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 1,644 institutions that hold shares in the stock, with a total of 941 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
375
shares
|
$17,628
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
372
shares
|
$17,487
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
365
shares
|
$17,158
0.0% of portfolio
|
Q3 2024
Added 82.5%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
360
shares
|
$16,923
0.01% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
356
shares
|
$16,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
342
shares
|
$16,077
0.0% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
340
shares
|
$15,983
0.01% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
337
shares
|
$15,842
0.0% of portfolio
|
Q4 2023
Reduced 5.6%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
323
shares
|
$15,184
0.0% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
320
shares
|
$15,043
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
320
shares
|
$15,043
0.0% of portfolio
|
Q2 2024
Reduced 33.61%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
312
shares
|
$14,667
0.0% of portfolio
|
Q3 2024
Reduced 61.58%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
311
shares
|
$14,620
0.01% of portfolio
|
Q2 2022
Reduced 63.88%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
301
shares
|
$14,150
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
300
shares
|
$14,103
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
300
shares
|
$14,103
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
300
shares
|
$14,103
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
281
shares
|
$13,209
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
280
shares
|
$13,162
0.0% of portfolio
|
Q4 2024
Reduced 32.04%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
276
shares
|
$12,974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
269
shares
|
$12,645
0.0% of portfolio
|
Q2 2024
Reduced 52.72%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
266
shares
|
$12,504
0.0% of portfolio
|
Q4 2024
Reduced 41.41%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
255
shares
|
$11,987
0.0% of portfolio
|
Q2 2022
Added 0.95%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
251
shares
|
$11,799
0.0% of portfolio
|
Q3 2024
Added 45.09%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
226
shares
|
$10,624
0.0% of portfolio
|
Q4 2024
Added 47.71%
|