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 |
|---|---|---|---|---|---|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
8,505
shares
|
$395,142
0.07% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
8,490
shares
|
$394,445
0.01% of portfolio
|
Q4 2024
Added 25.91%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
8,485
shares
|
$394,213
0.04% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
8,473
shares
|
$393,655
0.02% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
8,472
shares
|
$393,609
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
8,447
shares
|
$392,447
0.18% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
8,431
shares
|
$391,704
0.0% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,415
shares
|
$390,960
0.03% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
8,395
shares
|
$390,031
0.02% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
8,330
shares
|
$387,011
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
8,322
shares
|
$386,640
0.08% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
8,306
shares
|
$385,896
0.01% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,280
shares
|
$384,688
0.02% of portfolio
|
Q3 2024
Reduced 91.39%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
8,266
shares
|
$384,038
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
8,231
shares
|
$382,412
0.11% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
8,222
shares
|
$381,994
0.02% of portfolio
|
Q4 2024
Reduced 34.21%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
8,220
shares
|
$381,901
0.01% of portfolio
|
Q4 2024
Added 17.28%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
8,208
shares
|
$381,343
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
8,198
shares
|
$380,879
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
8,168
shares
|
$379,485
0.06% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
8,159
shares
|
$379,067
0.23% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
8,143
shares
|
$378,323
0.07% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
8,134
shares
|
$377,905
0.04% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,104
shares
|
$376,511
0.04% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
8,079
shares
|
$375,350
0.0% of portfolio
|
Q4 2024
Reduced 19.95%
|