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 |
|---|---|---|---|---|---|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
17,657
shares
|
$827,936
0.24% of portfolio
|
Q2 2024
Added 22.97%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
17,629
shares
|
$826,623
0.24% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
17,597
shares
|
$825,123
0.46% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
17,500
shares
|
$820,575
0.39% of portfolio
|
Q3 2023
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
17,499
shares
|
$820,528
0.18% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
17,473
shares
|
$819,308
0.07% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
17,369
shares
|
$814,432
0.07% of portfolio
|
Q3 2024
Added 29.03%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
17,314
shares
|
$811,853
0.05% of portfolio
|
Q3 2024
Added 25.32%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
17,300
shares
|
$811,197
0.19% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
17,208
shares
|
$806,883
0.3% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17,155
shares
|
$804,397
0.07% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
17,152
shares
|
$804,257
0.08% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
17,146
shares
|
$803,975
0.47% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
17,120
shares
|
$802,756
0.04% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
17,116
shares
|
$802,569
0.02% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
17,100
shares
|
$801,819
0.14% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
17,074
shares
|
$800,599
0.35% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
17,000
shares
|
$797,130
0.01% of portfolio
|
Q2 2021
Reduced 10.53%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
16,959
shares
|
$795,207
0.0% of portfolio
|
Q4 2023
Reduced 8.49%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
16,947
shares
|
$794,644
0.0% of portfolio
|
Q3 2024
Added 835.78%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
16,940
shares
|
$794,316
0.12% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
16,934
shares
|
$794,035
0.01% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
16,817
shares
|
$788,549
0.09% of portfolio
|
Q1 2024
Reduced 14.56%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
16,799
shares
|
$787,705
0.04% of portfolio
|
Q4 2024
Added 64.23%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
16,778
shares
|
$786,720
0.31% of portfolio
|
Q4 2024
New holding
|