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 |
|---|---|---|---|---|---|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
14,595
shares
|
$654,731
0.38% of portfolio
|
Q4 2025
Reduced 3.98%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
14,586
shares
|
$654,327
0.03% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
14,577
shares
|
$653,924
0.23% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
14,562
shares
|
$653,251
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
14,520
shares
|
$651,367
0.15% of portfolio
|
Q3 2025
Reduced 16.54%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
14,514
shares
|
$651,098
0.05% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
14,494
shares
|
$650,200
0.12% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
14,400
shares
|
$645,984
0.02% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
14,349
shares
|
$643,696
0.01% of portfolio
|
Q3 2025
Reduced 16.53%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
14,329
shares
|
$642,798
0.02% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
14,306
shares
|
$641,767
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Nov 12, 2025 Q3 2025 |
14,287
shares
|
$640,914
0.45% of portfolio
|
Q3 2025
Added 17.09%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
14,280
shares
|
$640,600
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
14,256
shares
|
$639,524
0.03% of portfolio
|
Q3 2025
Added 374.88%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14,251
shares
|
$639,299
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,236
shares
|
$638,626
0.09% of portfolio
|
Q3 2023
Added 24.48%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
14,232
shares
|
$638,447
0.04% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,144
shares
|
$634,499
0.02% of portfolio
|
Q4 2024
Reduced 43.56%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
14,140
shares
|
$634,320
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
14,108
shares
|
$632,884
0.02% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
14,101
shares
|
$632,570
0.02% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
14,098
shares
|
$632,436
0.07% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
14,032
shares
|
$629,475
0.22% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
13,996
shares
|
$627,860
0.08% of portfolio
|
Q4 2025
Reduced 4.87%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
13,944
shares
|
$625,527
0.13% of portfolio
|
Q3 2025
Added 20.13%
|
|