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 1,688 institutions that hold shares in the stock, with a total of 949 Million shares, which have been reported (via 13F filing form) to have a value of $44.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
7,042
shares
|
$332,030
0.32% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
7,039
shares
|
$331,888
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
7,015
shares
|
$330,757
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
7,002
shares
|
$330,144
0.04% of portfolio
|
Q4 2024
Added 23.32%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,994
shares
|
$329,767
0.06% of portfolio
|
Q4 2024
Reduced 14.34%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
6,962
shares
|
$328,258
0.06% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
6,950
shares
|
$327,692
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
6,949
shares
|
$327,645
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
6,942
shares
|
$327,315
0.0% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
6,883
shares
|
$324,533
0.03% of portfolio
|
Q4 2023
Added 14.26%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
6,857
shares
|
$323,307
0.08% of portfolio
|
Q3 2024
Reduced 20.49%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,848
shares
|
$322,883
0.06% of portfolio
|
Q4 2024
Added 23.39%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
6,846
shares
|
$322,788
0.06% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
6,841
shares
|
$322,553
0.1% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
6,792
shares
|
$320,242
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
6,776
shares
|
$319,488
0.1% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
6,768
shares
|
$319,111
0.01% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
6,745
shares
|
$318,026
0.02% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
6,729
shares
|
$317,272
0.11% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
6,721
shares
|
$316,895
0.15% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
6,701
shares
|
$315,952
0.03% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
6,698
shares
|
$315,810
0.03% of portfolio
|
Q3 2024
Reduced 29.72%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
6,678
shares
|
$314,867
0.06% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
6,658
shares
|
$313,924
0.1% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
6,650
shares
|
$313,547
0.04% of portfolio
|
Q4 2024
Added 5.09%
|