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 City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
13,911
shares
|
$624,047
0.35% of portfolio
|
Q4 2025
Reduced 3.12%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
13,890
shares
|
$623,105
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,867
shares
|
$622,073
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
13,840
shares
|
$620,862
0.03% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
13,750
shares
|
$616,825
0.03% of portfolio
|
Q3 2025
Reduced 17.31%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
13,748
shares
|
$616,735
0.22% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
13,720
shares
|
$615,479
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
13,687
shares
|
$613,998
0.08% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
13,658
shares
|
$612,697
0.02% of portfolio
|
Q3 2025
Added 18.91%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
13,586
shares
|
$609,467
0.03% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
13,559
shares
|
$608,256
0.17% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
13,520
shares
|
$606,507
0.27% of portfolio
|
Q1 2024
Reduced 3.75%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Oct 27, 2025 Q3 2025 |
13,506
shares
|
$605,879
0.36% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
13,498
shares
|
$605,520
0.53% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Eastover Investment Advisors LLC
|
Jan 12, 2026 Q4 2025 |
13,481
shares
|
$604,757
0.27% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Uncommon Cents Investing LLC
|
Jan 15, 2026 Q4 2025 |
13,480
shares
|
$604,712
0.16% of portfolio
|
Q4 2025
Added 3.53%
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
13,444
shares
|
$603,097
0.03% of portfolio
|
Q4 2025
Added 10.45%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
13,440
shares
|
$602,918
0.04% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
13,431
shares
|
$602,514
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
13,411
shares
|
$601,617
0.14% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
13,217
shares
|
$592,914
0.02% of portfolio
|
Q3 2025
Added 124.82%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
13,123
shares
|
$588,697
0.16% of portfolio
|
Q2 2020
Reduced 39.87%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
13,051
shares
|
$585,467
0.05% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
12,991
shares
|
$582,776
0.03% of portfolio
|
Q3 2025
Reduced 31.04%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
12,982
shares
|
$582,372
0.2% of portfolio
|
Q3 2025
Reduced 6.08%
|
|