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 1,688 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 $44.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
5,875
shares
|
$277,006
0.07% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
5,834
shares
|
$275,073
0.05% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
5,824
shares
|
$274,601
0.11% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
5,816
shares
|
$274,224
0.04% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,795
shares
|
$273,234
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
5,780
shares
|
$272,527
0.02% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
5,771
shares
|
$272,102
0.12% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
5,751
shares
|
$271,159
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,739
shares
|
$270,593
0.02% of portfolio
|
Q4 2022
Reduced 32.73%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
5,727
shares
|
$270,028
0.12% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
5,699
shares
|
$268,707
0.14% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
5,697
shares
|
$268,613
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
5,694
shares
|
$268,472
0.12% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,670
shares
|
$267,340
0.06% of portfolio
|
Q2 2024
Reduced 7.43%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
5,659
shares
|
$266,821
0.16% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
5,628
shares
|
$265,360
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
5,627
shares
|
$265,313
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,613
shares
|
$264,652
0.0% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
5,610
shares
|
$264,511
0.15% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
5,602
shares
|
$264,134
0.15% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
5,575
shares
|
$262,861
0.07% of portfolio
|
Q4 2024
Reduced 61.51%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,539
shares
|
$261,163
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,507
shares
|
$259,655
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,502
shares
|
$259,419
0.08% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
5,477
shares
|
$258,240
0.07% of portfolio
|
Q1 2024
Reduced 9.72%
|