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 1,696 institutions that hold shares in the stock, with a total of 953 Million shares, which have been reported (via 13F filing form) to have a value of $45.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
52,220
shares
|
$2.47 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
52,203
shares
|
$2.47 Million
0.07% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
51,899
shares
|
$2.46 Million
0.05% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
51,621
shares
|
$2.44 Million
0.14% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
51,538
shares
|
$2.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 27.96%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
51,273
shares
|
$2.43 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
50,894
shares
|
$2.41 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
50,784
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
49,946
shares
|
$2.36 Million
1.72% of portfolio
|
Q1 2022
Added 5.99%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
49,922
shares
|
$2.36 Million
0.03% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
49,703
shares
|
$2.35 Million
0.35% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
49,568
shares
|
$2.35 Million
0.13% of portfolio
|
Q2 2024
Reduced 9.36%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
49,513
shares
|
$2.34 Million
0.07% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
49,431
shares
|
$2.34 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.41%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
49,177
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
49,017
shares
|
$2.32 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
49,000
shares
|
$2.32 Million
0.11% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
48,620
shares
|
$2.3 Million
1.38% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
48,261
shares
|
$2.28 Million
0.72% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
48,231
shares
|
$2.28 Million
0.02% of portfolio
|
Q4 2022
Reduced 33.47%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
47,920
shares
|
$2.27 Million
0.14% of portfolio
|
Q4 2024
Reduced 32.06%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
47,545
shares
|
$2.25 Million
0.16% of portfolio
|
Q2 2022
Reduced 1.58%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
47,329
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 46.65%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
47,174
shares
|
$2.23 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
46,674
shares
|
$2.21 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.46%
|