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 1,661 institutions that hold shares in the stock, with a total of 942 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
24,164
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
24,058
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2024
Reduced 72.51%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
23,885
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
23,873
shares
|
$1.12 Million
0.26% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,841
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 63.26%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
23,746
shares
|
$1.11 Million
0.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
23,726
shares
|
$1.11 Million
0.77% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
23,581
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Added 148.53%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
23,539
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
23,519
shares
|
$1.1 Million
0.91% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
23,359
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 36.39%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
23,130
shares
|
$1.08 Million
0.25% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
23,030
shares
|
$1.08 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
22,963
shares
|
$1.08 Million
0.46% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
22,954
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
22,923
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
22,816
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
22,709
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
22,629
shares
|
$1.06 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
22,533
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Added 214.18%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
22,481
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,397
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
22,299
shares
|
$1.05 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
22,280
shares
|
$1.04 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
22,266
shares
|
$1.04 Million
0.24% of portfolio
|
Q3 2024
New holding
|