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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
6,097
shares
|
$273,511
0.02% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Outfitter Financial LLC
|
Oct 23, 2025 Q3 2025 |
6,091
shares
|
$273,242
0.23% of portfolio
|
Q3 2025
Reduced 31.11%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
6,090
shares
|
$273,197
0.16% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
6,063
shares
|
$271,986
0.16% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
6,025
shares
|
$270,281
0.03% of portfolio
|
Q4 2025
Added 15.8%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
6,022
shares
|
$270,146
0.08% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
5,954
shares
|
$267,096
0.0% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
5,941
shares
|
$266,513
0.09% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
5,939
shares
|
$266,423
0.11% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
5,925
shares
|
$265,795
0.02% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
5,912
shares
|
$265,212
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
5,901
shares
|
$264,718
0.12% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
5,883
shares
|
$263,911
0.07% of portfolio
|
Q4 2025
Reduced 21.81%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
5,870
shares
|
$263,328
0.08% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 21, 2026 Q4 2025 |
5,857
shares
|
$262,745
0.11% of portfolio
|
Q4 2025
Added 6.45%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
5,844
shares
|
$262,161
0.04% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
5,831
shares
|
$261,578
0.04% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
5,799
shares
|
$260,143
0.16% of portfolio
|
Q4 2025
Reduced 4.02%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
5,788
shares
|
$259,649
0.01% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
5,774
shares
|
$259,021
0.06% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
5,763
shares
|
$258,528
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
5,755
shares
|
$258,169
0.03% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,739
shares
|
$257,451
0.02% of portfolio
|
Q4 2022
Reduced 32.73%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
5,739
shares
|
$257,451
0.01% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
5,727
shares
|
$256,913
0.05% of portfolio
|
Q2 2025
New holding
|
|