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 |
|---|---|---|---|---|---|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
7,389
shares
|
$325,189
0.52% of portfolio
|
Q3 2022
Added 13.57%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
7,370
shares
|
$324,353
0.12% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
7,359
shares
|
$323,869
0.07% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
7,304
shares
|
$321,449
0.03% of portfolio
|
Q2 2025
Added 39.23%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,285
shares
|
$320,612
0.0% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
7,277
shares
|
$320,260
0.02% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
7,276
shares
|
$320,216
0.18% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
7,274
shares
|
$320,128
0.05% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
7,250
shares
|
$319,072
0.0% of portfolio
|
Q2 2025
Reduced 33.19%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
7,215
shares
|
$317,532
0.0% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
7,172
shares
|
$315,639
0.0% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
7,143
shares
|
$314,363
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
7,134
shares
|
$313,967
0.03% of portfolio
|
Q2 2025
Added 22.98%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
7,119
shares
|
$313,307
0.06% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
7,097
shares
|
$312,338
0.1% of portfolio
|
Q3 2024
Reduced 41.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
7,096
shares
|
$312,294
0.02% of portfolio
|
Q2 2025
Added 30.03%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
7,045
shares
|
$310,050
0.34% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
6,993
shares
|
$307,761
0.35% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
6,984
shares
|
$307,365
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
6,938
shares
|
$305,341
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
6,936
shares
|
$305,253
0.01% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
6,883
shares
|
$302,920
0.03% of portfolio
|
Q4 2023
Added 14.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,848
shares
|
$301,380
0.06% of portfolio
|
Q4 2024
Added 23.39%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
6,841
shares
|
$301,072
0.07% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,830
shares
|
$300,588
0.0% of portfolio
|
Q2 2025
Reduced 93.34%
|