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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
13,952
shares
|
$654,209
0.06% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
13,925
shares
|
$652,943
0.32% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
13,848
shares
|
$649,332
0.06% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,832
shares
|
$648,582
0.02% of portfolio
|
Q3 2024
Added 81.0%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
13,826
shares
|
$648,301
0.0% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
13,699
shares
|
$642,346
0.01% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
13,691
shares
|
$641,970
0.1% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
13,667
shares
|
$640,845
0.1% of portfolio
|
Q3 2024
Reduced 42.38%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
13,599
shares
|
$637,657
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
13,564
shares
|
$636,015
0.02% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
13,535
shares
|
$634,656
0.27% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
13,520
shares
|
$633,952
0.28% of portfolio
|
Q1 2024
Reduced 3.75%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
13,462
shares
|
$631,233
0.18% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
13,409
shares
|
$628,748
0.16% of portfolio
|
Q2 2024
Added 15.81%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
13,408
shares
|
$628,701
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
13,361
shares
|
$626,497
0.23% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
13,353
shares
|
$626,122
0.23% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
13,123
shares
|
$615,337
0.17% of portfolio
|
Q2 2020
Reduced 39.87%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
13,050
shares
|
$611,914
0.05% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
13,011
shares
|
$610,085
0.13% of portfolio
|
Q1 2024
Added 3.07%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
13,000
shares
|
$609,570
0.04% of portfolio
|
Q2 2023
Reduced 9.06%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
12,959
shares
|
$607,647
0.05% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
12,950
shares
|
$607,225
0.01% of portfolio
|
Q4 2023
Reduced 20.66%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
12,901
shares
|
$604,927
0.24% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
12,824
shares
|
$601,317
0.74% of portfolio
|
Q2 2022
Reduced 0.47%
|