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 |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,067
shares
|
$273,985
0.02% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,065
shares
|
$273,895
0.02% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
6,034
shares
|
$272,495
0.13% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
6,033
shares
|
$272,450
0.08% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
6,004
shares
|
$271,140
0.18% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
5,955
shares
|
$268,927
0.03% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
5,941
shares
|
$268,295
0.11% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
5,929
shares
|
$267,753
0.13% of portfolio
|
Q1 2025
Added 26.58%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
5,917
shares
|
$267,211
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
5,912
shares
|
$266,985
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,902
shares
|
$266,534
0.01% of portfolio
|
Q1 2025
Reduced 33.81%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
5,870
shares
|
$265,089
0.08% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Augustine Asset Management Inc
|
Apr 25, 2025 Q1 2025 |
5,839
shares
|
$263,689
0.08% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
5,801
shares
|
$261,973
0.03% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
5,795
shares
|
$261,702
0.04% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
5,782
shares
|
$261,115
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
5,779
shares
|
$260,979
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
5,746
shares
|
$259,489
0.02% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,739
shares
|
$259,173
0.02% of portfolio
|
Q4 2022
Reduced 32.73%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
5,730
shares
|
$258,766
0.03% of portfolio
|
Q1 2025
Added 23.97%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
5,694
shares
|
$257,141
0.12% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
5,684
shares
|
$256,689
0.02% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,670
shares
|
$256,057
0.06% of portfolio
|
Q2 2024
Reduced 7.43%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
5,668
shares
|
$255,966
0.14% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
5,667
shares
|
$255,921
0.21% of portfolio
|
Q1 2025
Added 0.14%
|