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 |
|---|---|---|---|---|---|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
42,297
shares
|
$2 Million
0.38% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
41,926
shares
|
$1.99 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
41,549
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
41,519
shares
|
$1.97 Million
0.54% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
41,387
shares
|
$1.96 Million
0.39% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
41,381
shares
|
$1.96 Million
0.04% of portfolio
|
Q4 2024
Added 29.73%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
41,233
shares
|
$1.95 Million
0.66% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
40,901
shares
|
$1.94 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
40,850
shares
|
$1.94 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
40,728
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2024
Reduced 57.96%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
40,410
shares
|
$1.91 Million
0.11% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
40,394
shares
|
$1.91 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
40,145
shares
|
$1.9 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
39,912
shares
|
$1.89 Million
0.21% of portfolio
|
Q2 2024
Added 7.39%
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
39,821
shares
|
$1.89 Million
1.11% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
39,413
shares
|
$1.87 Million
0.04% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
39,385
shares
|
$1.87 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
39,294
shares
|
$1.86 Million
0.66% of portfolio
|
Q2 2022
Reduced 5.53%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
39,168
shares
|
$1.86 Million
0.26% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
39,100
shares
|
$1.85 Million
0.37% of portfolio
|
Q2 2021
New holding
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
39,058
shares
|
$1.85 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
39,001
shares
|
$1.85 Million
0.03% of portfolio
|
Q4 2024
Added 185.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
38,925
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
38,657
shares
|
$1.83 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
38,656
shares
|
$1.83 Million
0.28% of portfolio
|
Q4 2024
New holding
|