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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
44,847
shares
|
$2.16 Million
0.26% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
44,812
shares
|
$2.16 Million
1.32% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
44,791
shares
|
$2.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
44,733
shares
|
$2.15 Million
0.1% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
44,513
shares
|
$2.14 Million
0.59% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
44,432
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 76.46%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
44,351
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
44,181
shares
|
$2.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
43,847
shares
|
$2.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
43,825
shares
|
$2.11 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
43,575
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2024
Added 18.58%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
43,477
shares
|
$2.09 Million
0.12% of portfolio
|
Q3 2024
Reduced 33.58%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
43,267
shares
|
$2.08 Million
0.14% of portfolio
|
Q3 2024
Added 359.9%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
43,171
shares
|
$2.08 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
43,040
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2023
Added 87.04%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
42,876
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
42,766
shares
|
$2.06 Million
0.07% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
42,442
shares
|
$2.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
42,197
shares
|
$2.03 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
41,984
shares
|
$2.02 Million
0.31% of portfolio
|
Q3 2024
Added 93.78%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
41,734
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
41,549
shares
|
$2 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
41,519
shares
|
$2 Million
0.54% of portfolio
|
Q3 2024
Reduced 14.52%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
41,233
shares
|
$1.98 Million
0.66% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
41,101
shares
|
$1.98 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.3%
|