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 |
|---|---|---|---|---|---|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
20,792
shares
|
$915,055
0.16% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
20,722
shares
|
$911,975
0.06% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
20,661
shares
|
$909,290
0.03% of portfolio
|
Q2 2025
Added 48.34%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
20,610
shares
|
$907,046
0.39% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
20,608
shares
|
$906,958
0.04% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
20,600
shares
|
$906,606
0.03% of portfolio
|
Q2 2024
Reduced 59.69%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
20,556
shares
|
$904,669
0.24% of portfolio
|
Q2 2025
Added 303.69%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
20,465
shares
|
$900,664
0.33% of portfolio
|
Q2 2025
Added 32.16%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
20,407
shares
|
$898,112
0.17% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
20,367
shares
|
$896,351
0.01% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
20,202
shares
|
$889,090
0.08% of portfolio
|
Q2 2025
Added 31.0%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
20,147
shares
|
$886,669
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
20,055
shares
|
$882,620
0.01% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
20,040
shares
|
$881,960
0.05% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
20,038
shares
|
$881,872
0.06% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$880,200
0.04% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
19,934
shares
|
$877,295
0.03% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
19,811
shares
|
$871,882
0.06% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
19,755
shares
|
$869,417
0.01% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
19,755
shares
|
$869,417
0.33% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
19,706
shares
|
$867,261
0.38% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
19,603
shares
|
$862,728
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
19,545
shares
|
$860,175
0.03% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
19,537
shares
|
$859,823
0.24% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
19,509
shares
|
$858,591
0.25% of portfolio
|
Q2 2025
Reduced 23.73%
|