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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
38,397
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
38,283
shares
|
$1.81 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
38,039
shares
|
$1.8 Million
0.84% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
37,734
shares
|
$1.79 Million
0.05% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
37,468
shares
|
$1.78 Million
0.12% of portfolio
|
Q4 2024
Added 17.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
37,449
shares
|
$1.77 Million
0.34% of portfolio
|
Q4 2022
Added 2.96%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
37,375
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 47.09%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
37,049
shares
|
$1.76 Million
0.24% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
36,846
shares
|
$1.75 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
36,844
shares
|
$1.75 Million
0.06% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
36,785
shares
|
$1.74 Million
0.48% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
36,740
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
36,713
shares
|
$1.74 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
36,654
shares
|
$1.74 Million
0.45% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
36,614
shares
|
$1.73 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
36,575
shares
|
$1.73 Million
0.44% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
36,483
shares
|
$1.73 Million
0.05% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
36,277
shares
|
$1.72 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
35,851
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
35,650
shares
|
$1.69 Million
1.32% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
35,526
shares
|
$1.68 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
35,365
shares
|
$1.68 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
35,117
shares
|
$1.66 Million
0.7% of portfolio
|
Q4 2024
Added 50.54%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
35,086
shares
|
$1.66 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
35,073
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.71%
|