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 1,764 institutions that hold shares in the stock, with a total of 971 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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,098
shares
|
$356,392
0.03% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
8,090
shares
|
$356,040
0.23% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
8,077
shares
|
$355,468
0.06% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
8,000
shares
|
$352,080
0.0% of portfolio
|
Q1 2021
Added 60.0%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jul 21, 2025 Q2 2025 |
7,974
shares
|
$350,935
0.18% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
7,969
shares
|
$350,715
0.02% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
7,968
shares
|
$350,671
0.08% of portfolio
|
Q2 2025
Reduced 14.47%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
7,886
shares
|
$347,062
0.03% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
7,857
shares
|
$345,786
0.03% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
7,823
shares
|
$344,290
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
7,791
shares
|
$342,881
0.02% of portfolio
|
Q2 2025
Reduced 21.99%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
7,709
shares
|
$339,273
0.05% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
7,688
shares
|
$338,348
0.13% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
7,662
shares
|
$337,204
0.01% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
7,637
shares
|
$336,104
0.12% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
7,624
shares
|
$335,532
0.0% of portfolio
|
Q2 2025
Reduced 98.9%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
7,618
shares
|
$335,268
0.04% of portfolio
|
Q2 2025
Reduced 19.28%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
7,616
shares
|
$335,180
0.1% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
7,616
shares
|
$335,180
0.05% of portfolio
|
Q2 2023
Reduced 0.17%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
7,576
shares
|
$333,419
0.01% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,562
shares
|
$332,803
0.1% of portfolio
|
Q2 2022
Added 4.38%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
7,536
shares
|
$331,659
0.12% of portfolio
|
Q2 2025
Added 49.2%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
7,459
shares
|
$328,270
0.1% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
7,400
shares
|
$325,674
0.1% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
7,400
shares
|
$325,674
0.14% of portfolio
|
Q2 2025
Reduced 4.33%
|