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 |
|---|---|---|---|---|---|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
33,277
shares
|
$1.46 Million
0.14% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
33,225
shares
|
$1.46 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
33,075
shares
|
$1.46 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.06%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
32,970
shares
|
$1.45 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
32,669
shares
|
$1.44 Million
0.23% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
32,146
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Added 29.88%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
32,075
shares
|
$1.41 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
32,032
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
31,969
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,942
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
Added 184.54%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
31,815
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 22.31%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
31,774
shares
|
$1.4 Million
0.13% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
31,657
shares
|
$1.39 Million
0.2% of portfolio
|
Q3 2022
Reduced 13.68%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
31,574
shares
|
$1.39 Million
0.33% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
31,482
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
31,398
shares
|
$1.38 Million
0.12% of portfolio
|
Q2 2025
Added 20.85%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
31,375
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jul 24, 2025 Q2 2025 |
31,361
shares
|
$1.38 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
31,128
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
31,026
shares
|
$1.37 Million
0.79% of portfolio
|
Q4 2022
Reduced 2.81%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
30,975
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 36.24%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
30,940
shares
|
$1.36 Million
0.25% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
30,543
shares
|
$1.34 Million
0.09% of portfolio
|
Q2 2025
Reduced 36.63%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,323
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
30,270
shares
|
$1.33 Million
0.6% of portfolio
|
Q2 2025
Reduced 12.9%
|