,729
0.08% of portfolio
|
Q3 2024
Added 89.25%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,620
shares
|
$481,510
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
10,585
shares
|
$479,923
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
10,584
shares
|
$479,878
0.03% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
10,565
shares
|
$479,017
0.13% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,542
shares
|
$477,974
0.14% of portfolio
|
Q2 2022
Reduced 2.45%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
10,508
shares
|
$476,432
0.18% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
10,477
shares
|
$475,027
0.05% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
10,449
shares
|
$473,757
0.1% of portfolio
|
Q4 2024
Reduced 84.09%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
10,445
shares
|
$473,576
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,417
shares
|
$472,306
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
10,354
shares
|
$469,450
0.3% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
10,320
shares
|
$467,908
0.03% of portfolio
|
Q4 2024
Added 24.86%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
10,316
shares
|
$467,727
0.05% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
10,298
shares
|
$466,911
0.01% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
10,286
shares
|
$466,367
0.08% of portfolio
|
Q4 2022
Added 3.83%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
10,233
shares
|
$463,964
0.01% of portfolio
|
Q4 2024
Added 83.58%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
10,214
shares
|
$463,102
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
10,208
shares
|
$462,830
0.44% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
10,207
shares
|
$462,785
0.11% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
10,207
shares
|
$462,785
0.03% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
10,188
shares
|
$461,923
0.16% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
10,188
shares
|
$461,923
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
10,147
shares
|
$460,064
0.01% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
10,142
shares
|
$459,838
0.13% of portfolio
|
Q4 2024
Reduced 0.98%
|