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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
8,481
shares
|
$373,248
0.02% of portfolio
|
Q2 2025
Reduced 21.88%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
8,455
shares
|
$372,104
0.01% of portfolio
|
Q2 2025
Added 38.04%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
8,449
shares
|
$371,840
0.0% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
8,446
shares
|
$371,708
0.07% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
8,402
shares
|
$369,772
0.01% of portfolio
|
Q2 2025
Reduced 42.68%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
8,385
shares
|
$369,023
0.04% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
8,369
shares
|
$368,319
0.07% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
8,338
shares
|
$366,955
0.04% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
8,337
shares
|
$366,911
0.06% of portfolio
|
Q2 2025
Reduced 27.57%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
8,336
shares
|
$366,867
0.29% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
8,330
shares
|
$366,603
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
8,323
shares
|
$366,295
0.22% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
8,308
shares
|
$365,635
0.01% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,291
shares
|
$364,886
0.0% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,266
shares
|
$363,786
0.06% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
8,266
shares
|
$363,786
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
8,239
shares
|
$362,598
0.09% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
8,238
shares
|
$362,554
0.03% of portfolio
|
Q2 2025
Added 35.83%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
8,227
shares
|
$362,070
0.08% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
8,211
shares
|
$361,366
0.39% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
8,181
shares
|
$360,045
0.03% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
8,171
shares
|
$359,605
0.03% of portfolio
|
Q2 2025
Added 55.17%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
8,161
shares
|
$359,165
0.34% of portfolio
|
Q2 2025
Added 30.97%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
8,136
shares
|
$358,065
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
8,134
shares
|
$357,977
0.04% of portfolio
|
Q2 2025
Reduced 6.41%
|