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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
5,335
shares
|
$234,793
0.08% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
5,319
shares
|
$234,089
0.03% of portfolio
|
Q2 2023
Added 86.76%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Aug 12, 2025 Q2 2025 |
5,318
shares
|
$234,045
0.2% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
5,312
shares
|
$233,781
0.01% of portfolio
|
Q2 2025
Reduced 46.3%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
5,301
shares
|
$233,297
0.07% of portfolio
|
Q2 2025
Reduced 45.97%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
5,290
shares
|
$232,812
0.09% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,278
shares
|
$232,284
0.01% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
5,275
shares
|
$232,152
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
5,274
shares
|
$232,108
0.04% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,274
shares
|
$232,108
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
5,274
shares
|
$232,108
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
5,256
shares
|
$231,316
0.08% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
5,218
shares
|
$229,644
0.06% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
5,210
shares
|
$229,292
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
5,206
shares
|
$229,116
0.02% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,204
shares
|
$229,028
0.01% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
5,200
shares
|
$228,852
0.06% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
5,190
shares
|
$228,411
0.22% of portfolio
|
Q4 2024
Reduced 55.6%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
5,183
shares
|
$228,103
0.04% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
5,178
shares
|
$227,883
0.09% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
5,149
shares
|
$226,607
0.12% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
5,146
shares
|
$226,475
0.01% of portfolio
|
Q2 2025
Added 17.76%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
5,100
shares
|
$224,451
0.09% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,095
shares
|
$224,230
0.02% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
5,084
shares
|
$223,746
0.07% of portfolio
|
Q2 2025
Reduced 0.04%
|