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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
35,117
shares
|
$1.66 Million
0.7% of portfolio
|
Q4 2024
Added 50.54%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
35,110
shares
|
$1.66 Million
0.56% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
35,097
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
35,086
shares
|
$1.66 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
35,062
shares
|
$1.66 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
35,053
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
35,046
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
34,929
shares
|
$1.65 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
34,839
shares
|
$1.65 Million
0.94% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
34,739
shares
|
$1.64 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
34,490
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
34,375
shares
|
$1.63 Million
0.04% of portfolio
|
Q1 2023
Added 167.99%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,335
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
33,938
shares
|
$1.61 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33,770
shares
|
$1.6 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
33,603
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
Added 28.77%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
33,442
shares
|
$1.58 Million
0.78% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
33,209
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
33,128
shares
|
$1.57 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
32,892
shares
|
$1.56 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
32,175
shares
|
$1.52 Million
0.07% of portfolio
|
Q4 2024
Added 150.19%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
32,127
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2024
Added 1.4%
|