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 |
|---|---|---|---|---|---|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
11,111
shares
|
$529,772
0.01% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
11,103
shares
|
$529,391
0.03% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
11,077
shares
|
$528,151
0.01% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
11,066
shares
|
$527,626
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
11,047
shares
|
$526,720
0.07% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
11,043
shares
|
$526,530
0.02% of portfolio
|
Q4 2024
Reduced 66.31%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,041
shares
|
$526,434
0.01% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,963
shares
|
$522,715
0.01% of portfolio
|
Q2 2023
Added 3.3%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
10,957
shares
|
$522,429
0.03% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
10,903
shares
|
$519,855
0.01% of portfolio
|
Q4 2024
Reduced 19.42%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
10,851
shares
|
$517,375
0.01% of portfolio
|
Q4 2023
Reduced 18.72%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
10,836
shares
|
$516,660
0.01% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
10,826
shares
|
$516,183
0.03% of portfolio
|
Q4 2024
Reduced 75.1%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,825
shares
|
$516,136
0.0% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
10,824
shares
|
$516,088
0.06% of portfolio
|
Q4 2024
Added 127.68%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,803
shares
|
$515,087
0.25% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
10,778
shares
|
$513,895
0.23% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,697
shares
|
$510,032
0.01% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
10,693
shares
|
$509,842
0.06% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10,691
shares
|
$509,746
0.08% of portfolio
|
Q3 2024
Added 89.25%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,620
shares
|
$506,361
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
10,620
shares
|
$506,361
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
10,585
shares
|
$504,692
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
10,584
shares
|
$504,645
0.03% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
10,565
shares
|
$503,739
0.13% of portfolio
|
Q4 2024
Added 0.37%
|