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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
26,109
shares
|
$1.17 Million
0.29% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
26,101
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
25,900
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2020
Added 396.07%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
25,795
shares
|
$1.16 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
25,769
shares
|
$1.16 Million
0.23% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
25,757
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Added 21.6%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
25,647
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
25,502
shares
|
$1.14 Million
0.09% of portfolio
|
Q4 2025
Added 14.98%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25,467
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
25,355
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2025
Added 89.1%
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
25,251
shares
|
$1.13 Million
0.22% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
25,008
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2025
Added 64.44%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
24,998
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
24,992
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 79.94%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
24,870
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
24,797
shares
|
$1.11 Million
0.39% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
24,742
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
24,711
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
24,681
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Added 536.6%
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
24,640
shares
|
$1.11 Million
0.06% of portfolio
|
Q1 2025
Added 67.38%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
24,599
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,554
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
24,552
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
24,383
shares
|
$1.09 Million
0.82% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 18, 2025 Q3 2025 |
24,330
shares
|
$1.09 Million
0.11% of portfolio
|
Q3 2025
Added 3.4%
|
|