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 |
|---|---|---|---|---|---|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
39,058
shares
|
$1.85 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
39,001
shares
|
$1.85 Million
0.03% of portfolio
|
Q4 2024
Added 185.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
38,925
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
38,656
shares
|
$1.83 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
38,397
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
38,283
shares
|
$1.81 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.8%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
38,078
shares
|
$1.8 Million
0.38% of portfolio
|
Q4 2024
Added 75.11%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
38,039
shares
|
$1.8 Million
0.84% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
37,734
shares
|
$1.79 Million
0.05% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
37,468
shares
|
$1.77 Million
0.12% of portfolio
|
Q4 2024
Added 17.92%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
37,449
shares
|
$1.77 Million
0.34% of portfolio
|
Q4 2022
Added 2.96%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
37,431
shares
|
$1.77 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
37,375
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 47.09%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
36,844
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
36,785
shares
|
$1.74 Million
0.48% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
36,740
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
36,713
shares
|
$1.74 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
36,614
shares
|
$1.73 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
36,575
shares
|
$1.73 Million
0.44% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
36,483
shares
|
$1.73 Million
0.05% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
36,476
shares
|
$1.73 Million
1.4% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
36,315
shares
|
$1.72 Million
0.12% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
36,185
shares
|
$1.71 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
35,526
shares
|
$1.68 Million
0.59% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
35,365
shares
|
$1.67 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.8%
|