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 |
|---|---|---|---|---|---|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
14,973
shares
|
$683,816
0.0% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
14,889
shares
|
$679,980
0.06% of portfolio
|
Q1 2025
Reduced 17.91%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,846
shares
|
$678,016
0.02% of portfolio
|
Q4 2024
Reduced 69.97%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
14,808
shares
|
$676,281
0.12% of portfolio
|
Q3 2021
Added 0.14%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
14,798
shares
|
$675,824
0.18% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
14,791
shares
|
$675,504
0.0% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
14,783
shares
|
$675,139
0.02% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
14,777
shares
|
$674,865
0.02% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
14,775
shares
|
$674,774
0.54% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
14,769
shares
|
$674,500
0.01% of portfolio
|
Q1 2025
Added 1718.84%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
14,767
shares
|
$674,408
0.18% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
F
|
May 14, 2025 Q1 2025 |
14,748
shares
|
$673,541
0.03% of portfolio
|
Q1 2025
Reduced 93.56%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
14,723
shares
|
$672,399
0.09% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
14,712
shares
|
$671,897
0.09% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
14,707
shares
|
$671,668
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
14,659
shares
|
$669,476
0.02% of portfolio
|
Q1 2025
Reduced 38.63%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
14,585
shares
|
$666,096
0.33% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
14,562
shares
|
$665,046
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
14,521
shares
|
$663,174
0.14% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
14,420
shares
|
$658,561
0.06% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
14,365
shares
|
$656,049
0.23% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
14,353
shares
|
$655,501
0.01% of portfolio
|
Q1 2025
Added 77.66%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
14,346
shares
|
$655,181
0.36% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,343
shares
|
$655,044
0.01% of portfolio
|
Q2 2025
Added 37.99%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
14,341
shares
|
$654,953
0.67% of portfolio
|
Q1 2025
Reduced 1.33%
|