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 1,706 institutions that hold shares in the stock, with a total of 953 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
171,272
shares
|
$7.96 Million
0.12% of portfolio
|
Q4 2024
Added 796.15%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
170,711
shares
|
$7.93 Million
0.01% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
170,555
shares
|
$7.92 Million
0.05% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
170,488
shares
|
$7.92 Million
0.08% of portfolio
|
Q4 2024
Reduced 37.44%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
170,352
shares
|
$7.91 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
170,143
shares
|
$7.9 Million
0.08% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
169,820
shares
|
$7.89 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
168,585
shares
|
$7.83 Million
0.01% of portfolio
|
Q4 2024
Added 104.95%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
168,210
shares
|
$7.82 Million
0.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Feb 10, 2025 Q4 2024 |
166,951
shares
|
$7.76 Million
0.1% of portfolio
|
Q4 2024
Added 500.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
166,827
shares
|
$7.75 Million
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
166,484
shares
|
$7.73 Million
2.61% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
165,595
shares
|
$7.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.74%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
165,229
shares
|
$7.68 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
164,019
shares
|
$7.62 Million
0.3% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
163,963
shares
|
$7.62 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
160,647
shares
|
$7.46 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
160,088
shares
|
$7.44 Million
0.04% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
159,717
shares
|
$7.42 Million
0.04% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
159,038
shares
|
$7.39 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
158,410
shares
|
$7.36 Million
0.04% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
156,174
shares
|
$7.26 Million
0.43% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
155,982
shares
|
$7.25 Million
0.13% of portfolio
|
Q4 2022
Reduced 9.53%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
155,289
shares
|
$7.21 Million
0.14% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
154,640
shares
|
$7.18 Million
0.19% of portfolio
|
Q4 2024
Added 0.0%
|