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 $43.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
5,333
shares
|
$243,504
0.05% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
5,324
shares
|
$243,093
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,319
shares
|
$242,865
0.03% of portfolio
|
Q2 2023
Added 86.76%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
5,318
shares
|
$242,819
0.06% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
5,300
shares
|
$241,997
0.17% of portfolio
|
Q2 2024
Added 82.76%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
5,270
shares
|
$240,628
0.01% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
5,266
shares
|
$240,445
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
5,259
shares
|
$240,125
0.12% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
5,256
shares
|
$239,988
0.08% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
5,241
shares
|
$239,304
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
5,224
shares
|
$238,527
0.11% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
5,221
shares
|
$238,390
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
5,210
shares
|
$237,888
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
5,207
shares
|
$237,751
0.02% of portfolio
|
Q4 2024
Reduced 16.71%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
5,203
shares
|
$237,568
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
5,200
shares
|
$237,431
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
5,200
shares
|
$237,431
0.09% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
5,190
shares
|
$236,975
0.22% of portfolio
|
Q4 2024
Reduced 55.6%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
5,149
shares
|
$235,103
0.14% of portfolio
|
Q4 2024
Reduced 29.57%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
5,140
shares
|
$234,692
0.05% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
5,140
shares
|
$234,692
0.04% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
5,137
shares
|
$234,555
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Feb 04, 2025 Q4 2024 |
5,108
shares
|
$233,231
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
5,105
shares
|
$233,094
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
5,086
shares
|
$232,226
0.06% of portfolio
|
Q3 2024
New holding
|