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 1,688 institutions that hold shares in the stock, with a total of 949 Million shares, which have been reported (via 13F filing form) to have a value of $44.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
22,816
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
22,709
shares
|
$1.08 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
22,687
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
22,629
shares
|
$1.07 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
22,533
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Added 214.18%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,397
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
22,299
shares
|
$1.06 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
22,280
shares
|
$1.05 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
22,266
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
22,255
shares
|
$1.05 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
22,109
shares
|
$1.05 Million
0.22% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
22,104
shares
|
$1.05 Million
0.05% of portfolio
|
Q4 2024
Added 44.56%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
22,030
shares
|
$1.04 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,992
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
21,863
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
21,838
shares
|
$1.03 Million
0.05% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
21,536
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
21,534
shares
|
$1.02 Million
0.37% of portfolio
|
Q3 2024
Added 116.29%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
21,500
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.04%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
21,436
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
21,324
shares
|
$1.01 Million
0.22% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
21,282
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
21,157
shares
|
$1 Million
0.05% of portfolio
|
Q3 2022
Added 11.28%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
21,133
shares
|
$1 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
21,070
shares
|
$997,453
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|