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 |
|---|---|---|---|---|---|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
10,286
shares
|
$461,429
0.08% of portfolio
|
Q4 2022
Added 3.83%
|
|
|
Successful Portfolios LLC
|
Jan 22, 2026 Q4 2025 |
10,264
shares
|
$460,443
0.24% of portfolio
|
Q4 2025
Reduced 0.9%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
10,240
shares
|
$459,366
0.02% of portfolio
|
Q4 2025
Added 1.6%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Jan 20, 2026 Q4 2025 |
10,208
shares
|
$457,930
0.15% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
10,207
shares
|
$457,886
0.11% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
10,188
shares
|
$457,033
0.16% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
10,187
shares
|
$456,988
0.0% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
10,177
shares
|
$456,540
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
10,171
shares
|
$456,271
0.04% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 21, 2026 Q4 2025 |
10,142
shares
|
$454,970
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
10,139
shares
|
$454,835
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
10,138
shares
|
$454,790
0.0% of portfolio
|
Q3 2025
Reduced 67.69%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
10,113
shares
|
$453,669
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
10,067
shares
|
$451,605
0.14% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
10,062
shares
|
$451,381
0.43% of portfolio
|
Q4 2025
Added 7.93%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
10,021
shares
|
$449,542
0.0% of portfolio
|
Q3 2025
Reduced 16.71%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
10,018
shares
|
$449,407
0.09% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
American Assets Inc
|
Nov 05, 2025 Q3 2025 |
10,000
shares
|
$448,600
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$448,600
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
9,988
shares
|
$448,061
0.07% of portfolio
|
Q3 2025
Reduced 51.96%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,985
shares
|
$447,927
0.09% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
9,975
shares
|
$447,478
0.07% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
9,956
shares
|
$446,626
0.37% of portfolio
|
Q3 2025
Added 21.99%
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
9,888
shares
|
$443,575
0.03% of portfolio
|
Q4 2025
Reduced 1.88%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
9,878
shares
|
$443,127
0.25% of portfolio
|
Q3 2025
New holding
|
|