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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
9,143
shares
|
$424,783
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
9,133
shares
|
$424,319
0.01% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
9,133
shares
|
$424,319
0.15% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,127
shares
|
$424,040
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
9,117
shares
|
$423,575
0.11% of portfolio
|
Q4 2024
Reduced 12.23%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
9,077
shares
|
$421,717
0.08% of portfolio
|
Q2 2024
Added 108.81%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
9,047
shares
|
$420,323
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
9,044
shares
|
$420,184
0.18% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
9,034
shares
|
$419,719
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,988
shares
|
$417,582
0.01% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
8,948
shares
|
$415,724
0.01% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
8,928
shares
|
$414,794
0.05% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,917
shares
|
$414,283
0.02% of portfolio
|
Q4 2024
Reduced 92.71%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
8,906
shares
|
$413,772
0.16% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
8,876
shares
|
$412,378
0.05% of portfolio
|
Q3 2024
Reduced 35.52%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
8,815
shares
|
$409,544
0.01% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
8,761
shares
|
$407,036
0.38% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8,755
shares
|
$406,757
0.11% of portfolio
|
Q1 2021
Reduced 3.96%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
8,749
shares
|
$406,478
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
8,742
shares
|
$406,153
0.03% of portfolio
|
Q4 2024
Added 51.72%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
8,735
shares
|
$405,828
0.02% of portfolio
|
Q4 2024
Reduced 37.81%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
8,650
shares
|
$401,879
0.0% of portfolio
|
Q2 2024
Added 361.83%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
8,545
shares
|
$397,000
0.15% of portfolio
|
Q1 2024
Added 17.14%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
8,512
shares
|
$395,467
0.04% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,507
shares
|
$395,235
0.35% of portfolio
|
Q4 2024
Reduced 4.51%
|