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 |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
3,075
shares
|
$126,905
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$123,810
0.03% of portfolio
|
Q4 2023
Added 36.74%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,963
shares
|
$122,283
0.03% of portfolio
|
Q4 2024
Added 48.74%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
2,895
shares
|
$119,476
0.05% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,858
shares
|
$117,949
0.02% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
2,858
shares
|
$117,949
0.03% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,838
shares
|
$117,124
0.05% of portfolio
|
Q1 2024
Added 85.61%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
2,803
shares
|
$115,679
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,767
shares
|
$114,194
0.08% of portfolio
|
Q4 2024
Reduced 96.18%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,746
shares
|
$113,327
0.04% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
2,712
shares
|
$111,924
0.11% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,626
shares
|
$108,375
0.01% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
2,587
shares
|
$106,765
0.0% of portfolio
|
Q2 2023
Reduced 84.37%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2,565
shares
|
$105,857
0.03% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,563
shares
|
$105,775
0.02% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,526
shares
|
$104,248
0.02% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
2,509
shares
|
$103,546
0.0% of portfolio
|
Q4 2024
Reduced 99.1%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
2,483
shares
|
$102,473
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
2,450
shares
|
$101,111
0.0% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,430
shares
|
$100,286
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
2,416
shares
|
$99,708
0.02% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2,403
shares
|
$99,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
2,394
shares
|
$98,800
0.08% of portfolio
|
Q4 2024
Added 119.03%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
2,371
shares
|
$97,851
0.0% of portfolio
|
Q4 2024
Added 18.14%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
2,360
shares
|
$97,397
0.14% of portfolio
|
Q4 2024
Reduced 4.88%
|