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 |
|---|---|---|---|---|---|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
10,286
shares
|
$469,761
0.08% of portfolio
|
Q4 2022
Added 3.83%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
10,207
shares
|
$466,153
0.11% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
10,188
shares
|
$465,285
0.16% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
10,187
shares
|
$465,240
0.05% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
10,169
shares
|
$464,418
0.01% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
10,162
shares
|
$464,098
0.01% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
10,148
shares
|
$463,459
0.01% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
10,147
shares
|
$463,413
0.43% of portfolio
|
Q1 2025
Added 39.63%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
10,067
shares
|
$459,759
0.15% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
10,013
shares
|
$457,293
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Assets Inc
|
May 09, 2025 Q1 2025 |
10,000
shares
|
$456,700
0.14% of portfolio
|
Q4 2020
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
9,995
shares
|
$456,471
0.01% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
9,987
shares
|
$456,106
0.03% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,985
shares
|
$456,014
0.09% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
9,975
shares
|
$455,558
0.06% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
9,963
shares
|
$455,010
0.43% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
9,892
shares
|
$451,767
0.02% of portfolio
|
Q1 2025
Added 55.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,869
shares
|
$450,717
0.02% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
9,829
shares
|
$448,890
0.05% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
9,811
shares
|
$448,068
0.13% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
9,789
shares
|
$447,063
0.04% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
9,765
shares
|
$445,967
0.05% of portfolio
|
Q4 2023
Reduced 11.15%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
9,744
shares
|
$445,008
0.03% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,737
shares
|
$444,688
0.03% of portfolio
|
Q4 2022
Added 8.19%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
May 14, 2025 Q1 2025 |
9,731
shares
|
$444,414
0.0% of portfolio
|
Q1 2025
Reduced 5.28%
|