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 |
|---|---|---|---|---|---|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,144
shares
|
$622,477
0.02% of portfolio
|
Q4 2024
Reduced 43.56%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
14,118
shares
|
$621,333
0.07% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
14,082
shares
|
$619,748
0.23% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
14,057
shares
|
$618,648
0.08% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
14,057
shares
|
$618,648
0.02% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
14,024
shares
|
$617,196
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
14,020
shares
|
$617,020
0.01% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
13,994
shares
|
$615,875
0.03% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
13,952
shares
|
$614,027
0.2% of portfolio
|
Q2 2025
Reduced 38.78%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
13,889
shares
|
$611,254
0.01% of portfolio
|
Q2 2025
Reduced 27.55%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
13,848
shares
|
$609,450
0.02% of portfolio
|
Q2 2025
Reduced 51.36%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
13,844
shares
|
$609,274
0.13% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
13,822
shares
|
$608,306
0.21% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
13,822
shares
|
$608,306
0.31% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
13,561
shares
|
$596,819
0.04% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
13,520
shares
|
$595,015
0.26% of portfolio
|
Q1 2024
Reduced 3.75%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,520
shares
|
$595,015
0.04% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,504
shares
|
$594,311
0.04% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
13,503
shares
|
$594,267
0.03% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
13,481
shares
|
$593,298
0.26% of portfolio
|
Q1 2025
Reduced 21.04%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
13,459
shares
|
$592,330
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,416
shares
|
$590,438
0.02% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
13,411
shares
|
$590,218
0.14% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
13,408
shares
|
$590,086
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
13,382
shares
|
$588,941
0.17% of portfolio
|
Q2 2025
New holding
|