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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,960
shares
|
$180,813
0.01% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
3,797
shares
|
$173,371
0.02% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,780
shares
|
$172,594
0.13% of portfolio
|
Q2 2022
Reduced 5.71%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,747
shares
|
$171,088
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
3,673
shares
|
$167,709
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
3,658
shares
|
$167,024
0.76% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,651
shares
|
$166,704
0.06% of portfolio
|
Q4 2024
Added 1360.4%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,637
shares
|
$166,065
0.09% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
3,610
shares
|
$164,832
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
3,503
shares
|
$159,946
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
3,477
shares
|
$158,759
0.01% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
3,473
shares
|
$158,577
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
3,449
shares
|
$157,481
0.03% of portfolio
|
Q4 2024
Reduced 21.6%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
3,314
shares
|
$151,317
0.07% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
3,294
shares
|
$150,404
0.01% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
3,279
shares
|
$149,719
0.02% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
3,234
shares
|
$147,664
0.07% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,183
shares
|
$145,335
0.0% of portfolio
|
Q4 2024
Added 45.41%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,163
shares
|
$144,422
0.02% of portfolio
|
Q3 2022
Added 1.61%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,112
shares
|
$142,093
0.01% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,076
shares
|
$140,450
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
3,075
shares
|
$140,404
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$136,980
0.03% of portfolio
|
Q4 2023
Added 36.74%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,963
shares
|
$135,290
0.03% of portfolio
|
Q4 2024
Added 48.74%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
2,895
shares
|
$132,185
0.05% of portfolio
|
Q4 2024
Reduced 20.07%
|