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 |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
27,270
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2024
Reduced 53.82%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
27,224
shares
|
$1.26 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
27,151
shares
|
$1.26 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
27,096
shares
|
$1.26 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
27,000
shares
|
$1.25 Million
0.13% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
27,000
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Added 22.73%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
26,845
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Commerzbank Aktiengesellschaft
|
Feb 06, 2025 Q4 2024 |
26,806
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Added 24.11%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
26,804
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
26,750
shares
|
$1.24 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
26,747
shares
|
$1.24 Million
0.24% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
26,678
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2023
Reduced 7.5%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
26,445
shares
|
$1.23 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
26,382
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Feb 10, 2025 Q4 2024 |
26,100
shares
|
$1.21 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
26,081
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
26,060
shares
|
$1.21 Million
0.17% of portfolio
|
Q4 2024
Added 25.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
26,040
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
25,967
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
25,929
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
25,929
shares
|
$1.2 Million
0.54% of portfolio
|
Q4 2024
Added 25.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
25,919
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Added 49.7%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
25,900
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2020
Added 396.07%
|
|
|
Impax Asset Management Group PLC
|
Feb 04, 2025 Q4 2024 |
25,681
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
25,609
shares
|
$1.19 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.23%
|