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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,526
shares
|
$113,316
0.02% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2,483
shares
|
$111,387
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
2,476
shares
|
$111,073
0.01% of portfolio
|
Q4 2025
Added 16.57%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
2,476
shares
|
$111,073
0.07% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
2,443
shares
|
$109,592
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,430
shares
|
$109,009
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
2,410
shares
|
$108,112
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
2,360
shares
|
$105,869
0.14% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
2,320
shares
|
$104,075
0.02% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
2,290
shares
|
$102,729
0.0% of portfolio
|
Q3 2025
Added 25.89%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
2,278
shares
|
$102,191
0.02% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
2,256
shares
|
$101,204
0.01% of portfolio
|
Q4 2025
Added 8.05%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,250
shares
|
$100,935
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
2,246
shares
|
$100,755
0.03% of portfolio
|
Q2 2025
Reduced 20.38%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,203
shares
|
$98,826
0.03% of portfolio
|
Q4 2025
Added 4.36%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
2,175
shares
|
$97,570
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
2,171
shares
|
$97,391
0.04% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
2,152
shares
|
$96,538
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
2,134
shares
|
$95,731
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2,103
shares
|
$94,340
0.0% of portfolio
|
Q3 2025
Reduced 15.58%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,077
shares
|
$93,174
0.01% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,972
shares
|
$88,463
0.0% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,970
shares
|
$88,374
0.0% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1,961
shares
|
$87,970
0.01% of portfolio
|
Q1 2025
New holding
|
|