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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,888
shares
|
$999,624
0.05% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
21,782
shares
|
$994,783
0.02% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
21,759
shares
|
$993,733
0.06% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
21,739
shares
|
$992,820
0.1% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
21,719
shares
|
$991,906
0.01% of portfolio
|
Q4 2024
Added 42.38%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
21,536
shares
|
$983,549
0.06% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
21,512
shares
|
$982,453
0.0% of portfolio
|
Q1 2025
Reduced 61.82%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
21,479
shares
|
$980,945
0.02% of portfolio
|
Q1 2025
Added 63.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,475
shares
|
$980,763
0.08% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
21,474
shares
|
$980,717
0.02% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
21,462
shares
|
$980,169
0.0% of portfolio
|
Q1 2025
Reduced 86.91%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
21,375
shares
|
$976,196
0.65% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
21,271
shares
|
$971,446
0.0% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
21,213
shares
|
$968,797
0.01% of portfolio
|
Q2 2025
Reduced 44.48%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
21,157
shares
|
$966,240
0.05% of portfolio
|
Q3 2022
Added 11.28%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
21,111
shares
|
$964,139
0.0% of portfolio
|
Q1 2025
Added 165.45%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
21,017
shares
|
$959,846
0.58% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
21,003
shares
|
$959,207
0.22% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
20,997
shares
|
$958,932
0.07% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
20,973
shares
|
$957,836
0.11% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
20,963
shares
|
$957,380
0.04% of portfolio
|
Q1 2025
Reduced 20.54%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
20,950
shares
|
$956,786
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
20,939
shares
|
$956,284
0.14% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
20,930
shares
|
$955,873
0.78% of portfolio
|
Q3 2023
Added 510.2%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
20,830
shares
|
$951,306
0.16% of portfolio
|
Q1 2025
Added 0.56%
|