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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
11,487
shares
|
$552,524
0.21% of portfolio
|
Q2 2023
Added 0.02%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
11,471
shares
|
$551,755
0.04% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
11,462
shares
|
$551,322
0.02% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,459
shares
|
$551,177
0.23% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
11,189
shares
|
$538,190
0.13% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
11,166
shares
|
$537,084
0.03% of portfolio
|
Q3 2024
Added 281.74%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
11,137
shares
|
$535,689
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
11,077
shares
|
$532,803
0.01% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
11,066
shares
|
$532,274
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,041
shares
|
$531,072
0.01% of portfolio
|
Q3 2024
Added 12.17%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
11,037
shares
|
$530,879
0.03% of portfolio
|
Q3 2024
Added 24.88%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
11,018
shares
|
$529,965
0.22% of portfolio
|
Q3 2024
Reduced 17.21%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
11,000
shares
|
$529,100
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
10,975
shares
|
$527,897
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,963
shares
|
$527,320
0.01% of portfolio
|
Q2 2023
Added 3.3%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
10,915
shares
|
$525,011
0.18% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Oak Thistle LLC
|
Nov 12, 2024 Q3 2024 |
10,904
shares
|
$524,482
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
10,851
shares
|
$521,933
0.01% of portfolio
|
Q4 2023
Reduced 18.72%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
10,778
shares
|
$518,421
0.23% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,776
shares
|
$518,325
0.26% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,697
shares
|
$514,525
0.01% of portfolio
|
Q2 2024
Reduced 1.65%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10,691
shares
|
$514,237
0.08% of portfolio
|
Q3 2024
Added 89.25%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,643
shares
|
$511,928
0.02% of portfolio
|
Q2 2024
Reduced 14.37%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
10,620
shares
|
$510,822
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
10,609
shares
|
$510,292
0.02% of portfolio
|
Q3 2024
New holding
|