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 1,677 institutions that hold shares in the stock, with a total of 949 Million shares, which have been reported (via 13F filing form) to have a value of $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
7,474
shares
|
$356,360
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
7,451
shares
|
$355,263
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
7,400
shares
|
$352,832
0.11% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
7,389
shares
|
$352,307
0.52% of portfolio
|
Q3 2022
Added 13.57%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
7,378
shares
|
$351,783
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,363
shares
|
$351,067
0.02% of portfolio
|
Q4 2024
Added 106.71%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,359
shares
|
$350,877
0.07% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
7,309
shares
|
$348,493
0.06% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
7,309
shares
|
$348,493
0.1% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,285
shares
|
$347,348
0.0% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
7,257
shares
|
$346,013
0.04% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
7,231
shares
|
$344,774
0.01% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
7,231
shares
|
$344,774
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
7,193
shares
|
$342,962
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
7,192
shares
|
$342,914
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
7,172
shares
|
$341,960
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,119
shares
|
$339,433
0.0% of portfolio
|
Q3 2024
Added 109.63%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
7,119
shares
|
$339,433
0.04% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
7,111
shares
|
$339,052
0.06% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
7,097
shares
|
$338,384
0.11% of portfolio
|
Q3 2024
Reduced 41.33%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
7,088
shares
|
$337,955
0.38% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,086
shares
|
$337,860
0.05% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
7,042
shares
|
$335,762
0.32% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
7,039
shares
|
$335,619
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,994
shares
|
$333,473
0.06% of portfolio
|
Q4 2024
Reduced 14.34%
|