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 |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
43,040
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2023
Added 87.04%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
42,766
shares
|
$1.88 Million
0.07% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
42,725
shares
|
$1.88 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
42,680
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
42,529
shares
|
$1.87 Million
0.55% of portfolio
|
Q2 2025
Added 20.66%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
42,172
shares
|
$1.86 Million
0.43% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
41,956
shares
|
$1.85 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.6%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
41,846
shares
|
$1.84 Million
0.05% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
41,821
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 41.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
41,780
shares
|
$1.84 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.64%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
41,776
shares
|
$1.84 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
41,609
shares
|
$1.83 Million
1.2% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
40,925
shares
|
$1.8 Million
0.17% of portfolio
|
Q2 2025
Added 67.23%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
40,525
shares
|
$1.78 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
40,394
shares
|
$1.78 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
40,328
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Added 59.32%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
40,199
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
39,829
shares
|
$1.75 Million
0.12% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
39,826
shares
|
$1.75 Million
0.09% of portfolio
|
Q2 2025
Reduced 31.76%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
39,665
shares
|
$1.75 Million
0.98% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
39,497
shares
|
$1.74 Million
0.12% of portfolio
|
Q2 2025
Added 29.6%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
39,294
shares
|
$1.73 Million
0.66% of portfolio
|
Q2 2022
Reduced 5.53%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
39,199
shares
|
$1.73 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
39,100
shares
|
$1.72 Million
0.4% of portfolio
|
Q2 2021
New holding
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
39,055
shares
|
$1.72 Million
0.11% of portfolio
|
Q2 2025
Reduced 15.3%
|