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 1,770 institutions that hold shares in the stock, with a total of 970 Million shares, which have been reported (via 13F filing form) to have a value of $44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
125
shares
|
$5,672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
120
shares
|
$5,445
0.0% of portfolio
|
Q2 2024
Reduced 61.54%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
120
shares
|
$5,445
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
117
shares
|
$5,309
0.0% of portfolio
|
Q2 2023
Reduced 47.77%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
114
shares
|
$5,173
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
114
shares
|
$5,173
0.0% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
109
shares
|
$4,946
0.0% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
108
shares
|
$4,901
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
108
shares
|
$4,901
0.0% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
106
shares
|
$4,810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
104
shares
|
$4,719
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
100
shares
|
$4,538
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$4,538
0.0% of portfolio
|
Q4 2024
Reduced 99.98%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
100
shares
|
$4,538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
95
shares
|
$4,311
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
95
shares
|
$4,311
0.0% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
93
shares
|
$4,220
0.0% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
88
shares
|
$3,993
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
85
shares
|
$3,857
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
85
shares
|
$3,857
0.0% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
81
shares
|
$3,675
0.0% of portfolio
|
Q2 2025
Reduced 91.08%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
78
shares
|
$3,539
0.0% of portfolio
|
Q3 2023
Reduced 2.5%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
77
shares
|
$3,494
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
77
shares
|
$3,494
0.01% of portfolio
|
Q3 2024
Reduced 98.31%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
76
shares
|
$3,448
0.0% of portfolio
|
Q1 2024
Reduced 80.46%
|