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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
17,139
shares
|
$768,855
0.04% of portfolio
|
Q4 2025
Added 28.23%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,112
shares
|
$767,644
0.1% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
17,088
shares
|
$766,567
0.06% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Washington Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
17,000
shares
|
$762,620
0.58% of portfolio
|
Q3 2025
Added 41.67%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
16,990
shares
|
$762,171
0.1% of portfolio
|
Q4 2025
Added 8.22%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
16,959
shares
|
$760,780
0.0% of portfolio
|
Q4 2023
Reduced 8.49%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
16,924
shares
|
$759,210
0.24% of portfolio
|
Q3 2025
Added 168.98%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
16,906
shares
|
$758,403
0.05% of portfolio
|
Q3 2025
Reduced 56.71%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
16,758
shares
|
$751,763
0.06% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
16,715
shares
|
$749,834
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
16,715
shares
|
$749,834
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
16,679
shares
|
$748,219
0.54% of portfolio
|
Q3 2025
Added 161.92%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
16,657
shares
|
$747,233
0.01% of portfolio
|
Q3 2025
Reduced 61.75%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
16,630
shares
|
$746,021
0.22% of portfolio
|
Q4 2025
Reduced 0.53%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
16,565
shares
|
$743,105
0.22% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
16,553
shares
|
$742,567
0.02% of portfolio
|
Q3 2025
Added 50.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
16,538
shares
|
$741,894
0.01% of portfolio
|
Q4 2025
Added 1.78%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
16,536
shares
|
$741,804
0.05% of portfolio
|
Q4 2025
Reduced 0.96%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
16,464
shares
|
$738,575
0.0% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
16,458
shares
|
$738,305
0.02% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
16,397
shares
|
$735,569
0.01% of portfolio
|
Q4 2025
Added 43.91%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
16,385
shares
|
$735,031
0.02% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
16,330
shares
|
$732,563
0.12% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
16,328
shares
|
$732,474
0.34% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
16,224
shares
|
$727,808
0.01% of portfolio
|
Q4 2025
Reduced 7.7%
|
|