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 1,661 institutions that hold shares in the stock, with a total of 942 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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
50,404
shares
|
$2.36 Million
0.04% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
49,946
shares
|
$2.34 Million
1.72% of portfolio
|
Q1 2022
Added 5.99%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
49,921
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
49,703
shares
|
$2.33 Million
0.35% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
49,568
shares
|
$2.32 Million
0.13% of portfolio
|
Q2 2024
Reduced 9.36%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
49,513
shares
|
$2.32 Million
0.07% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
49,431
shares
|
$2.32 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
49,000
shares
|
$2.3 Million
0.11% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
48,620
shares
|
$2.28 Million
1.38% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
48,261
shares
|
$2.26 Million
0.72% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
48,231
shares
|
$2.26 Million
0.02% of portfolio
|
Q4 2022
Reduced 33.47%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
48,197
shares
|
$2.26 Million
0.04% of portfolio
|
Q3 2024
Added 220.2%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
47,920
shares
|
$2.25 Million
0.14% of portfolio
|
Q4 2024
Reduced 32.06%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
47,545
shares
|
$2.23 Million
0.16% of portfolio
|
Q2 2022
Reduced 1.58%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
47,534
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
47,424
shares
|
$2.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
47,366
shares
|
$2.22 Million
0.15% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
47,329
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Added 46.65%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
47,174
shares
|
$2.21 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
46,598
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Added 15.94%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
46,453
shares
|
$2.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
46,292
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
46,256
shares
|
$2.17 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
45,836
shares
|
$2.15 Million
0.11% of portfolio
|
Q3 2024
Added 114.47%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
45,749
shares
|
$2.15 Million
0.16% of portfolio
|
Q3 2024
Reduced 20.08%
|