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 |
|---|---|---|---|---|---|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
226
shares
|
$10,138
0.02% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
225
shares
|
$10,093
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
211
shares
|
$9,465
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
210
shares
|
$9,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
202
shares
|
$9,061
0.0% of portfolio
|
Q3 2025
Added 77.19%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
200
shares
|
$8,972
0.0% of portfolio
|
Q1 2025
Reduced 41.52%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
195
shares
|
$8,747
0.0% of portfolio
|
Q4 2024
Added 387.5%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
180
shares
|
$8,074
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
176
shares
|
$7,895
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
174
shares
|
$7,805
0.0% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
173
shares
|
$7,760
0.0% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
168
shares
|
$7,536
0.0% of portfolio
|
Q2 2023
Reduced 64.48%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
161
shares
|
$7,222
0.0% of portfolio
|
Q2 2025
Reduced 78.27%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
156
shares
|
$6,998
0.0% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
150
shares
|
$6,729
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
149
shares
|
$6,684
0.0% of portfolio
|
Q4 2025
Added 106.94%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
144
shares
|
$6,459
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
136
shares
|
$6,100
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Daytona Street Capital LLC
Saint Louis, MO |
Jan 21, 2026 Q4 2025 |
134
shares
|
$6,011
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
130
shares
|
$5,831
0.0% of portfolio
|
Q4 2025
Added 80.56%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
130
shares
|
$5,831
0.0% of portfolio
|
Q4 2025
Added 39.78%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
125
shares
|
$5,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
125
shares
|
$5,607
0.0% of portfolio
|
Q4 2022
Reduced 99.84%
|
|
|
Legacy Bridge, LLC
|
Jan 23, 2026 Q4 2025 |
122
shares
|
$5,472
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
120
shares
|
$5,383
0.0% of portfolio
|
Q2 2024
Reduced 61.54%
|
|