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 |
|---|---|---|---|---|---|
|
Gator Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
58,580
shares
|
$2.63 Million
0.7% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
58,494
shares
|
$2.62 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
58,322
shares
|
$2.62 Million
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
58,233
shares
|
$2.61 Million
0.02% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
58,224
shares
|
$2.61 Million
0.05% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
57,435
shares
|
$2.58 Million
0.17% of portfolio
|
Q3 2025
Reduced 43.98%
|
|
|
Salzhauer Michael
|
Oct 20, 2025 Q3 2025 |
57,327
shares
|
$2.57 Million
0.98% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
57,326
shares
|
$2.57 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
57,321
shares
|
$2.57 Million
0.54% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
56,706
shares
|
$2.54 Million
0.02% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
55,921
shares
|
$2.51 Million
0.5% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
55,308
shares
|
$2.48 Million
0.62% of portfolio
|
Q3 2025
Added 101.12%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
55,265
shares
|
$2.48 Million
1.29% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
54,900
shares
|
$2.46 Million
1.02% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
54,858
shares
|
$2.46 Million
0.35% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
54,813
shares
|
$2.46 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
54,537
shares
|
$2.45 Million
0.06% of portfolio
|
Q4 2025
Reduced 10.24%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
54,382
shares
|
$2.44 Million
0.63% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
54,270
shares
|
$2.43 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
54,008
shares
|
$2.42 Million
0.59% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
53,862
shares
|
$2.42 Million
0.27% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
53,773
shares
|
$2.41 Million
0.04% of portfolio
|
Q4 2025
Added 35.81%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
53,450
shares
|
$2.4 Million
0.02% of portfolio
|
Q4 2025
Added 9.95%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 14, 2026 Q4 2025 |
53,450
shares
|
$2.4 Million
1.3% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
53,262
shares
|
$2.39 Million
0.08% of portfolio
|
Q3 2025
Reduced 37.4%
|
|