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 |
|---|---|---|---|---|---|
|
Axq Capital, LP
Jersey City, NJ |
Feb 11, 2025 Q4 2024 |
10,077
shares
|
$456,891
0.2% of portfolio
|
Q4 2024
Added 45.01%
|
|
|
American Assets Inc
|
Feb 07, 2025 Q4 2024 |
10,000
shares
|
$453,400
0.13% of portfolio
|
Q4 2020
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,985
shares
|
$452,719
0.09% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
9,975
shares
|
$452,266
0.06% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
9,958
shares
|
$451,495
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
9,957
shares
|
$451,450
0.11% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
9,935
shares
|
$450,452
0.13% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
9,927
shares
|
$450,090
0.02% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
9,863
shares
|
$447,188
0.03% of portfolio
|
Q4 2024
Added 1190.97%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
9,834
shares
|
$445,873
0.02% of portfolio
|
Q4 2024
Added 25.05%
|
|
|
Capital International Sarl
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
9,812
shares
|
$444,876
0.01% of portfolio
|
Q4 2024
Added 36.43%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
9,811
shares
|
$444,830
0.13% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
9,798
shares
|
$444,241
0.02% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
9,772
shares
|
$443,062
0.05% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
9,765
shares
|
$442,745
0.05% of portfolio
|
Q4 2023
Reduced 11.15%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
9,744
shares
|
$441,792
0.03% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,737
shares
|
$441,475
0.03% of portfolio
|
Q4 2022
Added 8.19%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
9,721
shares
|
$440,750
0.08% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
9,630
shares
|
$436,624
0.05% of portfolio
|
Q4 2024
Added 41.78%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Feb 12, 2025 Q4 2024 |
9,617
shares
|
$436,034
0.01% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
9,600
shares
|
$435,264
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
9,600
shares
|
$435,264
0.03% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
9,493
shares
|
$430,412
0.03% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
9,425
shares
|
$427,329
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
9,386
shares
|
$425,561
0.33% of portfolio
|
Q4 2024
Reduced 28.52%
|