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 1,647 institutions that hold shares in the stock, with a total of 941 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
89,799
shares
|
$4.22 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
89,670
shares
|
$4.21 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
88,254
shares
|
$4.15 Million
0.31% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
87,524
shares
|
$4.11 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
87,421
shares
|
$4.11 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
86,836
shares
|
$4.08 Million
0.09% of portfolio
|
Q3 2024
Added 3038.27%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
86,810
shares
|
$4.08 Million
0.81% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
86,485
shares
|
$4.06 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
86,478
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
86,249
shares
|
$4.05 Million
1.04% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
86,033
shares
|
$4.04 Million
0.13% of portfolio
|
Q3 2024
Reduced 33.32%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
85,875
shares
|
$4.04 Million
0.71% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
85,520
shares
|
$4.02 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
84,614
shares
|
$3.98 Million
0.35% of portfolio
|
Q4 2022
Added 223.51%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
84,182
shares
|
$3.96 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
83,983
shares
|
$3.95 Million
0.15% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
83,691
shares
|
$3.93 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
83,160
shares
|
$3.91 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
82,255
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2024
Added 17.58%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
80,838
shares
|
$3.8 Million
0.33% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
80,473
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
80,450
shares
|
$3.78 Million
0.09% of portfolio
|
Q1 2024
Added 3.07%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
79,474
shares
|
$3.74 Million
0.02% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
78,393
shares
|
$3.68 Million
0.6% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
78,334
shares
|
$3.68 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.71%
|