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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
15,231
shares
|
$707,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
15,201
shares
|
$706,238
0.06% of portfolio
|
Q4 2024
Added 16.48%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
15,200
shares
|
$706,192
0.72% of portfolio
|
Q3 2023
Reduced 46.29%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
15,139
shares
|
$703,357
0.01% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
15,116
shares
|
$702,289
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
15,101
shares
|
$701,592
0.35% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
15,075
shares
|
$700,384
0.11% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$696,900
0.21% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
14,973
shares
|
$695,645
0.0% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,963
shares
|
$695,180
0.01% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
14,912
shares
|
$692,811
0.02% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,891
shares
|
$691,835
0.08% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
14,855
shares
|
$690,163
0.01% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,841
shares
|
$689,512
0.08% of portfolio
|
Q4 2024
Reduced 29.73%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
14,731
shares
|
$684,402
0.03% of portfolio
|
Q4 2024
Added 95.45%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
14,721
shares
|
$683,937
0.04% of portfolio
|
Q4 2024
Reduced 25.16%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
14,676
shares
|
$681,846
0.09% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
14,659
shares
|
$681,057
0.32% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
14,633
shares
|
$679,849
0.01% of portfolio
|
Q4 2024
Added 53.26%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
14,631
shares
|
$679,756
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
14,629
shares
|
$679,663
0.04% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
14,624
shares
|
$679,431
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
14,590
shares
|
$677,851
0.05% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
14,585
shares
|
$677,619
0.36% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
14,562
shares
|
$676,550
0.14% of portfolio
|
Q2 2022
New holding
|