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 |
|---|---|---|---|---|---|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
12,311
shares
|
$552,271
0.12% of portfolio
|
Q1 2023
Reduced 4.85%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
12,277
shares
|
$550,746
0.02% of portfolio
|
Q3 2025
Added 29.72%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
12,249
shares
|
$549,490
0.09% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
12,242
shares
|
$549,176
0.02% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
12,200
shares
|
$547,292
0.28% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,093
shares
|
$542,491
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
12,074
shares
|
$541,639
0.02% of portfolio
|
Q3 2025
Reduced 26.25%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
12,015
shares
|
$538,992
0.64% of portfolio
|
Q2 2022
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
11,976
shares
|
$537,243
0.07% of portfolio
|
Q4 2025
Reduced 2.44%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
11,968
shares
|
$536,884
0.03% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,968
shares
|
$536,884
0.01% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
11,962
shares
|
$536,615
0.39% of portfolio
|
Q4 2023
Added 1.42%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
11,920
shares
|
$534,731
0.0% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
11,915
shares
|
$534,506
0.06% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 20, 2026 Q4 2025 |
11,866
shares
|
$532,308
0.04% of portfolio
|
Q4 2025
Added 4.01%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
11,843
shares
|
$531,276
0.03% of portfolio
|
Q4 2025
Reduced 3.34%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
11,828
shares
|
$530,604
0.08% of portfolio
|
Q3 2025
Reduced 37.55%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
11,783
shares
|
$528,585
0.22% of portfolio
|
Q4 2025
Reduced 5.21%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
11,775
shares
|
$528,226
0.02% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
11,753
shares
|
$527,239
0.02% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
11,734
shares
|
$526,387
0.08% of portfolio
|
Q4 2025
Added 38.6%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
11,688
shares
|
$524,323
0.25% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
11,672
shares
|
$523,605
0.13% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
11,672
shares
|
$523,605
0.11% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
11,659
shares
|
$523,022
0.19% of portfolio
|
Q4 2019
New holding
|
|