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 |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
976
shares
|
$43,783
0.01% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
940
shares
|
$42,168
0.02% of portfolio
|
Q3 2025
Reduced 47.49%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
922
shares
|
$41,360
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
859
shares
|
$38,534
0.01% of portfolio
|
Q2 2025
Reduced 58.28%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
854
shares
|
$38,310
0.01% of portfolio
|
Q4 2023
Added 227.2%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
853
shares
|
$38,265
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
849
shares
|
$38,086
0.04% of portfolio
|
Q3 2023
Reduced 19.07%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
840
shares
|
$37,682
0.01% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
834
shares
|
$37,413
0.01% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
817
shares
|
$36,650
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
810
shares
|
$36,336
0.01% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
804
shares
|
$36,067
0.02% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
800
shares
|
$35,888
0.01% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
743
shares
|
$33,330
0.01% of portfolio
|
Q2 2025
Reduced 34.25%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
742
shares
|
$33,286
0.01% of portfolio
|
Q3 2023
Reduced 48.54%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
735
shares
|
$32,972
0.3% of portfolio
|
Q2 2025
Added 1189.47%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
715
shares
|
$32,074
0.02% of portfolio
|
Q3 2024
Added 4666.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
705
shares
|
$31,626
0.0% of portfolio
|
Q3 2023
Reduced 0.14%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
704
shares
|
$31,581
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
699
shares
|
$31,357
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
696
shares
|
$31,222
0.02% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
695
shares
|
$31,177
0.0% of portfolio
|
Q4 2025
Reduced 21.65%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
695
shares
|
$31,177
0.01% of portfolio
|
Q3 2025
Added 631.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
693
shares
|
$31,087
0.0% of portfolio
|
Q3 2025
Added 259.07%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
690
shares
|
$30,953
0.01% of portfolio
|
Q1 2024
Reduced 81.41%
|
|