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 1,662 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 $44.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
45,361
shares
|
$2.15 Million
0.02% of portfolio
|
Q4 2024
Added 39.3%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
45,351
shares
|
$2.15 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
45,166
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
45,104
shares
|
$2.14 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
44,947
shares
|
$2.13 Million
0.25% of portfolio
|
Q2 2022
Reduced 9.0%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
44,910
shares
|
$2.13 Million
0.26% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
44,902
shares
|
$2.13 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
44,791
shares
|
$2.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
44,775
shares
|
$2.12 Million
0.14% of portfolio
|
Q4 2024
Reduced 65.53%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
44,513
shares
|
$2.11 Million
0.59% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
44,432
shares
|
$2.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 76.46%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
44,351
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
44,181
shares
|
$2.09 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
43,909
shares
|
$2.08 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
43,894
shares
|
$2.08 Million
1.34% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
43,847
shares
|
$2.08 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
43,825
shares
|
$2.08 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
43,733
shares
|
$2.07 Million
0.09% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
43,575
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
43,267
shares
|
$2.05 Million
0.14% of portfolio
|
Q3 2024
Added 359.9%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
43,171
shares
|
$2.05 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
43,040
shares
|
$2.04 Million
0.05% of portfolio
|
Q3 2023
Added 87.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
42,876
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
42,766
shares
|
$2.03 Million
0.07% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
42,442
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.33%
|