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 |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,613
shares
|
$208,323
0.01% of portfolio
|
Q1 2023
Reduced 34.29%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
4,608
shares
|
$208,097
0.0% of portfolio
|
Q1 2025
Added 180.12%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
4,586
shares
|
$207,103
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
4,476
shares
|
$202,136
0.1% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
4,422
shares
|
$199,697
0.0% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
4,387
shares
|
$198,116
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
4,370
shares
|
$197,349
0.01% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
4,299
shares
|
$194,142
0.17% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
4,179
shares
|
$188,723
0.02% of portfolio
|
Q4 2024
Reduced 16.52%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
4,112
shares
|
$185,697
0.02% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
4,108
shares
|
$185,517
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
4,023
shares
|
$181,678
0.09% of portfolio
|
Q1 2025
Reduced 10.22%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
4,000
shares
|
$180,640
0.05% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
3,982
shares
|
$179,827
0.04% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
3,898
shares
|
$176,033
0.02% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,780
shares
|
$170,704
0.13% of portfolio
|
Q2 2022
Reduced 5.71%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
3,780
shares
|
$170,704
0.12% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,747
shares
|
$169,214
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
3,743
shares
|
$169,033
0.09% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
3,568
shares
|
$161,130
0.03% of portfolio
|
Q1 2025
Added 39.1%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
3,545
shares
|
$160,092
0.71% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
3,540
shares
|
$159,866
0.03% of portfolio
|
Q1 2025
Added 13515.38%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
3,503
shares
|
$158,195
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
3,449
shares
|
$155,756
0.03% of portfolio
|
Q4 2024
Reduced 21.6%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
3,416
shares
|
$154,266
0.02% of portfolio
|
Q1 2025
Added 4.18%
|