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Truist Financial (TFC) Institutional Ownership

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$47.63 +2.65 (+5.89%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Truist Financial (NYSE:TFC)

Current
Institutional Ownership
Percentage
71.28%
Number of
Institutional Buyers
(last 12 months)
820
Total
Institutional Inflows
(last 12 months)
$2.54B
Number of
Institutional Sellers
(last 12 months)
646
Total
Institutional Outflows
(last 12 months)
$2.33B
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TFC Institutional Buying and Selling by Quarter

Truist Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Cerro Pacific Wealth Advisors LLC18,982$812K0.3%+5.1%0.001%
1/17/2025 New Century Financial Group LLC27,096$1.20M0.5%-1.0%0.002%
1/17/2025 IVC Wealth Advisors LLC51,273$2.22M1.2%-1.1%0.004%
1/17/2025 Avior Wealth Management LLC6,289$273K0.0%+41.8%0.000%
1/17/2025 Raleigh Capital Management Inc.35,062$1.52M0.6%-2.6%0.003%
1/17/2025 Mutual Advisors LLC36,483$1.64M0.0%+16.3%0.003%
1/17/2025 Wesbanco Bank Inc.91,865$3.99M0.1%-6.1%0.007%
1/17/2025 Janney Montgomery Scott LLC969,022$42.04M0.1%+0.3%0.073%
1/17/2025 SG Americas Securities LLC456,816$19.82M0.1%+1,028.0%0.034%
1/17/2025 Park Place Capital Corp7,477$324K0.1%-28.7%0.001%
1/17/2025 Daymark Wealth Partners LLC7,231$314K0.0%+4.4%0.001%
1/17/2025 ForthRight Wealth Management LLC7,802$338K0.1%-17.5%0.001%
1/17/2025 Global Trust Asset Management LLC3,651$158K0.1%+1,360.4%0.000%
1/17/2025 Dakota Wealth Management151,371$6.57M0.2%+0.9%0.011%
1/17/2025 Eads & Heald Wealth Management17,939$778K0.4%+28.0%0.001%
1/17/2025 XML Financial LLC97,477$4.23M0.4%-1.9%0.007%
1/17/2025 Nisa Investment Advisors LLC436,867$18.95M0.1%+0.3%0.033%
1/17/2025 Genesis Private Wealth LLC5,266$228K0.1%N/A0.000%
1/17/2025 Simon Quick Advisors LLC5,466$237K0.0%+14.6%0.000%
1/17/2025 Proquility Private Wealth Partners LLC99,708$4.33M1.4%-1.0%0.008%
1/17/2025 Octavia Wealth Advisors LLC43,909$1.91M0.2%-4.5%0.003%
1/17/2025 Fort Washington Investment Advisors Inc. OH1,078,883$46.80M0.3%-9.2%0.081%
1/17/2025 Atomi Financial Group Inc.17,120$743K0.0%+9.2%0.001%
1/17/2025 LifePlan Financial LLC6,200$269K0.2%-4.3%0.000%
1/16/2025 Crossmark Global Holdings Inc.61,600$2.67M0.0%-9.9%0.005%
1/16/2025 Ballentine Partners LLC26,804$1.16M0.0%+1.6%0.002%
1/16/2025 Culbertson A N & Co. Inc.49,703$2.16M0.3%+5.9%0.004%
1/16/2025 ZWJ Investment Counsel Inc.46,453$2.02M0.1%-0.9%0.003%
1/16/2025 Koshinski Asset Management Inc.10,825$470K0.0%+2.1%0.001%
1/16/2025 LaFleur & Godfrey LLC108,168$4.69M0.6%+4.5%0.008%
1/16/2025 Union Savings Bank1,429$62K0.0%+102.7%0.000%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.12,293$533K0.1%-6.4%0.001%
1/16/2025 MassMutual Private Wealth & Trust FSB63,827$2.77M0.1%-2.4%0.005%
1/16/2025 UMB Bank n.a.171,272$7.43M0.1%+796.1%0.013%
1/16/2025 AHL Investment Management Inc.43,894$1.90M1.3%-2.0%0.003%
1/16/2025 Diversify Advisory Services LLC8,749$374K0.0%N/A0.001%
1/16/2025 LVW Advisors LLC14,841$644K0.1%-29.7%0.001%
1/16/2025 Grove Bank & Trust6,311$274K0.0%+15.9%0.000%
1/16/2025 Ballast Inc.39,058$1.69M0.5%-5.0%0.003%
1/16/2025 My Legacy Advisors LLC13,361$606K0.2%+16.2%0.001%
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1/16/2025 Lbmc Investment Advisors LLC8,415$365K0.0%+3.9%0.001%
1/16/2025 Romano Brothers AND Company5,075$220K0.0%-14.3%0.000%
1/15/2025 HF Advisory Group LLC35,117$1.52M0.7%+50.5%0.003%
1/15/2025 Aaron Wealth Advisors LLC7,712$335K0.0%+3.0%0.001%
1/15/2025 Ballew Advisors Inc8,159$352K0.2%-11.5%0.001%
1/15/2025 Smith Salley Wealth Management9,332$405K0.0%-4.2%0.001%
1/15/2025 Financial Management Professionals Inc.10,693$464K0.1%+12.8%0.001%
1/15/2025 Triangle Securities Wealth Management56,532$2.45M0.6%-2.9%0.004%
1/15/2025 Ameritas Advisory Services LLC5,795$251K0.0%N/A0.000%
1/15/2025 Trust Co. of Vermont32,081$1.39M0.1%-2.1%0.002%
1/15/2025 Verity & Verity LLC425,535$18.46M1.7%+9.6%0.032%
1/15/2025 Arkadios Wealth Advisors126,549$5.49M0.3%+14.0%0.010%
1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.8,485$368K0.0%+9.0%0.001%
1/15/2025 Whitener Capital Management Inc.123,380$5.35M1.5%-11.8%0.009%
1/15/2025 Professional Advisory Services Inc.427,924$18.56M2.6%-6.5%0.032%
1/15/2025 Merit Financial Group LLC39,001$1.69M0.0%+185.1%0.003%
1/15/2025 Boston Common Asset Management LLC182,813$7.93M0.2%+18.3%0.014%
1/15/2025 CNB Bank9,044$392K0.2%-17.9%0.001%
1/15/2025 Avanza Fonder AB100,894$4.38M0.1%N/A0.008%
1/15/2025 Wealthcare Advisory Partners LLC253,390$10.99M0.3%+0.2%0.019%
1/15/2025 Procyon Advisors LLC16,269$706K0.0%-3.3%0.001%
1/15/2025 Tompkins Financial Corp5,412$235K0.0%+70.7%0.000%
1/15/2025 Hennessy Advisors Inc.27,000$1.17M0.0%+22.7%0.002%
1/15/2025 KMG Fiduciary Partners LLC39,385$1.71M0.1%N/A0.003%
1/15/2025 Ritholtz Wealth Management5,628$244K0.0%N/A0.000%
1/15/2025 Carnegie Investment Counsel52,203$2.27M0.1%+1.1%0.004%
1/15/2025 Legacy Wealth Asset Management LLC16,752$727K0.2%-3.3%0.001%
1/15/2025 Hennion & Walsh Asset Management Inc.32,175$1.40M0.1%+150.2%0.002%
1/14/2025 Winch Advisory Services LLC680$29K0.0%-46.6%0.000%
1/14/2025 RMR Wealth Builders19,165$831K0.1%+1.7%0.001%
1/14/2025 Godsey & Gibb Inc.461,500$20.02M2.0%-0.6%0.035%
1/14/2025 ARS Wealth Advisors Group LLC6,650$288K0.0%+5.1%0.001%
1/14/2025 Founders Grove Wealth Partners LLC8,198$356K0.1%N/A0.001%
1/14/2025 Avity Investment Management Inc.280,643$12.17M1.0%+15.6%0.021%
1/14/2025 Laurel Wealth Advisors LLC55,838$2.42M0.4%+1.8%0.004%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.2,963$129K0.0%+48.7%0.000%
1/14/2025 Park Avenue Securities LLC45,361$1.97M0.0%+39.3%0.003%
1/14/2025 Assenagon Asset Management S.A.374,485$16.25M0.0%-82.3%0.028%
1/14/2025 Allen Mooney & Barnes Investment Advisors LLC29,985$1.30M0.2%-2.6%0.002%
1/14/2025 Fifth Third Wealth Advisors LLC22,104$959K0.1%+44.6%0.002%
1/14/2025 Community Trust & Investment Co.14,721$639K0.0%-25.2%0.001%
1/14/2025 Pines Wealth Management LLC16,778$718K0.3%N/A0.001%
1/14/2025 SeaCrest Wealth Management LLC47,174$2.05M0.2%-1.2%0.004%
1/14/2025 Accurate Wealth Management LLC6,994$299K0.1%-14.3%0.001%
1/14/2025 Mayfair Advisory Group LLC17,597$763K0.4%+12.8%0.001%
1/14/2025 Ignite Planners LLC17,499$772K0.2%+1.4%0.001%
1/14/2025 Graves Light Lenhart Wealth Inc.52,220$2.27M0.3%-0.5%0.004%
1/14/2025 Signal Advisors Wealth LLC5,507$239K0.0%N/A0.000%
1/13/2025 Wright Investors Service Inc.11,642$505K0.2%-67.7%0.001%
1/13/2025 FNY Investment Advisers LLC1,300$56K0.0%+62.5%0.000%
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1/13/2025 BCS Wealth Management28,776$1.25M0.3%-4.8%0.002%
1/13/2025 AdvisorNet Financial Inc3,112$135K0.0%-15.1%0.000%
1/13/2025 PFW Advisors LLC5,221$227K0.1%N/A0.000%
1/13/2025 Northstar Advisory Group LLC38,039$1.65M0.8%+13.7%0.003%
1/13/2025 Elevated Capital Advisors LLC17,629$765K0.2%-2.1%0.001%
1/13/2025 Eastern Bank4,859$211K0.0%+8.5%0.000%
1/13/2025 Bridge Creek Capital Management LLC116,988$5.08M1.6%-2.3%0.009%
1/13/2025 Moody National Bank Trust Division22,709$985K0.1%-3.0%0.002%
1/13/2025 Wedmont Private Capital12,348$528K0.0%+19.1%0.001%
1/13/2025 Salem Investment Counselors Inc.292,822$12.70M0.4%+0.5%0.022%
(Data available from 1/1/2016 forward)

TFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TFC shares?

During the previous two years, 1,579 institutional investors and hedge funds held shares of Truist Financial. The most heavily invested institutionals were Arete Wealth Advisors LLC ($553.31B), Vanguard Group Inc. ($4.54B), BlackRock Inc. ($2.98B), State Street Corp ($2.65B), Geode Capital Management LLC ($1.17B), Amundi ($847.67M), and Charles Schwab Investment Management Inc. ($746.39M).Learn more on TFC's institutional investors.

What percentage of Truist Financial stock is owned by institutional investors?

71.28% of Truist Financial stock is owned by institutional investors. Learn more on TFC's institutional investor holdings.

Which institutional investors have been buying Truist Financial stock?

Of the 1,339 institutional investors that purchased Truist Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($8.34M), FMR LLC ($8.11M), BlackRock Inc. ($7.65M), Capital International Investors ($7.44M), Diamond Hill Capital Management Inc. ($5.77M), Amundi ($5.50M), and Bank of Montreal Can ($4.20M).

How much institutional buying is happening at Truist Financial?

Institutional investors have bought a total of 184,739,624 shares in the last 24 months. This purchase volume represents approximately $6.65B in transactions.

Which Truist Financial major shareholders have been selling company stock?

Of the 1,036 institutional investors that sold Truist Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($45.04M), Wellington Management Group LLP ($11.30M), Boston Partners ($9.31M), Massachusetts Financial Services Co. MA ($9.19M), Franklin Resources Inc. ($6.97M), Bank of New York Mellon Corp ($6.88M), and Bahl & Gaynor Inc. ($6.65M).

How much institutional selling is happening at Truist Financial?

Institutional investors have sold a total of 213,727,621 shares in the last 24 months. This volume of shares sold represents approximately $7.41B in transactions.



This page (NYSE:TFC) was last updated on 1/20/2025 by MarketBeat.com Staff
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