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 |
|---|---|---|---|---|---|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
5,941
shares
|
$261,463
0.1% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,933
shares
|
$261,111
0.12% of portfolio
|
Q2 2025
Reduced 33.93%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
5,912
shares
|
$260,187
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
5,910
shares
|
$260,099
0.02% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
5,908
shares
|
$260,011
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
5,897
shares
|
$259,526
0.08% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,881
shares
|
$258,822
0.02% of portfolio
|
Q2 2025
Reduced 60.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,879
shares
|
$258,734
0.01% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
5,870
shares
|
$258,338
0.08% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,868
shares
|
$258,250
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
5,846
shares
|
$257,282
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
5,822
shares
|
$256,226
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
5,814
shares
|
$255,874
0.02% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
5,811
shares
|
$255,742
0.01% of portfolio
|
Q2 2025
Reduced 72.05%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
5,805
shares
|
$255,478
0.03% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
5,797
shares
|
$255,125
0.04% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,794
shares
|
$254,993
0.03% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
5,779
shares
|
$254,333
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
5,744
shares
|
$252,793
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
5,739
shares
|
$252,573
0.02% of portfolio
|
Q4 2022
Reduced 32.73%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
5,727
shares
|
$252,045
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
5,713
shares
|
$251,429
0.01% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
5,701
shares
|
$250,901
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
5,697
shares
|
$250,724
0.14% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
5,694
shares
|
$250,592
0.12% of portfolio
|
Q4 2024
Added 4.29%
|