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 |
|---|---|---|---|---|---|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
12,966
shares
|
$581,654
0.26% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,957
shares
|
$581,251
3.3% of portfolio
|
Q3 2025
Reduced 38.27%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
12,901
shares
|
$578,738
0.15% of portfolio
|
Q4 2025
Added 9.12%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
12,898
shares
|
$578,604
0.06% of portfolio
|
Q4 2025
Added 37.36%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,888
shares
|
$578,155
0.02% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
12,875
shares
|
$577,572
0.21% of portfolio
|
Q3 2025
Added 30.45%
|
|
|
First United Bank & Trust
|
Jan 21, 2026 Q4 2025 |
12,843
shares
|
$576,136
0.19% of portfolio
|
Q4 2025
Added 68.17%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,835
shares
|
$575,778
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
12,824
shares
|
$575,284
0.74% of portfolio
|
Q2 2022
Reduced 0.47%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
12,800
shares
|
$574,208
0.05% of portfolio
|
Q2 2025
Reduced 62.79%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
12,773
shares
|
$572,996
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
12,772
shares
|
$572,951
0.09% of portfolio
|
Q3 2025
Added 163.12%
|
|
|
Westhampton Capital, LLC
|
Oct 17, 2025 Q3 2025 |
12,755
shares
|
$572,189
0.29% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
12,726
shares
|
$570,888
0.24% of portfolio
|
Q3 2023
Reduced 21.04%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
12,691
shares
|
$569,318
0.03% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
12,681
shares
|
$568,869
0.38% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
12,624
shares
|
$566,312
0.12% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
12,619
shares
|
$566,088
0.02% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
12,598
shares
|
$565,146
0.05% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
12,560
shares
|
$563,441
0.14% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
12,538
shares
|
$562,454
0.03% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
12,526
shares
|
$561,916
0.14% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Live Oak Private Wealth LLC
|
Jan 23, 2026 Q4 2025 |
12,448
shares
|
$558,417
0.08% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 20, 2026 Q4 2025 |
12,444
shares
|
$558,237
0.09% of portfolio
|
Q4 2025
Reduced 1.87%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
12,402
shares
|
$556,353
0.03% of portfolio
|
Q3 2025
New holding
|
|