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 1,677 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 $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
5,014
shares
|
$239,067
0.2% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
5,006
shares
|
$238,686
0.02% of portfolio
|
Q3 2024
Added 79.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
5,001
shares
|
$238,447
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
4,975
shares
|
$237,208
0.07% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,967
shares
|
$236,826
0.07% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
4,940
shares
|
$235,539
0.08% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
4,936
shares
|
$235,348
0.09% of portfolio
|
Q4 2024
Reduced 11.62%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,918
shares
|
$234,490
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,913
shares
|
$234,251
0.08% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,909
shares
|
$234,061
0.04% of portfolio
|
Q4 2024
Reduced 30.87%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
4,906
shares
|
$233,918
0.02% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
4,876
shares
|
$232,487
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
4,876
shares
|
$232,487
0.12% of portfolio
|
Q3 2024
Added 21.11%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
4,871
shares
|
$232,249
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
4,859
shares
|
$231,677
0.0% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
4,825
shares
|
$230,056
0.07% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,818
shares
|
$229,722
0.09% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
4,758
shares
|
$226,861
0.04% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
4,741
shares
|
$226,050
0.02% of portfolio
|
Q3 2024
Reduced 38.97%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4,710
shares
|
$224,572
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
4,694
shares
|
$223,809
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
4,646
shares
|
$221,521
0.05% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
4,645
shares
|
$221,473
0.0% of portfolio
|
Q4 2024
Added 283.88%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
4,627
shares
|
$220,615
0.02% of portfolio
|
Q4 2024
Reduced 16.96%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,622
shares
|
$220,376
0.03% of portfolio
|
Q4 2024
Reduced 94.48%
|