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 1,765 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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
35,511
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
35,430
shares
|
$1.56 Million
0.67% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
35,426
shares
|
$1.56 Million
0.56% of portfolio
|
Q2 2025
Added 19.61%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
35,388
shares
|
$1.56 Million
0.5% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
35,216
shares
|
$1.55 Million
0.3% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
35,195
shares
|
$1.55 Million
0.04% of portfolio
|
Q1 2025
Reduced 77.24%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
35,174
shares
|
$1.55 Million
0.32% of portfolio
|
Q2 2025
Added 190.12%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
34,943
shares
|
$1.54 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
34,935
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
34,929
shares
|
$1.54 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
34,839
shares
|
$1.53 Million
0.94% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
34,744
shares
|
$1.53 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
34,548
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 87.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
34,449
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
34,375
shares
|
$1.51 Million
0.04% of portfolio
|
Q1 2023
Added 167.99%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
34,259
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Added 30.75%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
34,145
shares
|
$1.5 Million
0.11% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
33,844
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Added 44.42%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33,770
shares
|
$1.49 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
33,701
shares
|
$1.48 Million
0.7% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
33,641
shares
|
$1.48 Million
0.11% of portfolio
|
Q2 2025
Added 901.82%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
33,619
shares
|
$1.48 Million
0.17% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Park Circle CO
|
Jul 23, 2025 Q2 2025 |
33,530
shares
|
$1.48 Million
1.26% of portfolio
|
Q2 2025
Added 60.2%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
33,338
shares
|
$1.47 Million
0.89% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
33,308
shares
|
$1.47 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.29%
|