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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
36,746
shares
|
$1.77 Million
0.05% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
36,740
shares
|
$1.77 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
36,722
shares
|
$1.77 Million
0.62% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
36,654
shares
|
$1.76 Million
0.45% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
36,485
shares
|
$1.75 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Diamant Asset Management, Inc.
|
Nov 20, 2024 Q3 2024 |
36,431
shares
|
$1.75 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
36,277
shares
|
$1.74 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
36,131
shares
|
$1.74 Million
0.39% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
36,067
shares
|
$1.73 Million
0.41% of portfolio
|
Q3 2024
Reduced 28.66%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
36,012
shares
|
$1.73 Million
0.58% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
36,005
shares
|
$1.73 Million
0.6% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
35,851
shares
|
$1.72 Million
0.12% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
35,668
shares
|
$1.72 Million
0.46% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
35,650
shares
|
$1.71 Million
0.33% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
35,650
shares
|
$1.71 Million
1.32% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
35,636
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
35,209
shares
|
$1.69 Million
0.81% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
35,086
shares
|
$1.69 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
35,073
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.71%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
35,053
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
35,046
shares
|
$1.69 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
34,839
shares
|
$1.68 Million
0.94% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
34,624
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
34,490
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
34,481
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.26%
|