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 961 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 |
|---|---|---|---|---|---|
|
United Bank
|
May 06, 2025 Q1 2025 |
90,148
shares
|
$4.12 Million
1.55% of portfolio
|
Q1 2025
Added 18.96%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
90,091
shares
|
$4.11 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
90,000
shares
|
$4.11 Million
0.88% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
89,898
shares
|
$4.11 Million
0.16% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
89,660
shares
|
$4.09 Million
0.75% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
89,518
shares
|
$4.09 Million
1.51% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
88,389
shares
|
$4.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 31.9%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
87,274
shares
|
$3.99 Million
0.11% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
86,810
shares
|
$3.96 Million
0.81% of portfolio
|
Q1 2024
Added 0.98%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
86,411
shares
|
$3.95 Million
0.26% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
85,877
shares
|
$3.92 Million
0.06% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Am Investment Strategies LLC
|
May 07, 2025 Q1 2025 |
85,566
shares
|
$3.91 Million
0.89% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
85,359
shares
|
$3.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
85,098
shares
|
$3.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 26.68%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
84,614
shares
|
$3.86 Million
0.35% of portfolio
|
Q4 2022
Added 223.51%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
84,403
shares
|
$3.85 Million
0.22% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
84,089
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
84,009
shares
|
$3.84 Million
0.47% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
83,973
shares
|
$3.84 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
83,899
shares
|
$3.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
Hap Trading, LLC
New York, NY |
May 14, 2025 Q1 2025 |
83,515
shares
|
$3.81 Million
0.37% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
82,928
shares
|
$3.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
82,615
shares
|
$3.77 Million
0.33% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
82,377
shares
|
$3.76 Million
0.3% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
80,686
shares
|
$3.68 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.24%
|