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 |
|---|---|---|---|---|---|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
38,963
shares
|
$1.71 Million
0.29% of portfolio
|
Q1 2025
Reduced 55.87%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
38,886
shares
|
$1.71 Million
0.44% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
38,876
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
38,862
shares
|
$1.71 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Aug 12, 2025 Q2 2025 |
38,478
shares
|
$1.69 Million
0.06% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
38,457
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
38,421
shares
|
$1.69 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
38,411
shares
|
$1.69 Million
0.76% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
38,156
shares
|
$1.68 Million
0.49% of portfolio
|
Q2 2025
Added 16.02%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
37,915
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
37,738
shares
|
$1.66 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
37,675
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.84%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
37,449
shares
|
$1.65 Million
0.34% of portfolio
|
Q4 2022
Added 2.96%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
37,375
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
37,222
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
37,159
shares
|
$1.64 Million
0.06% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
36,922
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
Added 28.39%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
36,740
shares
|
$1.62 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
36,722
shares
|
$1.62 Million
0.73% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
36,500
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
36,476
shares
|
$1.61 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
36,303
shares
|
$1.6 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
36,273
shares
|
$1.6 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
36,253
shares
|
$1.6 Million
0.17% of portfolio
|
Q2 2025
Reduced 21.46%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
35,649
shares
|
$1.57 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.06%
|