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 1,810 institutions that hold shares in the stock, with a total of 944 Million shares, which have been reported (via 13F filing form) to have a value of $42.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 10, 2025 Q3 2025 |
39
shares
|
$1,749
0.0% of portfolio
|
Q1 2025
Reduced 99.75%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
37
shares
|
$1,659
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
37
shares
|
$1,659
0.0% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
36
shares
|
$1,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
33
shares
|
$1,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
31
shares
|
$1,390
0.0% of portfolio
|
Q2 2025
Reduced 55.71%
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
29
shares
|
$1,300
0.0% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
29
shares
|
$1,300
0.0% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
28
shares
|
$1,256
0.0% of portfolio
|
Q3 2025
Reduced 78.46%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
26
shares
|
$1,166
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
24
shares
|
$1,076
0.0% of portfolio
|
Q2 2025
Reduced 94.16%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
24
shares
|
$1,076
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
19
shares
|
$852
0.0% of portfolio
|
Q4 2023
Reduced 13.64%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
12
shares
|
$538
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
12
shares
|
$538
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
11
shares
|
$493
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
10
shares
|
$448
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
8
shares
|
$358
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
8
shares
|
$358
0.0% of portfolio
|
Q3 2025
Reduced 95.65%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
8
shares
|
$358
0.0% of portfolio
|
Q3 2025
Reduced 89.61%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
8
shares
|
$358
0.0% of portfolio
|
Q3 2024
Reduced 95.9%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
7
shares
|
$314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
6
shares
|
$269
0.0% of portfolio
|
Q3 2025
Reduced 98.43%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
5
shares
|
$224
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
4
shares
|
$179
0.0% of portfolio
|
Q2 2025
Reduced 99.8%
|
|