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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,469
shares
|
$111,500
0.01% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
2,443
shares
|
$110,325
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,430
shares
|
$109,738
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
2,416
shares
|
$109,106
0.02% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,360
shares
|
$106,577
0.13% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
2,311
shares
|
$104,364
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
2,292
shares
|
$103,506
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,188
shares
|
$98,810
0.01% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
2,175
shares
|
$98,222
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,171
shares
|
$98,042
0.04% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,168
shares
|
$97,906
0.01% of portfolio
|
Q1 2025
Reduced 57.11%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,164
shares
|
$97,726
0.0% of portfolio
|
Q1 2025
Added 17.54%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,089
shares
|
$94,339
0.03% of portfolio
|
Q2 2025
Added 134.72%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
2,053
shares
|
$92,713
0.06% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
2,045
shares
|
$92,352
0.07% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,043
shares
|
$92,261
0.01% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
2,029
shares
|
$91,629
0.0% of portfolio
|
Q3 2024
Added 4618.6%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,970
shares
|
$88,965
0.0% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,961
shares
|
$88,558
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,959
shares
|
$88,468
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,925
shares
|
$86,933
0.01% of portfolio
|
Q2 2025
Reduced 26.81%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,846
shares
|
$83,365
0.02% of portfolio
|
Q4 2022
Reduced 7.1%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
1,840
shares
|
$83,094
0.03% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
1,759
shares
|
$79,436
0.03% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,747
shares
|
$78,894
0.02% of portfolio
|
Q3 2023
Added 0.46%
|