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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
9,852
shares
|
$441,960
0.04% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
9,849
shares
|
$441,826
0.3% of portfolio
|
Q4 2025
Added 42.68%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
9,831
shares
|
$441,018
0.04% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
9,765
shares
|
$438,057
0.05% of portfolio
|
Q4 2023
Reduced 11.15%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
9,746
shares
|
$437,205
0.31% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,737
shares
|
$436,801
0.03% of portfolio
|
Q4 2022
Added 8.19%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
9,721
shares
|
$436,084
0.01% of portfolio
|
Q4 2025
Added 2.3%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
9,606
shares
|
$430,925
0.19% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 23, 2026 Q4 2025 |
9,594
shares
|
$430,386
0.05% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
9,581
shares
|
$429,803
0.15% of portfolio
|
Q3 2025
Reduced 45.77%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
9,546
shares
|
$428,233
0.01% of portfolio
|
Q3 2025
Reduced 36.01%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
9,540
shares
|
$427,964
0.24% of portfolio
|
Q4 2025
Added 1.67%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
9,529
shares
|
$427,470
0.05% of portfolio
|
Q4 2025
Added 1.25%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 14, 2026 Q4 2025 |
9,525
shares
|
$427,291
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
9,490
shares
|
$425,721
0.05% of portfolio
|
Q3 2025
Added 24.57%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
9,475
shares
|
$425,048
0.06% of portfolio
|
Q4 2025
Added 9.66%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9,466
shares
|
$424,644
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
9,433
shares
|
$423,164
0.06% of portfolio
|
Q3 2025
Added 13.15%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
9,406
shares
|
$421,953
0.03% of portfolio
|
Q4 2025
Reduced 4.25%
|
|
|
Curbstone Financial Management Corp
|
Jan 23, 2026 Q4 2025 |
9,364
shares
|
$420,069
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
9,355
shares
|
$419,665
0.01% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
9,320
shares
|
$418,095
0.05% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
9,314
shares
|
$417,826
0.03% of portfolio
|
Q4 2025
Added 103.81%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
9,303
shares
|
$417,332
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
9,296
shares
|
$417,018
0.15% of portfolio
|
Q3 2025
Added 0.38%
|
|