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 |
|---|---|---|---|---|---|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
22,255
shares
|
$1.04 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
22,109
shares
|
$1.04 Million
0.22% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
22,104
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2024
Added 44.56%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
22,030
shares
|
$1.03 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,992
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
21,964
shares
|
$1.03 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
21,745
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,733
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
21,674
shares
|
$1.02 Million
1.1% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
21,598
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
21,536
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
21,534
shares
|
$1.01 Million
0.37% of portfolio
|
Q3 2024
Added 116.29%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
21,500
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.04%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
21,350
shares
|
$1 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
21,324
shares
|
$999,882
0.22% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
21,157
shares
|
$992,051
0.05% of portfolio
|
Q3 2022
Added 11.28%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
21,133
shares
|
$990,926
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
21,070
shares
|
$987,972
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
20,930
shares
|
$981,407
0.81% of portfolio
|
Q3 2023
Added 510.2%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
20,805
shares
|
$975,546
0.14% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
20,764
shares
|
$973,623
0.02% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
20,727
shares
|
$971,889
0.42% of portfolio
|
Q3 2024
Added 138.82%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
20,726
shares
|
$971,842
0.04% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
20,714
shares
|
$971,279
0.17% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
20,650
shares
|
$968,278
0.04% of portfolio
|
Q4 2024
Added 4.48%
|