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 |
|---|---|---|---|---|---|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
12,031
shares
|
$549,455
0.01% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
12,015
shares
|
$548,725
0.64% of portfolio
|
Q2 2022
New holding
|
|
|
Washington Capital Management Inc
|
Apr 14, 2025 Q1 2025 |
12,000
shares
|
$548,040
0.41% of portfolio
|
Q2 2023
Added 63.91%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
11,982
shares
|
$547,217
0.02% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
11,962
shares
|
$546,304
0.39% of portfolio
|
Q4 2023
Added 1.42%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
11,775
shares
|
$537,764
0.02% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
11,767
shares
|
$537,398
0.05% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
11,756
shares
|
$536,896
0.03% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
11,659
shares
|
$532,466
0.2% of portfolio
|
Q4 2019
New holding
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
11,653
shares
|
$532,192
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
11,592
shares
|
$529,406
0.12% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
11,549
shares
|
$527,442
0.02% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
11,510
shares
|
$525,661
0.03% of portfolio
|
Q1 2025
Added 31.6%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
11,487
shares
|
$524,611
0.21% of portfolio
|
Q2 2023
Added 0.02%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,459
shares
|
$523,332
0.23% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
11,352
shares
|
$518,445
0.01% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
11,279
shares
|
$515,111
0.03% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,226
shares
|
$512,691
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
11,137
shares
|
$508,626
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
11,114
shares
|
$507,576
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
11,113
shares
|
$507,530
0.19% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
11,111
shares
|
$507,439
0.03% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
11,084
shares
|
$506,206
0.07% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
11,083
shares
|
$506,160
0.11% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
11,040
shares
|
$504,196
0.02% of portfolio
|
Q1 2025
Added 3.95%
|