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 1,773 institutions that hold shares in the stock, with a total of 970 Million shares, which have been reported (via 13F filing form) to have a value of $44.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
225
shares
|
$10,287
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
211
shares
|
$9,646
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
205
shares
|
$9,372
0.0% of portfolio
|
Q2 2025
Added 2828.57%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
201
shares
|
$9,189
0.0% of portfolio
|
Q2 2025
Reduced 84.54%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
200
shares
|
$9,144
0.0% of portfolio
|
Q1 2025
Reduced 41.52%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
195
shares
|
$8,915
0.01% of portfolio
|
Q4 2024
Added 387.5%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
193
shares
|
$8,823
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
193
shares
|
$8,823
0.0% of portfolio
|
Q2 2025
Added 49.61%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
185
shares
|
$8,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
184
shares
|
$8,412
0.0% of portfolio
|
Q2 2025
Added 76.92%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
178
shares
|
$8,138
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
176
shares
|
$8,046
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
174
shares
|
$7,955
0.0% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
173
shares
|
$7,909
0.0% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
168
shares
|
$7,680
0.0% of portfolio
|
Q2 2023
Reduced 64.48%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
165
shares
|
$7,543
0.0% of portfolio
|
Q4 2024
Reduced 38.66%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
162
shares
|
$7,406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
161
shares
|
$7,360
0.0% of portfolio
|
Q2 2025
Reduced 78.27%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
155
shares
|
$7,086
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
150
shares
|
$6,858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
150
shares
|
$6,858
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
143
shares
|
$6,537
0.0% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
142
shares
|
$6,492
0.0% of portfolio
|
Q2 2025
Added 84.42%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
139
shares
|
$6,355
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
136
shares
|
$6,217
0.0% of portfolio
|
Q1 2023
New holding
|