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 |
|---|---|---|---|---|---|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
18,372
shares
|
$824,167
0.19% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
18,303
shares
|
$821,072
0.01% of portfolio
|
Q3 2025
Added 26.76%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
18,289
shares
|
$820,444
0.05% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
18,144
shares
|
$813,939
0.23% of portfolio
|
Q3 2025
Reduced 16.56%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
18,102
shares
|
$812,055
0.02% of portfolio
|
Q3 2025
Added 29.12%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
18,088
shares
|
$811,427
0.09% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
17,916
shares
|
$803,711
0.03% of portfolio
|
Q4 2025
Added 20.13%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
17,909
shares
|
$803,397
0.06% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
17,815
shares
|
$799,180
0.06% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
17,759
shares
|
$796,668
0.02% of portfolio
|
Q2 2025
Reduced 29.27%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
17,727
shares
|
$795,233
0.05% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
17,700
shares
|
$794,022
0.12% of portfolio
|
Q3 2025
Added 96.67%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
17,693
shares
|
$793,707
0.01% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
17,672
shares
|
$792,765
0.05% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,669
shares
|
$792,631
0.02% of portfolio
|
Q3 2022
Added 186.18%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
17,598
shares
|
$789,446
0.1% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
17,567
shares
|
$788,055
0.17% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
17,529
shares
|
$786,350
0.12% of portfolio
|
Q3 2025
Reduced 72.31%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
17,497
shares
|
$784,915
0.14% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
17,493
shares
|
$784,735
0.12% of portfolio
|
Q4 2025
Added 7.82%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
17,395
shares
|
$780,339
0.05% of portfolio
|
Q2 2025
Added 59.02%
|
|
|
Cane Capital Partners, LLC
St Francisville, LA |
Jan 21, 2026 Q4 2025 |
17,384
shares
|
$779,846
0.34% of portfolio
|
Q4 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
17,311
shares
|
$776,571
0.04% of portfolio
|
Q4 2025
Reduced 10.54%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Nov 14, 2025 Q3 2025 |
17,221
shares
|
$772,534
0.03% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17,155
shares
|
$769,573
0.07% of portfolio
|
Q4 2022
Added 0.77%
|
|