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 1,706 institutions that hold shares in the stock, with a total of 953 Million shares, which have been reported (via 13F filing form) to have a value of $44.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,144
shares
|
$53,058
0.01% of portfolio
|
Q3 2024
Reduced 22.44%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,121
shares
|
$51,991
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
1,094
shares
|
$50,739
0.0% of portfolio
|
Q2 2024
Reduced 65.45%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
1,083
shares
|
$50,229
0.02% of portfolio
|
Q4 2024
Reduced 97.06%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,077
shares
|
$49,951
0.01% of portfolio
|
Q2 2024
Reduced 56.69%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
1,069
shares
|
$49,580
0.04% of portfolio
|
Q3 2024
Added 25.18%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,039
shares
|
$48,188
0.01% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
1,037
shares
|
$48,096
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,036
shares
|
$48,049
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,024
shares
|
$47,493
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
922
shares
|
$42,762
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
921
shares
|
$42,715
0.0% of portfolio
|
Q3 2024
Added 105.12%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
914
shares
|
$42,391
0.02% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
854
shares
|
$39,608
0.01% of portfolio
|
Q4 2023
Added 227.2%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
853
shares
|
$39,562
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
852
shares
|
$39,515
0.02% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
849
shares
|
$39,376
0.01% of portfolio
|
Q4 2024
Added 17.43%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
849
shares
|
$39,376
0.04% of portfolio
|
Q3 2023
Reduced 19.07%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
837
shares
|
$38,820
0.0% of portfolio
|
Q2 2024
Reduced 74.4%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
805
shares
|
$37,335
0.01% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
804
shares
|
$37,289
0.02% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
770
shares
|
$35,712
0.01% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
742
shares
|
$34,413
0.01% of portfolio
|
Q3 2023
Reduced 48.54%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
715
shares
|
$33,161
0.02% of portfolio
|
Q3 2024
Added 4666.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
705
shares
|
$32,697
0.0% of portfolio
|
Q3 2023
Reduced 0.14%
|