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 |
|---|---|---|---|---|---|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
62,560
shares
|
$2.94 Million
0.08% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
62,292
shares
|
$2.93 Million
0.1% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Nov 07, 2024 Q3 2024 |
62,078
shares
|
$2.92 Million
1.47% of portfolio
|
Q3 2024
Added 55.7%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
61,973
shares
|
$2.91 Million
0.22% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
61,937
shares
|
$2.91 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
61,893
shares
|
$2.91 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
61,600
shares
|
$2.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
61,436
shares
|
$2.89 Million
0.04% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
61,183
shares
|
$2.88 Million
0.22% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
60,484
shares
|
$2.84 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
59,951
shares
|
$2.82 Million
1.34% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
59,924
shares
|
$2.82 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
59,531
shares
|
$2.8 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
59,062
shares
|
$2.78 Million
0.49% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
59,056
shares
|
$2.78 Million
0.19% of portfolio
|
Q3 2024
Added 688.89%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
59,003
shares
|
$2.77 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
58,936
shares
|
$2.77 Million
0.07% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
58,641
shares
|
$2.76 Million
0.03% of portfolio
|
Q3 2024
Added 49.88%
|
|
|
Freemont Management S.A.
|
Nov 05, 2024 Q3 2024 |
58,400
shares
|
$2.74 Million
1.31% of portfolio
|
Q3 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
58,301
shares
|
$2.74 Million
0.18% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
58,114
shares
|
$2.73 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Gator Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
58,000
shares
|
$2.73 Million
1.09% of portfolio
|
Q1 2024
Reduced 13.56%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
56,706
shares
|
$2.67 Million
0.02% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
56,532
shares
|
$2.66 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
55,838
shares
|
$2.62 Million
0.39% of portfolio
|
Q4 2024
Added 1.76%
|