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 1,720 institutions that hold shares in the stock, with a total of 945 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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
29,451
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
29,448
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
29,411
shares
|
$1.37 Million
0.14% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,377
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2020
Reduced 18.95%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
29,367
shares
|
$1.36 Million
0.48% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
29,296
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
29,270
shares
|
$1.36 Million
0.26% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
28,912
shares
|
$1.34 Million
0.34% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
28,800
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
28,776
shares
|
$1.34 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
28,404
shares
|
$1.32 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
28,385
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
28,329
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2023
Reduced 67.5%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
28,212
shares
|
$1.31 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
28,126
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Feb 12, 2025 Q4 2024 |
28,013
shares
|
$1.3 Million
0.06% of portfolio
|
Q4 2024
Added 22.2%
|
|
|
Ally Financial Inc.
Detroit, MI |
Feb 13, 2025 Q4 2024 |
28,000
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2021
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
27,804
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
27,799
shares
|
$1.29 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
27,673
shares
|
$1.29 Million
0.07% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
27,510
shares
|
$1.28 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
27,465
shares
|
$1.28 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
27,376
shares
|
$1.27 Million
0.23% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
27,367
shares
|
$1.27 Million
0.08% of portfolio
|
Q4 2024
Added 68.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
27,321
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2024
New holding
|