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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
100,632
shares
|
$4.43 Million
0.17% of portfolio
|
Q2 2025
Added 41.07%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
100,000
shares
|
$4.4 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.15%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
99,991
shares
|
$4.4 Million
0.22% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
99,766
shares
|
$4.39 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
97,860
shares
|
$4.31 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
97,317
shares
|
$4.28 Million
0.02% of portfolio
|
Q2 2023
Reduced 45.89%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
97,022
shares
|
$4.27 Million
0.06% of portfolio
|
Q2 2025
Reduced 61.99%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
96,326
shares
|
$4.24 Million
0.97% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
96,069
shares
|
$4.23 Million
0.06% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
95,398
shares
|
$4.2 Million
1.14% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
95,200
shares
|
$4.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 59.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
94,544
shares
|
$4.16 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
94,270
shares
|
$4.15 Million
0.05% of portfolio
|
Q2 2025
Added 955.66%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
92,369
shares
|
$4.07 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
92,254
shares
|
$4.06 Million
0.53% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
92,241
shares
|
$4.06 Million
0.06% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
91,564
shares
|
$4.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
90,581
shares
|
$3.99 Million
0.11% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
90,250
shares
|
$3.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
89,573
shares
|
$3.94 Million
0.78% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
89,479
shares
|
$3.94 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
89,452
shares
|
$3.94 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
88,973
shares
|
$3.92 Million
1.6% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
87,274
shares
|
$3.84 Million
0.11% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
87,078
shares
|
$3.83 Million
0.91% of portfolio
|
Q2 2025
Added 1.77%
|