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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
6,745
shares
|
$321,196
0.02% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
6,729
shares
|
$320,434
0.11% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
6,721
shares
|
$320,054
0.15% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
6,701
shares
|
$319,101
0.03% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
6,698
shares
|
$318,958
0.03% of portfolio
|
Q3 2024
Reduced 29.72%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
6,678
shares
|
$318,006
0.06% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
6,658
shares
|
$317,053
0.1% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
6,650
shares
|
$316,673
0.04% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
6,650
shares
|
$316,673
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,572
shares
|
$312,958
0.05% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
6,552
shares
|
$312,006
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
6,528
shares
|
$310,863
0.01% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
6,521
shares
|
$310,530
0.12% of portfolio
|
Q3 2024
Reduced 35.57%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
6,516
shares
|
$310,291
0.07% of portfolio
|
Q1 2024
Reduced 23.49%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
6,463
shares
|
$307,768
0.02% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
6,434
shares
|
$306,387
0.01% of portfolio
|
Q3 2024
Added 160.16%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
6,433
shares
|
$306,339
0.09% of portfolio
|
Q2 2024
Reduced 3.9%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
6,426
shares
|
$306,006
0.07% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
6,400
shares
|
$304,768
0.07% of portfolio
|
Q3 2024
Added 137.04%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
6,397
shares
|
$304,625
0.02% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
6,395
shares
|
$304,529
0.03% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,367
shares
|
$303,196
0.01% of portfolio
|
Q3 2024
Reduced 20.71%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,365
shares
|
$303,101
0.02% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
6,362
shares
|
$302,958
0.02% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
6,362
shares
|
$302,958
0.01% of portfolio
|
Q4 2024
Reduced 17.08%
|