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 |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
5,084
shares
|
$223,746
0.04% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
5,071
shares
|
$223,174
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
5,061
shares
|
$222,734
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
5,051
shares
|
$222,294
0.17% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
5,043
shares
|
$221,942
0.1% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
5,042
shares
|
$221,898
0.09% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
5,001
shares
|
$220,094
0.02% of portfolio
|
Q2 2025
Reduced 75.74%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
5,000
shares
|
$220,050
0.05% of portfolio
|
Q2 2025
Reduced 30.49%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
4,960
shares
|
$218,289
0.06% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
4,960
shares
|
$218,289
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
4,958
shares
|
$218,201
0.06% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
4,954
shares
|
$218,025
0.06% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
4,952
shares
|
$217,937
0.01% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
4,951
shares
|
$217,893
0.07% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
4,950
shares
|
$217,849
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
4,917
shares
|
$216,397
0.02% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
4,871
shares
|
$214,372
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
4,861
shares
|
$213,932
0.0% of portfolio
|
Q2 2025
Reduced 41.68%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
4,855
shares
|
$213,668
0.02% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,854
shares
|
$213,624
0.04% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
4,848
shares
|
$213,360
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
4,848
shares
|
$213,360
0.0% of portfolio
|
Q2 2025
Reduced 10.96%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,846
shares
|
$213,272
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
4,818
shares
|
$212,040
0.09% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
4,792
shares
|
$210,895
0.0% of portfolio
|
Q2 2025
Added 66.04%
|