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 |
|---|---|---|---|---|---|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
16,752
shares
|
$789,856
0.22% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
16,715
shares
|
$788,112
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
16,715
shares
|
$788,112
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
16,638
shares
|
$784,481
0.56% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
16,600
shares
|
$782,690
0.1% of portfolio
|
Q4 2023
Added 44764.86%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
16,592
shares
|
$782,312
0.02% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
16,500
shares
|
$777,975
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
16,328
shares
|
$769,865
0.36% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
16,288
shares
|
$767,979
0.16% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
16,278
shares
|
$767,507
0.06% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
16,269
shares
|
$767,083
0.05% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
16,261
shares
|
$766,706
0.13% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
16,168
shares
|
$762,321
0.05% of portfolio
|
Q3 2024
Added 28.23%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
16,157
shares
|
$761,802
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
16,119
shares
|
$760,010
0.15% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
16,051
shares
|
$756,804
0.05% of portfolio
|
Q4 2024
Added 45.43%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
16,023
shares
|
$755,484
0.04% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
15,886
shares
|
$749,024
0.45% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
15,849
shares
|
$747,280
0.16% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
15,824
shares
|
$746,101
0.1% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
15,805
shares
|
$745,205
0.1% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
15,787
shares
|
$744,357
0.05% of portfolio
|
Q1 2023
Added 4.88%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,761
shares
|
$743,131
0.02% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
15,700
shares
|
$740,255
0.1% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
15,675
shares
|
$739,076
0.01% of portfolio
|
Q4 2024
Reduced 19.49%
|