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 1,748 institutions that hold shares in the stock, with a total of 955 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
4,758
shares
|
$196,362
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
4,727
shares
|
$195,083
0.04% of portfolio
|
Q4 2024
Reduced 39.75%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,710
shares
|
$194,381
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
4,705
shares
|
$194,175
0.01% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
4,694
shares
|
$193,721
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
4,684
shares
|
$193,308
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
4,683
shares
|
$193,267
0.02% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
4,665
shares
|
$192,524
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
4,646
shares
|
$191,740
0.05% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
4,645
shares
|
$191,699
0.0% of portfolio
|
Q4 2024
Added 283.88%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
4,645
shares
|
$191,699
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
4,627
shares
|
$190,956
0.02% of portfolio
|
Q4 2024
Reduced 16.96%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,622
shares
|
$190,749
0.03% of portfolio
|
Q4 2024
Reduced 94.48%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,615
shares
|
$190,461
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,613
shares
|
$190,378
0.01% of portfolio
|
Q1 2023
Reduced 34.29%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
4,586
shares
|
$189,264
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,553
shares
|
$187,902
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
4,481
shares
|
$184,930
0.09% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
4,479
shares
|
$184,848
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,452
shares
|
$183,734
0.05% of portfolio
|
Q4 2024
Added 785.09%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
4,373
shares
|
$180,473
0.01% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
4,367
shares
|
$180,226
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
4,314
shares
|
$178,038
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
4,299
shares
|
$177,419
0.18% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
4,179
shares
|
$172,467
0.02% of portfolio
|
Q4 2024
Reduced 16.52%
|