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 1,720 institutions that hold shares in the stock, with a total of 945 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 |
|---|---|---|---|---|---|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
11,642
shares
|
$540,887
0.17% of portfolio
|
Q4 2024
Reduced 67.72%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
11,633
shares
|
$540,469
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
11,541
shares
|
$536,194
0.05% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
11,531
shares
|
$535,730
0.22% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
11,508
shares
|
$534,661
0.03% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
11,487
shares
|
$533,686
0.21% of portfolio
|
Q2 2023
Added 0.02%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
11,475
shares
|
$533,128
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,459
shares
|
$532,385
0.23% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
11,443
shares
|
$531,641
0.0% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
11,422
shares
|
$530,666
0.01% of portfolio
|
Q4 2024
Reduced 32.55%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
11,166
shares
|
$518,772
0.03% of portfolio
|
Q3 2024
Added 281.74%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
11,137
shares
|
$517,425
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
11,129
shares
|
$517,053
0.14% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
11,120
shares
|
$516,635
0.05% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
11,114
shares
|
$516,356
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
11,111
shares
|
$516,217
0.01% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
11,103
shares
|
$515,845
0.03% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
11,083
shares
|
$514,916
0.12% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
11,077
shares
|
$514,637
0.01% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
11,066
shares
|
$514,126
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
11,047
shares
|
$513,243
0.07% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
11,043
shares
|
$513,057
0.02% of portfolio
|
Q4 2024
Reduced 66.31%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
11,003
shares
|
$511,199
0.01% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,963
shares
|
$509,340
0.01% of portfolio
|
Q2 2023
Added 3.3%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
10,957
shares
|
$509,062
0.03% of portfolio
|
Q4 2024
Added 12.3%
|