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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,095
shares
|
$230,090
0.02% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
5,092
shares
|
$229,954
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
5,086
shares
|
$229,683
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
5,084
shares
|
$229,593
0.04% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
5,075
shares
|
$229,186
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
5,066
shares
|
$228,780
0.03% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
5,063
shares
|
$228,645
0.09% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
5,062
shares
|
$228,599
0.08% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
5,051
shares
|
$228,103
0.17% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,035
shares
|
$227,380
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
4,985
shares
|
$225,122
0.2% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
4,967
shares
|
$224,309
0.07% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
4,960
shares
|
$223,993
0.06% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
4,960
shares
|
$223,993
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
4,954
shares
|
$223,722
0.06% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
4,951
shares
|
$223,587
0.07% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
4,950
shares
|
$223,541
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
4,930
shares
|
$222,638
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,905
shares
|
$221,509
0.04% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
4,871
shares
|
$219,974
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
4,859
shares
|
$219,432
0.0% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,818
shares
|
$217,580
0.09% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
4,792
shares
|
$216,406
0.0% of portfolio
|
Q2 2025
Added 66.04%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
4,700
shares
|
$212,251
0.14% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,615
shares
|
$208,413
0.02% of portfolio
|
Q4 2024
New holding
|