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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
14,294
shares
|
$652,806
0.05% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14,251
shares
|
$650,843
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
14,251
shares
|
$650,843
0.07% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,236
shares
|
$650,158
0.09% of portfolio
|
Q3 2023
Added 24.48%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,144
shares
|
$645,956
0.02% of portfolio
|
Q4 2024
Reduced 43.56%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
14,053
shares
|
$641,800
0.04% of portfolio
|
Q1 2025
Added 90.86%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
14,024
shares
|
$640,476
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
13,928
shares
|
$636,091
0.04% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
13,899
shares
|
$634,767
0.25% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
13,822
shares
|
$631,250
0.31% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
13,795
shares
|
$630,017
0.04% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
13,777
shares
|
$629,195
0.05% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
13,717
shares
|
$626,455
0.06% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
13,691
shares
|
$625,267
0.04% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
13,599
shares
|
$621,066
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
13,576
shares
|
$620,015
0.22% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
13,520
shares
|
$617,458
0.27% of portfolio
|
Q1 2024
Reduced 3.75%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
13,493
shares
|
$616,225
0.03% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Eastover Investment Advisors LLC
|
Apr 07, 2025 Q1 2025 |
13,481
shares
|
$615,677
0.27% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
13,459
shares
|
$614,672
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
13,410
shares
|
$612,434
0.14% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
13,397
shares
|
$611,840
0.05% of portfolio
|
Q1 2025
Added 20.48%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
13,382
shares
|
$611,155
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
13,356
shares
|
$609,968
0.03% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
13,338
shares
|
$609,146
0.04% of portfolio
|
Q1 2025
Added 2.42%
|