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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,338
shares
|
$301,815
0.02% of portfolio
|
Q4 2024
Reduced 24.9%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
6,328
shares
|
$301,339
0.11% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
6,315
shares
|
$300,720
0.22% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,311
shares
|
$300,529
0.04% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
6,305
shares
|
$300,244
0.27% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,299
shares
|
$299,958
0.02% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,289
shares
|
$299,482
0.01% of portfolio
|
Q4 2024
Added 41.84%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
6,287
shares
|
$299,386
0.22% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
6,277
shares
|
$298,910
0.01% of portfolio
|
Q4 2024
Added 30.66%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
6,260
shares
|
$298,101
0.03% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
6,252
shares
|
$297,720
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
6,246
shares
|
$297,434
0.2% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
6,229
shares
|
$296,624
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
6,200
shares
|
$295,244
0.24% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
6,180
shares
|
$294,291
0.11% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
6,172
shares
|
$293,910
0.1% of portfolio
|
Q1 2023
Reduced 0.24%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
6,152
shares
|
$292,958
0.02% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,129
shares
|
$291,862
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
6,126
shares
|
$291,720
0.07% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
6,124
shares
|
$291,624
0.05% of portfolio
|
Q4 2024
Reduced 30.72%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
6,113
shares
|
$291,101
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
6,113
shares
|
$291,101
0.21% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
6,102
shares
|
$290,577
0.15% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
6,035
shares
|
$287,386
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
6,025
shares
|
$286,910
0.01% of portfolio
|
Q3 2024
New holding
|