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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
637
shares
|
$28,575
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
636
shares
|
$28,530
0.02% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
634
shares
|
$28,441
0.01% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
624
shares
|
$27,992
0.01% of portfolio
|
Q4 2025
Added 1.13%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
623
shares
|
$27,947
0.0% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
619
shares
|
$27,768
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
600
shares
|
$26,916
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
594
shares
|
$26,646
0.01% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
591
shares
|
$26,512
0.0% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
570
shares
|
$25,570
0.01% of portfolio
|
Q3 2024
Reduced 22.13%
|
|
|
Peoples Financial Services Corp.
|
Jan 26, 2026 Q4 2025 |
568
shares
|
$25,480
0.01% of portfolio
|
Q1 2023
Added 4.41%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
524
shares
|
$23,506
0.01% of portfolio
|
Q2 2025
Reduced 71.52%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
513
shares
|
$23,013
0.01% of portfolio
|
Q2 2023
Reduced 69.08%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$22,744
0.0% of portfolio
|
Q4 2023
Added 17.36%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
498
shares
|
$22,340
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
488
shares
|
$21,891
0.01% of portfolio
|
Q3 2025
Added 27.42%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
484
shares
|
$21,712
0.01% of portfolio
|
Q4 2025
Added 33.33%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
482
shares
|
$21,622
0.01% of portfolio
|
Q4 2025
Added 26.51%
|
|
|
Ogorek Anthony Joseph
|
Jan 23, 2026 Q4 2025 |
481
shares
|
$21,577
0.01% of portfolio
|
Q4 2025
Reduced 11.9%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
479
shares
|
$21,487
0.01% of portfolio
|
Q4 2025
Reduced 3.04%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
478
shares
|
$21,443
0.0% of portfolio
|
Q3 2025
Added 189.7%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
468
shares
|
$20,994
0.0% of portfolio
|
Q3 2025
Reduced 18.47%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
456
shares
|
$20,456
0.02% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Hartford Financial Management Inc.
|
Jan 21, 2026 Q4 2025 |
449
shares
|
$20,142
0.01% of portfolio
|
Q3 2025
Reduced 86.98%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
445
shares
|
$19,962
0.0% of portfolio
|
Q3 2025
Added 48.33%
|
|