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 |
|---|---|---|---|---|---|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
16,912
shares
|
$744,297
0.03% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
16,715
shares
|
$735,627
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
16,715
shares
|
$735,627
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
16,700
shares
|
$734,967
0.01% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
16,688
shares
|
$734,438
0.04% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
16,629
shares
|
$731,842
0.04% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
16,598
shares
|
$730,477
0.01% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
16,512
shares
|
$726,693
0.07% of portfolio
|
Q2 2025
Reduced 84.66%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
16,505
shares
|
$726,385
0.58% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
16,499
shares
|
$726,120
0.01% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
16,471
shares
|
$724,888
0.06% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
16,457
shares
|
$724,272
0.21% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
16,440
shares
|
$723,524
0.14% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
16,391
shares
|
$721,367
0.38% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
16,335
shares
|
$718,903
0.02% of portfolio
|
Q2 2025
Added 51.69%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
16,328
shares
|
$718,595
0.35% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
16,185
shares
|
$712,301
0.05% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
16,136
shares
|
$710,145
0.06% of portfolio
|
Q2 2025
Reduced 57.44%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
16,100
shares
|
$708,561
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
16,019
shares
|
$704,996
0.26% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
15,980
shares
|
$703,279
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
15,966
shares
|
$702,663
0.04% of portfolio
|
Q2 2025
Added 46.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
15,905
shares
|
$699,979
0.02% of portfolio
|
Q2 2025
Reduced 22.9%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
15,849
shares
|
$697,514
0.05% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
15,849
shares
|
$697,514
0.14% of portfolio
|
Q1 2024
Reduced 0.13%
|