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 |
|---|---|---|---|---|---|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
10,187
shares
|
$448,329
0.05% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
10,177
shares
|
$447,889
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
10,113
shares
|
$445,073
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
10,087
shares
|
$443,928
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
10,077
shares
|
$443,488
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
10,067
shares
|
$443,048
0.15% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
10,041
shares
|
$441,904
0.04% of portfolio
|
Q2 2025
Added 17.84%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
10,018
shares
|
$440,892
0.09% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
American Assets Inc
|
Aug 05, 2025 Q2 2025 |
10,000
shares
|
$440,100
0.14% of portfolio
|
Q4 2020
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,985
shares
|
$439,439
0.09% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
9,975
shares
|
$438,999
0.06% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
9,946
shares
|
$437,723
0.33% of portfolio
|
Q2 2025
Added 18.46%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,870
shares
|
$434,378
0.18% of portfolio
|
Q2 2025
Added 35.84%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,869
shares
|
$434,334
0.02% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
9,837
shares
|
$432,926
0.02% of portfolio
|
Q2 2025
Reduced 22.02%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
9,802
shares
|
$431,386
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
9,765
shares
|
$429,757
0.05% of portfolio
|
Q4 2023
Reduced 11.15%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
9,744
shares
|
$428,833
0.03% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,737
shares
|
$428,525
0.03% of portfolio
|
Q4 2022
Added 8.19%
|
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
9,675
shares
|
$425,796
0.17% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
9,609
shares
|
$422,892
0.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
9,607
shares
|
$422,804
0.2% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
9,538
shares
|
$419,767
0.35% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
9,525
shares
|
$419,195
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
9,516
shares
|
$418,799
0.4% of portfolio
|
Q2 2025
Reduced 4.49%
|