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 |
|---|---|---|---|---|---|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
6,383
shares
|
$280,915
0.2% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
6,368
shares
|
$280,255
0.2% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,365
shares
|
$280,123
0.02% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
6,364
shares
|
$280,079
0.04% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
6,356
shares
|
$279,727
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
6,350
shares
|
$279,463
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
6,326
shares
|
$278,407
0.05% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
6,315
shares
|
$277,923
0.22% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,305
shares
|
$277,483
0.0% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
6,304
shares
|
$277,439
0.0% of portfolio
|
Q2 2025
Reduced 78.37%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
6,292
shares
|
$276,910
0.09% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,236
shares
|
$274,446
0.03% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,222
shares
|
$273,830
0.1% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
6,198
shares
|
$272,773
0.01% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,118
shares
|
$269,253
0.01% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
6,098
shares
|
$268,372
0.12% of portfolio
|
Q2 2025
Added 15.1%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
6,066
shares
|
$266,964
0.23% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
6,045
shares
|
$266,040
0.09% of portfolio
|
Q2 2025
Added 22.62%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
6,039
shares
|
$265,776
0.05% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
6,035
shares
|
$265,600
0.16% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
6,034
shares
|
$265,556
0.13% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
6,018
shares
|
$264,852
0.02% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
6,000
shares
|
$264,060
0.13% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
5,976
shares
|
$263,003
0.04% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
5,973
shares
|
$262,871
0.01% of portfolio
|
Q2 2025
Reduced 54.34%
|