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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
44,324
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Added 548.96%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
43,925
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2025
Reduced 32.17%
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
43,842
shares
|
$1.97 Million
0.91% of portfolio
|
Q4 2025
New holding
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
43,834
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2025
Reduced 22.6%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
43,678
shares
|
$1.96 Million
0.37% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
43,622
shares
|
$1.96 Million
0.76% of portfolio
|
Q4 2025
Reduced 7.9%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
43,125
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
43,117
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
43,040
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2023
Added 87.04%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
42,766
shares
|
$1.92 Million
0.07% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
42,680
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
41,596
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 165.16%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
41,436
shares
|
$1.86 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
41,216
shares
|
$1.85 Million
0.42% of portfolio
|
Q3 2025
Added 17.18%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
41,097
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
40,902
shares
|
$1.83 Million
0.17% of portfolio
|
Q4 2025
Added 10.7%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
40,681
shares
|
$1.82 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
40,672
shares
|
$1.82 Million
0.4% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
40,541
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2025
Added 6.68%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
40,394
shares
|
$1.81 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
40,301
shares
|
$1.81 Million
0.12% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
40,129
shares
|
$1.8 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
39,997
shares
|
$1.79 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Ahl Investment Management, Inc.
|
Oct 02, 2025 Q3 2025 |
39,954
shares
|
$1.79 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
39,890
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2025
Added 2.61%
|
|