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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
388
shares
|
$17,995
0.0% of portfolio
|
Q3 2023
Reduced 12.42%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
388
shares
|
$17,995
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
381
shares
|
$17,670
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
377
shares
|
$17,485
0.01% of portfolio
|
Q4 2024
Added 1156.67%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
375
shares
|
$17,392
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
372
shares
|
$17,253
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
365
shares
|
$16,928
0.0% of portfolio
|
Q3 2024
Added 82.5%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
360
shares
|
$16,696
0.01% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
356
shares
|
$16,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
342
shares
|
$15,861
0.0% of portfolio
|
Q2 2024
Reduced 5.26%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
340
shares
|
$15,769
0.01% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
324
shares
|
$15,027
0.0% of portfolio
|
Q4 2024
Reduced 69.43%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
323
shares
|
$14,980
0.0% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
320
shares
|
$14,841
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
320
shares
|
$14,841
0.0% of portfolio
|
Q2 2024
Reduced 33.61%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
312
shares
|
$14,470
0.0% of portfolio
|
Q3 2024
Reduced 61.58%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
311
shares
|
$14,424
0.01% of portfolio
|
Q2 2022
Reduced 63.88%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
306
shares
|
$14,192
0.0% of portfolio
|
Q4 2024
Reduced 55.39%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
301
shares
|
$13,960
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
301
shares
|
$13,960
0.0% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
300
shares
|
$13,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
300
shares
|
$13,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
300
shares
|
$13,914
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
300
shares
|
$13,914
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
281
shares
|
$13,032
0.0% of portfolio
|
Q4 2024
New holding
|