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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
9,397
shares
|
$451,995
0.03% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
9,308
shares
|
$447,714
0.15% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
9,271
shares
|
$445,935
0.01% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9,263
shares
|
$445,550
0.03% of portfolio
|
Q2 2023
Reduced 3.81%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
9,253
shares
|
$445,069
0.08% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
9,218
shares
|
$443,385
0.27% of portfolio
|
Q3 2024
Added 64.55%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,216
shares
|
$443,289
0.03% of portfolio
|
Q2 2022
Reduced 31.25%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
9,216
shares
|
$443,289
0.16% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
9,192
shares
|
$442,135
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
9,175
shares
|
$441,317
0.01% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
9,155
shares
|
$440,355
0.05% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
9,139
shares
|
$439,585
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
9,133
shares
|
$439,297
0.0% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
9,133
shares
|
$439,297
0.15% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
9,132
shares
|
$439,249
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
9,117
shares
|
$438,527
0.07% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
9,106
shares
|
$437,998
0.02% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
9,077
shares
|
$436,603
0.09% of portfolio
|
Q2 2024
Added 108.81%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
9,047
shares
|
$435,160
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
9,034
shares
|
$434,535
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,988
shares
|
$432,322
0.01% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
8,977
shares
|
$431,793
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
8,959
shares
|
$430,927
0.0% of portfolio
|
Q3 2024
Reduced 65.48%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
8,915
shares
|
$428,811
0.04% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,909
shares
|
$428,522
0.34% of portfolio
|
Q3 2024
Reduced 14.39%
|