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 |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
5,032
shares
|
$225,735
0.05% of portfolio
|
Q3 2025
Reduced 36.85%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
5,022
shares
|
$225,286
0.05% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,020
shares
|
$225,197
0.03% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,014
shares
|
$224,928
0.01% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
5,000
shares
|
$224,300
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
4,972
shares
|
$223,043
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 23, 2026 Q4 2025 |
4,960
shares
|
$222,505
0.06% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
4,960
shares
|
$222,505
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
4,951
shares
|
$222,101
0.07% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,924
shares
|
$220,890
0.06% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
4,913
shares
|
$220,397
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
4,861
shares
|
$218,064
0.0% of portfolio
|
Q2 2025
Reduced 41.68%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
4,858
shares
|
$217,929
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,818
shares
|
$216,135
0.09% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
4,762
shares
|
$213,623
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
4,760
shares
|
$213,533
0.02% of portfolio
|
Q4 2025
Added 7.81%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
4,756
shares
|
$213,354
0.03% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,756
shares
|
$213,354
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
4,740
shares
|
$212,636
0.13% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,737
shares
|
$212,501
0.01% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
4,737
shares
|
$212,501
0.02% of portfolio
|
Q3 2025
Reduced 94.25%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
4,718
shares
|
$211,649
0.12% of portfolio
|
Q3 2025
Reduced 17.18%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 21, 2026 Q4 2025 |
4,700
shares
|
$210,842
0.14% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 09, 2026 Q4 2025 |
4,694
shares
|
$210,572
0.05% of portfolio
|
Q4 2025
Reduced 67.06%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
4,694
shares
|
$210,572
0.07% of portfolio
|
Q2 2025
New holding
|
|