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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
30,256
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.2%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
30,228
shares
|
$1.45 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
30,226
shares
|
$1.45 Million
0.77% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
30,195
shares
|
$1.45 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
29,964
shares
|
$1.44 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,802
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2023
Added 5.83%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
29,693
shares
|
$1.43 Million
0.53% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
29,551
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2022
Reduced 24.67%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
29,411
shares
|
$1.41 Million
0.14% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
29,379
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2024
Reduced 12.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,377
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2020
Reduced 18.95%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
29,046
shares
|
$1.4 Million
0.26% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
28,942
shares
|
$1.39 Million
0.46% of portfolio
|
Q3 2024
Reduced 18.12%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
28,856
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
28,800
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
28,600
shares
|
$1.38 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
28,354
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
28,329
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2023
Reduced 67.5%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
28,254
shares
|
$1.36 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
28,214
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
28,144
shares
|
$1.35 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
28,097
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
28,042
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2024
Added 151.0%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
28,000
shares
|
$1.35 Million
0.15% of portfolio
|
Q3 2021
New holding
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
27,810
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.77%
|