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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
15,823
shares
|
$696,370
0.03% of portfolio
|
Q2 2025
Reduced 72.37%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
15,743
shares
|
$692,849
0.05% of portfolio
|
Q2 2025
Added 17.51%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
15,728
shares
|
$692,189
0.06% of portfolio
|
Q2 2025
Added 23.07%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
15,715
shares
|
$691,617
0.11% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
15,702
shares
|
$691,045
0.13% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
15,687
shares
|
$690,384
0.0% of portfolio
|
Q2 2025
Added 81.35%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
15,634
shares
|
$688,052
0.2% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
15,597
shares
|
$686,423
0.35% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
15,519
shares
|
$682,991
0.62% of portfolio
|
Q2 2022
Reduced 0.06%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
15,371
shares
|
$676,477
0.41% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
15,368
shares
|
$676,345
0.09% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
15,324
shares
|
$674,409
0.05% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
15,310
shares
|
$673,793
0.02% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
15,208
shares
|
$669,304
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
15,200
shares
|
$668,952
0.72% of portfolio
|
Q3 2023
Reduced 46.29%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
15,116
shares
|
$665,255
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
15,091
shares
|
$664,154
0.04% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
15,038
shares
|
$661,822
0.02% of portfolio
|
Q2 2025
Added 30.21%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
15,000
shares
|
$660,150
0.02% of portfolio
|
Q1 2024
Added 58.17%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
14,996
shares
|
$659,973
0.06% of portfolio
|
Q2 2025
Reduced 86.46%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
14,970
shares
|
$658,829
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
14,959
shares
|
$658,345
0.49% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
14,919
shares
|
$656,585
0.01% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
14,878
shares
|
$654,780
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,846
shares
|
$653,372
0.02% of portfolio
|
Q4 2024
Reduced 69.97%
|