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 |
|---|---|---|---|---|---|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
34,348
shares
|
$1.54 Million
0.4% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Jan 21, 2026 Q4 2025 |
34,315
shares
|
$1.54 Million
0.45% of portfolio
|
Q4 2025
Reduced 1.95%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
33,949
shares
|
$1.52 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33,770
shares
|
$1.51 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
33,755
shares
|
$1.51 Million
1.2% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,309
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
33,245
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.3%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
33,188
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Added 131.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
33,180
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
33,138
shares
|
$1.49 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
33,114
shares
|
$1.49 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
33,091
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 588.68%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
32,845
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
32,545
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
32,502
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2025
Reduced 10.57%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
32,322
shares
|
$1.45 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
32,136
shares
|
$1.44 Million
0.25% of portfolio
|
Q4 2025
Added 25.53%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
32,129
shares
|
$1.44 Million
0.13% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
31,815
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.31%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
31,683
shares
|
$1.42 Million
0.14% of portfolio
|
Q4 2025
Reduced 1.98%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
31,657
shares
|
$1.42 Million
0.2% of portfolio
|
Q3 2022
Reduced 13.68%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
31,564
shares
|
$1.42 Million
0.24% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 12, 2025 Q3 2025 |
31,490
shares
|
$1.41 Million
0.56% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
31,476
shares
|
$1.41 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 16, 2026 Q4 2025 |
31,392
shares
|
$1.41 Million
0.92% of portfolio
|
Q4 2025
Added 0.42%
|
|