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 |
|---|---|---|---|---|---|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
8,799
shares
|
$394,723
0.4% of portfolio
|
Q3 2025
Added 24.9%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
8,792
shares
|
$394,409
0.39% of portfolio
|
Q4 2025
Reduced 6.77%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
8,766
shares
|
$393,242
0.02% of portfolio
|
Q1 2025
Reduced 21.49%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8,755
shares
|
$392,749
0.11% of portfolio
|
Q1 2021
Reduced 3.96%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
8,728
shares
|
$391,538
0.0% of portfolio
|
Q3 2025
Added 21.7%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
8,687
shares
|
$389,698
0.04% of portfolio
|
Q3 2025
Added 58.06%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
8,644
shares
|
$387,769
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
8,636
shares
|
$387,410
0.09% of portfolio
|
Q4 2025
Added 7.09%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
8,626
shares
|
$386,962
0.0% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
8,609
shares
|
$386,199
0.0% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
8,567
shares
|
$384,315
0.04% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,564
shares
|
$384,181
0.04% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
8,539
shares
|
$383,059
0.14% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
8,524
shares
|
$382,386
0.02% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
8,467
shares
|
$379,829
0.01% of portfolio
|
Q3 2025
Added 27.82%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
8,454
shares
|
$379,246
0.04% of portfolio
|
Q4 2025
Added 32.59%
|
|
|
Ti Trust, Inc
|
Jan 22, 2026 Q4 2025 |
8,453
shares
|
$379,201
0.24% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
8,450
shares
|
$379,067
0.02% of portfolio
|
Q4 2025
Reduced 43.36%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
8,434
shares
|
$378,349
0.03% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
8,406
shares
|
$377,093
0.03% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
8,365
shares
|
$375,253
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
8,336
shares
|
$373,952
0.29% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Bridgewater Advisors Inc.
|
Jan 23, 2026 Q4 2025 |
8,317
shares
|
$373,100
0.03% of portfolio
|
Q4 2025
Added 4.45%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
8,316
shares
|
$373,055
0.22% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
8,308
shares
|
$372,696
0.05% of portfolio
|
Q3 2025
Added 51.16%
|
|