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 |
|---|---|---|---|---|---|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,613
shares
|
$576,035
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
12,608
shares
|
$575,807
0.23% of portfolio
|
Q1 2025
Added 9.34%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
12,590
shares
|
$574,985
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
12,586
shares
|
$574,802
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,561
shares
|
$573,660
0.01% of portfolio
|
Q1 2025
Reduced 44.95%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
12,552
shares
|
$573,249
0.35% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
12,537
shares
|
$572,564
0.02% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
12,535
shares
|
$572,473
0.26% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Uncommon Cents Investing LLC
|
Apr 22, 2025 Q1 2025 |
12,522
shares
|
$571,879
0.15% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
12,498
shares
|
$570,783
0.02% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
12,448
shares
|
$568,500
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
12,447
shares
|
$568,454
0.06% of portfolio
|
Q1 2025
Reduced 16.13%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
12,384
shares
|
$565,577
0.09% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
12,311
shares
|
$562,243
0.12% of portfolio
|
Q1 2023
Reduced 4.85%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 06, 2025 Q1 2025 |
12,300
shares
|
$561,741
0.0% of portfolio
|
Q1 2025
Reduced 95.73%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
12,295
shares
|
$561,512
0.11% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
12,276
shares
|
$560,644
0.08% of portfolio
|
Q1 2025
Reduced 16.35%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
12,213
shares
|
$557,767
0.04% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
12,186
shares
|
$556,534
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
12,124
shares
|
$553,703
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
12,122
shares
|
$553,611
0.04% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
12,119
shares
|
$553,474
0.01% of portfolio
|
Q1 2025
Reduced 23.65%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
12,092
shares
|
$552,241
0.06% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
12,059
shares
|
$550,734
0.1% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
12,031
shares
|
$549,455
0.01% of portfolio
|
Q1 2025
Added 17.57%
|