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 |
|---|---|---|---|---|---|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
9,133
shares
|
$417,104
0.0% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
9,133
shares
|
$417,104
0.15% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,127
shares
|
$416,830
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
9,112
shares
|
$416,145
0.09% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
9,107
shares
|
$415,916
0.16% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
9,065
shares
|
$413,998
0.07% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
9,047
shares
|
$413,176
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
9,034
shares
|
$412,582
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
9,013
shares
|
$411,623
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
9,007
shares
|
$411,349
0.0% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
9,000
shares
|
$411,030
0.1% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
8,981
shares
|
$410,162
0.33% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
8,980
shares
|
$410,116
0.21% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
8,947
shares
|
$408,609
0.05% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
8,930
shares
|
$407,833
0.01% of portfolio
|
Q1 2025
Reduced 88.26%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
8,915
shares
|
$407,148
0.05% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,892
shares
|
$406,097
0.08% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
8,876
shares
|
$405,366
0.05% of portfolio
|
Q1 2025
Added 26.76%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
8,874
shares
|
$405,275
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
8,775
shares
|
$400,754
0.03% of portfolio
|
Q1 2025
Reduced 32.5%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
8,766
shares
|
$400,343
0.02% of portfolio
|
Q1 2025
Reduced 21.49%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8,755
shares
|
$399,840
0.11% of portfolio
|
Q1 2021
Reduced 3.96%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
8,681
shares
|
$396,461
0.01% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
8,650
shares
|
$395,045
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
8,625
shares
|
$393,903
0.08% of portfolio
|
Q2 2025
New holding
|