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 |
|---|---|---|---|---|---|
|
Salzhauer Michael
|
Aug 14, 2025 Q2 2025 |
57,327
shares
|
$2.52 Million
1.01% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
57,258
shares
|
$2.52 Million
0.14% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
57,165
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.98%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
56,900
shares
|
$2.5 Million
1.01% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
56,706
shares
|
$2.5 Million
0.02% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
56,692
shares
|
$2.5 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
56,631
shares
|
$2.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
56,061
shares
|
$2.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
55,619
shares
|
$2.45 Million
0.19% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
55,436
shares
|
$2.44 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
55,283
shares
|
$2.43 Million
1.44% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
55,180
shares
|
$2.43 Million
1.4% of portfolio
|
Q2 2025
Added 17.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
55,048
shares
|
$2.42 Million
0.05% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
55,008
shares
|
$2.42 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
54,895
shares
|
$2.42 Million
0.05% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
54,694
shares
|
$2.41 Million
0.93% of portfolio
|
Q2 2025
Added 36.41%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
54,655
shares
|
$2.41 Million
0.02% of portfolio
|
Q2 2025
Added 22.68%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
54,270
shares
|
$2.39 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
53,993
shares
|
$2.38 Million
0.47% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
53,979
shares
|
$2.38 Million
0.06% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
53,326
shares
|
$2.35 Million
0.63% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
53,321
shares
|
$2.35 Million
0.27% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
53,209
shares
|
$2.34 Million
0.1% of portfolio
|
Q2 2025
Added 49.12%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
53,052
shares
|
$2.33 Million
0.06% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
52,747
shares
|
$2.32 Million
0.55% of portfolio
|
Q2 2025
Added 0.17%
|