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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
86,249
shares
|
$4.01 Million
1.04% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Am Investment Strategies LLC
|
Jan 21, 2025 Q4 2024 |
85,520
shares
|
$3.97 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
First Eagle Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
85,143
shares
|
$3.96 Million
0.01% of portfolio
|
Q4 2024
Added 257.13%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
84,614
shares
|
$3.93 Million
0.35% of portfolio
|
Q4 2022
Added 223.51%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
84,554
shares
|
$3.93 Million
0.02% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
83,387
shares
|
$3.87 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
83,129
shares
|
$3.86 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
82,725
shares
|
$3.84 Million
0.46% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
82,371
shares
|
$3.83 Million
0.08% of portfolio
|
Q4 2024
Added 31.67%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
81,944
shares
|
$3.81 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
81,823
shares
|
$3.8 Million
0.74% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
81,324
shares
|
$3.78 Million
0.06% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
81,082
shares
|
$3.77 Million
0.65% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
81,065
shares
|
$3.77 Million
0.09% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
81,037
shares
|
$3.76 Million
0.29% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
80,838
shares
|
$3.76 Million
0.33% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
80,450
shares
|
$3.74 Million
0.09% of portfolio
|
Q1 2024
Added 3.07%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
80,403
shares
|
$3.74 Million
0.23% of portfolio
|
Q4 2024
Added 23.19%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Feb 11, 2025 Q4 2024 |
78,989
shares
|
$3.67 Million
0.01% of portfolio
|
Q4 2024
Added 781.67%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
78,334
shares
|
$3.64 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.71%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
77,986
shares
|
$3.62 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
76,526
shares
|
$3.56 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
76,317
shares
|
$3.55 Million
0.1% of portfolio
|
Q1 2024
Reduced 5.89%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
76,083
shares
|
$3.53 Million
0.08% of portfolio
|
Q4 2024
Added 1141.36%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
76,023
shares
|
$3.53 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.36%
|