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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
40,901
shares
|
$1.97 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
40,850
shares
|
$1.96 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
40,728
shares
|
$1.96 Million
0.08% of portfolio
|
Q3 2024
Reduced 57.96%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
40,714
shares
|
$1.96 Million
0.36% of portfolio
|
Q3 2024
Added 56.62%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
40,499
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 82.42%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
40,410
shares
|
$1.94 Million
0.11% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
40,394
shares
|
$1.94 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
40,135
shares
|
$1.93 Million
0.35% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
39,912
shares
|
$1.92 Million
0.21% of portfolio
|
Q2 2024
Added 7.39%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
39,649
shares
|
$1.91 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
39,294
shares
|
$1.89 Million
0.66% of portfolio
|
Q2 2022
Reduced 5.53%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
39,100
shares
|
$1.88 Million
0.37% of portfolio
|
Q2 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
39,035
shares
|
$1.88 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
39,027
shares
|
$1.88 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
38,925
shares
|
$1.87 Million
0.07% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
38,803
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
38,757
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
38,657
shares
|
$1.86 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
37,562
shares
|
$1.81 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
37,449
shares
|
$1.8 Million
0.34% of portfolio
|
Q4 2022
Added 2.96%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
37,375
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 47.09%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
37,049
shares
|
$1.78 Million
0.24% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
36,908
shares
|
$1.78 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
36,883
shares
|
$1.77 Million
0.59% of portfolio
|
Q2 2024
Added 3305.63%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
36,846
shares
|
$1.77 Million
0.65% of portfolio
|
Q3 2024
New holding
|