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 |
|---|---|---|---|---|---|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
5,076
shares
|
$231,770
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
5,075
shares
|
$231,724
0.03% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
5,068
shares
|
$231,404
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
5,062
shares
|
$231,130
0.08% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
5,050
shares
|
$230,582
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
5,014
shares
|
$228,939
0.2% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
4,975
shares
|
$227,158
0.07% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,967
shares
|
$226,793
0.07% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
4,936
shares
|
$225,377
0.09% of portfolio
|
Q4 2024
Reduced 11.62%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
4,930
shares
|
$225,103
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,913
shares
|
$224,327
0.08% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,909
shares
|
$224,144
0.04% of portfolio
|
Q4 2024
Reduced 30.87%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
4,906
shares
|
$224,007
0.02% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
4,888
shares
|
$223,186
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
4,876
shares
|
$222,638
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
4,876
shares
|
$222,638
0.12% of portfolio
|
Q3 2024
Added 21.11%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
4,871
shares
|
$222,409
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
4,859
shares
|
$221,861
0.0% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
4,833
shares
|
$220,674
0.02% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
4,825
shares
|
$220,309
0.07% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,818
shares
|
$219,989
0.09% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
4,758
shares
|
$217,250
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
4,727
shares
|
$215,834
0.04% of portfolio
|
Q4 2024
Reduced 39.75%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,710
shares
|
$215,058
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
4,705
shares
|
$214,830
0.01% of portfolio
|
Q4 2024
Reduced 5.92%
|