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 |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
184
shares
|
$8,097
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
|
$7,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
176
shares
|
$7,745
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
174
shares
|
$7,657
0.0% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
173
shares
|
$7,613
0.0% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
168
shares
|
$7,393
0.0% of portfolio
|
Q2 2023
Reduced 64.48%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
165
shares
|
$7,261
0.0% of portfolio
|
Q4 2024
Reduced 38.66%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
162
shares
|
$7,129
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
161
shares
|
$7,085
0.0% of portfolio
|
Q2 2025
Reduced 78.27%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
155
shares
|
$6,821
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
150
shares
|
$6,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
150
shares
|
$6,601
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
143
shares
|
$6,293
0.0% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
142
shares
|
$6,249
0.0% of portfolio
|
Q2 2025
Added 84.42%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
139
shares
|
$6,117
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
136
shares
|
$5,985
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
136
shares
|
$5,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
129
shares
|
$5,677
0.0% of portfolio
|
Q4 2024
Added 89.71%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
125
shares
|
$5,501
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
125
shares
|
$5,501
0.0% of portfolio
|
Q4 2022
Reduced 99.84%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
125
shares
|
$5,501
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
120
shares
|
$5,281
0.0% of portfolio
|
Q2 2024
Reduced 61.54%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
120
shares
|
$5,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
117
shares
|
$5,149
0.0% of portfolio
|
Q2 2023
Reduced 47.77%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
114
shares
|
$5,017
0.0% of portfolio
|
Q2 2022
New holding
|