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 1,768 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 |
|---|---|---|---|---|---|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
16,799
shares
|
$767,210
0.06% of portfolio
|
Q1 2025
Added 32.06%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
16,759
shares
|
$765,383
0.06% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
16,715
shares
|
$763,374
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
16,715
shares
|
$763,374
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
16,711
shares
|
$763,191
0.01% of portfolio
|
Q1 2025
Added 14.2%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
16,700
shares
|
$762,689
0.01% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
16,626
shares
|
$759,309
0.01% of portfolio
|
Q1 2025
Added 16.71%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
16,600
shares
|
$758,122
0.1% of portfolio
|
Q4 2023
Added 44764.86%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
16,587
shares
|
$757,528
0.06% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
16,572
shares
|
$756,843
0.39% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
16,500
shares
|
$753,555
0.16% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
16,499
shares
|
$753,509
0.01% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
16,348
shares
|
$746,613
0.38% of portfolio
|
Q1 2025
Reduced 45.66%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
16,328
shares
|
$745,699
0.35% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
16,316
shares
|
$745,151
0.21% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
16,266
shares
|
$742,868
0.05% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
16,242
shares
|
$741,772
0.12% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
16,218
shares
|
$740,676
0.1% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
16,136
shares
|
$736,931
0.06% of portfolio
|
Q2 2025
Reduced 57.44%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
16,019
shares
|
$731,587
0.26% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
15,999
shares
|
$730,674
0.02% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
15,980
shares
|
$729,806
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
15,849
shares
|
$723,823
0.15% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
15,828
shares
|
$722,864
0.02% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,821
shares
|
$722,545
0.02% of portfolio
|
Q1 2025
Added 0.18%
|