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 1,645 institutions that hold shares in the stock, with a total of 945 Million shares, which have been reported (via 13F filing form) to have a value of $45.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
372,141
shares
|
$17.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
Nov 12, 2024 Q3 2024 |
370,280
shares
|
$17.8 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
364,802
shares
|
$17.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.15%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
361,789
shares
|
$17.4 Million
0.02% of portfolio
|
Q3 2024
Added 55.35%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
359,498
shares
|
$17.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
356,237
shares
|
$17.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 37.88%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
353,576
shares
|
$17 Million
1.84% of portfolio
|
Q3 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
348,135
shares
|
$16.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
340,000
shares
|
$16.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 19.43%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
337,494
shares
|
$16.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
335,442
shares
|
$16.1 Million
0.14% of portfolio
|
Q3 2024
Added 48.59%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
334,962
shares
|
$16.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
333,549
shares
|
$16 Million
5.42% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
330,238
shares
|
$15.8 Million
1.2% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Nov 13, 2024 Q3 2024 |
326,959
shares
|
$15.7 Million
9.93% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
323,310
shares
|
$15.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
322,220
shares
|
$15.5 Million
0.03% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
320,831
shares
|
$15.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 57.18%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
320,436
shares
|
$15.4 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
310,060
shares
|
$14.9 Million
0.19% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
300,685
shares
|
$14.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 42.09%
|
|
|
Coerente Capital Management
|
Oct 23, 2024 Q3 2024 |
299,739
shares
|
$14.4 Million
2.43% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
299,304
shares
|
$14.4 Million
1.1% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
294,438
shares
|
$14.1 Million
0.04% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
293,728
shares
|
$14.1 Million
0.29% of portfolio
|
Q3 2024
New holding
|