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 1,720 institutions that hold shares in the stock, with a total of 945 Million shares, which have been reported (via 13F filing form) to have a value of $43.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
97,767
shares
|
$4.54 Million
0.38% of portfolio
|
Q4 2024
Reduced 15.0%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
97,618
shares
|
$4.54 Million
0.43% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
97,477
shares
|
$4.53 Million
1.09% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
97,477
shares
|
$4.53 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
97,317
shares
|
$4.52 Million
0.02% of portfolio
|
Q2 2023
Reduced 45.89%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
97,172
shares
|
$4.51 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
97,043
shares
|
$4.51 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
94,911
shares
|
$4.41 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
93,994
shares
|
$4.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
92,024
shares
|
$4.28 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
91,865
shares
|
$4.27 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
91,833
shares
|
$4.27 Million
0.01% of portfolio
|
Q4 2024
Added 97.07%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
91,471
shares
|
$4.25 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
90,899
shares
|
$4.22 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
90,581
shares
|
$4.21 Million
0.11% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
89,799
shares
|
$4.17 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
89,156
shares
|
$4.14 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
88,299
shares
|
$4.1 Million
0.35% of portfolio
|
Q4 2024
Reduced 89.24%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
88,156
shares
|
$4.1 Million
1.62% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
87,147
shares
|
$4.05 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
86,810
shares
|
$4.03 Million
0.81% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
86,646
shares
|
$4.03 Million
0.08% of portfolio
|
Q4 2024
Added 26.22%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
86,551
shares
|
$4.02 Million
0.08% of portfolio
|
Q4 2024
Added 62.44%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
86,485
shares
|
$4.02 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
86,478
shares
|
$4.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.71%
|