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 962 Million shares, which have been reported (via 13F filing form) to have a value of $43.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
6,599
shares
|
$298,010
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
6,573
shares
|
$296,836
0.07% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,553
shares
|
$295,933
0.02% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,532
shares
|
$294,985
0.0% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,529
shares
|
$294,849
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
6,516
shares
|
$294,262
0.05% of portfolio
|
Q1 2024
Reduced 23.49%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
6,452
shares
|
$291,372
0.0% of portfolio
|
Q1 2025
Added 17.93%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
6,441
shares
|
$290,875
0.07% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
6,429
shares
|
$290,333
0.1% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
6,399
shares
|
$288,978
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
6,392
shares
|
$288,662
0.02% of portfolio
|
Q1 2025
Reduced 66.22%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
6,382
shares
|
$288,211
0.2% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
6,374
shares
|
$287,849
0.02% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,365
shares
|
$287,443
0.02% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
6,350
shares
|
$286,766
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
6,315
shares
|
$285,185
0.22% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
6,233
shares
|
$281,482
0.02% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
6,226
shares
|
$281,166
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,222
shares
|
$280,985
0.1% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
6,157
shares
|
$278,050
0.04% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
6,155
shares
|
$277,959
0.01% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
6,127
shares
|
$276,695
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
6,125
shares
|
$276,605
0.01% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
6,110
shares
|
$275,927
0.2% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
6,102
shares
|
$275,566
0.15% of portfolio
|
Q4 2024
Reduced 2.09%
|