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 1,770 institutions that hold shares in the stock, with a total of 970 Million shares, which have been reported (via 13F filing form) to have a value of $44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
4,108
shares
|
$186,421
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
4,048
shares
|
$183,698
0.01% of portfolio
|
Q2 2025
Reduced 96.1%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3,912
shares
|
$177,526
0.02% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
3,877
shares
|
$175,938
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
3,869
shares
|
$175,575
0.02% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,780
shares
|
$171,536
0.13% of portfolio
|
Q2 2022
Reduced 5.71%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
3,780
shares
|
$171,536
0.12% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,747
shares
|
$170,038
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
3,711
shares
|
$168,405
0.01% of portfolio
|
Q2 2025
Added 132.08%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
3,696
shares
|
$167,724
0.09% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
3,568
shares
|
$161,915
0.03% of portfolio
|
Q2 2025
Added 89.85%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
3,545
shares
|
$160,872
0.71% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
3,503
shares
|
$158,966
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
3,493
shares
|
$158,512
0.0% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
3,487
shares
|
$158,240
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
3,459
shares
|
$156,969
0.13% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
3,449
shares
|
$156,515
0.04% of portfolio
|
Q4 2024
Reduced 21.6%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,401
shares
|
$154,337
0.08% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
3,234
shares
|
$146,758
0.07% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
3,182
shares
|
$144,399
0.09% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,163
shares
|
$143,536
0.02% of portfolio
|
Q3 2022
Added 1.61%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
3,137
shares
|
$142,357
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,131
shares
|
$142,084
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
3,022
shares
|
$137,138
0.06% of portfolio
|
Q2 2025
Added 151000.0%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
3,000
shares
|
$136,140
0.02% of portfolio
|
Q1 2025
New holding
|