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 1,768 institutions that hold shares in the stock, with a total of 962 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
158,271
shares
|
$7.15 Million
6.64% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
157,871
shares
|
$7.13 Million
0.04% of portfolio
|
Q1 2025
Added 61.07%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
May 12, 2025 Q1 2025 |
156,431
shares
|
$7.06 Million
0.04% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
156,174
shares
|
$7.05 Million
0.43% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
156,101
shares
|
$7.05 Million
0.02% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
155,982
shares
|
$7.04 Million
0.13% of portfolio
|
Q4 2022
Reduced 9.53%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
154,944
shares
|
$7 Million
0.13% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
154,541
shares
|
$6.98 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
154,183
shares
|
$6.96 Million
0.07% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
153,037
shares
|
$6.91 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
152,848
shares
|
$6.9 Million
0.01% of portfolio
|
Q1 2025
Added 26.81%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
152,804
shares
|
$6.9 Million
0.32% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
151,466
shares
|
$6.84 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
151,006
shares
|
$6.82 Million
0.55% of portfolio
|
Q3 2022
Reduced 9.59%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
146,821
shares
|
$6.63 Million
0.18% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
145,951
shares
|
$6.59 Million
0.51% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
144,629
shares
|
$6.53 Million
0.21% of portfolio
|
Q1 2023
Added 101.51%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
144,105
shares
|
$6.51 Million
0.14% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Freemont Management S.A.
|
May 06, 2025 Q1 2025 |
143,500
shares
|
$6.48 Million
2.55% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
142,920
shares
|
$6.45 Million
0.9% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
142,894
shares
|
$6.45 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
142,523
shares
|
$6.44 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
142,094
shares
|
$6.42 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
141,271
shares
|
$6.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
138,276
shares
|
$6.24 Million
0.09% of portfolio
|
Q1 2025
Added 2.21%
|