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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
8,134
shares
|
$371,479
0.04% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,098
shares
|
$369,835
0.03% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
8,087
shares
|
$369,333
0.03% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
8,077
shares
|
$368,876
0.06% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
8,036
shares
|
$367,004
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
8,000
shares
|
$365,360
0.0% of portfolio
|
Q1 2021
Added 60.0%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
7,984
shares
|
$364,629
0.33% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
7,961
shares
|
$363,578
0.14% of portfolio
|
Q1 2025
Added 53.1%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
7,956
shares
|
$363,350
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
7,910
shares
|
$361,249
0.24% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
7,896
shares
|
$360,610
0.02% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
7,857
shares
|
$358,829
0.03% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
7,828
shares
|
$357,504
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,752
shares
|
$354,033
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
7,751
shares
|
$353,988
0.0% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
7,735
shares
|
$353,257
0.12% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
7,727
shares
|
$352,892
0.06% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
7,711
shares
|
$352,161
0.39% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
7,711
shares
|
$352,161
0.02% of portfolio
|
Q1 2025
Reduced 50.46%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
7,696
shares
|
$351,476
0.12% of portfolio
|
Q1 2025
Added 171.18%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
7,688
shares
|
$351,110
0.13% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
7,688
shares
|
$351,110
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
7,682
shares
|
$350,836
0.07% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
7,640
shares
|
$348,918
0.01% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
7,616
shares
|
$347,822
0.05% of portfolio
|
Q2 2023
Reduced 0.17%
|