Free Trial

Truist Financial (TFC) Institutional Ownership

Truist Financial logo
$41.97 -0.03 (-0.07%)
Closing price 03/26/2025 03:59 PM Eastern
Extended Trading
$42.00 +0.03 (+0.08%)
As of 03/26/2025 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
936
Total
Institutional Inflows
(last 12 months)
$4.53B
Number of
Institutional Sellers
(last 12 months)
737
Total
Institutional Outflows
(last 12 months)
$3.58B
Get TFC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Truist Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

TFC Institutional Buying and Selling by Quarter

Remove Ads

Truist Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025 Wellington Management Group LLP116,847$5.07M0.0%-56.3%0.009%
3/19/2025Chancellor Financial Group WB LP7,577$329K0.3%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC853,013$37.00M0.1%+73.1%0.065%
3/14/2025Lansforsakringar Fondforvaltning AB publ 10,273$446K0.0%N/A0.001%
3/12/2025 Centaurus Financial Inc.14,061$610K0.0%-13.0%0.001%
3/11/2025 Anchor Pointe Wealth Management LLC4,960$215K0.3%N/A0.000%
3/10/2025 Old North State Trust LLC24,235$1.05M0.7%-4.6%0.002%
3/7/2025 Aegis Wealth Management LLC7,277$316K0.2%N/A0.001%
3/7/2025 Alpha Wealth Funds LLC8,000$347K0.3%N/A0.001%
3/4/2025 Siemens Fonds Invest GmbH17,947$779K0.0%-9.8%0.001%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH847,136$36.75M0.1%N/A0.064%
2/27/2025 Carolinas Wealth Consulting LLC9,065$393K0.1%-15.2%0.001%
2/26/2025 LifeWealth Investments LLC7,323$318K0.2%N/A0.001%
2/25/2025 Heck Capital Advisors LLC7,231$314K0.0%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.14,846$644K0.0%-70.0%0.001%
2/25/2025 Integrated Advisors Network LLC6,316$274K0.0%+4.8%0.000%
2/25/2025 Polar Asset Management Partners Inc.520,000$22.56M0.2%N/A0.039%
2/24/2025 Ameriflex Group Inc.1,905$91K0.0%N/A0.000%
2/22/2025 American Trust18,147$787K0.1%-4.2%0.001%
2/21/2025 Ascent Group LLC20,578$893K0.1%+318.4%0.002%
2/20/2025 Mackenzie Financial Corp120,535$5.23M0.0%+5.0%0.009%
2/20/2025 Forum Financial Management LP18,886$819K0.0%+81.6%0.001%
2/20/2025 Griffith & Werner Inc.103,673$4.50M3.0%N/A0.008%
2/20/2025 Montchanin Asset Management LLC5,190$225K0.2%-55.6%0.000%
2/20/2025 Drucker Wealth 3.0 LLC72,783$3.16M0.7%-0.7%0.005%
2/19/2025 Toronto Dominion Bank671,437$29.13M0.0%+0.9%0.051%
2/19/2025 Pinney & Scofield Inc.1,310$57K0.0%N/A0.000%
2/19/2025 Public Employees Retirement System of Ohio567,162$24.60M0.1%-4.7%0.043%
2/18/2025 Neo Ivy Capital Management103,410$4.49M0.9%+204.7%0.008%
2/18/2025 Investment Management Corp VA ADV2,803$122K0.1%N/A0.000%
2/18/2025 Sunbelt Securities Inc.2,208$96K0.0%-23.4%0.000%
2/18/2025 GTS Securities LLC29,594$1.28M0.1%-72.3%0.002%
2/18/2025 Burgundy Asset Management Ltd.2,129,213$92.37M0.9%-9.2%0.160%
2/18/2025 Vise Technologies Inc.12,884$559K0.0%+31.0%0.001%
2/18/2025 Northwest Bank & Trust Co22,877$1.09M0.8%-3.6%0.002%
2/18/2025 Headinvest LLC6,631$288K0.1%-28.3%0.000%
2/18/2025 JT Stratford LLC66,330$2.88M0.5%-5.7%0.005%
2/18/2025 Cornerstone Advisory LLC19,030$891K0.1%-3.9%0.001%
2/18/2025 Inspire Trust Co. N.A.82,000$3.56M0.9%+9.3%0.006%
2/18/2025 Poehling Capital Management INC.51,201$2.22M0.5%+0.6%0.004%
Musk’s real agenda in D.C. (Ad)

In this urgent exposé, you’ll discover… How Elon and Donald Trump are quietly drawing a radical new map of America…

2/18/2025 Elequin Capital LP800$35K0.0%-55.6%0.000%
2/18/2025 Continuum Advisory LLC9,084$394K0.1%+12.1%0.001%
2/18/2025 Lantern Wealth Advisors LLC5,473$237K0.2%+8.1%0.000%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC10,738,289$465.83M0.1%+13.9%0.809%
2/17/2025 USS Investment Management Ltd200,969$8.72M0.1%-56.3%0.015%
2/17/2025 Waverly Advisors LLC78,194$3.39M0.1%+9.1%0.006%
2/17/2025 Woodline Partners LP79,723$3.46M0.0%N/A0.006%
2/17/2025 Vident Advisory LLC56,043$2.43M0.0%-17.5%0.004%
2/17/2025 Westwood Holdings Group Inc.12,491$542K0.0%-9.7%0.001%
2/17/2025 Triglav Skladi D.O.O.230,754$10.01M0.8%N/A0.017%
2/17/2025 Twinbeech Capital LP732,271$31.77M0.5%-13.6%0.055%
2/17/2025 Tidal Investments LLC30,575$1.33M0.0%-51.3%0.002%
2/17/2025 Teza Capital Management LLC56,483$2.45M0.4%+291.0%0.004%
2/17/2025 Toronto Dominion Bank671,437$29.13M0.0%+0.9%0.051%
2/17/2025 Snowden Capital Advisors LLC24,428$1.06M0.0%-4.4%0.002%
2/17/2025 Siemens Fonds Invest GmbH17,947$779K0.0%-9.8%0.001%
2/17/2025 Silvercrest Asset Management Group LLC388,444$16.85M0.1%+1,031.3%0.029%
2/17/2025 Rafferty Asset Management LLC1,053,998$45.72M0.2%-7.8%0.079%
2/17/2025 Raiffeisen Bank International AG13,693$594K0.0%N/A0.001%
2/17/2025 Point72 Asia Singapore Pte. Ltd.39,232$1.70M0.4%N/A0.003%
2/17/2025 Point72 Europe London LLP582,869$25.29M1.5%+154.2%0.044%
2/17/2025 Polar Asset Management Partners Inc.520,000$22.56M0.3%N/A0.039%
2/17/2025 Prana Capital Management LP2,698,994$117.08M5.6%-1.8%0.203%
2/17/2025 ProShare Advisors LLC284,529$12.34M0.0%+10.5%0.021%
2/17/2025 Quadcap Wealth Management LLC27,865$1.21M0.2%-13.3%0.002%
2/17/2025 Quantinno Capital Management LP98,013$4.25M0.0%+34.9%0.007%
2/17/2025 Pathstone Holdings LLC165,836$7.19M0.0%-0.6%0.012%
2/17/2025 Mufg Securities Americas Inc.21,993$954K0.1%N/A0.002%
2/17/2025 MainStreet Investment Advisors LLC8,481$368K0.1%-4.5%0.001%
2/17/2025 Man Group plc649,286$28.17M0.1%+48.5%0.049%
2/17/2025 Nissay Asset Management Corp Japan ADV161,096$7.04M0.0%+0.9%0.012%
2/17/2025 Nomura Holdings Inc.56,845$2.47M0.0%N/A0.004%
2/17/2025 Nearwater Capital Markets Ltd230,044$9.98M0.3%N/A0.017%
2/17/2025 NorthRock Partners LLC14,356$623K0.0%+168.2%0.001%
2/17/2025 Nuveen Asset Management LLC2,838,806$123.15M0.0%-6.0%0.214%
2/17/2025 OMERS ADMINISTRATION Corp55,644$2.41M0.0%+20.2%0.004%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.172,033$7.46M0.0%-11.2%0.013%
2/17/2025 Moore Capital Management LP302,576$13.13M0.2%-28.6%0.023%
2/17/2025 Lazard Asset Management LLC14,316$620K0.0%+101.1%0.001%
2/17/2025 Letko Brosseau & Associates Inc.1,691,761$73.39M1.4%-1.0%0.127%
2/17/2025 Logan Capital Management Inc.190,384$8.26M0.3%+0.7%0.014%
2/17/2025 LRI Investments LLC4,179$181K0.0%-16.5%0.000%
2/17/2025 Laird Norton Wetherby Wealth Management LLC21,888$950K0.0%-2.3%0.002%
2/17/2025 Investment Management Corp of Ontario78,670$3.41M0.1%+77.1%0.006%
2/17/2025 Janus Henderson Group PLC179,859$7.81M0.0%+1.7%0.014%
2/17/2025 Guardian Wealth Advisors LLC NC13,824$600K0.0%-7.2%0.001%
2/17/2025 Focus Partners Wealth142,893$6.20M0.0%-2.4%0.011%
2/17/2025 Fullerton Fund Management Co Ltd.15,298$664K0.0%N/A0.001%
2/17/2025 Eisler Capital Management Ltd.6,671$289K0.0%N/A0.001%
2/17/2025 Ellevest Inc.8,746$379K0.0%-12.3%0.001%
Musk’s real agenda in D.C. (Ad)

In this urgent exposé, you’ll discover… How Elon and Donald Trump are quietly drawing a radical new map of America…

2/17/2025 Ensign Peak Advisors Inc405,809$17.60M0.0%-6.4%0.031%
2/17/2025 Ethic Inc.162,603$7.05M0.1%-3.3%0.012%
2/17/2025 Fiduciary Trust Co13,475$585K0.0%+49.9%0.001%
2/17/2025 Clark Capital Management Group Inc.9,001$390K0.0%+6.2%0.001%
2/17/2025 Deutsche Bank AG5,861,245$254.26M0.1%+22.7%0.442%
2/17/2025 Driehaus Capital Management LLC21,719$942K0.0%+42.4%0.002%
2/17/2025 Colonial Trust Co SC73,413$3.19M0.5%+13.0%0.006%
2/17/2025 CoreCap Advisors LLC1,656$72K0.0%+79.8%0.000%
2/17/2025 Cresset Asset Management LLC211,538$9.13M0.0%-20.7%0.016%
2/17/2025 Crestline Management LP203,309$8.82M0.3%N/A0.015%
(Data available from 1/1/2016 forward)

Remove Ads

TFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TFC shares?

During the previous two years, 1,674 institutional investors and hedge funds held shares of Truist Financial. The most heavily invested institutionals were Vanguard Group Inc. ($5.17B), Capital International Investors ($3.93B), BlackRock Inc. ($2.98B), State Street Corp ($2.65B), Geode Capital Management LLC ($1.21B), Amundi ($1.04B), and Charles Schwab Investment Management Inc. ($757.02M).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 1,418 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: Capital International Investors ($26.16M), Norges Bank ($17.62M), FMR LLC ($13.57M), BlackRock Inc. ($7.65M), Raymond James Financial Inc. ($4.57M), Azora Capital LP ($4.04M), and Assenagon Asset Management S.A. ($3.95M).

How much institutional buying is happening at Truist Financial?

Institutional investors have bought a total of 228,708,911 shares in the last 24 months. This purchase volume represents approximately $8.57B in transactions.

Which Truist Financial major shareholders have been selling company stock?

Of the 1,088 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), Dodge & Cox ($25.69M), Massachusetts Financial Services Co. MA ($13.08M), Wellington Management Group LLP ($11.60M), Boston Partners ($7.02M), Franklin Resources Inc. ($6.97M), and Bank of New York Mellon Corp ($6.88M).

How much institutional selling is happening at Truist Financial?

Institutional investors have sold a total of 244,269,996 shares in the last 24 months. This volume of shares sold represents approximately $8.74B in transactions.



This page (NYSE:TFC) was last updated on 3/27/2025 by MarketBeat.com Staff
From Our Partners