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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
742
shares
|
$33,508
0.01% of portfolio
|
Q3 2023
Reduced 48.54%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
741
shares
|
$33,463
0.01% of portfolio
|
Q1 2025
Added 360.25%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
715
shares
|
$32,289
0.02% of portfolio
|
Q3 2024
Added 4666.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
705
shares
|
$31,837
0.0% of portfolio
|
Q3 2023
Reduced 0.14%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
699
shares
|
$31,566
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
690
shares
|
$31,160
0.01% of portfolio
|
Q1 2024
Reduced 81.41%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
687
shares
|
$31,024
0.01% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
668
shares
|
$30,166
0.01% of portfolio
|
Q1 2025
Added 24.16%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
637
shares
|
$28,766
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
609
shares
|
$27,502
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
600
shares
|
$27,095
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
600
shares
|
$27,095
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
598
shares
|
$27,005
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
594
shares
|
$26,825
0.01% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
579
shares
|
$26,147
0.01% of portfolio
|
Q3 2024
Reduced 93.05%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
570
shares
|
$25,741
0.01% of portfolio
|
Q3 2024
Reduced 22.13%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
568
shares
|
$25,650
0.01% of portfolio
|
Q1 2023
Added 4.41%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
532
shares
|
$24,025
0.01% of portfolio
|
Q1 2025
Added 51.14%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
522
shares
|
$23,573
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
513
shares
|
$23,167
0.01% of portfolio
|
Q2 2023
Reduced 69.08%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$22,896
0.0% of portfolio
|
Q4 2023
Added 17.36%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
500
shares
|
$22,580
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
498
shares
|
$22,489
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
493
shares
|
$22,263
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
456
shares
|
$20,592
0.02% of portfolio
|
Q1 2025
Added 5.8%
|