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 |
|---|---|---|---|---|---|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
3,600
shares
|
$171,648
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
3,503
shares
|
$167,023
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
3,477
shares
|
$165,783
0.01% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
3,473
shares
|
$165,592
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
3,449
shares
|
$164,448
0.03% of portfolio
|
Q4 2024
Reduced 21.6%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
3,314
shares
|
$158,011
0.07% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
3,294
shares
|
$157,057
0.01% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,280
shares
|
$156,390
0.02% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
3,234
shares
|
$154,197
0.07% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,163
shares
|
$150,811
0.02% of portfolio
|
Q3 2022
Added 1.61%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,112
shares
|
$148,380
0.01% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,076
shares
|
$146,663
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
3,075
shares
|
$146,616
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$143,040
0.03% of portfolio
|
Q4 2023
Added 36.74%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,963
shares
|
$141,275
0.03% of portfolio
|
Q4 2024
Added 48.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,882
shares
|
$137,413
0.01% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,858
shares
|
$136,269
0.02% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
2,858
shares
|
$136,269
0.03% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,838
shares
|
$135,315
0.05% of portfolio
|
Q1 2024
Added 85.61%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,746
shares
|
$130,929
0.04% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
2,712
shares
|
$129,308
0.11% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,626
shares
|
$125,207
0.01% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
2,587
shares
|
$123,348
0.0% of portfolio
|
Q2 2023
Reduced 84.37%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2,565
shares
|
$122,299
0.03% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,563
shares
|
$122,203
0.02% of portfolio
|
Q3 2023
Reduced 4.86%
|