Truist Financial (TFC) Institutional Ownership

$38.17
+0.20 (+0.53%)
(As of 04:10 PM ET)

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

Current
Institutional Ownership
Percentage
71.28%
Number of
Institutional Buyers
(last 12 months)
939
Total
Institutional Inflows
(last 12 months)
$3.98B
Number of
Institutional Sellers
(last 12 months)
741
Total
Institutional Outflows
(last 12 months)
$5.23B
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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
4/26/2024Yousif Capital Management LLC194,686$7.59M0.1%-1.1%0.015%
4/26/2024YHB Investment Advisors Inc.1,447$56K0.0%N/A0.000%
4/26/2024ZWJ Investment Counsel Inc.44,111$1.72M0.1%-8.0%0.003%
4/26/2024First National Trust Co209,225$8.16M0.3%+116.8%0.016%
4/26/2024McKinley Carter Wealth Services Inc.22,738$886K0.1%+187.7%0.002%
4/26/2024SYSTM Wealth Solutions LLC8,677$338K0.0%-20.4%0.001%
4/26/2024Sumitomo Life Insurance Co.17,812$694K0.0%-5.3%0.001%
4/26/2024TI Trust Inc.8,330$325K0.2%N/A0.001%
4/26/2024KG&L Capital Management LLC24,919$971K0.4%-7.5%0.002%
4/26/2024Verdence Capital Advisors LLC109,276$4.26M0.4%+23.1%0.008%
4/26/2024Checchi Capital Advisers LLC10,836$422K0.0%+11.6%0.001%
4/26/2024Tritonpoint Wealth LLC7,979$344K0.0%-15.7%0.001%
4/26/2024Bogart Wealth LLC116,694$4.55M0.2%-48.0%0.009%
4/25/2024New York State Teachers Retirement System1,190,897$46.42M0.1%-10.0%0.089%
4/25/2024Bank of New York Mellon Corp8,233,063$320.93M0.1%-26.7%0.617%
4/25/2024Equitable Trust Co.68,255$2.66M0.2%+29.0%0.005%
4/25/2024Smith Chas P & Associates PA Cpas26,906$1.05M0.1%+20.9%0.002%
4/25/2024Capital Investment Advisory Services LLC254,462$9.92M1.1%-7.4%0.019%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 239,479$9.34M0.0%+2.0%0.018%
4/25/2024MTM Investment Management LLC9,182$358K0.1%-22.9%0.001%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund282,154$11.00M0.1%+1.7%0.021%
4/25/2024Whalen Wealth Management Inc.6,331$247K0.2%+4.8%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.360,576$14.06M0.1%-4.5%0.027%
4/24/2024 Private Trust Co. NA17,687$689K0.1%+4.0%0.001%
4/24/2024 Leavell Investment Management Inc.22,206$866K0.0%-6.9%0.002%
4/24/2024 Patton Albertson Miller Group LLC29,329$1.14M0.2%+6.0%0.002%
4/24/2024 CENTRAL TRUST Co8,122$317K0.0%-3.3%0.001%
4/24/2024 V Square Quantitative Management LLC28,047$1.09M0.2%+23.9%0.002%
4/24/2024 Diamant Asset Management Inc.36,511$1.42M1.0%-7.8%0.003%
4/24/2024 Newbridge Financial Services Group Inc.1,790$70K0.0%+19.3%0.000%
4/24/2024 Premier Path Wealth Partners LLC11,831$461K0.1%+7.0%0.001%
4/24/2024 Dakota Wealth Management100,563$3.92M0.1%-11.4%0.008%
4/24/2024 Simplicity Wealth LLC33,698$1.31M0.0%N/A0.003%
4/24/2024 NBT Bank N A NY11,613$453K0.0%-4.4%0.001%
4/24/2024 Spire Wealth Management36,707$1.43M0.1%+26.3%0.003%
4/24/2024 Essex Financial Services Inc.14,826$578K0.1%-4.5%0.001%
4/24/2024 Assenagon Asset Management S.A.733,606$28.60M0.1%+5.9%0.055%
4/23/2024 Godsey & Gibb Inc.447,087$17.43M1.8%+5.5%0.033%
4/23/2024 Iowa State Bank91,739$3.58M0.8%+59.2%0.007%
4/23/2024Busey Bank16,989$662K0.0%-8.8%0.001%
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4/23/2024 BSW Wealth Partners10,974$428K0.1%-10.2%0.001%
4/23/2024 Eads & Heald Wealth Management5,967$233K0.1%N/A0.000%
4/23/2024 Global Retirement Partners LLC40,380$1.57M0.1%+9.8%0.003%
4/23/2024 LaFleur & Godfrey LLC102,552$4.00M0.6%-1.0%0.008%
4/23/2024 Louisiana State Employees Retirement System77,600$3.03M0.1%-3.7%0.006%
4/23/2024 Venturi Wealth Management LLC9,142$356K0.0%+23.7%0.001%
4/23/2024 Oak Harbor Wealth Partners LLC38,861$1.52M0.5%-1.6%0.003%
4/23/2024 Amalgamated Bank275,456$10.74M0.1%-15.5%0.021%
4/23/2024 Gradient Investments LLC2,197$86K0.0%-24.2%0.000%
4/23/2024 New Mexico Educational Retirement Board67,188$2.62M0.1%-3.0%0.005%
4/23/2024 Sugarloaf Wealth Management LLC5,572$217K0.0%-22.4%0.000%
4/23/2024 Fifth Third Bancorp96,762$3.77M0.0%+27.7%0.007%
4/23/2024 Wesbanco Bank Inc.129,868$5.06M0.2%-3.3%0.010%
4/23/2024 Principle Wealth Partners LLC63,771$2.49M0.2%+0.9%0.005%
4/23/2024 Strategic Blueprint LLC14,819$578K0.0%+3.9%0.001%
4/23/2024 Hunter Perkins Capital Management LLC246,406$9.61M2.0%-7.5%0.018%
4/23/2024 Accurate Wealth Management LLC6,266$231K0.1%N/A0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.613,522$23.92M0.0%-5.8%0.046%
4/23/2024 Stonegate Investment Group LLC6,193$241K0.0%-15.3%0.000%
4/22/2024 Nicholas Hoffman & Company LLC.61,510$2.40M0.1%-3.1%0.005%
4/22/2024 Harbour Trust & Investment Management Co6,192$241K0.0%-8.8%0.000%
4/22/2024 HF Advisory Group LLC10,555$411K0.2%N/A0.001%
4/22/2024 PFG Investments LLC14,784$576K0.0%+135.6%0.001%
4/22/2024 Raymond James & Associates3,709,998$144.62M0.1%+1.9%0.278%
4/22/2024 Signature Wealth Management Group86,948$3.20M1.4%+5.9%0.007%
4/22/2024 MBL Wealth LLC18,244$711K0.1%-43.1%0.001%
4/22/2024 Accordant Advisory Group Inc1,488$58K0.0%N/A0.000%
4/22/2024 Professional Advisory Services Inc.572,900$22.33M3.0%+2.0%0.043%
4/22/2024 Strategic Advisors LLC15,600$608K0.1%-26.8%0.001%
4/19/2024 FORVIS Wealth Advisors LLC26,239$1.02M0.0%-15.9%0.002%
4/19/2024 American National Bank & Trust Co. VA11,137$434K0.1%N/A0.001%
4/19/2024 First Trust Direct Indexing L.P.39,923$1.56M0.1%+33.3%0.003%
4/19/2024 Arcus Capital Partners LLC35,526$1.39M0.4%-16.3%0.003%
4/19/2024 Norden Group LLC60,320$2.35M0.0%N/A0.005%
4/19/2024 Arvest Investments Inc.44,150$1.72M0.3%+1.2%0.003%
4/19/2024 Meadow Creek Wealth Advisors LLC17,327$675K0.5%-3.3%0.001%
4/19/2024 United Capital Management of KS Inc.107,839$4.20M1.0%+3.8%0.008%
4/19/2024 IVC Wealth Advisors LLC50,461$1.97M1.1%-3.1%0.004%
4/19/2024 State of Alaska Department of Revenue144,723$5.64M0.1%+0.5%0.011%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.3,200,675$124.76M0.1%-0.8%0.240%
4/19/2024 Hedeker Wealth LLC103,364$4.03M1.2%+22.4%0.008%
4/18/2024 Plimoth Trust Co. LLC22,948$895K0.2%-7.2%0.002%
4/18/2024 SeaCrest Wealth Management LLC47,961$1.87M0.2%-1.5%0.004%
4/18/2024 State of Michigan Retirement System394,343$15.37M0.1%+0.1%0.030%
4/18/2024 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH40,682$1.59M0.1%+1,312.1%0.003%
4/18/2024 Applied Capital LLC FL30,704$1.20M1.0%+4.9%0.002%
4/18/2024 Farmers & Merchants Investments Inc.20,030$781K0.0%-33.9%0.002%
4/18/2024 Cullinan Associates Inc.150,548$5.87M0.3%-2.3%0.011%
4/18/2024 tru Independence LLC132,895$5.18M1.5%-0.8%0.010%
4/18/2024 Allspring Global Investments Holdings LLC71,483$2.79M0.0%-3.8%0.005%
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4/18/2024 Park Place Capital Corp15,468$603K0.2%-8.1%0.001%
4/18/2024 Diversified Trust Co178,623$6.96M0.2%-2.7%0.013%
4/18/2024 Aviance Capital Partners LLC8,505$332K0.0%N/A0.001%
4/18/2024 LVW Advisors LLC21,662$844K0.1%+25.4%0.002%
4/18/2024 Mayfair Advisory Group LLC16,442$641K0.5%+13.0%0.001%
4/18/2024 SteelPeak Wealth LLC224,380$8.75M0.4%+3.6%0.017%
4/18/2024 Financial Partners Group LLC37,593$1.47M0.6%-6.1%0.003%
4/17/2024 Fiduciary Alliance LLC83,650$3.21M0.6%-1.0%0.006%
4/17/2024 Cornerstone Wealth Group LLC117,402$4.58M0.4%+2.0%0.009%
4/17/2024 Annapolis Financial Services LLC690$27K0.0%-81.4%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, 1,613 institutional investors and hedge funds held shares of Truist Financial. The most heavily invested institutionals were Arete Wealth Advisors LLC ($553.31B), Vanguard Group Inc. ($3.36B), BlackRock Inc. ($2.98B), State Street Corp ($1.82B), Amundi ($847.67M), Geode Capital Management LLC ($740.54M), and Dodge & Cox ($696.01M).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 1,423 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: BlackRock Inc. ($11.85M), Norges Bank ($8.34M), FMR LLC ($7.90M), Diamond Hill Capital Management Inc. ($6.68M), Federated Hermes Inc. ($6.50M), Amundi ($5.50M), and American Century Companies Inc. ($4.89M).

How much institutional buying is happening at Truist Financial?

Institutional investors have bought a total of 210,327,996 shares in the last 24 months. This purchase volume represents approximately $8.17B in transactions.

Which Truist Financial major shareholders have been selling company stock?

Of the 1,063 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), Boston Partners ($12.41M), Wellington Management Group LLP ($11.74M), Massachusetts Financial Services Co. MA ($11.08M), Bahl & Gaynor Inc. ($8.39M), Bank of New York Mellon Corp ($7.42M), and Barclays PLC ($7.40M).

How much institutional selling is happening at Truist Financial?

Institutional investors have sold a total of 235,521,570 shares in the last 24 months. This volume of shares sold represents approximately $8.77B in transactions.


This page (NYSE:TFC) was last updated on 4/26/2024 by MarketBeat.com Staff

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