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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
114
shares
|
$5,017
0.0% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
109
shares
|
$4,797
0.0% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
108
shares
|
$4,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
108
shares
|
$4,753
0.0% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
106
shares
|
$4,665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
104
shares
|
$4,577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
100
shares
|
$4,401
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$4,401
0.0% of portfolio
|
Q4 2024
Reduced 99.98%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
100
shares
|
$4,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
95
shares
|
$4,180
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
95
shares
|
$4,180
0.0% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
93
shares
|
$4,092
0.0% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
88
shares
|
$3,872
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
85
shares
|
$3,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
85
shares
|
$3,740
0.0% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
81
shares
|
$3,564
0.0% of portfolio
|
Q2 2025
Reduced 91.08%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
78
shares
|
$3,432
0.0% of portfolio
|
Q3 2023
Reduced 2.5%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
77
shares
|
$3,388
0.01% of portfolio
|
Q3 2024
Reduced 98.31%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
76
shares
|
$3,344
0.0% of portfolio
|
Q1 2024
Reduced 80.46%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
72
shares
|
$3,168
0.0% of portfolio
|
Q2 2025
Reduced 24.21%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
72
shares
|
$3,168
0.0% of portfolio
|
Q2 2025
Reduced 75.26%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
71
shares
|
$3,124
0.0% of portfolio
|
Q2 2025
Reduced 99.52%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
66
shares
|
$2,904
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
64
shares
|
$2,816
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
62
shares
|
$2,728
0.0% of portfolio
|
Q2 2025
Reduced 40.95%
|