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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,679
shares
|
$249,932
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,670
shares
|
$249,536
0.06% of portfolio
|
Q2 2024
Reduced 7.43%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
5,669
shares
|
$249,492
0.14% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,628
shares
|
$247,688
0.01% of portfolio
|
Q2 2025
Reduced 49.02%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
5,612
shares
|
$246,984
0.03% of portfolio
|
Q2 2025
Reduced 16.21%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
5,604
shares
|
$246,632
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
5,603
shares
|
$246,588
0.19% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
5,585
shares
|
$245,795
0.0% of portfolio
|
Q2 2025
Reduced 53.92%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,582
shares
|
$245,663
0.07% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
5,562
shares
|
$244,783
0.03% of portfolio
|
Q2 2025
Reduced 41.85%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
5,559
shares
|
$244,651
0.2% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
5,543
shares
|
$243,947
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
5,527
shares
|
$243,243
0.08% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
5,527
shares
|
$243,243
0.01% of portfolio
|
Q2 2025
Reduced 96.21%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
5,502
shares
|
$242,143
0.08% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
5,500
shares
|
$242,055
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
5,496
shares
|
$241,878
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
5,496
shares
|
$241,878
0.03% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
5,488
shares
|
$241,526
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
5,475
shares
|
$240,954
0.07% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,470
shares
|
$240,734
0.0% of portfolio
|
Q3 2022
Added 1267.5%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
5,400
shares
|
$237,654
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
5,366
shares
|
$236,157
0.02% of portfolio
|
Q2 2024
Reduced 25.24%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
5,364
shares
|
$236,069
0.02% of portfolio
|
Q2 2025
Added 0.15%
|