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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
22,375
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.22%
|
|
|
Park Circle CO
|
Nov 07, 2025 Q3 2025 |
22,285
shares
|
$999,705
0.9% of portfolio
|
Q3 2025
Reduced 33.54%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
22,280
shares
|
$999,480
0.26% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
22,272
shares
|
$999,121
0.14% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
22,268
shares
|
$998,942
0.28% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
22,179
shares
|
$994,949
0.65% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Freemont Management S.A.
|
Nov 06, 2025 Q3 2025 |
22,100
shares
|
$991,406
0.79% of portfolio
|
Q3 2025
Reduced 88.21%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,992
shares
|
$986,561
0.09% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
21,944
shares
|
$984,407
0.4% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
21,934
shares
|
$983,959
0.09% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
21,769
shares
|
$976,557
0.01% of portfolio
|
Q2 2025
Added 30.93%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
21,758
shares
|
$976,063
0.06% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
21,739
shares
|
$975,211
0.56% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
21,670
shares
|
$972,116
0.37% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
21,627
shares
|
$970,187
0.35% of portfolio
|
Q4 2025
Reduced 13.81%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
21,419
shares
|
$960,856
0.0% of portfolio
|
Q3 2025
Added 208.72%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
21,394
shares
|
$959,734
0.02% of portfolio
|
Q4 2025
Reduced 24.05%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
21,204
shares
|
$951,211
0.6% of portfolio
|
Q3 2025
Reduced 22.69%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
21,157
shares
|
$949,103
0.05% of portfolio
|
Q3 2022
Added 11.28%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
21,066
shares
|
$945,020
0.22% of portfolio
|
Q4 2025
Reduced 6.63%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
20,956
shares
|
$940,086
0.16% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
20,911
shares
|
$938,067
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
20,910
shares
|
$938,022
0.09% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
20,898
shares
|
$937,484
0.59% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
20,892
shares
|
$937,215
0.05% of portfolio
|
Q3 2025
Added 25.19%
|
|