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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
437
shares
|
$19,603
0.0% of portfolio
|
Q4 2025
Added 2.34%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
436
shares
|
$19,558
0.0% of portfolio
|
Q3 2024
Added 29.76%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
427
shares
|
$19,155
0.0% of portfolio
|
Q4 2023
Reduced 3.83%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
424
shares
|
$19,020
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
421
shares
|
$18,886
0.01% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
419
shares
|
$18,796
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
403
shares
|
$18,078
0.0% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
402
shares
|
$18,033
0.0% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
400
shares
|
$17,944
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
399
shares
|
$17,899
0.0% of portfolio
|
Q4 2025
Added 62.86%
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
397
shares
|
$17,809
0.0% of portfolio
|
Q3 2025
Added 1140.63%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
389
shares
|
$17,450
0.01% of portfolio
|
Q4 2025
Reduced 39.5%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
388
shares
|
$17,405
0.0% of portfolio
|
Q3 2023
Reduced 12.42%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
388
shares
|
$17,405
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
388
shares
|
$17,405
0.01% of portfolio
|
Q2 2025
Added 53.36%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
385
shares
|
$17,271
0.01% of portfolio
|
Q3 2025
Added 17.38%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
384
shares
|
$17,226
0.01% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
377
shares
|
$16,912
0.01% of portfolio
|
Q4 2024
Added 1156.67%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
372
shares
|
$16,687
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
365
shares
|
$16,373
0.0% of portfolio
|
Q3 2024
Added 82.5%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
365
shares
|
$16,373
0.0% of portfolio
|
Q3 2025
Reduced 65.86%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
361
shares
|
$16,194
0.0% of portfolio
|
Q4 2025
Reduced 12.17%
|
|
|
Piscataqua Savings Bank
|
Jan 16, 2026 Q4 2025 |
360
shares
|
$16,149
0.01% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
356
shares
|
$15,970
0.0% of portfolio
|
Q4 2025
Reduced 12.75%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
333
shares
|
$14,938
0.01% of portfolio
|
Q4 2025
New holding
|
|