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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
443
shares
|
$20,005
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
436
shares
|
$19,689
0.0% of portfolio
|
Q3 2024
Added 29.76%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
427
shares
|
$19,283
0.0% of portfolio
|
Q4 2023
Reduced 3.83%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
423
shares
|
$19,102
0.0% of portfolio
|
Q1 2025
Added 1526.92%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
417
shares
|
$18,831
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
413
shares
|
$18,651
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
411
shares
|
$18,560
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
403
shares
|
$18,199
0.0% of portfolio
|
Q1 2025
Reduced 51.85%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
396
shares
|
$17,883
0.01% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
388
shares
|
$17,522
0.0% of portfolio
|
Q3 2023
Reduced 12.42%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
388
shares
|
$17,522
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
381
shares
|
$17,205
0.0% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
378
shares
|
$17,070
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
377
shares
|
$17,025
0.01% of portfolio
|
Q4 2024
Added 1156.67%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
375
shares
|
$16,935
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
374
shares
|
$16,889
0.01% of portfolio
|
Q1 2025
Added 33.57%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
374
shares
|
$16,889
0.01% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
374
shares
|
$16,889
0.01% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
372
shares
|
$16,799
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
365
shares
|
$16,483
0.0% of portfolio
|
Q3 2024
Added 82.5%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
362
shares
|
$16,347
0.01% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
360
shares
|
$16,257
0.01% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
356
shares
|
$16,076
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
348
shares
|
$15,715
0.0% of portfolio
|
Q1 2025
Added 56.76%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
345
shares
|
$15,580
0.0% of portfolio
|
Q1 2025
New holding
|