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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
14,776
shares
|
$700,086
0.02% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
14,731
shares
|
$697,954
0.03% of portfolio
|
Q4 2024
Added 95.45%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
14,721
shares
|
$697,480
0.04% of portfolio
|
Q4 2024
Reduced 25.16%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
14,676
shares
|
$695,348
0.09% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
14,659
shares
|
$694,543
0.32% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
14,635
shares
|
$693,406
0.0% of portfolio
|
Q3 2024
Reduced 94.63%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
14,590
shares
|
$691,274
0.05% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
14,585
shares
|
$691,037
0.36% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
14,562
shares
|
$689,947
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
14,504
shares
|
$687,199
0.06% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
14,486
shares
|
$686,346
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
14,486
shares
|
$686,346
0.02% of portfolio
|
Q3 2024
Reduced 18.36%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
14,485
shares
|
$686,299
0.02% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,446
shares
|
$684,451
0.07% of portfolio
|
Q3 2024
Added 11.37%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
14,421
shares
|
$683,266
0.04% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
14,419
shares
|
$683,172
0.01% of portfolio
|
Q3 2024
Added 61.76%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
14,402
shares
|
$682,366
0.04% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14,251
shares
|
$675,212
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,236
shares
|
$674,501
0.09% of portfolio
|
Q3 2023
Added 24.48%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
14,128
shares
|
$669,384
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
14,081
shares
|
$667,157
0.02% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
14,074
shares
|
$666,826
0.23% of portfolio
|
Q3 2024
Added 41.69%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
14,045
shares
|
$665,452
0.04% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
14,033
shares
|
$664,883
0.09% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
14,024
shares
|
$664,457
0.24% of portfolio
|
Q4 2022
New holding
|