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 |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
9,281
shares
|
$416,345
0.02% of portfolio
|
Q3 2025
Reduced 46.89%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9,263
shares
|
$415,538
0.03% of portfolio
|
Q2 2023
Reduced 3.81%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
9,217
shares
|
$413,474
0.05% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,216
shares
|
$413,429
0.03% of portfolio
|
Q2 2022
Reduced 31.25%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
9,174
shares
|
$411,545
0.08% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
9,150
shares
|
$410,469
0.03% of portfolio
|
Q3 2025
Added 34.9%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
9,136
shares
|
$409,840
0.05% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
9,133
shares
|
$409,706
0.15% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,127
shares
|
$409,437
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
9,112
shares
|
$408,764
0.09% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Parthenon LLC
|
Jan 22, 2026 Q4 2025 |
9,112
shares
|
$408,764
0.05% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
9,080
shares
|
$407,328
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Howard Capital Management Inc.
|
Jan 22, 2026 Q4 2025 |
9,060
shares
|
$406,431
0.0% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
9,034
shares
|
$405,265
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
9,010
shares
|
$404,188
0.02% of portfolio
|
Q3 2025
Reduced 24.76%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
8,994
shares
|
$403,470
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
8,977
shares
|
$402,708
0.02% of portfolio
|
Q3 2025
Added 54.48%
|
|
|
Rede Wealth, LLC
|
Jan 23, 2026 Q4 2025 |
8,975
shares
|
$402,618
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
8,941
shares
|
$401,093
0.08% of portfolio
|
Q4 2025
Added 4.73%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
8,915
shares
|
$399,926
0.05% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
8,915
shares
|
$399,926
0.02% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
8,910
shares
|
$399,702
0.07% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
8,893
shares
|
$398,939
0.17% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
8,892
shares
|
$398,895
0.07% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
8,833
shares
|
$396,248
0.24% of portfolio
|
Q3 2025
Added 9.18%
|
|