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 |
|---|---|---|---|---|---|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
35,216
shares
|
$1.61 Million
0.3% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
35,195
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2025
Reduced 77.24%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
34,929
shares
|
$1.6 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
34,839
shares
|
$1.59 Million
0.94% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
34,823
shares
|
$1.59 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
34,400
shares
|
$1.57 Million
0.12% of portfolio
|
Q1 2025
Reduced 90.99%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
34,375
shares
|
$1.57 Million
0.04% of portfolio
|
Q1 2023
Added 167.99%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
34,364
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 49.31%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
34,145
shares
|
$1.56 Million
0.11% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
34,116
shares
|
$1.56 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
33,980
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33,770
shares
|
$1.54 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
33,642
shares
|
$1.54 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
33,627
shares
|
$1.54 Million
0.73% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
33,308
shares
|
$1.52 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
33,237
shares
|
$1.52 Million
0.57% of portfolio
|
Q1 2025
Added 52.36%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
32,888
shares
|
$1.5 Million
0.45% of portfolio
|
Q1 2025
Added 19.75%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
32,669
shares
|
$1.49 Million
0.23% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
32,536
shares
|
$1.49 Million
0.08% of portfolio
|
Q1 2025
Added 159.79%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
32,500
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Added 20.37%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
32,338
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
32,075
shares
|
$1.46 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
31,900
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
31,815
shares
|
$1.45 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.31%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
31,774
shares
|
$1.45 Million
0.13% of portfolio
|
Q2 2025
Added 3.92%
|