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Truist Financial (TFC) Institutional Ownership

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$44.34 -1.33 (-2.90%)
Closing price 07/15/2025 03:59 PM Eastern
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$44.80 +0.46 (+1.03%)
As of 08:41 AM Eastern
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Institutional Ownership Changes (13F Filings) for Truist Financial (NYSE:TFC)

Current
Institutional Ownership
Percentage
71.28%
Number of
Institutional Buyers
(last 12 months)
1008
Total
Institutional Inflows
(last 12 months)
$5.21B
Number of
Institutional Sellers
(last 12 months)
794
Total
Institutional Outflows
(last 12 months)
$3.71B
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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
7/16/2025MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH4,048$174K0.0%-96.1%0.000%
7/16/2025Perigon Wealth Management LLC10,314$443K0.0%-3.5%0.001%
7/16/2025Octavia Wealth Advisors LLC33,619$1.45M0.2%-14.6%0.003%
7/16/2025Castleview Partners LLC6,066$261K0.2%+7.0%0.000%
7/15/2025First City Capital Management Inc.14,346$617K0.4%+9.3%0.001%
7/15/2025North Star Investment Management Corp.11,342$488K0.0%-18.1%0.001%
7/15/2025TD Private Client Wealth LLC76,543$3.29M0.1%-2.6%0.006%
7/15/2025Foster Victor Wealth Advisors LLC62,087$2.80M0.2%+0.4%0.005%
7/15/2025Public Employees Retirement System of Ohio534,371$22.97M0.1%-2.7%0.041%
7/15/2025Ballentine Partners LLC31,482$1.35M0.0%+8.5%0.002%
7/15/2025Cigna Investments Inc. New12,794$550K0.1%-5.1%0.001%
7/15/2025BCS Wealth Management29,869$1.28M0.3%+3.3%0.002%
7/15/2025Norden Group LLC5,206$224K0.0%-21.7%0.000%
7/15/2025Accurate Wealth Management LLC8,266$376K0.1%+7.6%0.001%
7/15/2025Fifth Third Bancorp65,651$2.82M0.0%-43.8%0.005%
7/15/2025Waycross Partners LLC9,525$409K0.0%N/A0.001%
7/15/2025AM Investment Strategies LLC87,078$3.74M0.9%+1.8%0.007%
7/15/2025Revisor Wealth Management LLC13,459$612K0.2%N/A0.001%
7/15/2025Cardinal Capital Management205,319$8.83M1.3%+3.3%0.016%
7/14/2025 Argentarii LLC30,270$1.30M0.6%-12.9%0.002%
7/14/2025 Gries Financial LLC5,274$227K0.0%N/A0.000%
7/14/2025 AdvisorNet Financial Inc1,925$83K0.0%-26.8%0.000%
7/14/2025 LaFleur & Godfrey LLC118,553$5.10M0.6%-8.4%0.009%
7/14/2025 GAMMA Investing LLC29,255$1.26M0.1%+4.1%0.002%
7/14/2025 U.S. Capital Wealth Advisors LLC19,545$840K0.0%+7.2%0.001%
7/14/2025 Farmers & Merchants Investments Inc.11,982$515K0.0%-4.2%0.001%
7/14/2025 Abound Wealth Management2,089$90K0.0%+134.7%0.000%
7/14/2025 Whitener Capital Management Inc.120,934$5.20M1.4%+0.2%0.009%
7/14/2025 Bank & Trust Co26,081$1.12M0.9%+1.7%0.002%
7/14/2025 Park Avenue Securities LLC47,564$2.05M0.0%-7.0%0.004%
7/14/2025 Avanza Fonder AB87,274$3.75M0.1%-13.4%0.007%
7/11/2025 Baugh & Associates LLC129,066$5.14M2.7%-4.4%0.010%
7/11/2025 Orrstown Financial Services Inc.12,186$524K0.1%N/A0.001%
7/11/2025 Grant Private Wealth Management Inc124,663$5.36M3.0%N/A0.010%
7/11/2025 Farther Finance Advisors LLC21,474$923K0.0%+4.9%0.002%
7/11/2025 Busey Bank14,783$636K0.0%-2.3%0.001%
7/11/2025 Silver Oak Securities Incorporated20,202$868K0.1%+31.0%0.002%
7/11/2025 CX Institutional9,464$407K0.0%+15.8%0.001%
7/11/2025 UMB Bank n.a.21,213$912K0.0%-44.5%0.002%
7/11/2025 Professional Advisory Services Inc.462,373$19.88M2.7%+4.2%0.035%
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7/11/2025 Pinnacle Bancorp Inc.859$37K0.0%-58.3%0.000%
7/11/2025 Wright Investors Service Inc.10,967$471K0.1%+3.4%0.001%
7/11/2025 Bridge Creek Capital Management LLC114,202$4.91M1.4%+0.5%0.009%
7/11/2025 My Legacy Advisors LLC20,465$931K0.3%+32.2%0.002%
7/11/2025 Lantz Financial LLC6,441$277K0.1%+5.6%0.000%
7/11/2025 AA Financial Advisors LLC8,625$371K0.1%N/A0.001%
7/11/2025 Thomasville National Bank86,411$3.72M0.3%+11.5%0.007%
7/11/2025 Phillips Wealth Planners LLC8,161$371K0.3%+31.0%0.001%
7/11/2025 SeaCrest Wealth Management LLC48,953$2.10M0.2%+1.5%0.004%
7/11/2025 Diversified Trust Co171,445$7.37M0.2%-0.8%0.013%
7/11/2025 Assenagon Asset Management S.A.3,295,365$141.67M0.2%+23.8%0.252%
7/11/2025 Perpetual Ltd7,250$312K0.0%-33.2%0.001%
7/11/2025 International Private Wealth Advisors LLC9,538$410K0.4%-2.6%0.001%
7/11/2025 TCV Trust & Wealth Management Inc.18,821$809K0.1%-3.4%0.001%
7/11/2025 IFM Investors Pty Ltd268,081$11.53M0.1%+5.5%0.020%
7/10/2025 Triangle Securities Wealth Management24,868$1.07M0.3%-51.0%0.002%
7/10/2025 AHL Investment Management Inc.41,609$1.79M1.2%-4.9%0.003%
7/10/2025 Carderock Capital Management Inc.3,137$135K0.0%N/A0.000%
7/10/2025 HF Advisory Group LLC54,694$2.35M0.9%+36.4%0.004%
7/10/2025 Fulton Bank N.A.55,619$2.39M0.1%-8.6%0.004%
7/10/2025 Wealth Enhancement Advisory Services LLC759,177$34.57M0.1%+6.9%0.058%
7/10/2025 High Net Worth Advisory Group LLC4,960$213K0.1%-9.4%0.000%
7/10/2025 Wedmont Private Capital13,237$598K0.0%+18.6%0.001%
7/10/2025 Swedbank AB718,013$30.87M0.0%-3.1%0.055%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd200,385$8.62M0.1%+2.5%0.015%
7/10/2025 KMG Fiduciary Partners LLC50,055$2.15M0.2%+5.1%0.004%
7/10/2025 Focus Financial Network Inc.5,779$248K0.0%N/A0.000%
7/9/2025 Sivia Capital Partners LLC13,382$575K0.2%N/A0.001%
7/9/2025 PFW Advisors LLC4,951$213K0.1%-5.2%0.000%
7/9/2025 Pines Wealth Management LLC16,019$730K0.3%-1.7%0.001%
7/9/2025 Sunpointe LLC12,737$548K0.2%+109.1%0.001%
7/9/2025 Procyon Advisors LLC40,925$1.76M0.2%+67.2%0.003%
7/9/2025 Graves Light Lenhart Wealth Inc.51,522$2.22M0.3%-1.0%0.004%
7/9/2025 Pallas Capital Advisors LLC8,481$365K0.0%-21.9%0.001%
7/9/2025 Tounjian Advisory Partners LLC33,308$1.37M0.2%-1.3%0.003%
7/9/2025 Baron Wealth Management LLC5,256$226K0.1%+6.4%0.000%
7/9/2025 Aaron Wealth Advisors LLC8,134$350K0.0%-6.4%0.001%
7/9/2025 Hardin Capital Partners LLC55,283$2.44M1.4%-0.6%0.004%
7/9/2025 Inspirion Wealth Advisors LLC16,920$727K0.1%+7.8%0.001%
7/9/2025 Wolff Financial Management LLC12,586$541K0.1%N/A0.001%
7/9/2025 New England Research & Management Inc.32,075$1.38M0.7%-2.2%0.002%
7/9/2025 Fiduciary Alliance LLC92,369$3.97M0.3%-6.3%0.007%
7/9/2025 First Bank & Trust56,692$2.44M0.4%-2.6%0.004%
7/9/2025 Czech National Bank320,097$13.76M0.1%+5.9%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB63,526$2.73M0.1%+2.0%0.005%
7/8/2025 Dover Advisors LLC22,409$963K0.4%-5.7%0.002%
7/8/2025 Davis Investment Partners LLC35,426$1.57M0.6%+19.6%0.003%
7/8/2025 Avity Investment Management Inc.313,421$13.47M1.0%+8.4%0.024%
7/8/2025 Ransom Advisory Ltd13,130$564K0.3%+2.6%0.001%
7/8/2025 Allen Mooney & Barnes Investment Advisors LLC32,669$1.40M0.2%+11.9%0.002%
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7/8/2025 Canandaigua National Bank & Trust Co.31,774$1.37M0.1%+3.9%0.002%
7/8/2025 RMR Wealth Builders19,205$826K0.1%+1.7%0.001%
7/8/2025 Apella Capital LLC6,798$307K0.0%-6.9%0.001%
7/8/2025 Heartwood Wealth Advisors LLC5,612$241K0.0%-16.2%0.000%
7/8/2025 E. Ohman J or Asset Management AB50,884$2.19M0.1%-16.6%0.004%
7/8/2025 Parallel Advisors LLC14,343$617K0.0%+38.0%0.001%
7/7/2025 Capital Asset Advisory Services LLC20,608$911K0.0%+2.0%0.002%
7/7/2025 Wesbanco Bank Inc.68,491$2.94M0.1%-8.9%0.005%
7/7/2025 Enterprise Bank & Trust Co7,536$324K0.1%+49.2%0.001%
7/7/2025 Good Steward Wealth Advisors LLC5,051$217K0.2%-49.4%0.000%
(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, 1,661 institutional investors and hedge funds held shares of Truist Financial. The most heavily invested institutionals were Vanguard Group Inc. ($4.89B), Capital International Investors ($3.93B), BlackRock Inc. ($2.98B), State Street Corp ($2.65B), Geode Capital Management LLC ($1.21B), Amundi ($1.02B), and Charles Schwab Investment Management Inc. ($716.11M).Learn more on Truist Financial's institutional investors.

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

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

Which institutional investors have been buying Truist Financial's stock?

Of the 1,401 institutional investors that purchased Truist Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($26.16M), Norges Bank ($17.62M), Assenagon Asset Management S.A. ($6.87M), Victory Capital Management Inc. ($6.27M), FMR LLC ($5.94M), Raymond James Financial Inc. ($4.57M), and Invesco Ltd. ($4.29M).

How much institutional buying is happening at Truist Financial?

Institutional investors have bought a total of 122,478,598 shares in the last 24 months. This purchase volume represents approximately $5.21B in transactions.

Which of Truist Financial's major shareholders have been selling company stock?

Of the 792 institutional investors that sold Truist Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dodge & Cox ($25.73M), Franklin Resources Inc. ($5.37M), Massachusetts Financial Services Co. MA ($4.11M), Arrowstreet Capital Limited Partnership ($3.58M), Nordea Investment Management AB ($2.79M), Samlyn Capital LLC ($1.98M), and Assenagon Asset Management S.A. ($1.97M).

How much institutional selling is happening at Truist Financial?

Institutional investors have sold a total of 87,181,650 shares in the last 24 months. This volume of shares sold represents approximately $3.71B in transactions.



This page (NYSE:TFC) was last updated on 7/16/2025 by MarketBeat.com Staff
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