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 |
|---|---|---|---|---|---|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,555
shares
|
$74,142
0.02% of portfolio
|
Q4 2022
Reduced 10.63%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,495
shares
|
$71,281
0.03% of portfolio
|
Q2 2024
Reduced 32.05%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,429
shares
|
$68,134
0.03% of portfolio
|
Q4 2024
Added 102.7%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,360
shares
|
$64,844
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,313
shares
|
$62,603
0.01% of portfolio
|
Q4 2024
Added 56.12%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
1,311
shares
|
$62,508
0.02% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
1,300
shares
|
$61,984
0.03% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
1,276
shares
|
$60,839
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,275
shares
|
$60,792
0.01% of portfolio
|
Q2 2024
Reduced 8.93%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,233
shares
|
$58,789
0.01% of portfolio
|
Q1 2024
Added 76.14%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
1,226
shares
|
$58,455
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
1,211
shares
|
$57,740
0.02% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
1,208
shares
|
$57,597
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$57,216
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,180
shares
|
$56,262
0.02% of portfolio
|
Q3 2024
Added 274.6%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,169
shares
|
$55,737
0.02% of portfolio
|
Q4 2024
Added 158.06%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,165
shares
|
$55,547
0.0% of portfolio
|
Q2 2023
Reduced 54.04%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,165
shares
|
$55,547
0.0% of portfolio
|
Q2 2023
Reduced 54.04%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,144
shares
|
$54,545
0.01% of portfolio
|
Q3 2024
Reduced 22.44%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,121
shares
|
$53,449
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,094
shares
|
$52,161
0.0% of portfolio
|
Q2 2024
Reduced 65.45%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
1,083
shares
|
$51,637
0.02% of portfolio
|
Q4 2024
Reduced 97.06%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,077
shares
|
$51,351
0.01% of portfolio
|
Q2 2024
Reduced 56.69%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,069
shares
|
$50,969
0.04% of portfolio
|
Q3 2024
Added 25.18%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,062
shares
|
$50,636
0.01% of portfolio
|
Q3 2024
New holding
|