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 |
|---|---|---|---|---|---|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
2,250
shares
|
$92,857
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,208
shares
|
$91,124
0.01% of portfolio
|
Q4 2024
Reduced 23.39%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
2,177
shares
|
$89,844
0.0% of portfolio
|
Q4 2024
Reduced 43.62%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
2,175
shares
|
$89,762
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,171
shares
|
$89,597
0.05% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,167
shares
|
$89,432
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
2,166
shares
|
$89,390
0.06% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,059
shares
|
$84,974
0.03% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
2,029
shares
|
$83,736
0.0% of portfolio
|
Q3 2024
Added 4618.6%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
1,975
shares
|
$81,508
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,970
shares
|
$81,301
0.0% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,959
shares
|
$80,847
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,905
shares
|
$78,619
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,846
shares
|
$76,184
0.02% of portfolio
|
Q4 2022
Reduced 7.1%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,841
shares
|
$75,978
0.0% of portfolio
|
Q4 2024
Added 24.14%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
1,813
shares
|
$74,822
0.03% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,747
shares
|
$72,098
0.02% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,695
shares
|
$69,952
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,680
shares
|
$69,333
0.03% of portfolio
|
Q3 2023
Added 31.25%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,671
shares
|
$68,962
0.03% of portfolio
|
Q2 2024
Added 21.88%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,659
shares
|
$68,466
0.03% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,656
shares
|
$68,343
0.0% of portfolio
|
Q4 2024
Added 79.8%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
1,645
shares
|
$67,889
0.0% of portfolio
|
Q4 2024
Added 99.15%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,555
shares
|
$64,174
0.02% of portfolio
|
Q4 2022
Reduced 10.63%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,443
shares
|
$59,552
0.06% of portfolio
|
Q4 2024
New holding
|