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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
19,270
shares
|
$848,072
0.03% of portfolio
|
Q1 2025
Reduced 26.1%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
19,232
shares
|
$846,400
0.02% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
19,230
shares
|
$846,312
0.18% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
19,227
shares
|
$846,180
0.16% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
19,227
shares
|
$846,180
0.2% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
19,205
shares
|
$845,212
0.08% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
19,065
shares
|
$839,050
0.05% of portfolio
|
Q2 2025
Reduced 89.53%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
19,047
shares
|
$838,258
0.0% of portfolio
|
Q2 2023
Added 10.43%
|
|
|
Todd Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
18,986
shares
|
$835,573
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
18,940
shares
|
$833,549
0.12% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
18,929
shares
|
$833,065
0.04% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
18,850
shares
|
$829,588
0.12% of portfolio
|
Q1 2023
Added 0.96%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
18,848
shares
|
$829,500
0.01% of portfolio
|
Q2 2025
Reduced 35.68%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
18,838
shares
|
$829,060
0.04% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
18,821
shares
|
$828,312
0.07% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,759
shares
|
$825,583
0.08% of portfolio
|
Q2 2025
Reduced 33.54%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,655
shares
|
$821,006
0.01% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,618
shares
|
$819,378
0.08% of portfolio
|
Q4 2023
Reduced 35.84%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
18,565
shares
|
$817,045
0.09% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
18,524
shares
|
$815,241
0.07% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
18,490
shares
|
$813,744
0.0% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
18,484
shares
|
$813,480
0.08% of portfolio
|
Q2 2025
Added 21.57%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
18,369
shares
|
$808,419
0.0% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
18,147
shares
|
$798,649
0.2% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
18,124
shares
|
$797,637
0.24% of portfolio
|
Q1 2025
Added 2.81%
|