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 |
|---|---|---|---|---|---|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
8,308
shares
|
$372,696
0.05% of portfolio
|
Q3 2025
Added 51.16%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
8,305
shares
|
$372,562
0.01% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
8,286
shares
|
$371,709
0.16% of portfolio
|
Q3 2025
Added 27.5%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
8,285
shares
|
$371,665
0.04% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
8,284
shares
|
$371,620
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
8,266
shares
|
$370,812
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
8,224
shares
|
$368,928
0.03% of portfolio
|
Q3 2025
Added 24.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,202
shares
|
$367,941
0.0% of portfolio
|
Q3 2025
Reduced 76.19%
|
|
|
Eagle Strategies LLC
New York, NY |
Jan 22, 2026 Q4 2025 |
8,172
shares
|
$366,595
0.05% of portfolio
|
Q4 2025
Reduced 3.65%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
8,114
shares
|
$363,994
0.02% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
8,098
shares
|
$363,276
0.02% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
8,095
shares
|
$363,141
0.1% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
8,000
shares
|
$358,880
0.0% of portfolio
|
Q1 2021
Added 60.0%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
7,963
shares
|
$357,220
0.03% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
7,959
shares
|
$357,040
0.06% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
7,937
shares
|
$356,053
0.25% of portfolio
|
Q4 2025
Reduced 3.02%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
7,902
shares
|
$354,483
0.05% of portfolio
|
Q4 2025
Added 1.57%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
7,804
shares
|
$350,087
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
7,774
shares
|
$348,741
0.01% of portfolio
|
Q3 2025
Reduced 22.93%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
7,757
shares
|
$347,979
0.1% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Aldebaran Financial Inc.
|
Jan 23, 2026 Q4 2025 |
7,728
shares
|
$346,678
0.33% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
7,713
shares
|
$346,005
0.01% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
7,688
shares
|
$344,883
0.13% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
7,683
shares
|
$344,659
0.01% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
7,616
shares
|
$341,653
0.05% of portfolio
|
Q2 2023
Reduced 0.17%
|
|