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 |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
281
shares
|
$12,366
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
281
shares
|
$12,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
273
shares
|
$12,014
0.0% of portfolio
|
Q2 2025
Added 753.13%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
270
shares
|
$11,882
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
269
shares
|
$11,838
0.01% of portfolio
|
Q2 2025
Reduced 25.69%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
267
shares
|
$11,750
0.0% of portfolio
|
Q2 2025
Added 39.79%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
258
shares
|
$11,354
0.0% of portfolio
|
Q2 2025
Reduced 38.13%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
254
shares
|
$11,178
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
250
shares
|
$11,002
0.0% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
248
shares
|
$10,914
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
248
shares
|
$10,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
245
shares
|
$10,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
241
shares
|
$10,606
0.0% of portfolio
|
Q2 2025
Added 13.15%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
238
shares
|
$10,474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
237
shares
|
$10,430
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
236
shares
|
$10,386
0.0% of portfolio
|
Q2 2025
Reduced 28.48%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
236
shares
|
$10,386
0.01% of portfolio
|
Q2 2025
Added 1715.38%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
226
shares
|
$9,946
0.01% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
225
shares
|
$9,902
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
211
shares
|
$9,286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
205
shares
|
$9,022
0.0% of portfolio
|
Q2 2025
Added 2828.57%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
201
shares
|
$8,846
0.0% of portfolio
|
Q2 2025
Reduced 84.54%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
200
shares
|
$8,802
0.0% of portfolio
|
Q1 2025
Reduced 41.52%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
195
shares
|
$8,581
0.01% of portfolio
|
Q4 2024
Added 387.5%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
185
shares
|
$8,141
0.0% of portfolio
|
Q1 2025
New holding
|