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 |
|---|---|---|---|---|---|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
15,173
shares
|
$680,660
0.1% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
15,172
shares
|
$680,615
0.04% of portfolio
|
Q3 2025
Added 113.81%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
15,148
shares
|
$679,539
0.48% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
15,127
shares
|
$678,597
0.19% of portfolio
|
Q3 2025
Reduced 22.57%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
15,125
shares
|
$678,507
0.16% of portfolio
|
Q4 2025
Added 1.14%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
15,116
shares
|
$678,103
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
15,090
shares
|
$676,937
0.19% of portfolio
|
Q3 2025
Reduced 64.52%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
15,049
shares
|
$675,098
0.23% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
15,045
shares
|
$674,918
0.2% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
15,038
shares
|
$674,604
0.03% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
14,930
shares
|
$669,759
0.07% of portfolio
|
Q4 2025
Reduced 26.99%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
14,808
shares
|
$664,286
0.12% of portfolio
|
Q3 2021
Added 0.14%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
14,801
shares
|
$663,972
0.04% of portfolio
|
Q3 2025
Added 41.66%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,796
shares
|
$663,748
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jan 23, 2026 Q4 2025 |
14,781
shares
|
$663,075
0.24% of portfolio
|
Q4 2025
Added 1.18%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
14,771
shares
|
$662,627
0.17% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
14,755
shares
|
$661,909
0.05% of portfolio
|
Q4 2025
Reduced 47.53%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
14,748
shares
|
$661,595
0.0% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 13, 2026 Q4 2025 |
14,747
shares
|
$661,550
0.04% of portfolio
|
Q4 2025
Reduced 3.77%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
14,720
shares
|
$660,339
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
14,715
shares
|
$660,114
0.09% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
14,695
shares
|
$659,217
0.01% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
14,638
shares
|
$656,660
0.21% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
14,602
shares
|
$655,045
0.19% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
14,597
shares
|
$654,821
0.15% of portfolio
|
Q4 2025
Reduced 2.84%
|
|