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Truist Financial (TFC) Institutional Ownership

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$38.37 -0.39 (-1.01%)
As of 04/30/2025 03:59 PM Eastern

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

Current
Institutional Ownership
Percentage
71.28%
Number of
Institutional Buyers
(last 12 months)
947
Total
Institutional Inflows
(last 12 months)
$4.65B
Number of
Institutional Sellers
(last 12 months)
744
Total
Institutional Outflows
(last 12 months)
$3.49B
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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
4/30/2025State of Michigan Retirement System383,643$15.79M0.1%-0.9%0.029%
4/30/2025Cerity Partners LLC532,506$21.91M0.0%-3.0%0.041%
4/30/2025Arcus Capital Partners LLC36,722$1.51M0.6%+3.4%0.003%
4/30/2025Code Waechter LLC8,874$365K0.3%N/A0.001%
4/30/2025Alps Advisors Inc.595,813$24.52M0.1%+12.6%0.046%
4/30/2025Allworth Financial LP38,981$1.48M0.0%-7.0%0.003%
4/30/2025Adapt Wealth Advisors LLC20,456$842K0.4%+78.9%0.002%
4/30/2025Rock Point Advisors LLC5,475$225K0.1%-6.8%0.000%
4/30/2025MainStreet Investment Advisors LLC7,384$304K0.0%-12.9%0.001%
4/30/2025Leavell Investment Management Inc.20,169$830K0.0%-2.3%0.002%
4/30/2025Nisa Investment Advisors LLC454,492$18.70M0.1%+4.0%0.035%
4/30/2025Moloney Securities Asset Management LLC51,567$2.12M0.3%-24.3%0.004%
4/30/2025LBP AM SA160,248$6.59M0.1%-4.0%0.012%
4/30/2025Axxcess Wealth Management LLC92,066$3.79M0.1%+13.6%0.007%
4/30/2025New Mexico Educational Retirement Board62,088$2.56M0.1%-2.8%0.005%
4/30/2025Linden Thomas Advisory Services LLC26,827$1.10M0.1%+1.4%0.002%
4/30/2025Greenleaf Trust15,397$634K0.0%+12.4%0.001%
4/30/2025Optimum Investment Advisors1,153$47K0.0%-31.0%0.000%
4/30/2025DekaBank Deutsche Girozentrale559,188$22.32M0.0%-2.3%0.043%
4/30/2025Personal CFO Solutions LLC7,119$293K0.1%-5.2%0.001%
4/30/2025Partners in Financial Planning14,808$609K0.1%+8.2%0.001%
4/30/2025M&T Bank Corp170,853$7.03M0.0%-5.7%0.013%
4/30/2025Stratos Wealth Partners LTD.57,286$2.36M0.0%-5.3%0.004%
4/30/2025NTV Asset Management LLC172,936$7.12M0.9%-2.1%0.013%
4/30/2025Brown Advisory Inc.268,011$11.03M0.0%-2.8%0.021%
4/30/2025Crossmark Global Holdings Inc.60,285$2.48M0.0%-2.1%0.005%
4/29/2025 Centennial Bank AR 741$30K0.0%+360.2%0.000%
4/29/2025 U.S. Capital Wealth Advisors LLC18,225$750K0.0%+114.7%0.001%
4/29/2025 Raleigh Capital Management Inc.34,116$1.40M0.6%-2.7%0.003%
4/29/2025 YANKCOM Partnership13,822$569K0.3%-2.2%0.001%
4/29/2025 TD Private Client Wealth LLC78,564$3.23M0.1%+3.4%0.006%
4/29/2025 Envestnet Asset Management Inc.3,434,797$141.34M0.0%+1.8%0.263%
4/29/2025 Penserra Capital Management LLC12,119$497K0.0%-23.7%0.001%
4/29/2025 Chilton Capital Management LLC1,500$62K0.0%-38.8%0.000%
4/29/2025 Tradewinds LLC.41,053$1.69M0.5%-1.1%0.003%
4/29/2025 Argentarii LLC34,754$1.43M0.7%+5.7%0.003%
4/29/2025 Sierra Ocean LLC899$37K0.0%+64.4%0.000%
4/29/2025 Burke & Herbert Bank & Trust Co.21,003$864K0.2%-12.0%0.002%
4/29/2025 Novare Capital Management LLC52,593$2.16M0.2%-25.7%0.004%
4/29/2025 Concurrent Investment Advisors LLC144,105$5.93M0.1%+8.9%0.011%
Donald Trump is about to free crypto from its chains … (Ad)

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4/29/2025 Simmons Bank58,152$2.39M0.2%+3.2%0.004%
4/29/2025 HM Payson & Co.16,499$679K0.0%+11.1%0.001%
4/29/2025 Bank of New York Mellon Corp8,400,488$345.68M0.1%-1.0%0.644%
4/29/2025 World Investment Advisors23,586$971K0.0%-4.5%0.002%
4/29/2025 Wayfinding Financial LLC1,722$70K0.0%N/A0.000%
4/29/2025 Truist Financial Corp4,583,686$188.62M0.3%+0.5%0.351%
4/29/2025 Capital Investment Advisory Services LLC99,538$4.10M0.4%-60.3%0.008%
4/29/2025 Impax Asset Management Group plc26,596$1.09M0.0%+3.6%0.002%
4/29/2025 Argyle Capital Management LLC46,966$1.93M0.7%+1.5%0.004%
4/29/2025 Strategic Blueprint LLC15,234$627K0.0%+5.8%0.001%
4/29/2025 Brookstone Capital Management286,750$11.80M0.2%+4.0%0.022%
4/29/2025 Kintegral Advisory LLC25,822$1.06M0.2%-32.9%0.002%
4/29/2025 Global Wealth Management Investment Advisory Inc.89,660$3.69M0.7%+9.6%0.007%
4/29/2025 Huntleigh Advisors Inc.23,183$954K0.2%+2.1%0.002%
4/29/2025 Deroy & Devereaux Private Investment Counsel Inc.700,155$28.81M1.7%+17.7%0.054%
4/29/2025 IFM Investors Pty Ltd279,413$11.95M0.1%+10.0%0.021%
4/29/2025 OneDigital Investment Advisors LLC38,039$1.57M0.0%+12.2%0.003%
4/29/2025 Silver Oak Securities Incorporated15,421$624K0.1%+6.3%0.001%
4/29/2025 Aviance Capital Partners LLC12,939$532K0.1%+10.8%0.001%
4/29/2025 Conning Inc.9,892$407K0.0%+55.5%0.001%
4/29/2025 Checchi Capital Advisers LLC13,356$550K0.0%+2.7%0.001%
4/28/2025 D.A. Davidson & CO.31,900$1.31M0.0%+2.2%0.002%
4/28/2025 Principal Financial Group Inc.1,466,471$60.35M0.0%-1.3%0.112%
4/28/2025 Mutual Advisors LLC43,319$1.63M0.0%+18.7%0.003%
4/28/2025 Tandem Investment Advisors Inc.18,998$782K0.0%-24.0%0.001%
4/28/2025 Oregon Public Employees Retirement Fund113,075$4.65M0.1%-0.6%0.009%
4/28/2025 ZWJ Investment Counsel Inc.45,463$1.87M0.1%-2.1%0.003%
4/28/2025 Capital Investment Counsel Inc53,225$2.19M0.3%-12.9%0.004%
4/28/2025 Teacher Retirement System of Texas255,744$10.52M0.0%+223.8%0.020%
4/28/2025 First Horizon Advisors Inc.17,466$719K0.0%+2.0%0.001%
4/28/2025 Private Trust Co. NA15,205$626K0.1%+8.4%0.001%
4/28/2025 Pinnacle Financial Partners Inc134,363$5.53M0.1%+55.1%0.010%
4/28/2025 American Capital Advisory LLC4,476$184K0.1%-8.2%0.000%
4/28/2025 Kanawha Capital Management LLC261,745$10.77M0.8%+0.5%0.020%
4/28/2025 Aaron Wealth Advisors LLC8,691$358K0.0%+12.7%0.001%
4/28/2025 First Bank & Trust58,218$2.40M0.5%-1.3%0.004%
4/28/2025 Keybank National Association OH96,474$3.97M0.0%+2.6%0.007%
4/28/2025 Rossby Financial LCC1,130$43K0.0%N/A0.000%
4/28/2025 DAVENPORT & Co LLC483,422$19.89M0.1%-1.6%0.037%
4/28/2025 Summit Trail Advisors LLC22,742$936K0.0%+26.1%0.002%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd195,475$8.04M0.1%+1.1%0.015%
4/28/2025 BLB&B Advisors LLC11,040$454K0.0%+4.0%0.001%
4/28/2025 Vontobel Holding Ltd.17,813$733K0.0%-15.5%0.001%
4/28/2025 Salomon & Ludwin LLC21,739$895K0.1%-1.3%0.002%
4/25/2025 Mather Group LLC.6,452$266K0.0%+17.9%0.000%
4/25/2025 Alta Advisers Ltd6,350$261K0.1%N/A0.000%
4/25/2025 Smith Salley Wealth Management10,347$426K0.0%+10.9%0.001%
4/25/2025 Koshinski Asset Management Inc.12,122$499K0.0%+12.0%0.001%
4/25/2025 J.Safra Asset Management Corp5,266$217K0.0%+20.6%0.000%
4/25/2025 WASHINGTON TRUST Co1,641$68K0.0%-55.3%0.000%
Donald Trump is about to free crypto from its chains … (Ad)

Sure enough, Bitcoin took off on the exact day Juan said it would. It's up more than 40% since the election … surpassing $100,000 on Dec. 8 .… Now Juan believes it could hit $150,000 … or higher in 2025.

There's another coin he thinks could do even better.
4/25/2025 Argent Advisors Inc.41,585$1.71M0.6%+1.0%0.003%
4/25/2025 Arbor Investment Advisors LLC5,730$236K0.0%+24.0%0.000%
4/25/2025 Canandaigua National Trust Co of Florida21,210$873K0.8%+6.3%0.002%
4/25/2025 New Wave Wealth Advisors LLC5,063$208K0.1%-18.1%0.000%
4/25/2025 Eads & Heald Wealth Management15,654$644K0.3%-12.7%0.001%
4/25/2025 New York State Teachers Retirement System909,918$37.44M0.1%-10.4%0.070%
4/25/2025 Amalgamated Bank257,702$10.60M0.1%+1.1%0.020%
4/25/2025 BankPlus Wealth Management LLC7,910$325K0.2%+7.2%0.001%
4/25/2025 Augustine Asset Management Inc.5,839$240K0.1%+9.8%0.000%
4/25/2025 Stonebridge Financial Group LLC9,789$403K0.0%-4.2%0.001%
(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, 1,653 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 1,405 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 228,586,877 shares in the last 24 months. This purchase volume represents approximately $8.60B in transactions.

Which Truist Financial major shareholders have been selling company stock?

Of the 1,069 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), Bank of New York Mellon Corp ($6.97M), and Franklin Resources Inc. ($6.97M).

How much institutional selling is happening at Truist Financial?

Institutional investors have sold a total of 241,539,921 shares in the last 24 months. This volume of shares sold represents approximately $8.67B in transactions.



This page (NYSE:TFC) was last updated on 5/1/2025 by MarketBeat.com Staff
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