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 |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
138,165
shares
|
$6.24 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
137,789
shares
|
$6.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 76.02%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
137,654
shares
|
$6.22 Million
0.47% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
137,205
shares
|
$6.2 Million
0.08% of portfolio
|
Q1 2025
Added 33.24%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
136,982
shares
|
$6.19 Million
0.05% of portfolio
|
Q1 2025
Added 14.66%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
135,255
shares
|
$6.11 Million
0.01% of portfolio
|
Q3 2023
Reduced 26.35%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
134,363
shares
|
$6.07 Million
0.11% of portfolio
|
Q1 2025
Added 55.07%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
133,325
shares
|
$6.02 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
131,712
shares
|
$5.95 Million
0.08% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
May 14, 2025 Q1 2025 |
131,464
shares
|
$5.94 Million
1.05% of portfolio
|
Q1 2025
Reduced 27.55%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
130,766
shares
|
$5.91 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
130,730
shares
|
$5.9 Million
0.08% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
129,066
shares
|
$5.83 Million
2.7% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
128,707
shares
|
$5.81 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
125,620
shares
|
$5.67 Million
1.22% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
May 06, 2025 Q1 2025 |
125,346
shares
|
$5.66 Million
2.96% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
124,663
shares
|
$5.63 Million
3.04% of portfolio
|
Q2 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
124,041
shares
|
$5.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
120,934
shares
|
$5.46 Million
1.39% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
120,598
shares
|
$5.45 Million
0.02% of portfolio
|
Q3 2024
Added 33.26%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
120,039
shares
|
$5.42 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
119,764
shares
|
$5.41 Million
0.03% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
119,622
shares
|
$5.4 Million
3.06% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
118,553
shares
|
$5.35 Million
0.65% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
116,831
shares
|
$5.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.61%
|