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 960 Million shares, which have been reported (via 13F filing form) to have a value of $43.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
15,828
shares
|
$712,418
0.02% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,821
shares
|
$712,103
0.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
15,802
shares
|
$711,248
0.01% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
15,766
shares
|
$709,627
0.01% of portfolio
|
Q1 2025
Added 17.0%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
15,702
shares
|
$706,747
0.14% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
15,654
shares
|
$704,586
0.33% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
15,634
shares
|
$703,686
0.2% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
15,604
shares
|
$702,336
0.02% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
15,519
shares
|
$698,510
0.62% of portfolio
|
Q2 2022
Reduced 0.06%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
15,462
shares
|
$695,944
0.01% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
15,437
shares
|
$694,819
0.02% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
15,410
shares
|
$693,604
0.01% of portfolio
|
Q1 2025
Added 47.53%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
15,371
shares
|
$691,848
0.41% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
15,368
shares
|
$691,713
0.09% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
15,328
shares
|
$689,913
0.04% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
15,324
shares
|
$689,733
0.05% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
15,234
shares
|
$685,682
0.04% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
15,205
shares
|
$684,377
0.07% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
15,200
shares
|
$684,152
0.72% of portfolio
|
Q3 2023
Reduced 46.29%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
15,188
shares
|
$683,611
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
15,145
shares
|
$681,676
0.03% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
15,116
shares
|
$680,371
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
15,054
shares
|
$677,580
0.91% of portfolio
|
Q1 2025
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
15,039
shares
|
$676,905
0.01% of portfolio
|
Q1 2025
Reduced 98.4%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
15,009
shares
|
$675,555
0.0% of portfolio
|
Q1 2025
Added 2.58%
|