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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
31
shares
|
$1,406
0.0% of portfolio
|
Q2 2025
Reduced 55.71%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
29
shares
|
$1,316
0.0% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
26
shares
|
$1,179
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
26
shares
|
$1,179
0.0% of portfolio
|
Q2 2025
Added 85.71%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
24
shares
|
$1,089
0.0% of portfolio
|
Q2 2025
Reduced 94.16%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
24
shares
|
$1,089
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
21
shares
|
$952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
19
shares
|
$862
0.0% of portfolio
|
Q4 2023
Reduced 13.64%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
10
shares
|
$453
0.0% of portfolio
|
Q2 2025
Reduced 99.91%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
10
shares
|
$453
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
10
shares
|
$453
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
8
shares
|
$363
0.0% of portfolio
|
Q3 2024
Reduced 95.9%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
7
shares
|
$317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
4
shares
|
$181
0.0% of portfolio
|
Q2 2025
Reduced 99.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|