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Truist Financial (TFC) Institutional Ownership

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$36.49 +0.31 (+0.85%)
Closing price 03:59 PM Eastern
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$36.78 +0.30 (+0.82%)
As of 07:47 PM 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)
936
Total
Institutional Inflows
(last 12 months)
$4.66B
Number of
Institutional Sellers
(last 12 months)
744
Total
Institutional Outflows
(last 12 months)
$3.57B
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TFC Institutional Buying and Selling by Quarter

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Truist Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Davis Investment Partners LLC29,617$1.22M0.5%-4.7%0.002%
4/15/2025Greenwood Capital Associates LLC23,742$977K0.1%-3.2%0.002%
4/15/2025First United Bank & Trust7,696$317K0.1%+171.2%0.001%
4/15/2025Fifth Third Bancorp116,831$4.81M0.0%-2.6%0.009%
4/15/2025Simon Quick Advisors LLC7,470$307K0.0%+36.7%0.001%
4/15/2025Arvest Investments Inc.41,223$1.70M0.3%+18.7%0.003%
4/15/2025Coerente Capital Management308,734$12.70M2.5%+2.7%0.024%
4/15/2025Alpha Omega Wealth Management LLC161,032$6.63M1.3%-5.5%0.012%
4/15/2025McKinley Carter Wealth Services Inc.19,657$809K0.0%+1.6%0.002%
4/15/2025Laurel Wealth Advisors LLC55,338$2.28M0.4%-0.9%0.004%
4/15/2025My Legacy Advisors LLC15,485$637K0.2%+15.9%0.001%
4/15/2025Rowlandmiller & PARTNERS.ADV194,678$8.01M1.7%-1.9%0.015%
4/15/2025Assenagon Asset Management S.A.2,661,895$109.54M0.2%+610.8%0.204%
4/15/2025Integrated Advisors Network LLC57,264$2.36M0.1%+806.6%0.004%
4/15/2025Handelsbanken Fonder AB328,093$13.50M0.1%+0.5%0.025%
4/15/2025SG Americas Securities LLC692,672$28.50M0.1%+51.6%0.053%
4/15/2025Ibex Wealth Advisors176,762$7.27M1.0%+0.6%0.014%
4/15/2025Sonora Investment Management Group LLC342,018$14.07M1.1%+2.0%0.026%
4/15/2025Livforsakringsbolaget Skandia Omsesidigt8,766$361K0.0%-21.5%0.001%
4/15/2025Accurate Wealth Management LLC7,682$316K0.1%+9.8%0.001%
4/15/2025West Paces Advisors Inc.25,811$1.06M0.2%+2,337.3%0.002%
4/15/2025 GAMMA Investing LLC28,101$1.16M0.1%+7.9%0.002%
4/15/2025Wealthcare Advisory Partners LLC230,704$9.49M0.3%-9.0%0.018%
4/14/2025 Yousif Capital Management LLC181,357$7.46M0.1%-0.6%0.014%
4/14/2025 Octavia Wealth Advisors LLC39,360$1.62M0.2%-10.4%0.003%
4/14/2025 Midland Wealth Advisors LLC13,493$555K0.0%-15.8%0.001%
4/14/2025 International Private Wealth Advisors LLC9,796$403K0.4%+11.8%0.001%
4/14/2025 Tounjian Advisory Partners LLC33,744$1.39M0.3%N/A0.003%
4/14/2025 Pallas Capital Advisors LLC10,856$447K0.0%+18.5%0.001%
4/14/2025 Farther Finance Advisors LLC20,464$839K0.0%+42.3%0.002%
4/14/2025 Daymark Wealth Partners LLC6,125$252K0.0%-15.3%0.000%
4/14/2025 NewSquare Capital LLC20,997$864K0.1%+2.3%0.002%
4/14/2025 Selective Wealth Management Inc.7,295$300K0.1%-14.6%0.001%
4/14/2025 Toth Financial Advisory Corp9,197$378K0.0%+16.8%0.001%
4/14/2025 Wesbanco Bank Inc.75,171$3.09M0.1%-18.2%0.006%
4/14/2025 First Citizens Bank & Trust Co.107,525$4.43M0.1%+0.3%0.008%
4/14/2025 Capital Investment Advisors LLC45,581$1.88M0.0%+15.6%0.003%
4/14/2025 Disciplined Equity Management Inc.47,010$1.93M1.3%-3.3%0.004%
4/14/2025 Park Avenue Securities LLC51,161$2.11M0.0%+12.8%0.004%
4/14/2025 OLD National Bancorp IN253,117$10.42M0.3%-0.9%0.019%
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4/14/2025 Professional Advisory Services Inc.443,667$18.26M2.6%+3.7%0.034%
4/14/2025 Wynn Capital LLC8,174$336K0.2%N/A0.001%
4/14/2025 KMG Fiduciary Partners LLC47,639$1.96M0.2%+21.0%0.004%
4/14/2025 Griffith & Werner Inc.119,622$4.92M3.1%+15.4%0.009%
4/14/2025 ARS Wealth Advisors Group LLC6,372$262K0.0%-4.2%0.000%
4/14/2025 Patriot Financial Group Insurance Agency LLC16,218$667K0.1%+2.5%0.001%
4/14/2025 Wedmont Private Capital11,162$459K0.0%-9.6%0.001%
4/14/2025 UMB Bank n.a.38,208$1.57M0.0%-77.7%0.003%
4/11/2025 First City Capital Management Inc.13,122$540K0.3%-13.1%0.001%
4/11/2025 Godsey & Gibb Inc.459,451$18.91M1.9%-0.4%0.035%
4/11/2025 Gateway Investment Advisers LLC4,989$205K0.0%N/A0.000%
4/11/2025 Independence Bank of Kentucky37,611$1.55M0.2%-4.0%0.003%
4/11/2025 Congress Asset Management Co.29,303$1.21M0.0%-8.3%0.002%
4/11/2025 Pines Wealth Management LLC16,300$671K0.3%-2.8%0.001%
4/11/2025 SeaCrest Wealth Management LLC48,231$1.99M0.2%+2.2%0.004%
4/11/2025 Procyon Advisors LLC24,473$917K0.1%+50.4%0.002%
4/11/2025 Avity Investment Management Inc.289,106$11.90M1.0%+3.0%0.022%
4/11/2025 Curat Global LLC2,443$101K0.1%N/A0.000%
4/10/2025 Chesley Taft & Associates LLC124,161$5.11M0.2%-0.3%0.010%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,828$75K0.0%-38.3%0.000%
4/10/2025 Naples Global Advisors LLC14,420$593K0.1%+3.4%0.001%
4/10/2025 HF Advisory Group LLC40,096$1.65M0.7%+14.2%0.003%
4/10/2025 Wealth Alliance Advisory Group LLC12,624$519K0.1%-3.0%0.001%
4/10/2025 Financial Management Professionals Inc.11,017$453K0.1%+3.0%0.001%
4/10/2025 Apella Capital LLC7,301$277K0.0%N/A0.001%
4/10/2025 Triangle Securities Wealth Management50,801$2.09M0.5%-10.1%0.004%
4/10/2025 Hennion & Walsh Asset Management Inc.35,683$1.47M0.1%+10.9%0.003%
4/10/2025 Viking Fund Management LLC3,000$123K0.0%N/A0.000%
4/10/2025 Bridge Creek Capital Management LLC113,591$4.67M1.5%-2.9%0.009%
4/10/2025 Whipplewood Advisors LLC7,115$291K0.1%-4.5%0.001%
4/9/2025 Bank & Trust Co25,655$1.06M0.9%+15.1%0.002%
4/9/2025 Sentry Investment Management LLC4,387$181K0.1%N/A0.000%
4/9/2025 RFG Advisory LLC22,354$920K0.0%-2.6%0.002%
4/9/2025 Capital Asset Advisory Services LLC20,206$840K0.0%-2.5%0.002%
4/9/2025 Fulton Bank N.A.60,884$2.51M0.1%-0.5%0.005%
4/9/2025 Merit Financial Group LLC51,203$2.11M0.0%+31.3%0.004%
4/9/2025 Lbmc Investment Advisors LLC8,098$333K0.0%-3.8%0.001%
4/9/2025 Harbor Investment Advisory LLC1,796$74K0.0%+1,271.0%0.000%
4/9/2025 LVW Advisors LLC12,447$512K0.1%-16.1%0.001%
4/9/2025 NBC Securities Inc.37,916$1.56M0.1%+114,797.0%0.003%
4/9/2025 Enterprise Bank & Trust Co5,051$208K0.1%N/A0.000%
4/9/2025 Fiduciary Alliance LLC98,554$4.06M0.4%+1.0%0.008%
4/9/2025 Future Financial Wealth Managment LLC4,700$193K0.1%-11.3%0.000%
4/9/2025 Douglas Lane & Associates LLC1,257,157$51.73M0.8%-1.6%0.096%
4/9/2025 Wright Investors Service Inc.10,606$436K0.1%-8.9%0.001%
4/9/2025 Iowa State Bank91,416$3.76M0.8%+1.8%0.007%
4/9/2025 Czech National Bank302,250$12.44M0.1%+5.0%0.023%
4/9/2025 Hardin Capital Partners LLC55,617$2.29M1.4%-0.9%0.004%
4/9/2025 Legacy Wealth Asset Management LLC16,316$671K0.2%-2.6%0.001%
4/8/2025 Rhumbline Advisers2,554,642$105.12M0.1%+3.9%0.196%
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4/8/2025 Fifth Third Wealth Advisors LLC24,977$1.03M0.1%+13.0%0.002%
4/8/2025 Beese Fulmer Investment Management Inc.16,587$683K0.1%+1.9%0.001%
4/8/2025 Rothschild Investment LLC10,666$439K0.0%-95.7%0.001%
4/8/2025 Welch Group LLC1,254,371$50.75M2.2%+0.6%0.096%
4/8/2025 Parallel Advisors LLC10,394$428K0.0%-5.5%0.001%
4/7/2025 First County Bank CT 17,663$727K0.4%-2.5%0.001%
4/7/2025 Tompkins Financial Corp7,662$315K0.0%+41.6%0.001%
4/7/2025 GAMMA Investing LLC1,156,356$47.58M0.0%+4,340.7%0.089%
4/7/2025 AdvisorNet Financial Inc2,630$108K0.0%-15.5%0.000%
4/7/2025 Eastover Investment Advisors LLC13,481$555K0.3%-21.0%0.001%
(Data available from 1/1/2016 forward)

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TFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TFC shares?

During the previous two years, 1,664 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 1,415 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), Assenagon Asset Management S.A. ($6.24M), Raymond James Financial Inc. ($4.57M), and Azora Capital LP ($4.04M).

How much institutional buying is happening at Truist Financial?

Institutional investors have bought a total of 230,287,253 shares in the last 24 months. This purchase volume represents approximately $8.65B 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 244,542,026 shares in the last 24 months. This volume of shares sold represents approximately $8.75B in transactions.


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This page (NYSE:TFC) was last updated on 4/15/2025 by MarketBeat.com Staff
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