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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
55,401
shares
|
$2.53 Million
0.05% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
55,338
shares
|
$2.53 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
55,283
shares
|
$2.52 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
55,008
shares
|
$2.51 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
54,694
shares
|
$2.5 Million
0.93% of portfolio
|
Q2 2025
Added 36.41%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
54,270
shares
|
$2.48 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
53,594
shares
|
$2.45 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
53,325
shares
|
$2.44 Million
0.06% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
53,283
shares
|
$2.43 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
53,225
shares
|
$2.43 Million
0.33% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
53,112
shares
|
$2.43 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
53,047
shares
|
$2.42 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
53,035
shares
|
$2.42 Million
1.07% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
52,983
shares
|
$2.42 Million
0.45% of portfolio
|
Q1 2025
Reduced 48.13%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
52,942
shares
|
$2.42 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
52,658
shares
|
$2.4 Million
0.55% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
52,593
shares
|
$2.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 25.73%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
52,211
shares
|
$2.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
51,993
shares
|
$2.37 Million
0.05% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
51,567
shares
|
$2.36 Million
0.32% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
51,538
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 27.96%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
51,522
shares
|
$2.35 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
51,203
shares
|
$2.34 Million
0.03% of portfolio
|
Q1 2025
Added 31.29%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
51,098
shares
|
$2.33 Million
1.14% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jul 08, 2025 Q2 2025 |
50,884
shares
|
$2.32 Million
0.05% of portfolio
|
Q2 2025
Reduced 16.56%
|