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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
324
shares
|
$14,631
0.01% of portfolio
|
Q1 2025
Added 50.7%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
320
shares
|
$14,451
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
320
shares
|
$14,451
0.0% of portfolio
|
Q2 2024
Reduced 33.61%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
311
shares
|
$14,044
0.01% of portfolio
|
Q2 2022
Reduced 63.88%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
306
shares
|
$13,818
0.0% of portfolio
|
Q4 2024
Reduced 55.39%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
301
shares
|
$13,593
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
300
shares
|
$13,547
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
300
shares
|
$13,547
0.0% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
300
shares
|
$13,547
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
291
shares
|
$13,141
0.0% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
281
shares
|
$12,689
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
281
shares
|
$12,689
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
270
shares
|
$12,193
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
270
shares
|
$12,193
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
259
shares
|
$11,696
0.0% of portfolio
|
Q1 2025
Added 46.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
253
shares
|
$11,425
0.01% of portfolio
|
Q1 2025
Added 56.17%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
250
shares
|
$11,290
0.0% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
248
shares
|
$11,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
236
shares
|
$10,657
0.0% of portfolio
|
Q2 2025
Reduced 28.48%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
236
shares
|
$10,657
0.0% of portfolio
|
Q1 2025
Reduced 68.15%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
226
shares
|
$10,206
0.02% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
225
shares
|
$10,161
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
216
shares
|
$9,754
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
213
shares
|
$9,619
0.0% of portfolio
|
Q4 2024
Reduced 36.8%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
203
shares
|
$9,167
0.0% of portfolio
|
Q3 2024
Added 178.08%
|