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 1,677 institutions that hold shares in the stock, with a total of 949 Million shares, which have been reported (via 13F filing form) to have a value of $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
142,587
shares
|
$6.8 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
142,523
shares
|
$6.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
142,516
shares
|
$6.8 Million
0.91% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
142,169
shares
|
$6.78 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
141,901
shares
|
$6.77 Million
0.48% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
141,453
shares
|
$6.74 Million
0.19% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
141,170
shares
|
$6.73 Million
0.09% of portfolio
|
Q4 2024
Reduced 20.44%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
139,781
shares
|
$6.66 Million
0.13% of portfolio
|
Q3 2024
Added 22.5%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
137,900
shares
|
$6.58 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
135,803
shares
|
$6.48 Million
0.02% of portfolio
|
Q4 2024
Added 31.91%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
135,669
shares
|
$6.47 Million
0.2% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
135,585
shares
|
$6.46 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Baugh & Associates, LLC
|
Jan 16, 2025 Q4 2024 |
135,537
shares
|
$6.46 Million
2.97% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
135,505
shares
|
$6.46 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
135,290
shares
|
$6.45 Million
0.09% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
135,255
shares
|
$6.45 Million
0.01% of portfolio
|
Q3 2023
Reduced 26.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
133,770
shares
|
$6.38 Million
0.08% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
132,300
shares
|
$6.31 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2024 Q3 2024 |
131,464
shares
|
$6.27 Million
1.18% of portfolio
|
Q2 2024
Reduced 13.88%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
130,053
shares
|
$6.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
129,788
shares
|
$6.19 Million
0.01% of portfolio
|
Q4 2024
Added 30.12%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
129,694
shares
|
$6.18 Million
0.14% of portfolio
|
Q3 2024
Added 110.22%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
126,549
shares
|
$6.03 Million
0.32% of portfolio
|
Q4 2024
Added 13.96%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
126,063
shares
|
$6.01 Million
0.42% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
124,615
shares
|
$5.94 Million
0.15% of portfolio
|
Q3 2024
New holding
|