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 |
|---|---|---|---|---|---|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
102,429
shares
|
$4.63 Million
0.04% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
101,882
shares
|
$4.6 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
101,309
shares
|
$4.58 Million
1.07% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
101,140
shares
|
$4.57 Million
0.08% of portfolio
|
Q1 2025
Added 22.79%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
100,849
shares
|
$4.55 Million
1.16% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
100,585
shares
|
$4.54 Million
0.04% of portfolio
|
Q1 2025
Added 109.55%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
100,000
shares
|
$4.52 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
99,991
shares
|
$4.52 Million
0.22% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
99,538
shares
|
$4.5 Million
0.39% of portfolio
|
Q1 2025
Reduced 60.25%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
98,153
shares
|
$4.43 Million
1.66% of portfolio
|
Q1 2025
Added 75.98%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
97,992
shares
|
$4.43 Million
0.75% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
97,860
shares
|
$4.42 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
97,317
shares
|
$4.39 Million
0.02% of portfolio
|
Q2 2023
Reduced 45.89%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
96,733
shares
|
$4.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 42.62%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
96,474
shares
|
$4.36 Million
0.02% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
93,562
shares
|
$4.23 Million
1.1% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
93,306
shares
|
$4.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
92,369
shares
|
$4.17 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
92,334
shares
|
$4.17 Million
0.3% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
92,066
shares
|
$4.16 Million
0.11% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
91,748
shares
|
$4.14 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
91,416
shares
|
$4.13 Million
0.81% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
91,143
shares
|
$4.12 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
90,581
shares
|
$4.09 Million
0.11% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
90,416
shares
|
$4.08 Million
0.4% of portfolio
|
Q1 2025
New holding
|