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 |
|---|---|---|---|---|---|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
20,294
shares
|
$942,859
0.65% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
20,147
shares
|
$936,029
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
20,003
shares
|
$929,339
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
|
$926,923
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
19,943
shares
|
$926,551
0.09% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
19,799
shares
|
$919,861
0.12% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
19,613
shares
|
$911,219
0.01% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
19,529
shares
|
$907,317
0.14% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
19,381
shares
|
$900,441
0.56% of portfolio
|
Q4 2024
Reduced 22.16%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
19,352
shares
|
$899,093
0.05% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
19,171
shares
|
$890,684
0.02% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
19,165
shares
|
$890,405
0.09% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
19,119
shares
|
$888,268
0.36% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
19,091
shares
|
$886,967
0.08% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
19,047
shares
|
$884,923
0.0% of portfolio
|
Q2 2023
Added 10.43%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
18,982
shares
|
$881,903
0.28% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
18,980
shares
|
$881,810
0.02% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
18,951
shares
|
$880,463
0.07% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Todd Asset Management LLC
|
Feb 04, 2025 Q4 2024 |
18,927
shares
|
$879,348
0.02% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
18,921
shares
|
$879,069
0.05% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
18,886
shares
|
$877,443
0.02% of portfolio
|
Q4 2024
Added 81.65%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
18,850
shares
|
$875,771
0.12% of portfolio
|
Q1 2023
Added 0.96%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
18,707
shares
|
$869,127
0.01% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
18,619
shares
|
$865,038
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,618
shares
|
$864,992
0.08% of portfolio
|
Q4 2023
Reduced 35.84%
|