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 1,677 institutions that hold shares in the stock, with a total of 949 Million shares, which have been reported (via 13F filing form) to have a value of $45.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
384,000
shares
|
$18.3 Million
1.46% of portfolio
|
Q3 2023
Added 8.47%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
374,485
shares
|
$17.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 82.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
372,141
shares
|
$17.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 07, 2025 Q3 2024 |
364,802
shares
|
$17.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.15%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
361,789
shares
|
$17.3 Million
0.02% of portfolio
|
Q3 2024
Added 55.35%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
359,498
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
348,468
shares
|
$16.6 Million
1.8% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
348,135
shares
|
$16.6 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
340,000
shares
|
$16.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 19.43%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
337,494
shares
|
$16.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
335,442
shares
|
$16 Million
0.14% of portfolio
|
Q3 2024
Added 48.59%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
335,203
shares
|
$16 Million
1.22% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
334,962
shares
|
$16 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
332,099
shares
|
$15.8 Million
5.95% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
331,725
shares
|
$15.8 Million
0.69% of portfolio
|
Q4 2024
Added 97.91%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
326,959
shares
|
$15.6 Million
9.93% of portfolio
|
Q3 2024
New holding
|
|
|
Handelsbanken Fonder Ab
|
Feb 03, 2025 Q4 2024 |
326,384
shares
|
$15.6 Million
0.05% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
323,310
shares
|
$15.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
322,220
shares
|
$15.4 Million
0.03% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
320,831
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 57.18%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
320,436
shares
|
$15.3 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
317,810
shares
|
$15.2 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
311,802
shares
|
$14.9 Million
0.19% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
304,742
shares
|
$14.5 Million
0.18% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Coerente Capital Management
|
Jan 24, 2025 Q4 2024 |
300,669
shares
|
$14.3 Million
2.49% of portfolio
|
Q4 2024
Added 0.31%
|