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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
9,007
shares
|
$396,398
0.03% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
9,000
shares
|
$396,090
0.1% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
8,953
shares
|
$394,021
0.15% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
8,942
shares
|
$393,537
0.05% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
8,930
shares
|
$393,009
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
8,915
shares
|
$392,349
0.05% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
8,902
shares
|
$391,777
0.18% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,892
shares
|
$391,336
0.08% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
8,860
shares
|
$389,928
0.01% of portfolio
|
Q2 2025
Added 31.49%
|
|
|
Outfitter Financial LLC
|
Aug 06, 2025 Q2 2025 |
8,841
shares
|
$389,092
0.33% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
8,820
shares
|
$388,168
0.0% of portfolio
|
Q2 2025
Added 27.53%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
8,775
shares
|
$386,187
0.03% of portfolio
|
Q1 2025
Reduced 32.5%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
8,770
shares
|
$385,967
0.08% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
8,766
shares
|
$385,791
0.02% of portfolio
|
Q1 2025
Reduced 21.49%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
8,755
shares
|
$385,307
0.11% of portfolio
|
Q1 2021
Reduced 3.96%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
8,724
shares
|
$383,943
0.0% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
8,678
shares
|
$381,918
0.02% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
8,665
shares
|
$381,346
0.03% of portfolio
|
Q2 2025
Added 30.44%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
8,643
shares
|
$380,378
0.03% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
8,633
shares
|
$379,938
0.06% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
8,625
shares
|
$379,586
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
8,614
shares
|
$379,102
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
8,577
shares
|
$377,473
0.02% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
8,549
shares
|
$376,241
0.02% of portfolio
|
Q2 2025
Reduced 73.72%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
8,538
shares
|
$375,757
0.23% of portfolio
|
Q2 2025
Added 0.76%
|