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 1,827 institutions that hold shares in the stock, with a total of 944 Million shares, which have been reported (via 13F filing form) to have a value of $42.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
204,443
shares
|
$9.17 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
203,532
shares
|
$9.13 Million
0.03% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
202,746
shares
|
$9.1 Million
0.19% of portfolio
|
Q4 2025
Reduced 6.4%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
202,728
shares
|
$9.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
Nov 13, 2025 Q3 2025 |
202,070
shares
|
$9.06 Million
0.14% of portfolio
|
Q2 2025
Added 25.51%
|
|
|
Nearwater Capital Markets, LTD
New York, NY |
Nov 13, 2025 Q3 2025 |
200,000
shares
|
$8.97 Million
0.12% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2026 Q4 2025 |
199,835
shares
|
$8.96 Million
0.01% of portfolio
|
Q4 2025
Reduced 12.2%
|
|
|
Hunter Perkins Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
197,259
shares
|
$8.85 Million
2.24% of portfolio
|
Q4 2025
Reduced 2.88%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
192,888
shares
|
$8.65 Million
0.74% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
190,514
shares
|
$8.55 Million
0.17% of portfolio
|
Q3 2025
Added 32.16%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
190,467
shares
|
$8.54 Million
1.76% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
188,203
shares
|
$8.44 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
188,173
shares
|
$8.44 Million
1.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
187,767
shares
|
$8.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 07, 2025 Q3 2025 |
185,824
shares
|
$8.34 Million
0.07% of portfolio
|
Q3 2025
Added 45.31%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
185,778
shares
|
$8.33 Million
0.03% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
183,962
shares
|
$8.25 Million
0.03% of portfolio
|
Q3 2022
Added 5.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
182,978
shares
|
$8.21 Million
0.04% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
182,838
shares
|
$8.2 Million
0.03% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
182,148
shares
|
$8.17 Million
0.84% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
181,464
shares
|
$8.14 Million
1.34% of portfolio
|
Q2 2025
Added 38.03%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
181,232
shares
|
$8.13 Million
0.13% of portfolio
|
Q3 2024
Reduced 66.35%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
180,441
shares
|
$8.09 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
177,534
shares
|
$7.96 Million
0.36% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
175,251
shares
|
$7.86 Million
0.1% of portfolio
|
Q3 2025
Reduced 44.82%
|
|