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 |
|---|---|---|---|---|---|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
14,836
shares
|
$652,932
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
14,808
shares
|
$651,700
0.12% of portfolio
|
Q3 2021
Added 0.14%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
14,798
shares
|
$651,259
0.18% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
14,791
shares
|
$650,951
0.0% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
14,783
shares
|
$650,599
0.02% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
14,773
shares
|
$650,159
0.01% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
14,767
shares
|
$649,895
0.18% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
14,728
shares
|
$648,179
0.13% of portfolio
|
Q2 2025
Reduced 33.43%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
14,712
shares
|
$647,475
0.08% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
14,678
shares
|
$645,978
0.05% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
X Square Capital, LLC
|
Aug 05, 2025 Q2 2025 |
14,632
shares
|
$643,954
0.23% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
14,594
shares
|
$642,281
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
14,585
shares
|
$641,885
0.33% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
14,562
shares
|
$640,873
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
14,530
shares
|
$639,465
0.02% of portfolio
|
Q2 2025
Added 16.26%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
14,482
shares
|
$637,352
0.22% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
14,445
shares
|
$635,724
0.04% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
14,439
shares
|
$635,460
0.01% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
14,346
shares
|
$631,367
0.36% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
14,343
shares
|
$631,235
0.01% of portfolio
|
Q2 2025
Added 37.99%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
14,336
shares
|
$630,927
0.6% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
14,295
shares
|
$629,122
0.05% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14,251
shares
|
$627,186
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
14,236
shares
|
$626,526
0.09% of portfolio
|
Q3 2023
Added 24.48%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
14,150
shares
|
$622,741
0.14% of portfolio
|
Q2 2025
Reduced 32.46%
|