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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
21,008
shares
|
$994,518
0.12% of portfolio
|
Q4 2024
Reduced 53.68%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
20,930
shares
|
$990,826
0.81% of portfolio
|
Q3 2023
Added 510.2%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
20,764
shares
|
$982,967
0.02% of portfolio
|
Q3 2024
Added 11.68%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
20,727
shares
|
$981,216
0.42% of portfolio
|
Q3 2024
Added 138.82%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
20,726
shares
|
$981,168
0.04% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
20,714
shares
|
$980,600
0.17% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
20,650
shares
|
$977,571
0.04% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
20,624
shares
|
$976,340
0.03% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
20,600
shares
|
$975,204
0.04% of portfolio
|
Q2 2024
Reduced 59.69%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
20,593
shares
|
$974,872
0.14% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
20,554
shares
|
$973,026
0.02% of portfolio
|
Q4 2024
Added 15.52%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
20,532
shares
|
$971,984
0.07% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
20,517
shares
|
$971,274
0.23% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
20,343
shares
|
$963,037
0.57% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
20,245
shares
|
$958,398
0.04% of portfolio
|
Q3 2024
Added 61.1%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
20,180
shares
|
$955,321
0.08% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
20,147
shares
|
$953,758
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
20,023
shares
|
$947,888
0.01% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
20,003
shares
|
$946,942
0.2% of portfolio
|
Q4 2024
Reduced 52.36%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
19,951
shares
|
$944,480
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
19,943
shares
|
$944,101
0.09% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
19,906
shares
|
$942,350
0.06% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
19,799
shares
|
$937,284
0.12% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
19,484
shares
|
$922,372
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
19,352
shares
|
$916,123
0.05% of portfolio
|
Q4 2024
Reduced 5.18%
|