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 1,772 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 |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
25,017
shares
|
$1.14 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
24,977
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
24,900
shares
|
$1.14 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
24,868
shares
|
$1.14 Million
0.28% of portfolio
|
Q2 2025
Reduced 51.05%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
24,750
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 20.41%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
24,748
shares
|
$1.13 Million
0.39% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
24,725
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Rokos Capital Management LLP
London, X0 |
May 15, 2025 Q1 2025 |
24,702
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
24,681
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
24,673
shares
|
$1.13 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
24,640
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
Added 67.38%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
24,612
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
24,474
shares
|
$1.12 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,278
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
24,264
shares
|
$1.11 Million
0.34% of portfolio
|
Q4 2023
Added 13.57%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
24,244
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
24,235
shares
|
$1.11 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
24,111
shares
|
$1.1 Million
0.07% of portfolio
|
Q1 2025
Added 71.47%
|
|
|
Fourthstone LLC
St Louis, MO |
May 13, 2025 Q1 2025 |
24,000
shares
|
$1.1 Million
0.46% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
23,920
shares
|
$1.09 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
23,889
shares
|
$1.09 Million
0.15% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
23,862
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
23,742
shares
|
$1.08 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
23,731
shares
|
$1.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
23,586
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.48%
|