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 |
|---|---|---|---|---|---|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
12,218
shares
|
$576,078
0.12% of portfolio
|
Q3 2024
Added 74.1%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
12,140
shares
|
$572,401
0.05% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
12,129
shares
|
$571,882
0.06% of portfolio
|
Q3 2024
Reduced 15.84%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
12,124
shares
|
$571,646
0.12% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
12,117
shares
|
$571,316
0.04% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
12,018
shares
|
$566,648
0.04% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
12,015
shares
|
$566,507
0.64% of portfolio
|
Q2 2022
New holding
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
12,000
shares
|
$565,800
0.42% of portfolio
|
Q2 2023
Added 63.91%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
11,962
shares
|
$564,008
0.39% of portfolio
|
Q4 2023
Added 1.42%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
11,959
shares
|
$563,866
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
11,955
shares
|
$563,678
0.21% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
11,952
shares
|
$563,536
0.01% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
11,883
shares
|
$560,283
0.13% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,794
shares
|
$556,087
0.13% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
11,775
shares
|
$555,191
0.02% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,756
shares
|
$554,295
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
11,690
shares
|
$551,183
0.46% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
11,673
shares
|
$550,381
0.07% of portfolio
|
Q4 2024
Added 36.05%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
11,659
shares
|
$549,721
0.21% of portfolio
|
Q4 2019
New holding
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
11,642
shares
|
$548,920
0.17% of portfolio
|
Q4 2024
Reduced 67.72%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
11,531
shares
|
$543,686
0.23% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
11,508
shares
|
$542,602
0.03% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
11,487
shares
|
$541,612
0.21% of portfolio
|
Q2 2023
Added 0.02%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,459
shares
|
$540,291
0.23% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
11,422
shares
|
$538,547
0.01% of portfolio
|
Q4 2024
Reduced 32.55%
|