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 |
|---|---|---|---|---|---|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
13,337
shares
|
$609,100
0.12% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
13,265
shares
|
$605,812
0.02% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
13,237
shares
|
$604,533
0.02% of portfolio
|
Q2 2025
Added 18.59%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
13,130
shares
|
$599,647
0.27% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
13,123
shares
|
$599,327
0.17% of portfolio
|
Q2 2020
Reduced 39.87%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
13,122
shares
|
$599,281
0.33% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
13,120
shares
|
$599,190
0.01% of portfolio
|
Q1 2025
Added 14.66%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
13,081
shares
|
$597,409
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
13,051
shares
|
$596,039
0.05% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
12,956
shares
|
$591,700
0.23% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
12,950
shares
|
$591,426
0.01% of portfolio
|
Q4 2023
Reduced 20.66%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
12,939
shares
|
$590,924
0.08% of portfolio
|
Q1 2025
Added 10.85%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
12,934
shares
|
$590,695
0.01% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Westhampton Capital, LLC
|
Apr 22, 2025 Q1 2025 |
12,925
shares
|
$590,284
0.3% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
12,907
shares
|
$589,462
0.05% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
12,884
shares
|
$588,412
0.05% of portfolio
|
Q4 2024
Added 31.01%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
12,876
shares
|
$588,046
0.19% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
12,875
shares
|
$588,001
0.03% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
12,824
shares
|
$585,672
0.74% of portfolio
|
Q2 2022
Reduced 0.47%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
12,794
shares
|
$584,301
0.09% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
12,780
shares
|
$583,662
0.04% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
12,737
shares
|
$581,698
0.22% of portfolio
|
Q2 2025
Added 109.11%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
12,726
shares
|
$581,196
0.24% of portfolio
|
Q3 2023
Reduced 21.04%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
12,659
shares
|
$578,136
0.17% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
12,624
shares
|
$576,538
0.12% of portfolio
|
Q1 2025
Reduced 2.97%
|