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 962 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Apr 24, 2025 Q1 2025 |
838,695
shares
|
$37.9 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
May 14, 2025 Q1 2025 |
833,598
shares
|
$37.6 Million
8.66% of portfolio
|
Q1 2025
Added 39.15%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
833,103
shares
|
$37.6 Million
0.69% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
814,301
shares
|
$36.8 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
814,140
shares
|
$36.8 Million
0.01% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
794,083
shares
|
$35.9 Million
0.14% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
775,694
shares
|
$35 Million
0.04% of portfolio
|
Q1 2025
Reduced 78.69%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
761,183
shares
|
$34.4 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
759,177
shares
|
$34.3 Million
0.06% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
750,164
shares
|
$33.9 Million
0.66% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
744,996
shares
|
$33.6 Million
0.49% of portfolio
|
Q4 2022
Added 3.67%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
May 15, 2025 Q1 2025 |
742,024
shares
|
$33.5 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
736,954
shares
|
$33.3 Million
0.13% of portfolio
|
Q1 2025
Reduced 30.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
735,983
shares
|
$33.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
727,240
shares
|
$32.8 Million
0.14% of portfolio
|
Q1 2025
Added 32.47%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
722,400
shares
|
$32.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
718,013
shares
|
$32.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
May 15, 2025 Q1 2025 |
710,964
shares
|
$32.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 26.35%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
700,155
shares
|
$31.6 Million
1.67% of portfolio
|
Q1 2025
Added 17.75%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
692,672
shares
|
$31.3 Million
0.09% of portfolio
|
Q1 2025
Added 51.63%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
687,585
shares
|
$31.1 Million
0.04% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
686,007
shares
|
$31 Million
0.06% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
673,172
shares
|
$30.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
672,510
shares
|
$30.4 Million
0.03% of portfolio
|
Q1 2025
Added 65.35%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
666,024
shares
|
$30.1 Million
0.02% of portfolio
|
Q2 2023
Added 2.41%
|