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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,319
shares
|
$238,610
0.03% of portfolio
|
Q2 2023
Added 86.76%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
5,312
shares
|
$238,296
0.01% of portfolio
|
Q2 2025
Reduced 46.3%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
5,301
shares
|
$237,802
0.07% of portfolio
|
Q2 2025
Reduced 45.97%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Nov 06, 2025 Q3 2025 |
5,269
shares
|
$236,367
0.19% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
5,244
shares
|
$235,245
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
5,196
shares
|
$233,092
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
5,190
shares
|
$232,823
0.22% of portfolio
|
Q4 2024
Reduced 55.6%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,171
shares
|
$231,971
0.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
5,168
shares
|
$231,836
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,147
shares
|
$230,894
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
5,135
shares
|
$230,356
0.02% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
5,127
shares
|
$229,997
0.02% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
5,121
shares
|
$229,728
0.01% of portfolio
|
Q4 2025
Added 6.91%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
5,116
shares
|
$229,503
0.08% of portfolio
|
Q4 2025
Reduced 2.68%
|
|
|
Augustine Asset Management Inc
|
Jan 16, 2026 Q4 2025 |
5,112
shares
|
$229,324
0.05% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
5,103
shares
|
$228,920
0.23% of portfolio
|
Q3 2025
Reduced 12.18%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,095
shares
|
$228,561
0.02% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
5,085
shares
|
$228,113
0.1% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
5,084
shares
|
$228,068
0.07% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
5,071
shares
|
$227,485
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
5,069
shares
|
$227,395
0.08% of portfolio
|
Q3 2025
Reduced 14.56%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
5,064
shares
|
$227,171
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
5,052
shares
|
$226,632
0.11% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,048
shares
|
$226,453
0.02% of portfolio
|
Q3 2025
Added 128.62%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
5,044
shares
|
$226,273
0.0% of portfolio
|
Q3 2025
Reduced 9.0%
|
|