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 1,766 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 $42.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
150,185
shares
|
$6.61 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
148,451
shares
|
$6.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.75%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
147,083
shares
|
$6.47 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
145,210
shares
|
$6.39 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
144,822
shares
|
$6.37 Million
0.15% of portfolio
|
Q2 2025
Added 2353.78%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
144,629
shares
|
$6.37 Million
0.21% of portfolio
|
Q1 2023
Added 101.51%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
144,441
shares
|
$6.36 Million
0.12% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
144,158
shares
|
$6.34 Million
0.15% of portfolio
|
Q2 2025
Added 109.91%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
142,523
shares
|
$6.27 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
142,500
shares
|
$6.27 Million
0.08% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
142,094
shares
|
$6.25 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Woodline Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
141,651
shares
|
$6.23 Million
0.03% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
141,104
shares
|
$6.21 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
140,647
shares
|
$6.19 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
140,243
shares
|
$6.17 Million
0.45% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
140,086
shares
|
$6.17 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
139,670
shares
|
$6.15 Million
0.04% of portfolio
|
Q2 2025
Added 64.13%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
136,310
shares
|
$6 Million
0.07% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
135,255
shares
|
$5.95 Million
0.01% of portfolio
|
Q3 2023
Reduced 26.35%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
134,363
shares
|
$5.91 Million
0.11% of portfolio
|
Q1 2025
Added 55.07%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
132,457
shares
|
$5.83 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
131,783
shares
|
$5.8 Million
0.13% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
130,913
shares
|
$5.76 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
129,105
shares
|
$5.68 Million
1.03% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Baugh & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
129,066
shares
|
$5.68 Million
2.7% of portfolio
|
Q2 2025
Reduced 4.41%
|