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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
9,464
shares
|
$416,510
0.01% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
Aug 13, 2025 Q2 2025 |
9,430
shares
|
$415,014
0.0% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,426
shares
|
$414,838
0.05% of portfolio
|
Q2 2025
Reduced 24.27%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 14, 2025 Q2 2025 |
9,364
shares
|
$412,109
0.0% of portfolio
|
Q2 2025
Reduced 48.55%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
9,348
shares
|
$411,405
0.39% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
9,347
shares
|
$411,361
0.02% of portfolio
|
Q2 2025
Added 29.16%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
9,323
shares
|
$410,305
0.38% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
9,319
shares
|
$410,129
0.05% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
9,299
shares
|
$409,248
0.05% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Aug 13, 2025 Q2 2025 |
9,280
shares
|
$408,412
0.01% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9,263
shares
|
$407,664
0.03% of portfolio
|
Q2 2023
Reduced 3.81%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
9,261
shares
|
$407,576
0.14% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
9,239
shares
|
$406,608
0.07% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
9,232
shares
|
$406,300
0.01% of portfolio
|
Q2 2025
Reduced 37.52%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
9,217
shares
|
$405,640
0.05% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,216
shares
|
$405,596
0.03% of portfolio
|
Q2 2022
Reduced 31.25%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
9,189
shares
|
$404,407
0.14% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
9,133
shares
|
$401,943
0.15% of portfolio
|
Q2 2023
Added 0.05%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,127
shares
|
$401,679
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
9,112
shares
|
$401,019
0.09% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
9,112
shares
|
$401,019
0.05% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
9,080
shares
|
$399,610
0.01% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
9,036
shares
|
$397,674
0.06% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
9,034
shares
|
$397,586
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
9,029
shares
|
$397,366
0.1% of portfolio
|
Q2 2025
Reduced 5.82%
|