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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
9,383
shares
|
$425,425
0.05% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
9,332
shares
|
$423,112
0.03% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
9,315
shares
|
$422,342
0.05% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
9,282
shares
|
$420,845
0.16% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9,263
shares
|
$419,984
0.03% of portfolio
|
Q2 2023
Reduced 3.81%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
9,230
shares
|
$418,488
0.16% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,216
shares
|
$417,853
0.03% of portfolio
|
Q2 2022
Reduced 31.25%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
9,207
shares
|
$417,445
0.04% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
9,195
shares
|
$416,901
0.21% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
9,182
shares
|
$416,311
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
9,161
shares
|
$415,359
0.02% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
9,155
shares
|
$415,087
0.05% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
9,148
shares
|
$414,770
0.17% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
9,143
shares
|
$414,543
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
9,133
shares
|
$414,090
0.01% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
9,133
shares
|
$414,090
0.15% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,127
shares
|
$413,818
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
9,117
shares
|
$413,364
0.11% of portfolio
|
Q4 2024
Reduced 12.23%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
9,084
shares
|
$411,868
0.05% of portfolio
|
Q4 2024
Added 12.09%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
9,077
shares
|
$411,551
0.08% of portfolio
|
Q2 2024
Added 108.81%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
9,051
shares
|
$410,372
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
9,047
shares
|
$410,190
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
9,044
shares
|
$410,054
0.18% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
9,034
shares
|
$409,601
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,013
shares
|
$408,649
0.24% of portfolio
|
Q4 2024
New holding
|