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 |
|---|---|---|---|---|---|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
18,089
shares
|
$796,096
0.09% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
18,008
shares
|
$792,532
0.19% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
17,960
shares
|
$790,419
0.1% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
17,918
shares
|
$788,571
0.01% of portfolio
|
Q2 2025
Reduced 56.02%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
17,886
shares
|
$787,162
0.17% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
17,818
shares
|
$784,170
0.02% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
17,759
shares
|
$781,573
0.02% of portfolio
|
Q2 2025
Reduced 29.27%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
17,727
shares
|
$780,165
0.05% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
17,700
shares
|
$778,977
0.06% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,669
shares
|
$777,612
0.02% of portfolio
|
Q3 2022
Added 186.18%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
17,668
shares
|
$777,568
0.24% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
17,544
shares
|
$772,111
0.01% of portfolio
|
Q2 2025
Added 33.72%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
17,500
shares
|
$770,175
0.01% of portfolio
|
Q2 2025
Reduced 82.6%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
17,474
shares
|
$769,030
0.03% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
17,474
shares
|
$769,030
0.0% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
17,397
shares
|
$765,641
0.18% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
17,249
shares
|
$759,128
0.05% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
17,219
shares
|
$757,808
0.06% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
17,190
shares
|
$756,531
0.01% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
17,155
shares
|
$754,991
0.07% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
17,142
shares
|
$754,419
0.17% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
17,087
shares
|
$751,998
0.06% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
17,002
shares
|
$748,258
0.12% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
16,959
shares
|
$746,365
0.0% of portfolio
|
Q4 2023
Reduced 8.49%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
16,920
shares
|
$744,649
0.1% of portfolio
|
Q2 2025
Added 7.77%
|