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 |
|---|---|---|---|---|---|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
120
shares
|
$5,383
0.0% of portfolio
|
Q2 2024
Reduced 61.54%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
120
shares
|
$5,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
117
shares
|
$5,248
0.0% of portfolio
|
Q2 2023
Reduced 47.77%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
115
shares
|
$5,158
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
113
shares
|
$5,069
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
109
shares
|
$4,889
0.0% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
109
shares
|
$4,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
108
shares
|
$4,844
0.0% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
104
shares
|
$4,665
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
102
shares
|
$4,575
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
100
shares
|
$4,486
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$4,486
0.0% of portfolio
|
Q4 2024
Reduced 99.98%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
100
shares
|
$4,486
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
100
shares
|
$4,486
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
95
shares
|
$4,261
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
91
shares
|
$4,082
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
89
shares
|
$3,992
0.0% of portfolio
|
Q3 2025
Reduced 35.97%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
88
shares
|
$3,947
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
85
shares
|
$3,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
85
shares
|
$3,813
0.0% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
81
shares
|
$3,633
0.0% of portfolio
|
Q3 2025
Reduced 66.94%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
78
shares
|
$3,499
0.0% of portfolio
|
Q3 2023
Reduced 2.5%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
76
shares
|
$3,409
0.0% of portfolio
|
Q1 2024
Reduced 80.46%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
71
shares
|
$3,185
0.0% of portfolio
|
Q3 2025
Added 31.48%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
65
shares
|
$2,915
0.0% of portfolio
|
Q3 2025
Reduced 1.52%
|
|