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 |
|---|---|---|---|---|---|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
11,040
shares
|
$504,196
0.02% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
11,017
shares
|
$503,146
0.06% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
10,993
shares
|
$502,050
0.01% of portfolio
|
Q1 2025
Added 21.46%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
10,980
shares
|
$501,456
0.18% of portfolio
|
Q1 2025
Added 49.94%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
10,967
shares
|
$500,862
0.15% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,963
shares
|
$500,680
0.01% of portfolio
|
Q2 2023
Added 3.3%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
10,957
shares
|
$500,406
0.03% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
10,947
shares
|
$499,949
0.24% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,925
shares
|
$498,944
0.03% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
10,881
shares
|
$496,935
0.05% of portfolio
|
Q1 2025
Added 40.58%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
10,769
shares
|
$491,820
0.02% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
10,766
shares
|
$491,683
0.12% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
10,691
shares
|
$488,257
0.01% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
10,666
shares
|
$487,116
0.03% of portfolio
|
Q1 2025
Reduced 95.74%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
10,610
shares
|
$484,558
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,564
shares
|
$482,457
0.01% of portfolio
|
Q1 2025
Added 42.22%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
10,549
shares
|
$481,772
0.01% of portfolio
|
Q1 2025
Reduced 73.79%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,542
shares
|
$481,453
0.14% of portfolio
|
Q2 2022
Reduced 2.45%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
10,532
shares
|
$480,996
0.01% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
May 14, 2025 Q1 2025 |
10,508
shares
|
$479,900
0.17% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
10,466
shares
|
$477,982
0.1% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
10,449
shares
|
$477,205
0.09% of portfolio
|
Q4 2024
Reduced 84.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,417
shares
|
$475,744
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
10,361
shares
|
$473,186
0.29% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
10,347
shares
|
$472,547
0.03% of portfolio
|
Q1 2025
Added 10.88%
|