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 |
|---|---|---|---|---|---|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,615
shares
|
$220,043
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,613
shares
|
$219,947
0.01% of portfolio
|
Q1 2023
Reduced 34.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,598
shares
|
$219,232
0.01% of portfolio
|
Q3 2024
Added 29.34%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
4,586
shares
|
$218,660
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,553
shares
|
$217,087
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
4,481
shares
|
$213,654
0.09% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
4,479
shares
|
$213,558
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
4,452
shares
|
$212,271
0.05% of portfolio
|
Q4 2024
Added 785.09%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
4,367
shares
|
$208,218
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,326
shares
|
$206,263
0.0% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
4,314
shares
|
$205,691
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
4,299
shares
|
$204,976
0.18% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
4,108
shares
|
$195,869
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
4,048
shares
|
$193,008
0.01% of portfolio
|
Q2 2024
Reduced 90.05%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,000
shares
|
$190,720
0.05% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
3,997
shares
|
$190,576
0.14% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,960
shares
|
$188,812
0.01% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,780
shares
|
$180,230
0.13% of portfolio
|
Q2 2022
Reduced 5.71%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,747
shares
|
$178,656
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
3,673
shares
|
$175,128
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
3,658
shares
|
$174,413
0.76% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,651
shares
|
$174,079
0.06% of portfolio
|
Q4 2024
Added 1360.4%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,637
shares
|
$173,412
0.09% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
3,622
shares
|
$172,696
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
3,610
shares
|
$172,124
0.02% of portfolio
|
Q4 2024
Added 0.14%
|