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 |
|---|---|---|---|---|---|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Jan 20, 2026 Q4 2025 |
39,674
shares
|
$1.78 Million
1.18% of portfolio
|
Q4 2025
Reduced 6.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
39,541
shares
|
$1.77 Million
0.02% of portfolio
|
Q4 2025
Added 69.75%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
39,508
shares
|
$1.77 Million
0.07% of portfolio
|
Q4 2025
Added 46.67%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
39,479
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 76.38%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
39,407
shares
|
$1.77 Million
0.08% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
39,334
shares
|
$1.76 Million
0.14% of portfolio
|
Q3 2025
Reduced 10.72%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
39,294
shares
|
$1.76 Million
0.66% of portfolio
|
Q2 2022
Reduced 5.53%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 21, 2026 Q4 2025 |
39,138
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2025
Added 197.09%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 17, 2025 Q3 2025 |
39,100
shares
|
$1.75 Million
0.41% of portfolio
|
Q2 2021
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
38,963
shares
|
$1.75 Million
0.29% of portfolio
|
Q1 2025
Reduced 55.87%
|
|
|
Nkcfo LLC
|
Nov 10, 2025 Q3 2025 |
38,700
shares
|
$1.74 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
38,614
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2025
Reduced 15.05%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
38,478
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
38,442
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
38,411
shares
|
$1.72 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
38,290
shares
|
$1.72 Million
0.11% of portfolio
|
Q4 2025
Added 0.46%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
38,278
shares
|
$1.72 Million
0.47% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
38,244
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2025
Added 18.97%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
38,217
shares
|
$1.71 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
38,215
shares
|
$1.71 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 21, 2026 Q4 2025 |
38,131
shares
|
$1.71 Million
1.0% of portfolio
|
Q4 2025
Reduced 3.33%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
38,030
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
37,640
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
37,582
shares
|
$1.69 Million
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
37,554
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2025
Reduced 42.1%
|
|