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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
23,386
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
23,320
shares
|
$1.03 Million
0.1% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
23,307
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 86.98%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
23,295
shares
|
$1.03 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
23,124
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
23,074
shares
|
$1.02 Million
0.14% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
23,003
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
22,977
shares
|
$1.01 Million
0.23% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
22,963
shares
|
$1.01 Million
0.46% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
22,877
shares
|
$1.01 Million
0.8% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
22,862
shares
|
$1.01 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
22,742
shares
|
$1 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
Aug 07, 2025 Q2 2025 |
22,741
shares
|
$1 Million
0.28% of portfolio
|
Q2 2025
Reduced 71.57%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
22,736
shares
|
$1 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
22,618
shares
|
$995,418
0.01% of portfolio
|
Q2 2025
Reduced 76.62%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
22,572
shares
|
$993,393
0.15% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
22,522
shares
|
$991,193
0.18% of portfolio
|
Q2 2025
Reduced 38.75%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
22,422
shares
|
$986,792
0.04% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
22,420
shares
|
$986,704
0.08% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
22,409
shares
|
$986,220
0.42% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
22,375
shares
|
$984,723
0.02% of portfolio
|
Q2 2025
Reduced 25.22%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
22,280
shares
|
$980,542
0.25% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
22,262
shares
|
$979,750
0.29% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
22,178
shares
|
$976,053
0.67% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Aug 12, 2025 Q2 2025 |
22,163
shares
|
$975,393
0.92% of portfolio
|
Q2 2025
Reduced 1.03%
|