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 |
|---|---|---|---|---|---|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
12,552
shares
|
$552,413
0.35% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
12,495
shares
|
$549,904
0.22% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
12,493
shares
|
$549,816
0.03% of portfolio
|
Q2 2025
Reduced 36.45%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,488
shares
|
$549,596
0.01% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
12,479
shares
|
$549,200
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
12,477
shares
|
$549,112
0.07% of portfolio
|
Q2 2025
Reduced 15.26%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
12,467
shares
|
$548,672
0.38% of portfolio
|
Q2 2025
Added 40.49%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
12,360
shares
|
$543,963
0.02% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jul 29, 2025 Q2 2025 |
12,335
shares
|
$542,863
0.29% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
12,311
shares
|
$541,807
0.12% of portfolio
|
Q1 2023
Reduced 4.85%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
12,297
shares
|
$541,190
0.1% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
12,276
shares
|
$540,266
0.08% of portfolio
|
Q1 2025
Reduced 16.35%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
12,274
shares
|
$540,178
0.08% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Alamea Verwaltungs Gmb H
Edison, NJ |
Aug 14, 2025 Q2 2025 |
12,202
shares
|
$537,010
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
12,186
shares
|
$536,305
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
12,054
shares
|
$530,496
0.01% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
12,031
shares
|
$529,484
0.01% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,022
shares
|
$529,088
0.01% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
12,015
shares
|
$528,780
0.64% of portfolio
|
Q2 2022
New holding
|
|
|
Washington Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
12,000
shares
|
$528,120
0.4% of portfolio
|
Q2 2023
Added 63.91%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
11,982
shares
|
$527,327
0.02% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
11,979
shares
|
$527,195
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
11,975
shares
|
$527,019
0.03% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
11,962
shares
|
$526,447
0.39% of portfolio
|
Q4 2023
Added 1.42%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 08, 2025 Q2 2025 |
11,945
shares
|
$525,699
0.0% of portfolio
|
Q2 2025
Reduced 5.12%
|