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 |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
19,047
shares
|
$893,113
0.0% of portfolio
|
Q2 2023
Added 10.43%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
18,982
shares
|
$890,065
0.28% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
18,980
shares
|
$889,972
0.02% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
18,970
shares
|
$889,503
0.01% of portfolio
|
Q3 2024
Added 151.76%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
18,951
shares
|
$888,612
0.07% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
18,927
shares
|
$887,487
0.02% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
18,921
shares
|
$887,205
0.05% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
18,850
shares
|
$883,876
0.12% of portfolio
|
Q1 2023
Added 0.96%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
18,707
shares
|
$877,171
0.01% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,618
shares
|
$872,998
0.08% of portfolio
|
Q4 2023
Reduced 35.84%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
18,527
shares
|
$868,731
0.09% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
18,390
shares
|
$862,307
0.09% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
18,312
shares
|
$858,649
0.54% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
18,278
shares
|
$857,055
0.02% of portfolio
|
Q4 2024
Reduced 8.72%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
18,269
shares
|
$856,633
0.19% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
18,221
shares
|
$854,382
0.05% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
18,219
shares
|
$854,288
0.09% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
18,159
shares
|
$851,475
0.12% of portfolio
|
Q1 2023
Added 7.65%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
18,121
shares
|
$849,693
0.44% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
18,065
shares
|
$847,067
0.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
18,028
shares
|
$845,332
0.03% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
17,939
shares
|
$841,159
0.38% of portfolio
|
Q4 2024
Added 28.01%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
17,805
shares
|
$834,876
0.04% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
17,727
shares
|
$831,219
0.05% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,669
shares
|
$828,499
0.02% of portfolio
|
Q3 2022
Added 186.18%
|