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 |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
30,219
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
29,976
shares
|
$1.32 Million
0.06% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
29,869
shares
|
$1.31 Million
0.28% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,802
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2023
Added 5.83%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
29,726
shares
|
$1.31 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
29,634
shares
|
$1.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
29,551
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2022
Reduced 24.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,377
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2020
Reduced 18.95%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
29,287
shares
|
$1.29 Million
1.03% of portfolio
|
Q2 2025
Reduced 25.88%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
29,255
shares
|
$1.29 Million
0.08% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
28,991
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
28,849
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Jul 31, 2025 Q2 2025 |
28,842
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
28,362
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
28,329
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2023
Reduced 67.5%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
28,299
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
28,227
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
27,969
shares
|
$1.23 Million
1.41% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Harris Associates L P
Chicago, IL |
Aug 14, 2025 Q2 2025 |
27,930
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 93.23%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
27,890
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
27,866
shares
|
$1.23 Million
0.48% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
27,787
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 99.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
27,673
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
27,648
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
27,531
shares
|
$1.21 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.74%
|