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 1,768 institutions that hold shares in the stock, with a total of 978 Million shares, which have been reported (via 13F filing form) to have a value of $43.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
600
shares
|
$26,406
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
600
shares
|
$26,406
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
594
shares
|
$26,141
0.01% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
591
shares
|
$26,009
0.0% of portfolio
|
Q2 2025
Reduced 25.94%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
574
shares
|
$25,261
0.01% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
570
shares
|
$25,085
0.01% of portfolio
|
Q3 2024
Reduced 22.13%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
568
shares
|
$24,997
0.01% of portfolio
|
Q1 2023
Added 4.41%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
524
shares
|
$23,061
0.01% of portfolio
|
Q2 2025
Reduced 71.52%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
522
shares
|
$22,973
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
513
shares
|
$22,577
0.01% of portfolio
|
Q2 2023
Reduced 69.08%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
508
shares
|
$22,357
0.02% of portfolio
|
Q2 2025
Reduced 43.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$22,313
0.0% of portfolio
|
Q4 2023
Added 17.36%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
498
shares
|
$21,916
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
485
shares
|
$21,344
0.01% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
479
shares
|
$21,080
0.01% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
456
shares
|
$20,068
0.02% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
443
shares
|
$19,496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
436
shares
|
$19,188
0.0% of portfolio
|
Q3 2024
Added 29.76%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
427
shares
|
$18,792
0.0% of portfolio
|
Q4 2023
Reduced 3.83%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
424
shares
|
$18,660
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
424
shares
|
$18,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
418
shares
|
$18,396
0.0% of portfolio
|
Q2 2025
Added 21.16%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
417
shares
|
$18,352
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
411
shares
|
$18,088
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
403
shares
|
$17,736
0.0% of portfolio
|
Q1 2025
Reduced 51.85%
|