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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
6,501
shares
|
$291,634
0.09% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
6,479
shares
|
$290,647
0.04% of portfolio
|
Q3 2025
Reduced 37.74%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
6,446
shares
|
$289,167
0.03% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,440
shares
|
$288,898
0.01% of portfolio
|
Q3 2025
Added 22.11%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
6,405
shares
|
$287,328
0.03% of portfolio
|
Q4 2025
Reduced 1.79%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
6,375
shares
|
$285,982
0.02% of portfolio
|
Q4 2025
Added 10.16%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,365
shares
|
$285,533
0.02% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
6,350
shares
|
$284,861
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
6,349
shares
|
$284,816
0.1% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
6,330
shares
|
$283,963
0.08% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
6,315
shares
|
$283,290
0.22% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Fny Investment Advisers, LLC
|
Jan 16, 2026 Q4 2025 |
6,300
shares
|
$282,618
0.09% of portfolio
|
Q4 2025
Added 44900.0%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
6,287
shares
|
$282,034
0.01% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
6,285
shares
|
$281,945
0.19% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
6,273
shares
|
$281,406
0.04% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
6,259
shares
|
$280,778
0.03% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,222
shares
|
$279,118
0.1% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
6,212
shares
|
$278,670
0.01% of portfolio
|
Q3 2025
Reduced 88.49%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
6,153
shares
|
$276,023
0.05% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 05, 2025 Q3 2025 |
6,142
shares
|
$275,530
0.16% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
6,116
shares
|
$274,363
0.04% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
6,109
shares
|
$274,049
0.1% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
6,106
shares
|
$273,915
0.02% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
6,100
shares
|
$273,646
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,099
shares
|
$273,601
0.03% of portfolio
|
Q3 2025
New holding
|
|