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 |
|---|---|---|---|---|---|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,542
shares
|
$502,642
0.14% of portfolio
|
Q2 2022
Reduced 2.45%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
10,500
shares
|
$500,640
0.21% of portfolio
|
Q2 2024
Reduced 5.83%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
10,483
shares
|
$499,829
0.18% of portfolio
|
Q3 2024
Reduced 21.06%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
10,477
shares
|
$499,543
0.05% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
10,449
shares
|
$498,208
0.1% of portfolio
|
Q4 2024
Reduced 84.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,417
shares
|
$496,682
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
10,399
shares
|
$495,824
0.01% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
10,397
shares
|
$495,728
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
10,354
shares
|
$493,678
0.3% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
10,316
shares
|
$491,866
0.05% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
10,298
shares
|
$491,008
0.01% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
10,286
shares
|
$490,436
0.08% of portfolio
|
Q4 2022
Added 3.83%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
10,233
shares
|
$487,909
0.01% of portfolio
|
Q4 2024
Added 83.58%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
10,214
shares
|
$487,003
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
10,208
shares
|
$486,717
0.44% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
10,207
shares
|
$486,669
0.11% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
10,207
shares
|
$486,669
0.03% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
10,188
shares
|
$485,763
0.16% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
10,188
shares
|
$485,763
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
10,142
shares
|
$483,570
0.13% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10,092
shares
|
$481,186
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
10,040
shares
|
$478,707
0.18% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
American Assets Inc
|
Feb 07, 2025 Q4 2024 |
10,000
shares
|
$476,800
0.13% of portfolio
|
Q4 2020
New holding
|
|
|
Par Capital Management Inc
Boston, MA |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$476,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,985
shares
|
$476,084
0.09% of portfolio
|
Q1 2024
Reduced 2.01%
|