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 1,677 institutions that hold shares in the stock, with a total of 949 Million shares, which have been reported (via 13F filing form) to have a value of $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
13,011
shares
|
$620,364
0.13% of portfolio
|
Q1 2024
Added 3.07%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
13,006
shares
|
$620,126
0.03% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
13,000
shares
|
$619,840
0.04% of portfolio
|
Q2 2023
Reduced 9.06%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
12,959
shares
|
$617,885
0.05% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
12,950
shares
|
$617,456
0.01% of portfolio
|
Q4 2023
Reduced 20.66%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
12,904
shares
|
$615,262
0.05% of portfolio
|
Q4 2024
Added 52.75%
|
|
|
X Square Capital, LLC
|
Oct 22, 2024 Q3 2024 |
12,901
shares
|
$615,119
0.24% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
12,833
shares
|
$611,877
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
12,824
shares
|
$611,448
0.74% of portfolio
|
Q2 2022
Reduced 0.47%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
12,790
shares
|
$609,827
0.02% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
12,726
shares
|
$606,775
0.24% of portfolio
|
Q3 2023
Reduced 21.04%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
12,721
shares
|
$606,537
0.04% of portfolio
|
Q3 2024
Added 94.6%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
12,659
shares
|
$603,581
0.17% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
12,629
shares
|
$602,150
0.01% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,603
shares
|
$600,911
0.01% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
12,540
shares
|
$597,907
0.16% of portfolio
|
Q2 2024
Added 12.01%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
12,535
shares
|
$597,668
0.28% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
12,515
shares
|
$596,715
0.04% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
12,348
shares
|
$588,752
0.03% of portfolio
|
Q4 2024
Added 19.07%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
12,311
shares
|
$586,988
0.12% of portfolio
|
Q1 2023
Reduced 4.85%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
12,293
shares
|
$586,130
0.11% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
12,248
shares
|
$583,984
0.02% of portfolio
|
Q2 2024
Added 1.07%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
12,218
shares
|
$582,554
0.12% of portfolio
|
Q3 2024
Added 74.1%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
12,140
shares
|
$578,835
0.05% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
12,129
shares
|
$578,310
0.06% of portfolio
|
Q3 2024
Reduced 15.84%
|