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 |
|---|---|---|---|---|---|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
15,631
shares
|
$740,596
0.05% of portfolio
|
Q4 2024
Reduced 66.86%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
15,519
shares
|
$735,290
0.62% of portfolio
|
Q2 2022
Reduced 0.06%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
15,453
shares
|
$732,163
0.38% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,448
shares
|
$731,926
0.02% of portfolio
|
Q3 2024
Added 64.9%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,437
shares
|
$731,405
0.0% of portfolio
|
Q3 2024
Added 118.75%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
15,385
shares
|
$728,941
0.05% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
15,368
shares
|
$728,135
0.1% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
15,335
shares
|
$726,572
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
15,317
shares
|
$725,719
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
15,287
shares
|
$724,298
0.31% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
15,286
shares
|
$724,250
0.15% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,254
shares
|
$722,734
0.01% of portfolio
|
Q3 2024
Added 23.9%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
15,240
shares
|
$722,071
0.01% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
15,231
shares
|
$721,644
0.01% of portfolio
|
Q3 2024
Reduced 14.66%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
15,231
shares
|
$721,644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
15,200
shares
|
$720,176
0.72% of portfolio
|
Q3 2023
Reduced 46.29%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
15,139
shares
|
$717,285
0.01% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
15,116
shares
|
$716,196
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
15,101
shares
|
$715,485
0.35% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
15,075
shares
|
$714,253
0.11% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$710,700
0.21% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,963
shares
|
$708,946
0.01% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,891
shares
|
$705,535
0.08% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
14,860
shares
|
$704,066
0.01% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,841
shares
|
$703,166
0.08% of portfolio
|
Q4 2024
Reduced 29.73%
|