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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
97,939
shares
|
$4.39 Million
0.06% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
97,860
shares
|
$4.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
97,317
shares
|
$4.37 Million
0.02% of portfolio
|
Q2 2023
Reduced 45.89%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
97,010
shares
|
$4.35 Million
0.03% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
95,827
shares
|
$4.3 Million
0.02% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
95,589
shares
|
$4.29 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
95,573
shares
|
$4.29 Million
0.33% of portfolio
|
Q4 2025
Added 3.95%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
95,398
shares
|
$4.28 Million
1.14% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
94,545
shares
|
$4.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 53.8%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
93,599
shares
|
$4.2 Million
0.53% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
93,285
shares
|
$4.18 Million
0.75% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
92,786
shares
|
$4.16 Million
0.93% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
90,600
shares
|
$4.06 Million
1.72% of portfolio
|
Q4 2025
Reduced 0.74%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
90,581
shares
|
$4.06 Million
0.11% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
90,118
shares
|
$4.04 Million
0.02% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
89,404
shares
|
$4.01 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
89,044
shares
|
$3.99 Million
0.17% of portfolio
|
Q3 2025
Added 32.65%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
87,254
shares
|
$3.91 Million
0.76% of portfolio
|
Q4 2025
Reduced 3.11%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
87,204
shares
|
$3.91 Million
0.35% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
87,186
shares
|
$3.91 Million
0.04% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Am Investment Strategies LLC
|
Oct 30, 2025 Q3 2025 |
86,999
shares
|
$3.9 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
86,494
shares
|
$3.88 Million
0.1% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
86,481
shares
|
$3.88 Million
0.26% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
85,367
shares
|
$3.83 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
85,113
shares
|
$3.82 Million
0.01% of portfolio
|
Q3 2025
Added 111.05%
|
|