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 |
|---|---|---|---|---|---|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
28,961
shares
|
$1.3 Million
0.14% of portfolio
|
Q4 2025
Added 2.54%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
28,842
shares
|
$1.29 Million
0.06% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
28,595
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2025
Added 28.91%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
28,329
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2023
Reduced 67.5%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
28,064
shares
|
$1.26 Million
0.47% of portfolio
|
Q4 2025
Added 1.92%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
27,772
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
27,705
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
27,687
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2025
Reduced 46.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
27,542
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Added 15.06%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
27,540
shares
|
$1.24 Million
0.46% of portfolio
|
Q4 2025
Reduced 4.18%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
27,268
shares
|
$1.22 Million
0.15% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
27,249
shares
|
$1.22 Million
2.21% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
27,239
shares
|
$1.22 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
27,203
shares
|
$1.22 Million
0.16% of portfolio
|
Q4 2025
Reduced 2.93%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
27,194
shares
|
$1.22 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
27,126
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
27,052
shares
|
$1.21 Million
0.21% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
27,000
shares
|
$1.21 Million
0.15% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
26,830
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
26,802
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 78.97%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
26,750
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
26,678
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2023
Reduced 7.5%
|
|
|
Impax Asset Management Group PLC
|
Nov 06, 2025 Q3 2025 |
26,596
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
26,215
shares
|
$1.18 Million
0.91% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
26,201
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2025
Added 11.3%
|
|