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 |
|---|---|---|---|---|---|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
22,058
shares
|
$970,772
0.03% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
21,992
shares
|
$967,867
0.09% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
21,817
shares
|
$960,166
0.37% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
21,806
shares
|
$959,682
0.02% of portfolio
|
Q2 2025
Added 22.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
21,769
shares
|
$958,053
0.01% of portfolio
|
Q2 2025
Added 30.93%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
21,759
shares
|
$957,613
0.02% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
21,746
shares
|
$957,041
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
21,695
shares
|
$954,796
0.09% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
21,656
shares
|
$953,080
0.06% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
21,474
shares
|
$945,070
0.02% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
21,375
shares
|
$940,713
0.65% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
21,317
shares
|
$938,161
0.04% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
21,283
shares
|
$936,664
0.6% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
21,272
shares
|
$936,180
0.0% of portfolio
|
Q2 2025
Reduced 26.48%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
21,235
shares
|
$934,552
0.35% of portfolio
|
Q2 2025
Reduced 72.79%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
21,213
shares
|
$933,584
0.01% of portfolio
|
Q2 2025
Reduced 44.48%
|
|
|
Carlson Capital L P
Dallas, TX |
Aug 12, 2025 Q2 2025 |
21,200
shares
|
$933,012
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
21,182
shares
|
$932,219
0.07% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
21,157
shares
|
$931,119
0.05% of portfolio
|
Q3 2022
Added 11.28%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
20,997
shares
|
$924,077
0.62% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
20,990
shares
|
$923,769
0.68% of portfolio
|
Q2 2025
Reduced 25.61%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
20,977
shares
|
$923,197
0.21% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
20,973
shares
|
$923,021
0.11% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
20,967
shares
|
$922,757
0.05% of portfolio
|
Q2 2025
Added 102.64%
|
|
|
Dodge & Cox
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
20,911
shares
|
$920,293
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|