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 |
|---|---|---|---|---|---|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
7,119
shares
|
$322,775
0.04% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
7,111
shares
|
$322,412
0.06% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Feb 13, 2025 Q4 2024 |
7,097
shares
|
$321,777
0.12% of portfolio
|
Q3 2024
Reduced 41.33%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,086
shares
|
$321,279
0.05% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
7,042
shares
|
$319,284
0.32% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
7,015
shares
|
$318,060
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
7,002
shares
|
$317,470
0.04% of portfolio
|
Q4 2024
Added 23.32%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$317,380
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
6,998
shares
|
$317,289
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,994
shares
|
$317,107
0.06% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
6,962
shares
|
$315,657
0.06% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
6,950
shares
|
$315,113
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
6,942
shares
|
$314,750
0.0% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
6,883
shares
|
$312,075
0.03% of portfolio
|
Q4 2023
Added 14.26%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
6,857
shares
|
$310,896
0.08% of portfolio
|
Q3 2024
Reduced 20.49%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,848
shares
|
$310,488
0.06% of portfolio
|
Q4 2024
Added 23.39%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
6,846
shares
|
$310,397
0.06% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
6,841
shares
|
$310,170
0.1% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
6,798
shares
|
$308,221
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
6,768
shares
|
$306,861
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
6,745
shares
|
$305,818
0.02% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
6,721
shares
|
$304,730
0.15% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
6,701
shares
|
$303,823
0.03% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
6,698
shares
|
$303,687
0.03% of portfolio
|
Q3 2024
Reduced 29.72%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
6,678
shares
|
$302,780
0.02% of portfolio
|
Q4 2024
New holding
|