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 |
|---|---|---|---|---|---|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
10,875
shares
|
$487,852
0.01% of portfolio
|
Q3 2025
Reduced 21.47%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
10,828
shares
|
$485,744
0.11% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
10,800
shares
|
$484,488
0.01% of portfolio
|
Q3 2025
Reduced 28.0%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
10,789
shares
|
$483,994
0.02% of portfolio
|
Q4 2025
Reduced 2.46%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
10,726
shares
|
$481,168
0.0% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
10,704
shares
|
$480,181
0.03% of portfolio
|
Q2 2025
Added 71.73%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
10,686
shares
|
$479,373
0.19% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
10,629
shares
|
$476,816
0.0% of portfolio
|
Q3 2025
Reduced 11.02%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
10,598
shares
|
$475,426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South Shore Capital Advisors
|
Jan 21, 2026 Q4 2025 |
10,592
shares
|
$475,157
0.36% of portfolio
|
Q4 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
10,575
shares
|
$474,394
0.09% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,542
shares
|
$472,914
0.14% of portfolio
|
Q2 2022
Reduced 2.45%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
10,537
shares
|
$472,689
0.01% of portfolio
|
Q4 2025
Added 2.81%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
10,533
shares
|
$472,510
0.44% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
10,499
shares
|
$470,985
0.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,484
shares
|
$470,312
0.05% of portfolio
|
Q3 2025
Reduced 50.01%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
10,449
shares
|
$468,742
0.09% of portfolio
|
Q3 2025
Reduced 85.04%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
10,438
shares
|
$468,248
0.04% of portfolio
|
Q3 2025
Reduced 17.84%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,417
shares
|
$467,306
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
10,389
shares
|
$466,050
0.02% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
10,372
shares
|
$465,287
0.07% of portfolio
|
Q4 2025
Added 12.64%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
10,357
shares
|
$464,615
0.14% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10,308
shares
|
$462,416
0.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
10,295
shares
|
$461,833
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
10,292
shares
|
$461,699
0.06% of portfolio
|
Q3 2025
New holding
|
|