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 |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
7,119
shares
|
$325,124
0.06% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
7,115
shares
|
$324,942
0.17% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
7,097
shares
|
$324,119
0.12% of portfolio
|
Q3 2024
Reduced 41.33%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
7,042
shares
|
$321,608
0.33% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
7,039
shares
|
$321,471
0.04% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
6,992
shares
|
$319,324
0.36% of portfolio
|
Q1 2025
Reduced 23.85%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
6,950
shares
|
$317,406
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,916
shares
|
$315,853
0.0% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
6,883
shares
|
$314,346
0.03% of portfolio
|
Q4 2023
Added 14.26%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
6,881
shares
|
$314,255
0.06% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
6,878
shares
|
$314,118
0.11% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,848
shares
|
$312,748
0.06% of portfolio
|
Q4 2024
Added 23.39%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
6,841
shares
|
$312,428
0.08% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
6,800
shares
|
$310,556
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
6,798
shares
|
$310,464
0.01% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,775
shares
|
$309,414
0.07% of portfolio
|
Q1 2025
Reduced 22.71%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
6,738
shares
|
$307,724
0.01% of portfolio
|
Q1 2025
Added 19.72%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
6,737
shares
|
$307,678
0.01% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
6,687
shares
|
$305,395
0.14% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
6,678
shares
|
$304,984
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
6,678
shares
|
$304,984
0.05% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
6,650
shares
|
$303,705
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
6,648
shares
|
$303,614
0.03% of portfolio
|
Q1 2025
Added 36.34%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
6,643
shares
|
$303,385
0.03% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
6,638
shares
|
$303,157
0.04% of portfolio
|
Q1 2025
Reduced 14.17%
|