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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
7,688
shares
|
$348,573
0.15% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
7,616
shares
|
$345,309
0.05% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,562
shares
|
$342,861
0.1% of portfolio
|
Q2 2022
Added 4.38%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
7,508
shares
|
$340,412
0.07% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
7,489
shares
|
$339,551
0.0% of portfolio
|
Q4 2024
Reduced 40.7%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
7,489
shares
|
$339,551
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
7,477
shares
|
$339,007
0.1% of portfolio
|
Q4 2024
Reduced 28.65%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
7,451
shares
|
$337,828
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,428
shares
|
$336,785
0.01% of portfolio
|
Q4 2024
Reduced 46.3%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
7,400
shares
|
$335,516
0.11% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
7,391
shares
|
$335,107
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
7,389
shares
|
$335,017
0.52% of portfolio
|
Q3 2022
Added 13.57%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
7,378
shares
|
$334,518
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,370
shares
|
$334,155
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,363
shares
|
$333,838
0.02% of portfolio
|
Q4 2024
Added 106.71%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
7,361
shares
|
$333,747
0.0% of portfolio
|
Q4 2024
Added 32.89%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,359
shares
|
$333,657
0.07% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
7,328
shares
|
$332,251
0.06% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
7,309
shares
|
$331,390
0.06% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
7,309
shares
|
$331,390
0.1% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,285
shares
|
$330,301
0.0% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
7,257
shares
|
$329,032
0.04% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
7,231
shares
|
$327,853
0.01% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
7,231
shares
|
$327,853
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
7,193
shares
|
$326,130
0.07% of portfolio
|
Q2 2024
New holding
|