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 |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
18,147
shares
|
$828,773
0.2% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
18,124
shares
|
$827,723
0.24% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
18,089
shares
|
$826,124
0.09% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
17,984
shares
|
$821,329
0.02% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
17,960
shares
|
$820,233
0.1% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
17,860
shares
|
$815,666
0.02% of portfolio
|
Q1 2025
Added 32.47%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
17,814
shares
|
$813,565
0.01% of portfolio
|
Q1 2025
Added 34.18%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
17,813
shares
|
$813,519
0.0% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
17,727
shares
|
$809,592
0.05% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,669
shares
|
$806,943
0.02% of portfolio
|
Q3 2022
Added 186.18%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
17,668
shares
|
$806,897
0.24% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
17,663
shares
|
$806,669
0.4% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
17,632
shares
|
$805,253
0.07% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
17,597
shares
|
$803,654
0.43% of portfolio
|
Q4 2024
Added 12.82%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
17,523
shares
|
$800,275
0.03% of portfolio
|
Q1 2025
Reduced 37.45%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
17,509
shares
|
$799,636
0.04% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
17,466
shares
|
$797,672
0.02% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
17,293
shares
|
$789,771
0.19% of portfolio
|
Q1 2025
Added 48.65%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17,155
shares
|
$783,468
0.07% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
17,100
shares
|
$780,957
0.14% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
17,066
shares
|
$779,404
0.28% of portfolio
|
Q1 2025
Added 69.36%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
17,002
shares
|
$776,481
0.12% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
16,959
shares
|
$774,517
0.0% of portfolio
|
Q4 2023
Reduced 8.49%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
16,920
shares
|
$772,736
0.1% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
16,803
shares
|
$767,393
0.6% of portfolio
|
Q1 2025
Added 0.48%
|