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 |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
5,649
shares
|
$255,108
0.02% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,632
shares
|
$254,341
0.01% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
5,623
shares
|
$253,934
0.05% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
5,612
shares
|
$253,437
0.03% of portfolio
|
Q2 2025
Reduced 16.21%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
5,609
shares
|
$253,302
0.14% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,575
shares
|
$251,766
0.06% of portfolio
|
Q4 2024
Reduced 61.51%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
5,565
shares
|
$251,315
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
5,559
shares
|
$251,044
0.19% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
5,540
shares
|
$250,186
0.12% of portfolio
|
Q1 2025
Reduced 38.74%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
5,530
shares
|
$249,734
0.19% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
5,527
shares
|
$249,599
0.08% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
5,514
shares
|
$249,012
0.01% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,502
shares
|
$248,470
0.08% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
5,500
shares
|
$248,379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
5,500
shares
|
$248,379
0.04% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
5,475
shares
|
$247,250
0.07% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,473
shares
|
$247,160
0.15% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,470
shares
|
$247,025
0.0% of portfolio
|
Q3 2022
Added 1267.5%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
5,457
shares
|
$246,438
0.02% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
5,445
shares
|
$245,896
0.01% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
5,431
shares
|
$245,263
0.01% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
5,400
shares
|
$243,863
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Apr 17, 2025 Q1 2025 |
5,366
shares
|
$242,328
0.02% of portfolio
|
Q2 2024
Reduced 25.24%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
5,356
shares
|
$241,876
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
May 07, 2025 Q1 2025 |
5,338
shares
|
$241,064
0.2% of portfolio
|
Q1 2025
Added 4.5%
|