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 1,647 institutions that hold shares in the stock, with a total of 946 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
48,620
shares
|
$2.34 Million
1.31% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
48,231
shares
|
$2.32 Million
0.02% of portfolio
|
Q4 2022
Reduced 33.47%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
48,197
shares
|
$2.32 Million
0.04% of portfolio
|
Q3 2024
Added 220.2%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
48,175
shares
|
$2.32 Million
1.05% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
47,727
shares
|
$2.3 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
47,545
shares
|
$2.29 Million
0.16% of portfolio
|
Q2 2022
Reduced 1.58%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
47,534
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2024
Added 25.87%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
47,424
shares
|
$2.28 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
47,366
shares
|
$2.28 Million
0.15% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
47,329
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2024
Added 46.65%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
47,164
shares
|
$2.27 Million
0.2% of portfolio
|
Q3 2024
Reduced 34.72%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
46,922
shares
|
$2.26 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
46,871
shares
|
$2.25 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
46,598
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 15.94%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
46,292
shares
|
$2.23 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
46,256
shares
|
$2.22 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
46,161
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
45,957
shares
|
$2.21 Million
0.24% of portfolio
|
Q3 2024
Added 45.97%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
45,836
shares
|
$2.2 Million
0.11% of portfolio
|
Q3 2024
Added 114.47%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
45,749
shares
|
$2.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 20.08%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
45,691
shares
|
$2.2 Million
0.12% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
45,351
shares
|
$2.18 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
45,166
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
44,947
shares
|
$2.16 Million
0.25% of portfolio
|
Q2 2022
Reduced 9.0%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
44,902
shares
|
$2.16 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.81%
|