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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
854
shares
|
$38,993
0.01% of portfolio
|
Q4 2023
Added 227.2%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
853
shares
|
$38,947
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
852
shares
|
$38,902
0.02% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
849
shares
|
$38,765
0.01% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
849
shares
|
$38,765
0.04% of portfolio
|
Q3 2023
Reduced 19.07%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
837
shares
|
$38,217
0.0% of portfolio
|
Q2 2024
Reduced 74.4%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
812
shares
|
$37,075
0.0% of portfolio
|
Q4 2024
Added 3960.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
805
shares
|
$36,756
0.01% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
804
shares
|
$36,710
0.02% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
800
shares
|
$36,528
0.0% of portfolio
|
Q4 2024
Reduced 55.56%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
770
shares
|
$35,158
0.01% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
742
shares
|
$33,879
0.01% of portfolio
|
Q3 2023
Reduced 48.54%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
741
shares
|
$33,834
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
715
shares
|
$32,646
0.02% of portfolio
|
Q3 2024
Added 4666.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
705
shares
|
$32,190
0.0% of portfolio
|
Q3 2023
Reduced 0.14%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
699
shares
|
$31,916
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
690
shares
|
$31,505
0.01% of portfolio
|
Q1 2024
Reduced 81.41%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
680
shares
|
$31,048
0.01% of portfolio
|
Q4 2024
Reduced 46.58%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
636
shares
|
$29,039
0.01% of portfolio
|
Q4 2024
Added 25.94%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
600
shares
|
$27,395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
600
shares
|
$27,395
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
600
shares
|
$27,395
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
594
shares
|
$27,122
0.01% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
579
shares
|
$26,437
0.01% of portfolio
|
Q3 2024
Reduced 93.05%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
570
shares
|
$26,026
0.01% of portfolio
|
Q3 2024
Reduced 22.13%
|