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 |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
9,971
shares
|
$475,417
0.02% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
9,958
shares
|
$474,797
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
9,957
shares
|
$474,749
0.11% of portfolio
|
Q4 2024
Reduced 13.42%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
9,944
shares
|
$474,129
0.13% of portfolio
|
Q4 2023
Reduced 8.97%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
9,935
shares
|
$473,700
0.13% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
9,927
shares
|
$473,319
0.02% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
9,834
shares
|
$468,885
0.05% of portfolio
|
Q3 2024
Added 34.07%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
9,772
shares
|
$465,928
0.05% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
9,765
shares
|
$465,595
0.05% of portfolio
|
Q4 2023
Reduced 11.15%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
9,744
shares
|
$464,593
0.03% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,737
shares
|
$464,260
0.03% of portfolio
|
Q4 2022
Added 8.19%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
9,721
shares
|
$463,497
0.08% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
9,656
shares
|
$460,398
0.02% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 13, 2024 Q3 2024 |
9,546
shares
|
$455,153
0.01% of portfolio
|
Q3 2024
Reduced 16.77%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
9,425
shares
|
$449,384
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
9,397
shares
|
$448,048
0.03% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
9,386
shares
|
$447,524
0.33% of portfolio
|
Q4 2024
Reduced 28.52%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
9,383
shares
|
$447,381
0.05% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
9,332
shares
|
$444,949
0.03% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
9,282
shares
|
$442,565
0.16% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
9,271
shares
|
$442,041
0.01% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9,263
shares
|
$441,659
0.03% of portfolio
|
Q2 2023
Reduced 3.81%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
9,253
shares
|
$441,183
0.08% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
9,230
shares
|
$440,086
0.16% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,216
shares
|
$439,418
0.03% of portfolio
|
Q2 2022
Reduced 31.25%
|