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 |
|---|---|---|---|---|---|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
76
shares
|
$3,432
0.0% of portfolio
|
Q1 2024
Reduced 80.46%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
70
shares
|
$3,161
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
69
shares
|
$3,116
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
64
shares
|
$2,890
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
62
shares
|
$2,799
0.0% of portfolio
|
Q1 2025
Reduced 74.8%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
60
shares
|
$2,709
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60
shares
|
$2,709
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
59
shares
|
$2,664
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
59
shares
|
$2,664
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
59
shares
|
$2,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
59
shares
|
$2,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
58
shares
|
$2,619
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
57
shares
|
$2,574
0.0% of portfolio
|
Q1 2025
Added 62.86%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
53
shares
|
$2,393
0.0% of portfolio
|
Q3 2022
Added 112.0%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
50
shares
|
$2,258
0.0% of portfolio
|
Q1 2025
Reduced 51.92%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
45
shares
|
$2,032
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
May 09, 2025 Q1 2025 |
39
shares
|
$1,761
0.0% of portfolio
|
Q1 2025
Reduced 99.75%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
38
shares
|
$1,716
0.0% of portfolio
|
Q1 2025
Added 192.31%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
34
shares
|
$1,535
0.0% of portfolio
|
Q1 2025
Reduced 97.64%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
32
shares
|
$1,445
0.0% of portfolio
|
Q1 2025
Reduced 79.22%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
26
shares
|
$1,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
19
shares
|
$858
0.0% of portfolio
|
Q4 2023
Reduced 13.64%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
18
shares
|
$812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
18
shares
|
$812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
17
shares
|
$767
0.0% of portfolio
|
Q1 2025
Added 30.77%
|