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 |
|---|---|---|---|---|---|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
41,585
shares
|
$1.9 Million
0.6% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
41,544
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.92%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
41,261
shares
|
$1.88 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
41,053
shares
|
$1.87 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
40,925
shares
|
$1.87 Million
0.17% of portfolio
|
Q2 2025
Added 67.23%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
40,745
shares
|
$1.86 Million
0.03% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
40,525
shares
|
$1.85 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
40,403
shares
|
$1.85 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
40,394
shares
|
$1.84 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
40,180
shares
|
$1.84 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
40,040
shares
|
$1.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
39,758
shares
|
$1.82 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
39,665
shares
|
$1.81 Million
0.98% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
39,653
shares
|
$1.81 Million
0.49% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
39,515
shares
|
$1.8 Million
1.43% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
39,360
shares
|
$1.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
39,348
shares
|
$1.8 Million
0.46% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
39,294
shares
|
$1.79 Million
0.66% of portfolio
|
Q2 2022
Reduced 5.53%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
39,119
shares
|
$1.79 Million
0.04% of portfolio
|
Q1 2025
Reduced 28.66%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
May 14, 2025 Q1 2025 |
39,100
shares
|
$1.79 Million
0.39% of portfolio
|
Q2 2021
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
38,981
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
38,963
shares
|
$1.78 Million
0.29% of portfolio
|
Q1 2025
Reduced 55.87%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
38,820
shares
|
$1.77 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
38,814
shares
|
$1.77 Million
0.27% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Diamant Asset Management, Inc.
|
May 15, 2025 Q1 2025 |
38,621
shares
|
$1.76 Million
1.21% of portfolio
|
Q1 2025
Reduced 3.01%
|