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 |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
4,672
shares
|
$209,585
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
4,650
shares
|
$208,599
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
4,646
shares
|
$208,419
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
4,637
shares
|
$208,015
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
4,626
shares
|
$207,522
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,615
shares
|
$207,028
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,613
shares
|
$206,939
0.01% of portfolio
|
Q1 2023
Reduced 34.29%
|
|
|
Patton Fund Management, Inc.
|
Jan 23, 2026 Q4 2025 |
4,612
shares
|
$206,894
0.03% of portfolio
|
Q4 2025
Reduced 21.11%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
4,596
shares
|
$206,176
0.09% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
4,595
shares
|
$206,131
0.06% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
4,586
shares
|
$205,727
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
4,580
shares
|
$205,458
0.03% of portfolio
|
Q2 2025
Added 29.38%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,558
shares
|
$204,471
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
4,555
shares
|
$204,337
0.07% of portfolio
|
Q4 2025
Reduced 6.87%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
4,534
shares
|
$203,395
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
4,526
shares
|
$203,036
0.0% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
4,509
shares
|
$202,273
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
4,506
shares
|
$202,139
0.1% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
4,475
shares
|
$200,748
0.04% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,475
shares
|
$200,748
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
4,474
shares
|
$200,703
0.13% of portfolio
|
Q4 2025
Reduced 73.49%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
4,463
shares
|
$200,210
0.05% of portfolio
|
Q4 2025
Reduced 2.98%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
4,461
shares
|
$200,120
0.02% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
4,446
shares
|
$199,447
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
4,443
shares
|
$199,312
0.04% of portfolio
|
Q3 2025
New holding
|
|