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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
20,025
shares
|
$963,202
0.02% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
20,023
shares
|
$963,106
0.01% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
19,951
shares
|
$959,643
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
19,916
shares
|
$957,959
0.07% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
19,906
shares
|
$957,478
0.06% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
19,902
shares
|
$957,286
0.17% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
19,811
shares
|
$952,909
0.08% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
19,799
shares
|
$952,331
0.12% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
19,764
shares
|
$950,648
0.04% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
19,727
shares
|
$948,868
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
19,671
shares
|
$946,175
0.05% of portfolio
|
Q3 2024
Added 34.08%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
19,484
shares
|
$937,180
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
19,473
shares
|
$936,651
0.17% of portfolio
|
Q3 2024
Added 42.95%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
19,470
shares
|
$936,507
0.01% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
19,390
shares
|
$932,659
0.01% of portfolio
|
Q3 2024
Added 34.51%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
19,171
shares
|
$922,125
0.02% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
19,112
shares
|
$919,287
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
19,102
shares
|
$918,806
0.05% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
19,047
shares
|
$916,160
0.0% of portfolio
|
Q2 2023
Added 10.43%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
18,980
shares
|
$912,938
0.02% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
18,970
shares
|
$912,457
0.01% of portfolio
|
Q3 2024
Added 151.76%
|
|
|
Todd Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
18,927
shares
|
$910,388
0.02% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
18,904
shares
|
$909,282
0.06% of portfolio
|
Q1 2023
Reduced 13.05%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
18,850
shares
|
$906,685
0.12% of portfolio
|
Q1 2023
Added 0.96%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
18,841
shares
|
$906,252
0.09% of portfolio
|
Q1 2024
Reduced 1.85%
|