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 |
|---|---|---|---|---|---|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
5,624
shares
|
$267,814
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,613
shares
|
$267,291
0.0% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
5,610
shares
|
$267,148
0.15% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
5,602
shares
|
$266,767
0.15% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
5,574
shares
|
$265,433
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
5,572
shares
|
$265,338
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,539
shares
|
$263,767
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,507
shares
|
$262,243
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,502
shares
|
$262,005
0.08% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
5,477
shares
|
$260,814
0.07% of portfolio
|
Q1 2024
Reduced 9.72%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
5,475
shares
|
$260,719
0.01% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,471
shares
|
$260,529
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,470
shares
|
$260,481
0.0% of portfolio
|
Q3 2022
Added 1267.5%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
5,468
shares
|
$260,386
0.2% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,466
shares
|
$260,290
0.01% of portfolio
|
Q4 2024
Added 14.62%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,464
shares
|
$260,195
0.01% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
5,460
shares
|
$260,005
0.12% of portfolio
|
Q3 2024
Reduced 33.51%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
5,452
shares
|
$259,624
0.0% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
5,442
shares
|
$259,148
0.04% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
5,433
shares
|
$258,719
0.02% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
5,425
shares
|
$258,338
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
5,412
shares
|
$257,719
0.02% of portfolio
|
Q4 2024
Added 70.67%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,408
shares
|
$257,528
0.04% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
5,402
shares
|
$257,243
0.02% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
5,385
shares
|
$256,433
0.1% of portfolio
|
Q4 2024
Added 1.07%
|