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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
4,775
shares
|
$210,147
0.04% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
4,762
shares
|
$209,575
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Aug 07, 2025 Q2 2025 |
4,740
shares
|
$208,607
0.14% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,704
shares
|
$207,023
0.0% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
4,700
shares
|
$206,847
0.14% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
4,636
shares
|
$204,030
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
4,615
shares
|
$203,106
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,613
shares
|
$203,018
0.01% of portfolio
|
Q1 2023
Reduced 34.29%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
4,599
shares
|
$202,401
0.09% of portfolio
|
Q2 2025
Added 1848.73%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
4,586
shares
|
$201,829
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
4,580
shares
|
$201,565
0.03% of portfolio
|
Q2 2025
Added 29.38%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
4,506
shares
|
$198,309
0.1% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
4,387
shares
|
$193,071
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
4,359
shares
|
$191,839
0.0% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
4,357
shares
|
$191,751
0.09% of portfolio
|
Q2 2025
Reduced 21.35%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
4,299
shares
|
$189,198
0.17% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,222
shares
|
$185,810
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
4,179
shares
|
$183,917
0.02% of portfolio
|
Q4 2024
Reduced 16.52%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
4,112
shares
|
$180,969
0.02% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
4,108
shares
|
$180,793
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
4,048
shares
|
$178,152
0.01% of portfolio
|
Q2 2025
Reduced 96.1%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
3,982
shares
|
$175,247
0.04% of portfolio
|
Q1 2025
Reduced 10.56%
|