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 1,647 institutions that hold shares in the stock, with a total of 946 Million shares, which have been reported (via 13F filing form) to have a value of $45.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
15,317
shares
|
$736,747
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
15,291
shares
|
$735,497
0.04% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,254
shares
|
$733,717
0.01% of portfolio
|
Q3 2024
Added 23.9%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
15,231
shares
|
$732,611
0.01% of portfolio
|
Q3 2024
Reduced 14.66%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
15,229
shares
|
$732,514
0.02% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
15,200
shares
|
$731,120
0.72% of portfolio
|
Q3 2023
Reduced 46.29%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
15,176
shares
|
$729,965
0.1% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
15,139
shares
|
$728,185
0.01% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
15,116
shares
|
$727,079
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
15,074
shares
|
$725,059
0.09% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
15,021
shares
|
$722,510
0.33% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Bayview Asset Management, LLC
Coral Gables, FL |
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$721,500
0.21% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
14,976
shares
|
$720,345
0.06% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,963
shares
|
$719,720
0.01% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,891
shares
|
$716,257
0.08% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
14,860
shares
|
$714,766
0.01% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
14,776
shares
|
$710,725
0.02% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
14,754
shares
|
$709,667
0.04% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
14,685
shares
|
$706,348
0.34% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
14,635
shares
|
$703,943
0.0% of portfolio
|
Q3 2024
Reduced 94.63%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
14,610
shares
|
$702,741
0.32% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
14,581
shares
|
$701,346
0.32% of portfolio
|
Q3 2024
Added 28.93%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
14,562
shares
|
$700,432
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
14,550
shares
|
$699,855
0.34% of portfolio
|
Q3 2024
Added 80.93%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
14,500
shares
|
$697,450
0.02% of portfolio
|
Q3 2024
Reduced 23.77%
|