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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
4,436
shares
|
$198,998
0.01% of portfolio
|
Q4 2025
Reduced 14.11%
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
4,421
shares
|
$198,326
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
4,400
shares
|
$197,384
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
4,397
shares
|
$197,249
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
4,349
shares
|
$195,096
0.0% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
4,310
shares
|
$193,346
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
4,299
shares
|
$192,853
0.13% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,277
shares
|
$191,866
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
4,270
shares
|
$191,552
0.05% of portfolio
|
Q4 2025
Reduced 5.32%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,259
shares
|
$191,058
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Home Federal Bank Of Tennessee
|
Jan 20, 2026 Q4 2025 |
4,209
shares
|
$188,815
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
4,186
shares
|
$187,783
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 15, 2026 Q4 2025 |
4,183
shares
|
$187,649
1.31% of portfolio
|
Q4 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
4,155
shares
|
$186,393
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
4,126
shares
|
$185,092
0.03% of portfolio
|
Q4 2025
Reduced 3.35%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
4,108
shares
|
$184,284
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
4,084
shares
|
$183,208
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
4,079
shares
|
$182,983
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
4,048
shares
|
$181,593
0.01% of portfolio
|
Q2 2025
Reduced 96.1%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
3,966
shares
|
$177,914
0.0% of portfolio
|
Q3 2025
Added 263.19%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,912
shares
|
$175,492
0.02% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
3,862
shares
|
$173,249
0.02% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
3,787
shares
|
$169,884
0.12% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,780
shares
|
$169,570
0.13% of portfolio
|
Q2 2022
Reduced 5.71%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
3,748
shares
|
$168,135
0.69% of portfolio
|
Q3 2025
Added 10.14%
|
|