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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
6,798
shares
|
$299,179
0.01% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
6,783
shares
|
$298,519
0.02% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
6,740
shares
|
$296,627
0.16% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
6,692
shares
|
$294,514
0.18% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
6,691
shares
|
$294,470
0.04% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
6,678
shares
|
$293,898
0.05% of portfolio
|
Q4 2024
Added 12.46%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
6,664
shares
|
$293,282
0.05% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
6,624
shares
|
$291,522
0.01% of portfolio
|
Q2 2025
Added 25.88%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
6,623
shares
|
$291,478
0.09% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
6,620
shares
|
$291,346
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
6,616
shares
|
$291,170
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
6,612
shares
|
$290,994
0.13% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
6,599
shares
|
$290,421
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
6,569
shares
|
$289,101
0.07% of portfolio
|
Q2 2025
Added 24.98%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,553
shares
|
$288,397
0.02% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,544
shares
|
$288,001
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
6,517
shares
|
$286,813
0.03% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
6,516
shares
|
$286,769
0.06% of portfolio
|
Q1 2024
Reduced 23.49%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
6,499
shares
|
$286,020
0.14% of portfolio
|
Q2 2025
Added 106.58%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
6,447
shares
|
$283,732
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
6,441
shares
|
$283,468
0.07% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
6,429
shares
|
$282,940
0.1% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
6,414
shares
|
$282,280
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
6,399
shares
|
$281,619
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
6,390
shares
|
$281,223
0.0% of portfolio
|
Q2 2025
Reduced 84.62%
|