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, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
20,888
shares
|
$937,035
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 12, 2025 Q3 2025 |
20,799
shares
|
$933,043
0.92% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
20,764
shares
|
$931,473
0.04% of portfolio
|
Q4 2025
Added 1.16%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
20,720
shares
|
$929,499
0.4% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
20,715
shares
|
$929,274
0.03% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
20,707
shares
|
$928,916
0.04% of portfolio
|
Q3 2025
Reduced 11.46%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
20,706
shares
|
$928,871
0.07% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
20,635
shares
|
$925,686
0.12% of portfolio
|
Q3 2025
Added 34.27%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
20,600
shares
|
$924,116
0.03% of portfolio
|
Q2 2024
Reduced 59.69%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
20,494
shares
|
$919,360
0.03% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
20,465
shares
|
$918,059
0.33% of portfolio
|
Q2 2025
Added 32.16%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
20,323
shares
|
$911,689
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
20,296
shares
|
$910,478
0.17% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
20,284
shares
|
$909,940
0.02% of portfolio
|
Q3 2025
Reduced 13.26%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
20,188
shares
|
$905,633
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
20,147
shares
|
$903,794
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
20,140
shares
|
$903,480
0.34% of portfolio
|
Q3 2025
Reduced 19.39%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
20,136
shares
|
$903,300
0.73% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
20,000
shares
|
$897,200
0.04% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Leisure Capital Management
|
Nov 06, 2025 Q3 2025 |
19,985
shares
|
$896,527
0.33% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
19,969
shares
|
$895,809
0.08% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
19,702
shares
|
$883,831
0.31% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
19,624
shares
|
$880,332
0.03% of portfolio
|
Q3 2025
Added 28.18%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
19,508
shares
|
$875,128
0.03% of portfolio
|
Q3 2025
Reduced 11.56%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
19,476
shares
|
$873,693
0.08% of portfolio
|
Q3 2025
Added 1.41%
|
|