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 |
|---|---|---|---|---|---|
|
Montgomery Investment Management Inc
|
May 06, 2025 Q1 2025 |
332,089
shares
|
$15 Million
5.7% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
331,468
shares
|
$15 Million
0.03% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
329,872
shares
|
$14.9 Million
0.2% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
329,278
shares
|
$14.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
328,093
shares
|
$14.8 Million
0.06% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
May 15, 2025 Q1 2025 |
326,620
shares
|
$14.8 Million
10.45% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Czech National Bank
Prague, 2N |
Jul 09, 2025 Q2 2025 |
320,097
shares
|
$14.5 Million
0.11% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
319,821
shares
|
$14.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
316,499
shares
|
$14.3 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
313,421
shares
|
$14.2 Million
1.01% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
312,405
shares
|
$14.1 Million
0.16% of portfolio
|
Q1 2025
Added 89.07%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
310,372
shares
|
$14 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
308,893
shares
|
$13.9 Million
0.43% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Coerente Capital Management
|
Apr 15, 2025 Q1 2025 |
308,734
shares
|
$13.9 Million
2.55% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
308,176
shares
|
$13.9 Million
0.03% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Forsta Ap Fonden
Stockholm, V7 |
May 12, 2025 Q1 2025 |
305,000
shares
|
$13.8 Million
0.1% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
300,938
shares
|
$13.6 Million
0.08% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
296,564
shares
|
$13.4 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
291,214
shares
|
$13.2 Million
0.01% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
290,974
shares
|
$13.1 Million
2.7% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
288,158
shares
|
$13 Million
0.11% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
288,122
shares
|
$13 Million
0.04% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
286,750
shares
|
$12.9 Million
0.19% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
285,325
shares
|
$12.9 Million
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
284,077
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 85.71%
|