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 |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,165
shares
|
$52,611
0.0% of portfolio
|
Q2 2023
Reduced 54.04%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,165
shares
|
$52,611
0.0% of portfolio
|
Q2 2023
Reduced 54.04%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,153
shares
|
$52,069
0.02% of portfolio
|
Q1 2025
Reduced 31.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,130
shares
|
$51,030
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
1,094
shares
|
$49,405
0.0% of portfolio
|
Q2 2024
Reduced 65.45%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
1,083
shares
|
$48,908
0.02% of portfolio
|
Q4 2024
Reduced 97.06%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
1,069
shares
|
$48,276
0.03% of portfolio
|
Q3 2024
Added 25.18%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,036
shares
|
$46,785
0.16% of portfolio
|
Q2 2022
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,024
shares
|
$46,243
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,023
shares
|
$46,198
0.0% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
979
shares
|
$44,211
0.01% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
931
shares
|
$42,043
0.0% of portfolio
|
Q2 2025
Reduced 48.16%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
922
shares
|
$41,637
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
914
shares
|
$41,276
0.01% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
908
shares
|
$41,005
0.0% of portfolio
|
Q1 2025
Added 263.2%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
899
shares
|
$40,598
0.03% of portfolio
|
Q1 2025
Added 64.35%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
874
shares
|
$39,469
0.0% of portfolio
|
Q1 2025
Added 115.27%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
859
shares
|
$38,792
0.01% of portfolio
|
Q2 2025
Reduced 58.28%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
854
shares
|
$38,566
0.01% of portfolio
|
Q4 2023
Added 227.2%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
853
shares
|
$38,521
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
849
shares
|
$38,340
0.04% of portfolio
|
Q3 2023
Reduced 19.07%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
804
shares
|
$36,308
0.02% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
798
shares
|
$36,037
0.0% of portfolio
|
Q1 2025
Added 435.57%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
791
shares
|
$35,721
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
749
shares
|
$33,824
0.01% of portfolio
|
Q1 2025
Reduced 6.96%
|