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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
330
shares
|
$14,803
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
320
shares
|
$14,355
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
320
shares
|
$14,355
0.0% of portfolio
|
Q2 2024
Reduced 33.61%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
320
shares
|
$14,355
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
311
shares
|
$13,951
0.0% of portfolio
|
Q2 2022
Reduced 63.88%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
301
shares
|
$13,502
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
300
shares
|
$13,458
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
300
shares
|
$13,458
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
300
shares
|
$13,458
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
293
shares
|
$13,143
0.0% of portfolio
|
Q4 2025
Added 9.74%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
291
shares
|
$13,054
0.0% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
289
shares
|
$12,964
0.01% of portfolio
|
Q3 2025
Added 22.46%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
281
shares
|
$12,605
0.0% of portfolio
|
Q3 2025
Reduced 95.34%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
281
shares
|
$12,605
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
280
shares
|
$12,560
0.0% of portfolio
|
Q4 2025
Added 2.94%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
277
shares
|
$12,426
0.01% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
272
shares
|
$12,201
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
264
shares
|
$11,843
0.0% of portfolio
|
Q4 2025
Reduced 1.12%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
257
shares
|
$11,529
0.0% of portfolio
|
Q4 2025
Added 4.47%
|
|
|
Miller Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
250
shares
|
$11,215
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
250
shares
|
$11,215
0.0% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
249
shares
|
$11,170
0.0% of portfolio
|
Q3 2025
Reduced 68.08%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
248
shares
|
$11,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
244
shares
|
$10,945
0.0% of portfolio
|
Q3 2025
Added 62.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
236
shares
|
$10,586
0.0% of portfolio
|
Q3 2025
Reduced 2.07%
|
|