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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
16,190
shares
|
$726,283
0.06% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
16,130
shares
|
$723,591
0.65% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Franklin Street Advisors Inc
|
Jan 21, 2026 Q4 2025 |
16,106
shares
|
$722,515
0.04% of portfolio
|
Q4 2025
Added 46.75%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
16,000
shares
|
$717,760
0.01% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
15,985
shares
|
$717,087
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
15,958
shares
|
$715,875
0.01% of portfolio
|
Q3 2025
Added 46.96%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
15,950
shares
|
$715,517
0.33% of portfolio
|
Q4 2025
Added 15.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
15,948
shares
|
$715,427
0.04% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2025 Q3 2025 |
15,935
shares
|
$714,844
0.0% of portfolio
|
Q3 2025
Reduced 25.09%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
15,924
shares
|
$714,350
0.01% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
15,850
shares
|
$711,031
0.14% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
15,833
shares
|
$710,268
0.01% of portfolio
|
Q4 2025
Added 23.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
15,766
shares
|
$707,262
0.03% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
15,753
shares
|
$706,679
0.06% of portfolio
|
Q4 2025
Added 45.78%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
15,747
shares
|
$706,410
0.11% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
15,659
shares
|
$702,462
0.06% of portfolio
|
Q3 2025
Added 169.33%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
15,634
shares
|
$701,341
0.2% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
15,574
shares
|
$698,649
0.06% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
15,519
shares
|
$696,182
0.62% of portfolio
|
Q2 2022
Reduced 0.06%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
15,497
shares
|
$695,195
0.32% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
15,484
shares
|
$694,612
0.02% of portfolio
|
Q3 2025
Reduced 70.31%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
15,319
shares
|
$687,210
0.0% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
15,277
shares
|
$685,326
0.03% of portfolio
|
Q4 2025
Added 4.79%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
15,200
shares
|
$681,872
0.72% of portfolio
|
Q3 2023
Reduced 46.29%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
15,197
shares
|
$681,737
0.03% of portfolio
|
Q3 2025
Added 0.7%
|
|