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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
388
shares
|
$17,075
0.0% of portfolio
|
Q3 2023
Reduced 12.42%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
388
shares
|
$17,075
0.0% of portfolio
|
Q2 2023
Reduced 76.47%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
388
shares
|
$17,075
0.01% of portfolio
|
Q2 2025
Added 53.36%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
383
shares
|
$16,855
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
383
shares
|
$16,855
0.01% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
379
shares
|
$16,679
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
377
shares
|
$16,591
0.01% of portfolio
|
Q4 2024
Added 1156.67%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
372
shares
|
$16,371
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
365
shares
|
$16,063
0.0% of portfolio
|
Q3 2024
Added 82.5%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
360
shares
|
$15,843
0.01% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
360
shares
|
$15,843
0.0% of portfolio
|
Q2 2025
Added 17.65%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
356
shares
|
$15,667
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
328
shares
|
$14,435
0.01% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
324
shares
|
$14,259
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
320
shares
|
$14,083
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
320
shares
|
$14,083
0.0% of portfolio
|
Q2 2024
Reduced 33.61%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
319
shares
|
$14,039
0.0% of portfolio
|
Q2 2025
Added 138.06%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
311
shares
|
$13,687
0.01% of portfolio
|
Q2 2022
Reduced 63.88%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
301
shares
|
$13,247
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
300
shares
|
$13,203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
300
shares
|
$13,203
0.0% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
300
shares
|
$13,203
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
300
shares
|
$13,203
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
294
shares
|
$12,938
0.0% of portfolio
|
Q2 2025
Added 63.33%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
284
shares
|
$12,498
0.0% of portfolio
|
Q2 2025
New holding
|