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 |
|---|---|---|---|---|---|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
34,375
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2023
Added 167.99%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,335
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
34,307
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2024
Added 202.69%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
33,938
shares
|
$1.63 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33,770
shares
|
$1.62 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
33,446
shares
|
$1.61 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
33,263
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.48%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
33,224
shares
|
$1.6 Million
0.67% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
33,209
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
32,779
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2024
Reduced 45.26%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
32,778
shares
|
$1.58 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
32,563
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
32,127
shares
|
$1.55 Million
0.21% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
31,898
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
31,815
shares
|
$1.53 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.31%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
31,773
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 15, 2024 Q3 2024 |
31,685
shares
|
$1.52 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
31,667
shares
|
$1.52 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
31,657
shares
|
$1.52 Million
0.2% of portfolio
|
Q3 2022
Reduced 13.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
31,380
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
31,046
shares
|
$1.49 Million
0.54% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
31,026
shares
|
$1.49 Million
0.79% of portfolio
|
Q4 2022
Reduced 2.81%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
30,782
shares
|
$1.48 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.84%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
30,600
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
30,508
shares
|
$1.47 Million
0.9% of portfolio
|
Q4 2023
Added 4.23%
|