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 |
|---|---|---|---|---|---|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
7,571
shares
|
$339,635
0.16% of portfolio
|
Q3 2025
Added 64.62%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,562
shares
|
$339,231
0.1% of portfolio
|
Q2 2022
Added 4.38%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
7,560
shares
|
$339,141
0.01% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
7,536
shares
|
$338,064
0.12% of portfolio
|
Q2 2025
Added 49.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,517
shares
|
$337,212
0.0% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
7,453
shares
|
$334,341
0.0% of portfolio
|
Q3 2025
Reduced 98.22%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
7,416
shares
|
$332,681
0.11% of portfolio
|
Q4 2025
Added 2.06%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
7,409
shares
|
$332,367
0.03% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
7,389
shares
|
$331,470
0.52% of portfolio
|
Q3 2022
Added 13.57%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,359
shares
|
$330,124
0.07% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
7,340
shares
|
$329,272
0.02% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,285
shares
|
$326,805
0.0% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
7,284
shares
|
$326,760
0.02% of portfolio
|
Q3 2025
Reduced 25.25%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
7,276
shares
|
$326,401
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
7,275
shares
|
$326,356
0.02% of portfolio
|
Q3 2025
Added 132.35%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
7,274
shares
|
$326,311
0.05% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
7,260
shares
|
$325,683
0.1% of portfolio
|
Q4 2025
Reduced 3.97%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
7,228
shares
|
$324,248
0.03% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
7,184
shares
|
$322,274
0.05% of portfolio
|
Q4 2025
Reduced 3.23%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,170
shares
|
$321,646
0.1% of portfolio
|
Q3 2025
Added 21.59%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
7,166
shares
|
$321,466
0.17% of portfolio
|
Q4 2025
Reduced 10.13%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
7,125
shares
|
$319,627
0.1% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
7,113
shares
|
$319,089
0.08% of portfolio
|
Q4 2025
Added 7.85%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
7,097
shares
|
$318,371
0.1% of portfolio
|
Q3 2024
Reduced 41.33%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
7,034
shares
|
$315,545
0.09% of portfolio
|
Q4 2025
Added 0.03%
|
|