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 |
|---|---|---|---|---|---|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 13, 2025 Q1 2025 |
9,692
shares
|
$442,633
0.01% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
9,662
shares
|
$441,263
0.05% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
9,609
shares
|
$438,843
0.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
9,587
shares
|
$437,838
0.12% of portfolio
|
Q1 2025
Added 28.22%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
9,565
shares
|
$436,833
0.05% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
9,558
shares
|
$436,513
0.07% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
9,538
shares
|
$435,600
0.35% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
9,464
shares
|
$432,220
0.01% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
9,460
shares
|
$432,038
0.01% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
9,437
shares
|
$430,987
0.05% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
9,411
shares
|
$429,800
0.21% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
9,410
shares
|
$429,754
0.01% of portfolio
|
Q1 2025
Added 49.91%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
9,407
shares
|
$429,617
0.1% of portfolio
|
Q1 2025
Reduced 61.93%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
9,348
shares
|
$426,923
0.39% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
9,319
shares
|
$425,598
0.05% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
9,316
shares
|
$425,461
0.11% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,294
shares
|
$424,456
0.0% of portfolio
|
Q1 2025
Reduced 35.08%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
9,280
shares
|
$423,817
0.03% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9,263
shares
|
$423,041
0.03% of portfolio
|
Q2 2023
Reduced 3.81%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
9,245
shares
|
$422,219
0.16% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
9,221
shares
|
$421,123
0.07% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,216
shares
|
$420,894
0.03% of portfolio
|
Q2 2022
Reduced 31.25%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
9,215
shares
|
$420,849
0.03% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
9,185
shares
|
$419,478
0.13% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
9,155
shares
|
$418,108
0.05% of portfolio
|
Q2 2024
Added 0.47%
|