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 |
|---|---|---|---|---|---|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
8,521
shares
|
$389,154
0.03% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
8,481
shares
|
$387,327
0.02% of portfolio
|
Q2 2025
Reduced 21.88%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
8,475
shares
|
$387,053
0.03% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
8,474
shares
|
$387,007
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
8,435
shares
|
$385,226
0.04% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Lecap Asset Management LTD
London, X0 |
Apr 23, 2025 Q1 2025 |
8,416
shares
|
$384,358
0.08% of portfolio
|
Q1 2025
Reduced 70.89%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
8,406
shares
|
$383,902
0.01% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
8,396
shares
|
$383,445
0.29% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
8,341
shares
|
$380,933
0.07% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
8,335
shares
|
$380,659
0.01% of portfolio
|
Q1 2025
Added 38.09%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
8,330
shares
|
$380,431
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
8,323
shares
|
$380,111
0.22% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
8,281
shares
|
$378,193
0.07% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
8,266
shares
|
$377,508
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
8,260
shares
|
$377,234
0.02% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
8,242
shares
|
$376,412
0.01% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
8,227
shares
|
$375,727
0.08% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
8,220
shares
|
$375,407
0.08% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
8,201
shares
|
$374,539
0.01% of portfolio
|
Q1 2025
Added 37.9%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
8,198
shares
|
$374,402
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
8,174
shares
|
$373,306
0.01% of portfolio
|
Q1 2025
Added 55.1%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
8,174
shares
|
$373,306
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
8,161
shares
|
$372,712
0.34% of portfolio
|
Q2 2025
Added 30.97%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
8,134
shares
|
$371,479
0.04% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
8,134
shares
|
$371,479
0.04% of portfolio
|
Q3 2024
Reduced 3.53%
|