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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,401
shares
|
$153,589
0.09% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,358
shares
|
$151,647
0.01% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,321
shares
|
$149,976
0.01% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
3,318
shares
|
$149,840
0.12% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
3,234
shares
|
$146,047
0.07% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,163
shares
|
$142,841
0.02% of portfolio
|
Q3 2022
Added 1.61%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,146
shares
|
$142,073
0.07% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
3,137
shares
|
$141,666
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
3,114
shares
|
$140,628
0.0% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
3,044
shares
|
$137,467
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
3,000
shares
|
$135,480
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
3,000
shares
|
$135,480
0.03% of portfolio
|
Q4 2023
Added 36.74%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
2,924
shares
|
$132,047
0.06% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
2,865
shares
|
$129,383
0.01% of portfolio
|
Q1 2025
Reduced 24.55%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
2,858
shares
|
$129,067
0.01% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
2,853
shares
|
$128,841
0.04% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
2,827
shares
|
$127,667
0.0% of portfolio
|
Q1 2025
Reduced 39.14%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
2,821
shares
|
$127,396
0.04% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
2,820
shares
|
$127,351
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
2,712
shares
|
$122,473
0.11% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,587
shares
|
$116,828
0.01% of portfolio
|
Q2 2023
Reduced 84.37%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,563
shares
|
$115,745
0.02% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,526
shares
|
$114,074
0.02% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2,505
shares
|
$113,125
0.0% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,483
shares
|
$112,132
0.07% of portfolio
|
Q4 2024
New holding
|