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 1,677 institutions that hold shares in the stock, with a total of 949 Million shares, which have been reported (via 13F filing form) to have a value of $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
5,468
shares
|
$260,714
0.2% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,466
shares
|
$260,618
0.01% of portfolio
|
Q4 2024
Added 14.62%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,464
shares
|
$260,523
0.01% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
5,452
shares
|
$259,951
0.0% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
5,442
shares
|
$259,474
0.04% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
5,433
shares
|
$259,045
0.02% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
5,431
shares
|
$258,950
0.03% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
5,425
shares
|
$258,664
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
5,412
shares
|
$258,044
0.02% of portfolio
|
Q4 2024
Added 70.67%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,408
shares
|
$257,853
0.04% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
5,402
shares
|
$257,567
0.02% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
5,385
shares
|
$256,756
0.1% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
5,366
shares
|
$255,850
0.02% of portfolio
|
Q2 2024
Reduced 25.24%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,352
shares
|
$255,183
0.02% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,351
shares
|
$255,135
0.03% of portfolio
|
Q3 2024
Added 26655.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
5,344
shares
|
$254,801
0.09% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
5,333
shares
|
$254,277
0.05% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,319
shares
|
$253,609
0.03% of portfolio
|
Q2 2023
Added 86.76%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
5,318
shares
|
$253,562
0.06% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
5,300
shares
|
$252,704
0.17% of portfolio
|
Q2 2024
Added 82.76%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
5,282
shares
|
$251,845
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
5,270
shares
|
$251,273
0.01% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
5,266
shares
|
$251,082
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
5,259
shares
|
$250,749
0.12% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
5,256
shares
|
$250,606
0.08% of portfolio
|
Q4 2024
Reduced 0.87%
|