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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
156,174
shares
|
$7.01 Million
0.43% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
155,614
shares
|
$6.98 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
155,598
shares
|
$6.98 Million
5.55% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
154,659
shares
|
$6.94 Million
0.02% of portfolio
|
Q3 2025
Added 102.76%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
154,147
shares
|
$6.92 Million
0.05% of portfolio
|
Q3 2025
Added 29.79%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
153,232
shares
|
$6.87 Million
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
151,006
shares
|
$6.77 Million
0.55% of portfolio
|
Q3 2022
Reduced 9.59%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
150,644
shares
|
$6.76 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Socorro Asset Management LP
Dallas, TX |
Nov 14, 2025 Q3 2025 |
149,474
shares
|
$6.71 Million
2.82% of portfolio
|
Q3 2025
Reduced 13.78%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
147,314
shares
|
$6.61 Million
0.09% of portfolio
|
Q3 2025
Added 30.16%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
146,983
shares
|
$6.59 Million
0.88% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
145,400
shares
|
$6.52 Million
2.16% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
144,629
shares
|
$6.49 Million
0.21% of portfolio
|
Q1 2023
Added 101.51%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
144,355
shares
|
$6.48 Million
0.02% of portfolio
|
Q3 2025
Added 35.43%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
144,155
shares
|
$6.47 Million
0.1% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
142,523
shares
|
$6.39 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
141,530
shares
|
$6.35 Million
0.08% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
141,189
shares
|
$6.33 Million
0.7% of portfolio
|
Q4 2025
Reduced 14.04%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
140,041
shares
|
$6.28 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
139,773
shares
|
$6.27 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Nov 12, 2025 Q3 2025 |
138,947
shares
|
$6.23 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
136,982
shares
|
$6.15 Million
0.07% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
135,255
shares
|
$6.07 Million
0.01% of portfolio
|
Q3 2023
Reduced 26.35%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
134,574
shares
|
$6.04 Million
0.06% of portfolio
|
Q3 2025
Reduced 33.01%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
132,785
shares
|
$5.96 Million
0.98% of portfolio
|
Q3 2025
Added 2.85%
|
|