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 |
|---|---|---|---|---|---|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Feb 10, 2025 Q4 2024 |
6,650
shares
|
$313,547
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
6,600
shares
|
$311,190
0.13% of portfolio
|
Q4 2024
Reduced 37.14%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,572
shares
|
$309,869
0.05% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
6,528
shares
|
$307,795
0.01% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
6,516
shares
|
$307,229
0.07% of portfolio
|
Q1 2024
Reduced 23.49%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
6,492
shares
|
$306,097
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,468
shares
|
$304,966
0.03% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
6,434
shares
|
$303,363
0.01% of portfolio
|
Q3 2024
Added 160.16%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
6,433
shares
|
$303,315
0.09% of portfolio
|
Q2 2024
Reduced 3.9%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
6,400
shares
|
$301,760
0.07% of portfolio
|
Q3 2024
Added 137.04%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
6,397
shares
|
$301,618
0.02% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
6,395
shares
|
$301,524
0.03% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,367
shares
|
$300,204
0.01% of portfolio
|
Q3 2024
Reduced 20.71%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,365
shares
|
$300,109
0.02% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
6,362
shares
|
$299,968
0.01% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,338
shares
|
$298,836
0.02% of portfolio
|
Q4 2024
Reduced 24.9%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
6,315
shares
|
$297,752
0.22% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,311
shares
|
$297,563
0.04% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
6,305
shares
|
$297,280
0.27% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,301
shares
|
$297,092
0.02% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,299
shares
|
$296,997
0.02% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,289
shares
|
$296,526
0.01% of portfolio
|
Q4 2024
Added 41.84%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
6,287
shares
|
$296,432
0.22% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
6,277
shares
|
$295,960
0.01% of portfolio
|
Q4 2024
Added 30.66%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
6,252
shares
|
$294,781
0.02% of portfolio
|
Q3 2024
New holding
|