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 |
|---|---|---|---|---|---|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,236
shares
|
$671,227
0.09% of portfolio
|
Q3 2023
Added 24.48%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
14,128
shares
|
$666,135
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
14,108
shares
|
$665,192
0.01% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
14,081
shares
|
$663,919
0.02% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
14,074
shares
|
$663,589
0.23% of portfolio
|
Q3 2024
Added 41.69%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
14,033
shares
|
$661,655
0.09% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
14,024
shares
|
$661,231
0.06% of portfolio
|
Q4 2024
Reduced 18.24%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
14,024
shares
|
$661,231
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
13,990
shares
|
$659,628
0.19% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
13,952
shares
|
$657,836
0.06% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
13,925
shares
|
$656,563
0.32% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,832
shares
|
$652,178
0.02% of portfolio
|
Q3 2024
Added 81.0%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
13,826
shares
|
$651,895
0.0% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
13,717
shares
|
$646,756
0.06% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
13,699
shares
|
$645,907
0.01% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
13,691
shares
|
$645,530
0.1% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
13,667
shares
|
$644,399
0.1% of portfolio
|
Q3 2024
Reduced 42.38%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
13,599
shares
|
$641,192
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
13,564
shares
|
$639,542
0.02% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
13,520
shares
|
$637,468
0.28% of portfolio
|
Q1 2024
Reduced 3.75%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
13,409
shares
|
$632,234
0.16% of portfolio
|
Q2 2024
Added 15.81%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
13,408
shares
|
$632,187
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
13,361
shares
|
$629,971
0.23% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
13,353
shares
|
$629,593
0.23% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
13,301
shares
|
$627,142
0.02% of portfolio
|
Q4 2024
Reduced 90.67%
|