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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
2,924
shares
|
$128,685
0.06% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
2,861
shares
|
$125,912
0.03% of portfolio
|
Q2 2025
Added 54.98%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
2,712
shares
|
$119,355
0.19% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
2,587
shares
|
$113,853
0.0% of portfolio
|
Q2 2023
Reduced 84.37%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
2,565
shares
|
$112,885
0.02% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,563
shares
|
$112,797
0.02% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,526
shares
|
$111,169
0.02% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
2,491
shares
|
$109,628
0.0% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,483
shares
|
$109,276
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
2,443
shares
|
$107,516
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,430
shares
|
$106,944
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
2,360
shares
|
$103,863
0.13% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
2,315
shares
|
$101,883
0.07% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2,282
shares
|
$100,430
0.01% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
2,254
shares
|
$99,198
0.02% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
2,246
shares
|
$98,846
0.03% of portfolio
|
Q2 2025
Reduced 20.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,208
shares
|
$97,174
0.01% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
2,175
shares
|
$95,721
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,171
shares
|
$95,545
0.04% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,117
shares
|
$93,169
0.01% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
2,089
shares
|
$91,936
0.03% of portfolio
|
Q2 2025
Added 134.72%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,088
shares
|
$91,892
0.01% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,079
shares
|
$91,496
0.01% of portfolio
|
Q2 2025
Reduced 27.26%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,043
shares
|
$89,912
0.01% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
2,018
shares
|
$88,812
0.01% of portfolio
|
Q2 2025
Reduced 29.56%
|