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 1,773 institutions that hold shares in the stock, with a total of 970 Million shares, which have been reported (via 13F filing form) to have a value of $44.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
5,470
shares
|
$250,088
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
|
$246,888
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
5,366
shares
|
$245,333
0.02% of portfolio
|
Q2 2024
Reduced 25.24%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
5,364
shares
|
$245,242
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
5,355
shares
|
$244,830
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
5,335
shares
|
$243,916
0.08% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
5,335
shares
|
$243,916
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,319
shares
|
$243,184
0.03% of portfolio
|
Q2 2023
Added 86.76%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Aug 12, 2025 Q2 2025 |
5,318
shares
|
$243,138
0.2% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
5,312
shares
|
$242,864
0.01% of portfolio
|
Q2 2025
Reduced 46.3%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
5,301
shares
|
$242,361
0.07% of portfolio
|
Q2 2025
Reduced 45.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,278
shares
|
$241,310
0.01% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
5,275
shares
|
$241,173
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
5,274
shares
|
$241,127
0.04% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,274
shares
|
$241,127
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
5,274
shares
|
$241,127
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
5,256
shares
|
$240,304
0.08% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
5,218
shares
|
$238,566
0.06% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
5,210
shares
|
$238,201
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
5,206
shares
|
$238,018
0.02% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,204
shares
|
$237,926
0.01% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Sep 25, 2025 Q2 2025 |
5,203
shares
|
$237,881
0.11% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
5,200
shares
|
$237,744
0.06% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
5,190
shares
|
$237,286
0.22% of portfolio
|
Q4 2024
Reduced 55.6%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
5,183
shares
|
$236,966
0.04% of portfolio
|
Q2 2025
Reduced 2.81%
|