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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
5,335
shares
|
$240,928
0.08% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
5,333
shares
|
$240,838
0.05% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,319
shares
|
$240,206
0.03% of portfolio
|
Q2 2023
Added 86.76%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
5,302
shares
|
$239,438
0.01% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
5,298
shares
|
$239,257
0.12% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
5,290
shares
|
$238,896
0.09% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
5,274
shares
|
$238,173
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
5,269
shares
|
$237,948
0.12% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
5,266
shares
|
$237,812
0.02% of portfolio
|
Q1 2025
Added 20.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,265
shares
|
$237,767
0.01% of portfolio
|
Q1 2025
Added 32.95%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
5,262
shares
|
$237,631
0.01% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
5,258
shares
|
$237,451
0.01% of portfolio
|
Q1 2025
Reduced 47.03%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
5,256
shares
|
$237,360
0.08% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
5,256
shares
|
$237,360
0.08% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,246
shares
|
$236,909
0.02% of portfolio
|
Q1 2025
Reduced 51.53%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
5,227
shares
|
$236,051
0.01% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
5,210
shares
|
$235,283
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
5,207
shares
|
$235,148
0.02% of portfolio
|
Q4 2024
Reduced 16.71%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
5,203
shares
|
$234,967
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
5,190
shares
|
$234,380
0.22% of portfolio
|
Q4 2024
Reduced 55.6%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
5,189
shares
|
$234,335
0.02% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
5,186
shares
|
$234,199
0.04% of portfolio
|
Q1 2025
Reduced 21.79%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
5,180
shares
|
$233,928
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
5,149
shares
|
$232,528
0.12% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
5,100
shares
|
$230,315
0.1% of portfolio
|
Q1 2025
Reduced 22.73%
|