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 1,677 institutions that hold shares in the stock, with a total of 949 Million shares, which have been reported (via 13F filing form) to have a value of $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
31,026
shares
|
$1.48 Million
0.79% of portfolio
|
Q4 2022
Reduced 2.81%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
30,802
shares
|
$1.47 Million
0.3% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
30,655
shares
|
$1.46 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
30,600
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
30,508
shares
|
$1.45 Million
0.9% of portfolio
|
Q4 2023
Added 4.23%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
30,226
shares
|
$1.44 Million
0.77% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
30,195
shares
|
$1.44 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
30,104
shares
|
$1.44 Million
0.18% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
30,085
shares
|
$1.43 Million
0.21% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
29,985
shares
|
$1.43 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
29,964
shares
|
$1.43 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,802
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2023
Added 5.83%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
29,551
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2022
Reduced 24.67%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
29,451
shares
|
$1.4 Million
0.09% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
29,411
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,377
shares
|
$1.4 Million
0.05% of portfolio
|
Q2 2020
Reduced 18.95%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
29,367
shares
|
$1.4 Million
0.48% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
29,296
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
29,270
shares
|
$1.4 Million
0.26% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
28,912
shares
|
$1.38 Million
0.34% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
28,856
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
28,800
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
28,776
shares
|
$1.37 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
28,354
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
28,329
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2023
Reduced 67.5%
|