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 |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
25,030
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 77.48%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
24,984
shares
|
$1.1 Million
0.43% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
24,868
shares
|
$1.09 Million
0.28% of portfolio
|
Q2 2025
Reduced 51.05%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
24,860
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
24,711
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
24,689
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 22.71%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
24,674
shares
|
$1.09 Million
0.13% of portfolio
|
Q2 2025
Added 52.14%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
24,640
shares
|
$1.08 Million
0.06% of portfolio
|
Q1 2025
Added 67.38%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
24,640
shares
|
$1.08 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
24,586
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
24,530
shares
|
$1.08 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
24,441
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Aug 13, 2025 Q2 2025 |
24,345
shares
|
$1.07 Million
1.03% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
24,264
shares
|
$1.07 Million
0.34% of portfolio
|
Q4 2023
Added 13.57%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
24,235
shares
|
$1.07 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
24,228
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
24,172
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
24,111
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Added 71.47%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,080
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
24,027
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
23,937
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
23,715
shares
|
$1.04 Million
0.23% of portfolio
|
Q2 2025
Added 29.57%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
23,581
shares
|
$1.04 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
23,437
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 35.47%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
23,425
shares
|
$1.03 Million
0.89% of portfolio
|
Q2 2025
Reduced 2.07%
|