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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
5,719
shares
|
$256,554
0.04% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Arbor Investment Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
5,701
shares
|
$255,746
0.03% of portfolio
|
Q4 2025
Reduced 93.11%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
5,694
shares
|
$255,432
0.12% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,670
shares
|
$254,356
0.06% of portfolio
|
Q2 2024
Reduced 7.43%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,665
shares
|
$254,131
0.19% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,653
shares
|
$253,593
0.01% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
5,642
shares
|
$253,100
0.08% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
5,585
shares
|
$250,543
0.0% of portfolio
|
Q2 2025
Reduced 53.92%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
5,581
shares
|
$250,363
0.04% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
5,557
shares
|
$249,287
0.02% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
5,541
shares
|
$248,569
0.07% of portfolio
|
Q4 2025
Added 14.51%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
5,525
shares
|
$247,851
0.01% of portfolio
|
Q3 2025
Added 48.88%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
5,507
shares
|
$247,044
0.05% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,502
shares
|
$246,819
0.08% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
5,498
shares
|
$246,640
0.0% of portfolio
|
Q4 2025
Added 71.65%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
5,475
shares
|
$245,608
0.07% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
5,474
shares
|
$245,563
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,470
shares
|
$245,384
0.0% of portfolio
|
Q3 2022
Added 1267.5%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
5,461
shares
|
$244,980
0.01% of portfolio
|
Q4 2025
Added 3.23%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
5,449
shares
|
$244,442
0.02% of portfolio
|
Q3 2025
Reduced 77.32%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
5,447
shares
|
$244,352
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
5,413
shares
|
$242,827
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
5,395
shares
|
$242,019
0.05% of portfolio
|
Q4 2025
Added 3.55%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
5,366
shares
|
$240,718
0.04% of portfolio
|
Q2 2024
Reduced 25.24%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
5,364
shares
|
$240,629
0.08% of portfolio
|
Q3 2025
Added 0.17%
|
|