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 1,720 institutions that hold shares in the stock, with a total of 945 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 |
|---|---|---|---|---|---|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
6,433
shares
|
$298,877
0.1% of portfolio
|
Q2 2024
Reduced 3.9%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
6,397
shares
|
$297,204
0.02% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
6,395
shares
|
$297,111
0.03% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,365
shares
|
$295,717
0.02% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
6,362
shares
|
$295,578
0.01% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,338
shares
|
$294,463
0.02% of portfolio
|
Q4 2024
Reduced 24.9%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
6,315
shares
|
$293,394
0.22% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,311
shares
|
$293,209
0.04% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
6,305
shares
|
$292,930
0.27% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,301
shares
|
$292,744
0.02% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,299
shares
|
$292,651
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
|
$292,186
0.01% of portfolio
|
Q4 2024
Added 41.84%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
6,277
shares
|
$291,629
0.01% of portfolio
|
Q4 2024
Added 30.66%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
6,246
shares
|
$290,189
0.2% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
6,229
shares
|
$289,399
0.01% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
6,223
shares
|
$289,120
0.01% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,222
shares
|
$289,074
0.1% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
6,200
shares
|
$288,052
0.24% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
6,185
shares
|
$287,355
0.11% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
6,180
shares
|
$287,122
0.11% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
6,163
shares
|
$286,332
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
6,162
shares
|
$286,286
0.13% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
6,127
shares
|
$284,660
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
6,124
shares
|
$284,521
0.05% of portfolio
|
Q4 2024
Reduced 30.72%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
6,103
shares
|
$283,545
0.1% of portfolio
|
Q4 2024
Reduced 3.56%
|