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 |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
10,985
shares
|
$483,449
0.01% of portfolio
|
Q2 2025
Reduced 48.86%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
10,975
shares
|
$483,009
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
10,967
shares
|
$482,657
0.15% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
10,963
shares
|
$482,481
0.01% of portfolio
|
Q2 2023
Added 3.3%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
10,958
shares
|
$482,261
0.17% of portfolio
|
Q2 2025
Added 30.2%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,878
shares
|
$478,740
0.03% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
10,865
shares
|
$478,168
0.0% of portfolio
|
Q2 2025
Reduced 39.01%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
10,859
shares
|
$477,904
0.01% of portfolio
|
Q2 2025
Added 32.41%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
10,818
shares
|
$476,100
0.11% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
10,704
shares
|
$471,083
0.03% of portfolio
|
Q2 2025
Added 71.73%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
10,630
shares
|
$467,826
0.06% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
10,545
shares
|
$464,085
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,542
shares
|
$463,953
0.14% of portfolio
|
Q2 2022
Reduced 2.45%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
10,528
shares
|
$463,337
0.1% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
10,508
shares
|
$462,457
0.16% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,417
shares
|
$458,452
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
10,343
shares
|
$455,195
0.02% of portfolio
|
Q2 2025
Reduced 26.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
10,314
shares
|
$453,919
0.01% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,313
shares
|
$453,875
0.03% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
10,296
shares
|
$453,126
0.05% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
10,294
shares
|
$453,038
0.27% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
10,286
shares
|
$452,686
0.08% of portfolio
|
Q4 2022
Added 3.83%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
10,207
shares
|
$449,210
0.11% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
10,203
shares
|
$449,034
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
10,188
shares
|
$448,373
0.16% of portfolio
|
Q1 2024
Reduced 4.51%
|