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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
23,519
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
23,435
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
23,397
shares
|
$1.07 Million
0.2% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
23,320
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
23,068
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
23,003
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
22,972
shares
|
$1.05 Million
0.26% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
22,963
shares
|
$1.05 Million
0.46% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
22,942
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
22,880
shares
|
$1.04 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
22,877
shares
|
$1.04 Million
0.8% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
22,867
shares
|
$1.04 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
22,790
shares
|
$1.04 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
22,775
shares
|
$1.04 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
22,742
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 26.15%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
22,409
shares
|
$1.02 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
May 13, 2025 Q1 2025 |
22,393
shares
|
$1.02 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
22,354
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
22,354
shares
|
$1.02 Million
0.14% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
22,280
shares
|
$1.02 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
22,124
shares
|
$1.01 Million
0.2% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
22,087
shares
|
$1.01 Million
0.38% of portfolio
|
Q1 2025
Reduced 24.79%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
22,058
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
22,012
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,992
shares
|
$1 Million
0.09% of portfolio
|
Q4 2022
Reduced 0.66%
|