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 1,645 institutions that hold shares in the stock, with a total of 945 Million shares, which have been reported (via 13F filing form) to have a value of $44.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
139,956
shares
|
$6.55 Million
1.71% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
139,781
shares
|
$6.54 Million
0.13% of portfolio
|
Q3 2024
Added 22.5%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
137,900
shares
|
$6.46 Million
0.92% of portfolio
|
Q3 2024
New holding
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Nov 08, 2024 Q3 2024 |
137,238
shares
|
$6.42 Million
0.03% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
135,585
shares
|
$6.35 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
135,505
shares
|
$6.34 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
135,462
shares
|
$6.34 Million
2.91% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
135,255
shares
|
$6.33 Million
0.01% of portfolio
|
Q3 2023
Reduced 26.35%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
134,552
shares
|
$6.3 Million
0.88% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
133,375
shares
|
$6.24 Million
0.17% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
133,106
shares
|
$6.23 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
132,998
shares
|
$6.23 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
132,298
shares
|
$6.19 Million
0.19% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2024 Q3 2024 |
131,464
shares
|
$6.15 Million
1.18% of portfolio
|
Q2 2024
Reduced 13.88%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
129,910
shares
|
$6.08 Million
0.38% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
129,694
shares
|
$6.07 Million
0.14% of portfolio
|
Q3 2024
Added 110.22%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
128,216
shares
|
$6 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
126,996
shares
|
$5.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Kempner Capital Management Inc.
|
Oct 21, 2024 Q3 2024 |
125,483
shares
|
$5.87 Million
2.8% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
125,171
shares
|
$5.86 Million
0.02% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
124,615
shares
|
$5.83 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
124,531
shares
|
$5.83 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
123,427
shares
|
$5.78 Million
2.9% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
122,312
shares
|
$5.73 Million
0.15% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
122,018
shares
|
$5.71 Million
0.4% of portfolio
|
Q3 2024
Added 0.93%
|