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 1,658 institutions that hold shares in the stock, with a total of 942 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,754
shares
|
$226,385
0.02% of portfolio
|
Q3 2024
Added 81.1%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
4,752
shares
|
$226,290
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
4,742
shares
|
$225,814
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
4,741
shares
|
$225,766
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
4,741
shares
|
$225,766
0.02% of portfolio
|
Q3 2024
Reduced 38.97%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,710
shares
|
$224,290
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
4,694
shares
|
$223,528
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
4,645
shares
|
$221,194
0.0% of portfolio
|
Q4 2024
Added 283.88%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,615
shares
|
$219,766
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,613
shares
|
$219,671
0.01% of portfolio
|
Q1 2023
Reduced 34.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,598
shares
|
$218,956
0.01% of portfolio
|
Q3 2024
Added 29.34%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
4,586
shares
|
$218,385
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,553
shares
|
$216,813
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
4,481
shares
|
$213,385
0.09% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,452
shares
|
$212,004
0.05% of portfolio
|
Q4 2024
Added 785.09%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,326
shares
|
$206,004
0.0% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,313
shares
|
$205,385
0.01% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
4,299
shares
|
$204,718
0.18% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
4,108
shares
|
$195,622
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
4,048
shares
|
$192,765
0.01% of portfolio
|
Q2 2024
Reduced 90.05%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$190,480
0.05% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
3,997
shares
|
$190,337
0.14% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,780
shares
|
$180,003
0.13% of portfolio
|
Q2 2022
Reduced 5.71%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,747
shares
|
$178,432
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
3,673
shares
|
$174,908
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|