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 1,677 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 $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2024 Q3 2024 |
847,163
shares
|
$40.4 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
838,890
shares
|
$40 Million
0.03% of portfolio
|
Q4 2024
Added 38.07%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
838,695
shares
|
$40 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
821,705
shares
|
$39.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 59.22%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
820,775
shares
|
$39.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
820,753
shares
|
$39.1 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
816,066
shares
|
$38.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
780,871
shares
|
$37.2 Million
0.04% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jan 23, 2025 Q4 2024 |
763,089
shares
|
$36.4 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
761,953
shares
|
$36.3 Million
0.1% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Nov 13, 2024 Q3 2024 |
760,929
shares
|
$36.3 Million
1.61% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
745,859
shares
|
$35.6 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
744,996
shares
|
$35.5 Million
0.49% of portfolio
|
Q4 2022
Added 3.67%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
741,770
shares
|
$35.4 Million
0.38% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
736,621
shares
|
$35.1 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Capital International, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
730,778
shares
|
$34.8 Million
0.41% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
718,298
shares
|
$34.2 Million
0.31% of portfolio
|
Q3 2024
Added 209.49%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
713,356
shares
|
$34 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
690,358
shares
|
$32.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
673,172
shares
|
$32.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
666,024
shares
|
$31.8 Million
0.02% of portfolio
|
Q2 2023
Added 2.41%
|
|
|
Pm Capital LTD
|
Oct 19, 2023 Q3 2023 |
665,781
shares
|
$31.7 Million
5.85% of portfolio
|
Q4 2022
Added 94.01%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Nov 05, 2024 Q3 2024 |
665,781
shares
|
$31.7 Million
2.69% of portfolio
|
Q4 2023
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
665,213
shares
|
$31.7 Million
0.05% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
651,503
shares
|
$31.1 Million
0.03% of portfolio
|
Q4 2024
Added 49.93%
|