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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
78
shares
|
$3,566
0.0% of portfolio
|
Q3 2023
Reduced 2.5%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
77
shares
|
$3,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
77
shares
|
$3,520
0.01% of portfolio
|
Q3 2024
Reduced 98.31%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
76
shares
|
$3,474
0.0% of portfolio
|
Q1 2024
Reduced 80.46%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
72
shares
|
$3,291
0.0% of portfolio
|
Q2 2025
Reduced 24.21%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
72
shares
|
$3,291
0.0% of portfolio
|
Q2 2025
Reduced 75.26%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
71
shares
|
$3,246
0.0% of portfolio
|
Q2 2025
Reduced 99.52%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
66
shares
|
$3,017
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
64
shares
|
$2,926
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
62
shares
|
$2,834
0.0% of portfolio
|
Q2 2025
Reduced 40.95%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
62
shares
|
$2,834
0.0% of portfolio
|
Q1 2025
Reduced 74.8%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
60
shares
|
$2,743
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60
shares
|
$2,743
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
59
shares
|
$2,697
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
59
shares
|
$2,697
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
59
shares
|
$2,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
59
shares
|
$2,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
58
shares
|
$2,651
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
54
shares
|
$2,468
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
53
shares
|
$2,423
0.0% of portfolio
|
Q3 2022
Added 112.0%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$2,286
0.0% of portfolio
|
Q1 2025
Reduced 51.92%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
50
shares
|
$2,286
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
45
shares
|
$2,057
0.0% of portfolio
|
Q1 2025
Added 350.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
44
shares
|
$2,011
0.0% of portfolio
|
Q2 2025
Added 158.82%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Aug 13, 2025 Q2 2025 |
39
shares
|
$1,783
0.0% of portfolio
|
Q1 2025
Reduced 99.75%
|