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 |
|---|---|---|---|---|---|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
31,698
shares
|
$1.45 Million
0.14% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
31,657
shares
|
$1.45 Million
0.2% of portfolio
|
Q3 2022
Reduced 13.68%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
31,600
shares
|
$1.44 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
May 01, 2025 Q1 2025 |
31,513
shares
|
$1.44 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
31,482
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
31,429
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
Added 231.08%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
31,279
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
31,026
shares
|
$1.42 Million
0.79% of portfolio
|
Q4 2022
Reduced 2.81%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
30,912
shares
|
$1.41 Million
0.26% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
30,708
shares
|
$1.4 Million
0.88% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
30,633
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
30,626
shares
|
$1.4 Million
0.24% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
30,600
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
30,583
shares
|
$1.4 Million
0.05% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
30,475
shares
|
$1.39 Million
0.1% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
30,270
shares
|
$1.38 Million
0.6% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
30,159
shares
|
$1.38 Million
0.27% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
29,922
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 44.02%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
29,869
shares
|
$1.36 Million
0.28% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,802
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2023
Added 5.83%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
29,761
shares
|
$1.36 Million
0.18% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
29,726
shares
|
$1.36 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
29,668
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
29,551
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2022
Reduced 24.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,377
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2020
Reduced 18.95%
|