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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,353
shares
|
$61,399
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,340
shares
|
$60,809
0.02% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
1,310
shares
|
$59,447
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
1,305
shares
|
$59,220
0.03% of portfolio
|
Q2 2025
Reduced 67.56%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
1,241
shares
|
$56,316
0.02% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
1,235
shares
|
$56,044
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,169
shares
|
$53,049
0.02% of portfolio
|
Q4 2024
Added 158.06%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,165
shares
|
$52,867
0.0% of portfolio
|
Q2 2023
Reduced 54.04%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,165
shares
|
$52,867
0.0% of portfolio
|
Q2 2023
Reduced 54.04%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,153
shares
|
$52,323
0.02% of portfolio
|
Q1 2025
Reduced 31.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,144
shares
|
$51,914
0.03% of portfolio
|
Q2 2025
Reduced 16.31%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,096
shares
|
$49,736
0.0% of portfolio
|
Q2 2025
Added 364.96%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,094
shares
|
$49,645
0.0% of portfolio
|
Q2 2024
Reduced 65.45%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,092
shares
|
$49,554
0.0% of portfolio
|
Q2 2025
Added 697.08%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
1,083
shares
|
$49,146
0.02% of portfolio
|
Q4 2024
Reduced 97.06%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
1,069
shares
|
$48,511
0.0% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,069
shares
|
$48,511
0.04% of portfolio
|
Q3 2024
Added 25.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,066
shares
|
$48,375
0.0% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,036
shares
|
$47,013
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,024
shares
|
$46,469
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,023
shares
|
$46,423
0.0% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,018
shares
|
$46,196
0.01% of portfolio
|
Q2 2025
Added 192.53%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
961
shares
|
$43,610
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
942
shares
|
$42,747
0.01% of portfolio
|
Q2 2025
Reduced 19.14%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
931
shares
|
$42,248
0.0% of portfolio
|
Q2 2025
Reduced 48.16%
|