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 1,658 institutions that hold shares in the stock, with a total of 942 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
7,856
shares
|
$374,102
0.12% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
7,845
shares
|
$373,578
0.07% of portfolio
|
Q1 2024
Reduced 11.31%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,802
shares
|
$371,531
0.12% of portfolio
|
Q4 2024
Reduced 17.53%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
7,712
shares
|
$367,245
0.04% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
7,688
shares
|
$366,102
0.15% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
7,626
shares
|
$363,150
0.0% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
7,616
shares
|
$362,673
0.05% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
7,595
shares
|
$361,673
0.04% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,586
shares
|
$361,245
0.01% of portfolio
|
Q3 2024
Reduced 95.93%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,562
shares
|
$360,102
0.1% of portfolio
|
Q2 2022
Added 4.38%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
7,557
shares
|
$359,864
0.07% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
7,489
shares
|
$356,626
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
7,477
shares
|
$356,054
0.1% of portfolio
|
Q4 2024
Reduced 28.65%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
7,474
shares
|
$355,911
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
7,438
shares
|
$354,197
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
7,414
shares
|
$353,054
0.04% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
7,400
shares
|
$352,388
0.11% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
7,389
shares
|
$351,864
0.52% of portfolio
|
Q3 2022
Added 13.57%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
7,378
shares
|
$351,340
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,359
shares
|
$350,435
0.07% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
7,319
shares
|
$348,530
0.06% of portfolio
|
Q3 2024
Added 43.17%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
7,309
shares
|
$348,054
0.1% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,285
shares
|
$346,911
0.0% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
7,283
shares
|
$346,816
0.07% of portfolio
|
Q3 2024
Reduced 30.55%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
7,257
shares
|
$345,578
0.04% of portfolio
|
Q3 2024
Reduced 1.49%
|