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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
123
shares
|
$5,782
0.0% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
120
shares
|
$5,641
0.0% of portfolio
|
Q2 2024
Reduced 61.54%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
117
shares
|
$5,500
0.0% of portfolio
|
Q2 2023
Reduced 47.77%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
114
shares
|
$5,359
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
108
shares
|
$5,077
0.0% of portfolio
|
Q3 2024
Reduced 18.8%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
104
shares
|
$4,889
0.0% of portfolio
|
Q1 2024
Reduced 82.84%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
101
shares
|
$4,748
0.0% of portfolio
|
Q4 2023
Reduced 91.71%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
100
shares
|
$4,701
0.0% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
100
shares
|
$4,701
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
95
shares
|
$4,465
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
94
shares
|
$4,418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
94
shares
|
$4,418
0.0% of portfolio
|
Q3 2024
Added 16.05%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
94
shares
|
$4,418
0.0% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
93
shares
|
$4,371
0.0% of portfolio
|
Q3 2024
Reduced 87.38%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
88
shares
|
$4,136
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
86
shares
|
$4,042
0.0% of portfolio
|
Q2 2024
Reduced 18.87%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
78
shares
|
$3,666
0.0% of portfolio
|
Q3 2023
Reduced 2.5%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
77
shares
|
$3,619
0.01% of portfolio
|
Q3 2024
Reduced 98.31%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
76
shares
|
$3,572
0.0% of portfolio
|
Q1 2024
Reduced 80.46%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
70
shares
|
$3,290
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
69
shares
|
$3,243
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
68
shares
|
$3,196
0.0% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
64
shares
|
$3,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
63
shares
|
$2,961
0.0% of portfolio
|
Q1 2023
Added 3.28%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
62
shares
|
$2,914
0.0% of portfolio
|
Q4 2023
New holding
|