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 1,677 institutions that hold shares in the stock, with a total of 949 Million shares, which have been reported (via 13F filing form) to have a value of $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Motco
|
Feb 05, 2025 Q4 2024 |
149
shares
|
$7,104
0.0% of portfolio
|
Q4 2024
Reduced 33.18%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
138
shares
|
$6,579
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
136
shares
|
$6,484
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
135
shares
|
$6,436
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
131
shares
|
$6,246
0.0% of portfolio
|
Q4 2024
Reduced 81.18%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
125
shares
|
$5,960
0.0% of portfolio
|
Q4 2022
Reduced 99.84%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
123
shares
|
$5,864
0.0% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
120
shares
|
$5,721
0.0% of portfolio
|
Q2 2024
Reduced 61.54%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
117
shares
|
$5,578
0.0% of portfolio
|
Q2 2023
Reduced 47.77%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
115
shares
|
$5,483
0.0% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
114
shares
|
$5,435
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
106
shares
|
$5,054
0.01% of portfolio
|
Q4 2024
Reduced 51.6%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
104
shares
|
$4,958
0.0% of portfolio
|
Q1 2024
Reduced 82.84%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
100
shares
|
$4,768
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$4,768
0.0% of portfolio
|
Q4 2024
Reduced 21.26%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$4,768
0.0% of portfolio
|
Q4 2024
Reduced 99.98%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
100
shares
|
$4,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
100
shares
|
$4,768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
95
shares
|
$4,529
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
94
shares
|
$4,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
94
shares
|
$4,481
0.0% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
93
shares
|
$4,434
0.0% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
88
shares
|
$4,195
0.0% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
88
shares
|
$4,195
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
86
shares
|
$4,100
0.0% of portfolio
|
Q2 2024
Reduced 18.87%
|