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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,959
shares
|
$93,287
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,857
shares
|
$88,430
0.02% of portfolio
|
Q1 2023
Reduced 97.07%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,846
shares
|
$87,906
0.02% of portfolio
|
Q4 2022
Reduced 7.1%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,800
shares
|
$85,716
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,747
shares
|
$83,192
0.02% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,695
shares
|
$80,715
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,680
shares
|
$80,001
0.03% of portfolio
|
Q3 2023
Added 31.25%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,671
shares
|
$79,573
0.03% of portfolio
|
Q2 2024
Added 21.88%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,652
shares
|
$78,668
0.03% of portfolio
|
Q3 2024
Reduced 40.89%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
1,645
shares
|
$78,334
0.0% of portfolio
|
Q4 2024
Added 99.15%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,555
shares
|
$74,049
0.02% of portfolio
|
Q4 2022
Reduced 10.63%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,495
shares
|
$71,191
0.03% of portfolio
|
Q2 2024
Reduced 32.05%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,483
shares
|
$70,620
0.0% of portfolio
|
Q3 2024
Reduced 39.57%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,429
shares
|
$68,048
0.03% of portfolio
|
Q4 2024
Added 102.7%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,348
shares
|
$64,191
0.0% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,313
shares
|
$62,525
0.01% of portfolio
|
Q4 2024
Added 56.12%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
1,311
shares
|
$62,429
0.02% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
1,300
shares
|
$61,906
0.03% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
1,276
shares
|
$60,763
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,275
shares
|
$60,715
0.01% of portfolio
|
Q2 2024
Reduced 8.93%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,233
shares
|
$58,715
0.01% of portfolio
|
Q1 2024
Added 76.14%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,226
shares
|
$58,382
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,215
shares
|
$57,858
0.02% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
1,211
shares
|
$57,667
0.02% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$57,144
0.02% of portfolio
|
Q3 2024
New holding
|