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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
11,890
shares
|
$523,278
0.06% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
11,775
shares
|
$518,217
0.02% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
11,772
shares
|
$518,085
0.16% of portfolio
|
Q2 2025
Reduced 31.02%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
11,767
shares
|
$517,865
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
11,728
shares
|
$516,149
0.08% of portfolio
|
Q2 2025
Reduced 76.05%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
11,660
shares
|
$513,156
0.03% of portfolio
|
Q2 2025
Reduced 12.7%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
11,659
shares
|
$513,112
0.19% of portfolio
|
Q4 2019
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
11,641
shares
|
$512,320
0.03% of portfolio
|
Q2 2025
Reduced 33.51%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
11,637
shares
|
$512,144
0.02% of portfolio
|
Q2 2025
Added 23.01%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
11,607
shares
|
$510,824
0.17% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
11,526
shares
|
$507,259
0.16% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
11,487
shares
|
$505,542
0.21% of portfolio
|
Q2 2023
Added 0.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
11,486
shares
|
$505,498
0.01% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,459
shares
|
$504,310
0.23% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
11,366
shares
|
$500,217
0.24% of portfolio
|
Q2 2025
Reduced 27.39%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
11,342
shares
|
$499,161
0.03% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
11,184
shares
|
$492,207
0.36% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
11,146
shares
|
$490,535
0.02% of portfolio
|
Q2 2025
Added 49.05%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
11,137
shares
|
$490,139
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
11,126
shares
|
$489,655
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
11,111
shares
|
$488,995
0.03% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,087
shares
|
$487,938
0.23% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
11,083
shares
|
$487,762
0.12% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
11,047
shares
|
$486,178
0.16% of portfolio
|
Q2 2025
Added 22.11%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
11,039
shares
|
$485,826
0.05% of portfolio
|
Q2 2025
Added 12.31%
|