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 1,661 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 $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
35,062
shares
|
$1.64 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
35,053
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
35,046
shares
|
$1.64 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
34,929
shares
|
$1.64 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
34,839
shares
|
$1.63 Million
0.94% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
34,490
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
34,481
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
34,375
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2023
Added 167.99%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,335
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
33,938
shares
|
$1.59 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33,770
shares
|
$1.58 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
33,603
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Added 28.77%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
33,442
shares
|
$1.57 Million
0.78% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
33,209
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
33,128
shares
|
$1.55 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
32,175
shares
|
$1.51 Million
0.07% of portfolio
|
Q4 2024
Added 150.19%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
32,127
shares
|
$1.51 Million
0.21% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
32,081
shares
|
$1.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
31,966
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
31,815
shares
|
$1.49 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.31%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
31,657
shares
|
$1.48 Million
0.2% of portfolio
|
Q3 2022
Reduced 13.68%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
31,557
shares
|
$1.48 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
31,200
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
31,080
shares
|
$1.46 Million
0.56% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
31,026
shares
|
$1.45 Million
0.79% of portfolio
|
Q4 2022
Reduced 2.81%
|