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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
1,745
shares
|
$78,804
0.05% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,722
shares
|
$77,765
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,709
shares
|
$77,178
0.01% of portfolio
|
Q2 2025
Reduced 46.73%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,680
shares
|
$75,868
0.03% of portfolio
|
Q3 2023
Added 31.25%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,641
shares
|
$74,107
0.0% of portfolio
|
Q1 2025
Reduced 55.32%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,605
shares
|
$72,481
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,599
shares
|
$72,210
0.0% of portfolio
|
Q1 2025
Added 282.54%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,555
shares
|
$70,223
0.02% of portfolio
|
Q4 2022
Reduced 10.63%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
1,500
shares
|
$67,740
0.0% of portfolio
|
Q1 2025
Reduced 38.78%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,444
shares
|
$65,211
0.01% of portfolio
|
Q1 2025
Reduced 89.76%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,429
shares
|
$64,533
0.03% of portfolio
|
Q4 2024
Added 102.7%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
1,427
shares
|
$64,443
0.02% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,388
shares
|
$62,682
0.01% of portfolio
|
Q1 2025
Added 362.67%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
1,375
shares
|
$62,094
0.03% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
1,367
shares
|
$61,733
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1,359
shares
|
$61,372
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,353
shares
|
$61,101
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,340
shares
|
$60,514
0.02% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,310
shares
|
$59,159
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,300
shares
|
$58,707
0.02% of portfolio
|
Q1 2025
Reduced 31.76%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
1,241
shares
|
$56,043
0.02% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,229
shares
|
$55,501
0.0% of portfolio
|
Q1 2025
Reduced 25.79%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1,226
shares
|
$55,366
0.02% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,169
shares
|
$52,792
0.02% of portfolio
|
Q4 2024
Added 158.06%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,165
shares
|
$52,611
0.01% of portfolio
|
Q1 2025
Added 3.93%
|