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 |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,747
shares
|
$168,090
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
3,730
shares
|
$167,327
0.0% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
3,730
shares
|
$167,327
0.05% of portfolio
|
Q3 2025
Reduced 38.3%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3,641
shares
|
$163,335
0.02% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,621
shares
|
$162,438
0.11% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
3,503
shares
|
$157,144
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,503
shares
|
$157,144
0.09% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
3,401
shares
|
$152,568
0.07% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 21, 2026 Q4 2025 |
3,323
shares
|
$149,069
0.0% of portfolio
|
Q4 2025
Reduced 21.74%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
3,234
shares
|
$145,077
0.06% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,163
shares
|
$141,892
0.02% of portfolio
|
Q3 2022
Added 1.61%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
3,137
shares
|
$140,725
0.09% of portfolio
|
Q3 2025
Reduced 28.49%
|
|
|
Viking Fund Management LLC
|
Jan 12, 2026 Q4 2025 |
3,000
shares
|
$134,580
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
3,000
shares
|
$134,580
0.03% of portfolio
|
Q4 2023
Added 36.74%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,000
shares
|
$134,580
0.04% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,918
shares
|
$130,901
0.01% of portfolio
|
Q3 2025
Reduced 30.89%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
2,907
shares
|
$130,408
0.04% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,820
shares
|
$126,505
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
2,677
shares
|
$120,090
0.05% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
2,656
shares
|
$119,148
0.02% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
2,624
shares
|
$117,712
0.04% of portfolio
|
Q3 2025
Added 197.51%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
2,587
shares
|
$116,052
0.0% of portfolio
|
Q2 2023
Reduced 84.37%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,563
shares
|
$114,976
0.02% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2,558
shares
|
$114,751
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,528
shares
|
$113,406
0.04% of portfolio
|
Q3 2025
Added 1157.71%
|
|