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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
24,264
shares
|
$1.09 Million
0.34% of portfolio
|
Q4 2023
Added 13.57%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
24,251
shares
|
$1.09 Million
0.23% of portfolio
|
Q3 2025
Reduced 35.74%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
24,122
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2025
Added 30.22%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
24,101
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2025
Added 62.87%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
23,998
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Added 17.83%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
23,858
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
23,758
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
23,539
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
23,533
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
23,416
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Added 23.7%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
23,394
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
23,295
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
23,266
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
23,199
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
23,185
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
23,036
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2025
Reduced 1.87%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
23,024
shares
|
$1.03 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,000
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.65%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
22,985
shares
|
$1.03 Million
0.22% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
22,963
shares
|
$1.03 Million
0.46% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
22,877
shares
|
$1.03 Million
0.8% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
22,742
shares
|
$1.02 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
22,524
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Added 12.41%
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
22,443
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
22,420
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.47%
|
|