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 |
|---|---|---|---|---|---|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
7,614
shares
|
$347,731
0.11% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,562
shares
|
$345,356
0.1% of portfolio
|
Q2 2022
Added 4.38%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
7,536
shares
|
$344,169
0.12% of portfolio
|
Q2 2025
Added 49.2%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
7,531
shares
|
$343,940
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
7,527
shares
|
$343,758
0.06% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
7,492
shares
|
$342,159
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
7,478
shares
|
$341,520
0.01% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
7,470
shares
|
$341,154
0.02% of portfolio
|
Q1 2025
Added 36.66%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
7,444
shares
|
$339,967
0.06% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
7,400
shares
|
$337,958
0.1% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
7,389
shares
|
$337,455
0.52% of portfolio
|
Q3 2022
Added 13.57%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
7,384
shares
|
$337,227
0.05% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
7,370
shares
|
$336,587
0.12% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,359
shares
|
$336,085
0.07% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
7,358
shares
|
$336,039
0.1% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
7,330
shares
|
$334,761
0.03% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,285
shares
|
$332,705
0.0% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
7,278
shares
|
$332,386
0.06% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
7,276
shares
|
$332,294
0.18% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
7,266
shares
|
$331,838
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
7,250
shares
|
$331,107
0.0% of portfolio
|
Q2 2025
Reduced 33.19%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
7,237
shares
|
$330,513
0.01% of portfolio
|
Q1 2025
Added 30.92%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
7,193
shares
|
$328,504
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
7,190
shares
|
$328,367
0.06% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
7,143
shares
|
$326,220
0.03% of portfolio
|
Q1 2025
New holding
|