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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
5,270
shares
|
$248,480
0.01% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
5,266
shares
|
$248,291
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
5,259
shares
|
$247,961
0.12% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
5,256
shares
|
$247,820
0.08% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
5,241
shares
|
$247,113
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
5,233
shares
|
$246,735
0.03% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
5,221
shares
|
$246,170
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
5,210
shares
|
$245,651
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
5,209
shares
|
$245,604
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
5,203
shares
|
$245,321
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
5,200
shares
|
$245,180
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
5,149
shares
|
$242,775
0.14% of portfolio
|
Q4 2024
Reduced 29.57%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
5,140
shares
|
$242,351
0.05% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
5,137
shares
|
$242,209
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Feb 04, 2025 Q4 2024 |
5,108
shares
|
$240,842
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
5,105
shares
|
$240,700
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,098
shares
|
$240,370
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
5,086
shares
|
$239,804
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
5,076
shares
|
$239,333
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
5,075
shares
|
$239,286
0.03% of portfolio
|
Q4 2024
Reduced 14.35%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
5,068
shares
|
$238,956
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,067
shares
|
$238,909
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
5,062
shares
|
$238,673
0.08% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,061
shares
|
$238,626
0.15% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
5,050
shares
|
$238,107
0.05% of portfolio
|
Q4 2024
New holding
|