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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
19,270
shares
|
$880,060
0.03% of portfolio
|
Q1 2025
Reduced 26.1%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
19,247
shares
|
$879,010
0.34% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
19,205
shares
|
$877,092
0.08% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
19,171
shares
|
$875,539
0.01% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
19,104
shares
|
$872,479
0.2% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
19,089
shares
|
$871,794
0.1% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
19,076
shares
|
$871,200
0.35% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
19,047
shares
|
$869,876
0.0% of portfolio
|
Q2 2023
Added 10.43%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Apr 28, 2025 Q1 2025 |
18,998
shares
|
$867,638
0.03% of portfolio
|
Q1 2025
Reduced 24.03%
|
|
|
Todd Asset Management LLC
|
May 12, 2025 Q1 2025 |
18,986
shares
|
$867,090
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
18,898
shares
|
$863,071
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
18,890
shares
|
$862,706
0.26% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
18,850
shares
|
$860,879
0.12% of portfolio
|
Q1 2023
Added 0.96%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
18,821
shares
|
$859,555
0.07% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
18,763
shares
|
$856,906
0.16% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,618
shares
|
$850,284
0.09% of portfolio
|
Q4 2023
Reduced 35.84%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
18,524
shares
|
$845,991
0.07% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
18,510
shares
|
$845,351
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
18,494
shares
|
$844,620
0.17% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
18,399
shares
|
$840,282
0.39% of portfolio
|
Q1 2025
Added 25.51%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
18,303
shares
|
$835,898
0.2% of portfolio
|
Q1 2025
Added 161.55%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
18,269
shares
|
$834,345
0.03% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
18,201
shares
|
$831,239
0.05% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
18,181
shares
|
$830,326
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
18,147
shares
|
$828,773
0.2% of portfolio
|
Q4 2024
Reduced 4.24%
|