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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
406,252
shares
|
$18.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
405,809
shares
|
$18.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
403,726
shares
|
$18.4 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
390,972
shares
|
$17.9 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
388,444
shares
|
$17.7 Million
0.12% of portfolio
|
Q4 2024
Added 1031.34%
|
|
|
State Of Michigan Retirement System
|
Feb 06, 2025 Q4 2024 |
387,043
shares
|
$17.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
384,460
shares
|
$17.6 Million
0.1% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
American Assets Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
384,000
shares
|
$17.5 Million
1.38% of portfolio
|
Q3 2023
Added 8.47%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
381,700
shares
|
$17.4 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
374,485
shares
|
$17.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 82.32%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
370,697
shares
|
$16.9 Million
0.02% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
359,510
shares
|
$16.4 Million
0.13% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
357,578
shares
|
$16.3 Million
0.14% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
352,938
shares
|
$16.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
351,497
shares
|
$16 Million
0.08% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
348,468
shares
|
$15.9 Million
1.8% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
344,477
shares
|
$15.7 Million
0.06% of portfolio
|
Q4 2024
Added 47.37%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
340,000
shares
|
$15.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
339,804
shares
|
$15.5 Million
0.05% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
335,203
shares
|
$15.3 Million
1.22% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
334,813
shares
|
$15.3 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
332,099
shares
|
$15.2 Million
5.95% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
331,725
shares
|
$15.1 Million
0.69% of portfolio
|
Q4 2024
Added 97.91%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
329,770
shares
|
$15.1 Million
0.21% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Feb 14, 2025 Q4 2024 |
326,620
shares
|
$14.9 Million
9.37% of portfolio
|
Q4 2024
Reduced 0.1%
|