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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
929
shares
|
$42,158
0.01% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
922
shares
|
$41,840
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
914
shares
|
$41,477
0.01% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
882
shares
|
$40,025
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
859
shares
|
$38,981
0.01% of portfolio
|
Q2 2025
Reduced 58.28%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
854
shares
|
$38,754
0.01% of portfolio
|
Q4 2023
Added 227.2%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
853
shares
|
$38,709
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
849
shares
|
$38,527
0.04% of portfolio
|
Q3 2023
Reduced 19.07%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
815
shares
|
$36,984
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
804
shares
|
$36,485
0.02% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
800
shares
|
$36,304
0.01% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
791
shares
|
$35,895
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
784
shares
|
$35,577
0.01% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
780
shares
|
$35,396
0.0% of portfolio
|
Q2 2025
Added 201.16%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
747
shares
|
$33,898
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
743
shares
|
$33,717
0.01% of portfolio
|
Q2 2025
Reduced 34.25%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
742
shares
|
$33,671
0.01% of portfolio
|
Q3 2023
Reduced 48.54%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
715
shares
|
$32,446
0.02% of portfolio
|
Q3 2024
Added 4666.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
705
shares
|
$31,992
0.0% of portfolio
|
Q3 2023
Reduced 0.14%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
699
shares
|
$31,720
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
697
shares
|
$31,629
0.01% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
696
shares
|
$31,584
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
690
shares
|
$31,312
0.01% of portfolio
|
Q1 2024
Reduced 81.41%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
675
shares
|
$30,631
0.02% of portfolio
|
Q2 2025
Reduced 67.12%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
668
shares
|
$30,313
0.01% of portfolio
|
Q1 2025
Added 24.16%
|