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 |
|---|---|---|---|---|---|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
37,454
shares
|
$1.68 Million
0.33% of portfolio
|
Q3 2025
Added 57.93%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
37,449
shares
|
$1.68 Million
0.34% of portfolio
|
Q4 2022
Added 2.96%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
37,409
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,375
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
37,332
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
37,142
shares
|
$1.67 Million
0.3% of portfolio
|
Q3 2025
Reduced 31.21%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jan 20, 2026 Q4 2025 |
36,906
shares
|
$1.66 Million
0.26% of portfolio
|
Q4 2025
Reduced 8.1%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
36,740
shares
|
$1.65 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
36,722
shares
|
$1.65 Million
0.79% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Diamant Asset Management, Inc.
|
Oct 29, 2025 Q3 2025 |
36,721
shares
|
$1.65 Million
1.24% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
36,636
shares
|
$1.64 Million
0.03% of portfolio
|
Q4 2025
Reduced 11.65%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
36,500
shares
|
$1.64 Million
0.06% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
36,108
shares
|
$1.62 Million
0.12% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
35,984
shares
|
$1.61 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
35,564
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
35,420
shares
|
$1.59 Million
0.3% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
35,195
shares
|
$1.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 77.24%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
34,929
shares
|
$1.57 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
34,839
shares
|
$1.56 Million
0.94% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
34,762
shares
|
$1.56 Million
0.09% of portfolio
|
Q4 2025
Added 8.05%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
34,740
shares
|
$1.56 Million
0.16% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
34,628
shares
|
$1.55 Million
0.24% of portfolio
|
Q4 2025
Reduced -0.0%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
34,567
shares
|
$1.55 Million
0.69% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
34,466
shares
|
$1.55 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
34,375
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2023
Added 167.99%
|
|