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 |
|---|---|---|---|---|---|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
120
shares
|
$5,419
0.0% of portfolio
|
Q2 2024
Reduced 61.54%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
120
shares
|
$5,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
117
shares
|
$5,283
0.0% of portfolio
|
Q2 2023
Reduced 47.77%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
114
shares
|
$5,148
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
108
shares
|
$4,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
106
shares
|
$4,786
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
105
shares
|
$4,741
0.0% of portfolio
|
Q1 2025
Added 69.35%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
104
shares
|
$4,696
0.0% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
102
shares
|
$4,606
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
102
shares
|
$4,606
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
100
shares
|
$4,516
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$4,516
0.0% of portfolio
|
Q4 2024
Reduced 99.98%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
100
shares
|
$4,516
0.0% of portfolio
|
Q1 2025
Added 44.93%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
100
shares
|
$4,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
99
shares
|
$4,470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
95
shares
|
$4,290
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
95
shares
|
$4,290
0.0% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
94
shares
|
$4,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
94
shares
|
$4,245
0.0% of portfolio
|
Q1 2025
Reduced 78.14%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
88
shares
|
$3,974
0.0% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
88
shares
|
$3,974
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
85
shares
|
$3,838
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
78
shares
|
$3,522
0.0% of portfolio
|
Q3 2023
Reduced 2.5%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
77
shares
|
$3,477
0.0% of portfolio
|
Q1 2025
Reduced 56.5%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
77
shares
|
$3,477
0.01% of portfolio
|
Q3 2024
Reduced 98.31%
|