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 |
|---|---|---|---|---|---|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
9,001
shares
|
$408,105
0.0% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
8,948
shares
|
$405,702
0.01% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
8,928
shares
|
$404,795
0.05% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,917
shares
|
$404,296
0.02% of portfolio
|
Q4 2024
Reduced 92.71%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
8,815
shares
|
$399,672
0.01% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Malaga Cove Capital, LLC
|
Feb 14, 2025 Q4 2024 |
8,796
shares
|
$398,810
0.16% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Quantessence Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,766
shares
|
$397,450
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
8,761
shares
|
$397,223
0.38% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8,755
shares
|
$396,951
0.11% of portfolio
|
Q1 2021
Reduced 3.96%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
8,749
shares
|
$396,679
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
8,746
shares
|
$396,543
0.02% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
8,742
shares
|
$396,362
0.03% of portfolio
|
Q4 2024
Added 51.72%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
8,735
shares
|
$396,044
0.02% of portfolio
|
Q4 2024
Reduced 37.81%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
8,545
shares
|
$387,430
0.15% of portfolio
|
Q1 2024
Added 17.14%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
8,512
shares
|
$385,934
0.04% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,507
shares
|
$385,707
0.35% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
8,490
shares
|
$384,936
0.01% of portfolio
|
Q4 2024
Added 25.91%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
8,485
shares
|
$384,709
0.04% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
8,481
shares
|
$384,528
0.05% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,457
shares
|
$383,440
0.06% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
8,447
shares
|
$382,986
0.18% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
8,431
shares
|
$382,261
0.0% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,415
shares
|
$381,536
0.03% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
8,395
shares
|
$380,629
0.02% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
8,330
shares
|
$377,682
0.24% of portfolio
|
Q1 2024
New holding
|