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 |
|---|---|---|---|---|---|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
8,208
shares
|
$394,804
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
8,200
shares
|
$394,420
0.11% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
8,200
shares
|
$394,420
0.04% of portfolio
|
Q3 2024
Reduced 47.1%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
8,168
shares
|
$392,880
0.06% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
8,165
shares
|
$392,736
0.08% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
8,134
shares
|
$391,245
0.04% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
8,132
shares
|
$391,149
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
8,132
shares
|
$391,149
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,104
shares
|
$389,802
0.04% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
8,098
shares
|
$389,513
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8,077
shares
|
$388,503
0.06% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
8,050
shares
|
$387,205
0.18% of portfolio
|
Q2 2024
Added 26.77%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
8,000
shares
|
$384,800
0.01% of portfolio
|
Q1 2021
Added 60.0%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
7,997
shares
|
$384,655
0.07% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
7,995
shares
|
$384,559
0.0% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
7,934
shares
|
$381,625
0.0% of portfolio
|
Q3 2024
Added 43.58%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
7,864
shares
|
$378,258
0.01% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
7,845
shares
|
$377,344
0.07% of portfolio
|
Q1 2024
Reduced 11.31%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
7,785
shares
|
$374,458
0.04% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
7,714
shares
|
$371,043
0.11% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
7,688
shares
|
$369,792
0.14% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
7,672
shares
|
$369,023
0.01% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
7,626
shares
|
$366,810
0.0% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
7,616
shares
|
$366,329
0.05% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
7,604
shares
|
$365,752
0.03% of portfolio
|
Q3 2024
Added 0.56%
|