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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
11,631
shares
|
$521,766
0.02% of portfolio
|
Q4 2025
Added 11.04%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
11,623
shares
|
$521,407
0.05% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
11,522
shares
|
$516,876
0.02% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
11,487
shares
|
$515,306
0.21% of portfolio
|
Q2 2023
Added 0.02%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,459
shares
|
$514,050
0.23% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
11,454
shares
|
$513,826
0.03% of portfolio
|
Q3 2025
Reduced 21.52%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
11,453
shares
|
$513,781
0.01% of portfolio
|
Q3 2025
Added 24.06%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
11,446
shares
|
$513,467
0.15% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
11,342
shares
|
$508,802
0.03% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
11,298
shares
|
$506,828
0.21% of portfolio
|
Q4 2025
Added 1.85%
|
|
|
Culbertson A N & CO Inc
|
Jan 21, 2026 Q4 2025 |
11,293
shares
|
$506,603
0.07% of portfolio
|
Q4 2025
Reduced 2.88%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
11,251
shares
|
$504,719
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
11,248
shares
|
$504,585
0.05% of portfolio
|
Q3 2025
Reduced 15.8%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
11,146
shares
|
$500,009
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
11,137
shares
|
$499,605
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
11,126
shares
|
$499,112
0.01% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
11,114
shares
|
$498,574
0.33% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
11,083
shares
|
$497,183
0.01% of portfolio
|
Q4 2025
Added 41.08%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
11,083
shares
|
$497,183
0.12% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Nov 14, 2025 Q3 2025 |
11,047
shares
|
$495,568
0.16% of portfolio
|
Q2 2025
Added 22.11%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
11,031
shares
|
$494,850
0.01% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
11,030
shares
|
$494,805
0.1% of portfolio
|
Q3 2025
Added 25.77%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,963
shares
|
$491,800
0.01% of portfolio
|
Q2 2023
Added 3.3%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
10,889
shares
|
$488,480
0.12% of portfolio
|
Q4 2025
Added 2.67%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,878
shares
|
$487,987
0.03% of portfolio
|
Q2 2025
Reduced 3.56%
|
|