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 |
|---|---|---|---|---|---|
|
Sage Investment Counsel LLC
Franklin, TN |
Jan 23, 2026 Q4 2025 |
7,014
shares
|
$314,648
0.38% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
7,008
shares
|
$314,378
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
7,000
shares
|
$314,020
0.09% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
6,998
shares
|
$313,930
0.04% of portfolio
|
Q4 2025
Added 7.96%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
6,984
shares
|
$313,302
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
6,963
shares
|
$312,360
0.0% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
6,944
shares
|
$311,507
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
6,925
shares
|
$310,655
0.02% of portfolio
|
Q4 2025
Reduced 23.25%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Jan 20, 2026 Q4 2025 |
6,900
shares
|
$309,534
0.21% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
6,883
shares
|
$308,771
0.03% of portfolio
|
Q4 2023
Added 14.26%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
6,874
shares
|
$308,367
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 22, 2026 Q4 2025 |
6,860
shares
|
$307,739
0.07% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,848
shares
|
$307,201
0.06% of portfolio
|
Q4 2024
Added 23.39%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
6,761
shares
|
$303,298
0.0% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,749
shares
|
$302,760
0.01% of portfolio
|
Q3 2025
Added 18.13%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
6,678
shares
|
$299,575
0.05% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
6,672
shares
|
$299,305
0.01% of portfolio
|
Q4 2025
Added 0.54%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
6,630
shares
|
$297,421
0.01% of portfolio
|
Q3 2025
Added 33.89%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
6,624
shares
|
$297,152
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
6,616
shares
|
$296,793
0.13% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
6,615
shares
|
$296,748
0.07% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
6,609
shares
|
$296,479
0.2% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,553
shares
|
$293,967
0.02% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Armistice Capital, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,544
shares
|
$293,563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Jan 21, 2026 Q4 2025 |
6,516
shares
|
$292,307
0.06% of portfolio
|
Q1 2024
Reduced 23.49%
|
|