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 |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
200
shares
|
$9,032
0.0% of portfolio
|
Q1 2025
Reduced 41.52%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
195
shares
|
$8,806
0.01% of portfolio
|
Q4 2024
Added 387.5%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
191
shares
|
$8,625
0.0% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
188
shares
|
$8,490
0.0% of portfolio
|
Q3 2024
Reduced 34.72%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
188
shares
|
$8,490
0.0% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
185
shares
|
$8,354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
180
shares
|
$8,128
0.0% of portfolio
|
Q1 2025
Reduced 76.62%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
174
shares
|
$7,857
0.0% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
173
shares
|
$7,812
0.0% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
168
shares
|
$7,586
0.0% of portfolio
|
Q2 2023
Reduced 64.48%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
166
shares
|
$7,496
0.0% of portfolio
|
Q1 2025
Added 56.6%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
165
shares
|
$7,451
0.0% of portfolio
|
Q4 2024
Reduced 38.66%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
155
shares
|
$6,999
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
150
shares
|
$6,773
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
150
shares
|
$6,773
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
141
shares
|
$6,367
0.0% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
139
shares
|
$6,277
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
137
shares
|
$6,186
0.0% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
136
shares
|
$6,141
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
136
shares
|
$6,141
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
134
shares
|
$6,051
0.0% of portfolio
|
Q1 2025
Reduced 38.53%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
129
shares
|
$5,825
0.0% of portfolio
|
Q4 2024
Added 89.71%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
125
shares
|
$5,645
0.0% of portfolio
|
Q4 2022
Reduced 99.84%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
125
shares
|
$5,645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
122
shares
|
$5,509
0.0% of portfolio
|
Q1 2025
Reduced 90.1%
|