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Truist Financial (TFC) Institutional Ownership

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$44.86 +0.14 (+0.30%)
As of 10:54 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)
1000
Total
Institutional Inflows
(last 12 months)
$5.21B
Number of
Institutional Sellers
(last 12 months)
794
Total
Institutional Outflows
(last 12 months)
$3.70B
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Skip Chart & View Institutional Buying and Selling Data

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
7/21/2025NTV Asset Management LLC169,701$7.30M0.9%-1.9%0.013%
7/21/2025Hennessy Advisors Inc.36,500$1.57M0.1%+12.3%0.003%
7/21/2025QRG Capital Management Inc.107,154$4.61M0.0%-37.0%0.008%
7/21/2025ZWJ Investment Counsel Inc.43,299$1.86M0.1%-4.8%0.003%
7/21/2025Keystone Financial Group Inc.21,283$942K0.6%+1.3%0.002%
7/21/2025Stock Yards Bank & Trust Co.52,230$2.25M0.1%-6.6%0.004%
7/21/2025Ascent Group LLC21,317$916K0.0%-3.2%0.002%
7/21/2025New Century Financial Group LLC27,969$1.20M1.4%+3.6%0.002%
7/21/2025Ameritas Advisory Services LLC4,222$182K0.0%N/A0.000%
7/21/2025Abundance Wealth Counselors45,886$1.97M0.4%+1.6%0.004%
7/21/2025Greenwood Capital Associates LLC22,742$978K0.1%-4.2%0.002%
7/21/2025 Abacus Planning Group Inc.7,823$336K0.0%-5.1%0.001%
7/21/2025Crews Bank & Trust34,744$1.49M0.2%-10.5%0.003%
7/21/2025Hilltop National Bank12,626$543K0.1%N/A0.001%
7/21/2025Mirae Asset Global Investments Co. Ltd.163,325$7.02M0.0%+4.6%0.012%
7/21/2025Patriot Financial Group Insurance Agency LLC24,674$1.06M0.1%+52.1%0.002%
7/21/2025J. Safra Sarasin Holding AG17,918$770K0.0%-56.0%0.001%
7/21/2025Lecap Asset Management Ltd.10,958$471K0.2%+30.2%0.001%
7/21/2025Kennebec Savings Bank9,516$409K0.4%-4.5%0.001%
7/21/2025ASR Vermogensbeheer N.V.106,783$4.59M0.1%+4.8%0.008%
7/18/2025 Montgomery Investment Management Inc.319,741$13.75M5.3%-3.7%0.024%
7/18/2025 Naples Global Advisors LLC16,471$708K0.1%+14.2%0.001%
7/18/2025 Consolidated Planning Corp5,488$236K0.0%N/A0.000%
7/18/2025 Robeco Institutional Asset Management B.V.278,697$11.98M0.0%-28.0%0.021%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.437,087$18.79M1.3%+0.3%0.033%
7/18/2025 BSW Wealth Partners10,630$457K0.1%-4.1%0.001%
7/18/2025 Newman Dignan & Sheerar Inc.7,968$343K0.1%-14.5%0.001%
7/18/2025 SOA Wealth Advisors LLC.2,079$89K0.0%-27.3%0.000%
7/18/2025 Trust Co. of Vermont29,976$1.29M0.1%+1.0%0.002%
7/18/2025 Loudon Investment Management LLC124,821$5.37M3.0%-0.4%0.010%
7/18/2025 Marino Stram & Associates LLC14,728$633K0.1%-33.4%0.001%
7/18/2025 Community Bank & Trust Waco Texas17,142$737K0.2%+3.9%0.001%
7/18/2025 OLD Point Trust & Financial Services N A153,450$6.60M2.6%-5.1%0.012%
7/18/2025 PFG Investments LLC16,688$717K0.0%+21.0%0.001%
7/18/2025 Truist Financial Corp4,373,735$188.03M0.3%-4.6%0.334%
7/17/2025 Chicago Capital LLC4,762$205K0.0%N/A0.000%
7/17/2025 Trivium Point Advisory LLC7,618$327K0.0%-19.3%0.001%
7/17/2025 Park Place Capital Corp9,029$399K0.1%-5.8%0.001%
7/17/2025 Greenleaf Trust13,047$561K0.0%-15.3%0.001%
7/17/2025 XML Financial LLC89,479$3.85M0.3%-2.5%0.007%
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7/17/2025 Capital Investment Advisors LLC43,493$1.87M0.0%-4.6%0.003%
7/17/2025 Sterling Investment Advisors Ltd.96,326$4.14M0.9%-4.9%0.007%
7/17/2025 Raleigh Capital Management Inc.35,430$1.52M0.6%+3.9%0.003%
7/17/2025 HB Wealth Management LLC118,765$5.11M0.0%-13.3%0.009%
7/17/2025 Janney Montgomery Scott LLC982,866$42.25M0.1%+1.7%0.075%
7/17/2025 Venture Visionary Partners LLC100,632$4.33M0.2%+41.1%0.008%
7/17/2025 Smith Chas P & Associates PA Cpas24,027$1.03M0.1%+1.2%0.002%
7/17/2025 Oakworth Capital Inc.20,722$891K0.1%-3.8%0.002%
7/17/2025 Fee Only Financial Planning L.C.15,371$661K0.4%+2.2%0.001%
7/17/2025 GC Wealth Management RIA LLC13,408$576K0.0%N/A0.001%
7/17/2025 V Square Quantitative Management LLC27,531$1.18M0.2%-5.7%0.002%
7/17/2025 Sound Income Strategies LLC5,146$221K0.0%+17.8%0.000%
7/17/2025 Genesis Private Wealth LLC6,098$262K0.1%+15.1%0.000%
7/17/2025 First County Bank CT 16,391$705K0.4%-7.2%0.001%
7/17/2025 Independence Bank of Kentucky33,075$1.42M0.2%-12.1%0.003%
7/17/2025 Smith Salley Wealth Management20,967$901K0.1%+102.6%0.002%
7/17/2025 San Luis Wealth Advisors LLC35,174$1.51M0.3%+190.1%0.003%
7/17/2025 Patton Albertson Miller Group LLC24,860$1.07M0.1%+4.1%0.002%
7/17/2025 Sonora Investment Management Group LLC357,388$15.36M1.1%+4.5%0.027%
7/17/2025 Fort Washington Investment Advisors Inc. OH1,140,991$49.05M0.3%+1.6%0.087%
7/17/2025 Guyasuta Investment Advisors Inc.11,767$506K0.0%N/A0.001%
7/17/2025 Financial Partners Group LLC45,982$1.98M0.7%+29.9%0.004%
7/17/2025 Avior Wealth Management LLC19,934$857K0.0%-2.2%0.002%
7/17/2025 Hengehold Capital Management LLC83,407$3.59M0.3%+1.0%0.006%
7/17/2025 KG&L Capital Management LLC19,509$839K0.2%-23.7%0.001%
7/17/2025 LVW Advisors LLC9,426$405K0.0%-24.3%0.001%
7/16/2025 Signaturefd LLC37,675$1.62M0.0%-21.8%0.003%
7/16/2025 First American Bank30,543$1.31M0.1%-36.6%0.002%
7/16/2025 Paragon Capital Management Ltd5,274$227K0.0%-26.6%0.000%
7/16/2025 Augustine Asset Management Inc.5,218$224K0.1%-10.6%0.000%
7/16/2025 State of Alaska Department of Revenue147,083$6.32M0.1%-4.6%0.011%
7/16/2025 Old Port Advisors20,556$884K0.2%+303.7%0.002%
7/16/2025 Patton Fund Management Inc.5,846$251K0.2%N/A0.000%
7/16/2025 Southern Capital Advisors LLC48,446$2.08M1.1%+2.7%0.004%
7/16/2025 Congress Asset Management Co.18,848$810K0.0%-35.7%0.001%
7/16/2025 Hartford Investment Management Co.78,438$3.37M0.1%-1.9%0.006%
7/16/2025 Colton Groome Financial Advisors LLC4,846$208K0.1%N/A0.000%
7/16/2025 Register Financial Advisors LLC20,610$886K0.4%+12.0%0.002%
7/16/2025 Dakota Wealth Management64,125$2.76M0.1%-51.9%0.005%
7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH4,048$174K0.0%-96.1%0.000%
7/16/2025 Perigon Wealth Management LLC10,314$443K0.0%-3.5%0.001%
7/16/2025 Octavia Wealth Advisors LLC33,619$1.45M0.2%-14.6%0.003%
7/16/2025 Castleview Partners LLC6,066$261K0.2%+7.0%0.000%
7/15/2025 First City Capital Management Inc.14,346$617K0.4%+9.3%0.001%
7/15/2025 North Star Investment Management Corp.11,342$488K0.0%-18.1%0.001%
7/15/2025 TD Private Client Wealth LLC76,543$3.29M0.1%-2.6%0.006%
7/15/2025 Foster Victor Wealth Advisors LLC62,087$2.80M0.2%+0.4%0.005%
7/15/2025 Public Employees Retirement System of Ohio534,371$22.97M0.1%-2.7%0.041%
7/15/2025 Ballentine Partners LLC31,482$1.35M0.0%+8.5%0.002%
7/15/2025 Cigna Investments Inc. New12,794$550K0.1%-5.1%0.001%
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7/15/2025 BCS Wealth Management29,869$1.28M0.3%+3.3%0.002%
7/15/2025 Norden Group LLC5,206$224K0.0%-21.7%0.000%
7/15/2025 Accurate Wealth Management LLC8,266$376K0.1%+7.6%0.001%
7/15/2025 Fifth Third Bancorp65,651$2.82M0.0%-43.8%0.005%
7/15/2025 Waycross Partners LLC9,525$409K0.0%N/A0.001%
7/15/2025 AM Investment Strategies LLC87,078$3.74M0.9%+1.8%0.007%
7/15/2025 Revisor Wealth Management LLC13,459$612K0.2%N/A0.001%
7/15/2025 Cardinal 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%
(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, 1,654 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 1,397 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 122,401,589 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 793 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 Legal & General Group Plc ($1.92M).

How much institutional selling is happening at Truist Financial?

Institutional investors have sold a total of 86,921,349 shares in the last 24 months. This volume of shares sold represents approximately $3.70B in transactions.



This page (NYSE:TFC) was last updated on 7/22/2025 by MarketBeat.com Staff
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