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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
31,154
shares
|
$1.4 Million
0.38% of portfolio
|
Q4 2025
Added 8.37%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
31,046
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
31,026
shares
|
$1.39 Million
0.79% of portfolio
|
Q4 2022
Reduced 2.81%
|
|
|
Lom Asset Management LTD
Hamilton, |
Jan 23, 2026 Q4 2025 |
31,023
shares
|
$1.39 Million
0.42% of portfolio
|
Q4 2025
Added 30.37%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
30,981
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2025
Reduced 39.11%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
30,858
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 34.0%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
30,748
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2025
Added 20.27%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
30,525
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Capital Investment Counsel, Inc
|
Jan 23, 2026 Q4 2025 |
30,476
shares
|
$1.37 Million
0.17% of portfolio
|
Q4 2025
Reduced 3.78%
|
|
|
First American Bank
Dundee, IL |
Jan 20, 2026 Q4 2025 |
30,326
shares
|
$1.36 Million
0.09% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
30,301
shares
|
$1.36 Million
0.08% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,802
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2023
Added 5.83%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
29,709
shares
|
$1.33 Million
0.19% of portfolio
|
Q3 2025
Reduced 16.66%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
29,616
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 20, 2026 Q4 2025 |
29,586
shares
|
$1.33 Million
0.22% of portfolio
|
Q4 2025
Reduced 8.8%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
29,560
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
29,551
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2022
Reduced 24.67%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
29,426
shares
|
$1.32 Million
0.66% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
29,384
shares
|
$1.32 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,377
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2020
Reduced 18.95%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
29,186
shares
|
$1.31 Million
0.15% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
29,173
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Reduced 40.24%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
29,144
shares
|
$1.31 Million
0.06% of portfolio
|
Q4 2025
Reduced 3.08%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
29,069
shares
|
$1.3 Million
0.22% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
28,991
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.6%
|
|