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 |
|---|---|---|---|---|---|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
May 13, 2025 Q1 2025 |
38,478
shares
|
$1.76 Million
0.06% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
38,358
shares
|
$1.75 Million
0.05% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
38,333
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
38,039
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2025
Added 12.19%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
38,009
shares
|
$1.74 Million
0.44% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
37,774
shares
|
$1.73 Million
0.04% of portfolio
|
Q4 2024
Reduced 84.39%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
37,743
shares
|
$1.72 Million
0.44% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
37,738
shares
|
$1.72 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
37,611
shares
|
$1.72 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
37,532
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Reduced 52.29%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
37,449
shares
|
$1.71 Million
0.34% of portfolio
|
Q4 2022
Added 2.96%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
37,356
shares
|
$1.71 Million
0.12% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
37,167
shares
|
$1.7 Million
0.19% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
37,157
shares
|
$1.7 Million
0.28% of portfolio
|
Q1 2025
Reduced 43.98%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
36,769
shares
|
$1.68 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
36,740
shares
|
$1.68 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
36,722
shares
|
$1.68 Million
0.66% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
36,636
shares
|
$1.67 Million
0.08% of portfolio
|
Q1 2025
Reduced 20.42%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
36,602
shares
|
$1.67 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
36,321
shares
|
$1.66 Million
0.16% of portfolio
|
Q1 2025
Added 32.72%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
35,683
shares
|
$1.63 Million
0.07% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
35,543
shares
|
$1.62 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
35,426
shares
|
$1.62 Million
0.56% of portfolio
|
Q2 2025
Added 19.61%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
35,386
shares
|
$1.62 Million
0.63% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
May 06, 2025 Q1 2025 |
35,247
shares
|
$1.61 Million
0.52% of portfolio
|
Q1 2025
New holding
|