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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,858
shares
|
$130,496
0.02% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
2,858
shares
|
$130,496
0.03% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,838
shares
|
$129,583
0.05% of portfolio
|
Q1 2024
Added 85.61%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
2,803
shares
|
$127,984
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,767
shares
|
$126,341
0.08% of portfolio
|
Q4 2024
Reduced 96.18%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,746
shares
|
$125,382
0.04% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
2,712
shares
|
$123,829
0.11% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,626
shares
|
$119,903
0.01% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
2,587
shares
|
$118,122
0.0% of portfolio
|
Q2 2023
Reduced 84.37%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2,565
shares
|
$117,117
0.03% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,563
shares
|
$117,026
0.02% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,526
shares
|
$115,337
0.02% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
2,509
shares
|
$114,560
0.0% of portfolio
|
Q4 2024
Reduced 99.1%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
2,483
shares
|
$113,373
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
2,450
shares
|
$111,866
0.0% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,430
shares
|
$110,953
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
2,416
shares
|
$110,314
0.02% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2,403
shares
|
$109,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
2,394
shares
|
$109,310
0.08% of portfolio
|
Q4 2024
Added 119.03%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
2,371
shares
|
$108,259
0.0% of portfolio
|
Q4 2024
Added 18.14%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
2,360
shares
|
$107,757
0.14% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
2,250
shares
|
$102,734
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,208
shares
|
$100,817
0.01% of portfolio
|
Q4 2024
Reduced 23.39%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
2,177
shares
|
$99,401
0.0% of portfolio
|
Q4 2024
Reduced 43.62%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
2,175
shares
|
$99,310
0.04% of portfolio
|
Q4 2020
New holding
|