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Truist Financial (TFC) Institutional Ownership

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$47.96 -1.15 (-2.35%)
Closing price 03:59 PM Eastern
Extended Trading
$48.09 +0.13 (+0.28%)
As of 05:38 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 Massive. 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)
1106
Total
Institutional Inflows
(last 12 months)
$7.17B
Number of
Institutional Sellers
(last 12 months)
849
Total
Institutional Outflows
(last 12 months)
$3.62B
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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
5/8/2026 Oslo Pensjonsforsikring AS9,216$424K0.1%N/A0.001%
5/8/2026 Baader Bank Aktiengesellschaft8,585$395K0.0%N/A0.001%
5/8/2026 Andra AP fonden48,718$2.24M0.0%N/A0.004%
5/8/2026 Wilkerson Advisory Group LLC826$38K0.0%+104.0%0.000%
5/8/2026 Glenview Trust Co21,303$979K0.0%-4.1%0.002%
5/8/2026 Cassaday & Co Wealth Management LLC10,017$460K0.0%-3.5%0.001%
5/8/2026 Johnson Financial Group Inc.3,473$160K0.0%-6.1%0.000%
5/8/2026 Commerzbank Aktiengesellschaft FI46,883$2.16M0.0%-31.6%0.004%
5/7/2026 Earned Wealth Advisors LLC4,560$210K0.0%N/A0.000%
5/7/2026 Commonwealth Financial Services LLC6,076$279K0.0%+5.8%0.000%
5/7/2026 Carson Advisory Inc.19,604$901K0.5%-4.8%0.002%
5/7/2026 Meeder Advisory Services Inc.25,629$1.18M0.0%+15.3%0.002%
5/7/2026 Lowe Brockenbrough & Co. Inc.51,670$2.38M0.1%+90.1%0.004%
5/7/2026 Dimensional Fund Advisors LP8,608,268$395.64M0.1%+1.9%0.691%
5/7/2026 Balefire LLC4,620$212K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC34,157$1.57M0.0%+2.8%0.003%
5/7/2026 KBC Group NV217,102$9.98M0.0%-4.2%0.017%
5/7/2026 Tandem Investment Advisors Inc.6,538$301K0.0%N/A0.001%
5/7/2026 SEB Asset Management AB2,700,556$124.14M0.5%N/A0.217%
5/6/2026 Freemont Management S.A.149,800$6.89M1.0%+128.0%0.012%
5/6/2026 Jennison Associates LLC4,024,305$185.00M0.1%+20.1%0.323%
5/6/2026 Aviance Capital Partners LLC13,340$613K0.1%-3.5%0.001%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC13,503$621K0.1%-6.4%0.001%
5/6/2026 German American Bancorp Inc.8,047$370K0.0%N/A0.001%
5/6/2026 California Public Employees Retirement System3,162,378$145.38M0.1%+38.1%0.254%
5/6/2026 Quadrant Private Wealth Management LLC9,043$416K0.1%-15.1%0.001%
5/6/2026 Simon Quick Advisors LLC102,069$4.69M0.2%-5.2%0.008%
5/6/2026 Arcus Capital Partners LLC36,603$1.68M0.6%-2.8%0.003%
5/6/2026 Modera Wealth Management LLC226,430$10.41M0.1%-4.1%0.018%
5/6/2026 Advisortrust Partners LLC24,221$1.11M0.5%+24.7%0.002%
5/6/2026 Assetmark Inc.344,668$15.84M0.0%+12.1%0.028%
5/6/2026 Paradigm Capital Management LLC NV22,000$1.01M0.9%+15.2%0.002%
5/6/2026 Main Street Group LTD1,349$62K0.0%N/A0.000%
5/6/2026 Clearstead Trust LLC1,251$58K0.0%-43.8%0.000%
5/6/2026 Bessemer Group Inc.2,382,131$109.51M0.2%+32.1%0.192%
5/6/2026 Avalon Trust Co10,070$463K0.0%+14.8%0.001%
5/6/2026 SteelPeak Wealth LLC16,106$740K0.0%N/A0.001%
5/6/2026 Allspring Global Investments Holdings LLC63,622$2.97M0.0%-2.3%0.005%
5/6/2026 Prosperity Consulting Group LLC17,080$785K0.0%+3.5%0.001%
5/5/2026 Westover Capital Advisors LLC13,818$635K0.1%+37.9%0.001%
5/5/2026 Wealthfront Advisers LLC277,634$12.76M0.0%+14.8%0.022%
5/5/2026 D.A. Davidson & CO.51,330$2.36M0.0%+18.4%0.004%
5/5/2026 Bank of New York Mellon Corp11,289,721$518.99M0.1%+7.5%0.910%
5/5/2026 Geneos Wealth Management Inc.27,337$1.26M0.0%+55.0%0.002%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.2,000$92K0.0%N/A0.000%
5/5/2026 SouthState Bank Corp21,696$997K0.0%-1.9%0.002%
5/5/2026 Sanctuary Advisors LLC244,044$11.22M0.1%+0.4%0.020%
5/5/2026 BlueChip Wealth Advisors LLC48,780$2.24M1.0%-4.8%0.004%
5/5/2026 Sterling Investment Advisors Ltd.90,356$4.15M0.7%-2.6%0.007%
5/5/2026 Checchi Capital Advisers LLC11,505$529K0.0%+18.7%0.001%
5/5/2026 Nwam LLC9,640$443K0.0%+21.1%0.001%
5/5/2026 Maryland State Retirement & Pension System63,596$2.92M0.1%-1.6%0.005%
5/5/2026 Hillsdale Investment Management Inc.2,500$115K0.0%-37.7%0.000%
5/5/2026 Hartford Funds Management Co LLC12,178$560K0.0%+181.0%0.001%
5/4/2026 Calamos Wealth Management LLC9,245$425K0.0%-13.9%0.001%
5/4/2026 Calamos Advisors LLC9,245$425K0.0%N/A0.001%
5/4/2026 AMG National Trust Bank35,471$1.63M0.0%+0.8%0.003%
5/4/2026 Retirement Planning Group LLC10,653$490K0.0%+2.8%0.001%
5/4/2026 Legacy Capital Group California Inc.13,153$605K0.2%-10.1%0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,453$251K0.0%N/A0.000%
5/4/2026 Bleakley Financial Group LLC56,699$2.61M0.0%-4.3%0.005%
5/4/2026 State of Michigan Retirement System360,543$16.57M0.1%-1.4%0.029%
5/4/2026 Principal Financial Group Inc.1,401,234$64.42M0.0%-0.7%0.113%
5/4/2026 Chicago Partners Investment Group LLC9,485$483K0.0%+13.0%0.001%
5/4/2026 Y.D. More Investments Ltd2,648$122K0.0%-20.3%0.000%
5/4/2026 J. Safra Sarasin Holding AG16,965$779K0.0%-20.7%0.001%
5/4/2026 Applied Finance Capital Management LLC20,342$935K0.1%-1.6%0.002%
5/4/2026 Tradewinds LLC.40,618$2.07M0.8%+2.1%0.003%
5/4/2026 Procyon Advisors LLC25,420$1.17M0.0%-30.6%0.002%
5/2/2026 Global Assets Advisory LLC3,088$142K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC15,290$714K0.0%-9.2%0.001%
5/2/2026 Anchor Investment Management LLC62,873$2.89M0.2%-1.8%0.005%
5/2/2026 Castleview Partners LLC9,442$434K0.2%-4.1%0.001%
5/2/2026 Associated Banc Corp124,112$5.71M0.2%-1.6%0.010%
5/2/2026 United Bank59,586$2.74M0.9%-2.9%0.005%
5/2/2026 Diversify Wealth Management LLC5,412$274K0.0%N/A0.000%
5/2/2026 Gables Capital Management Inc.1,850$85K0.0%-9.9%0.000%
5/1/2026 180 Wealth Advisors LLC4,621$212K0.0%+8.5%0.000%
5/1/2026 Welch & Forbes LLC19,990$919K0.0%-2.5%0.002%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS294,083$13.52M0.1%-1.2%0.024%
5/1/2026 Riverview Trust Co1,296$60K0.1%-16.3%0.000%
5/1/2026 Cullinan Associates Inc.55,435$2.55M0.2%-3.5%0.004%
5/1/2026 Citizens Financial Group Inc. RI12,057$554K0.0%-26.2%0.001%
5/1/2026 Fifth Third Bancorp436,355$20.06M0.0%+531.8%0.035%
5/1/2026 Glass Wealth Management Co LLC77,345$3.56M1.4%+1.4%0.006%
5/1/2026 Rossmore Private Capital13,717$631K0.1%-2.5%0.001%
5/1/2026 WealthShield Partners LLC23,138$1.06M0.1%-11.4%0.002%
5/1/2026 Simplicity Wealth LLC13,838$636K0.0%+16.9%0.001%
5/1/2026 Candriam S.C.A.135,726$6.24M0.0%+8.0%0.011%
5/1/2026 Conning Inc.5,323$245K0.0%-15.2%0.000%
5/1/2026 Sequoia Financial Advisors LLC69,896$3.21M0.0%+7.3%0.006%
5/1/2026 Independence Bank of Kentucky26,528$1.22M0.2%-2.5%0.002%
5/1/2026 KLCM Advisors Inc.353,458$16.25M1.4%+6.0%0.028%
5/1/2026 Kornitzer Capital Management Inc. KS715,659$32.90M0.7%+0.6%0.058%
5/1/2026 Manning & Napier Advisors LLC152,960$7.03M0.1%-6.9%0.012%
4/30/2026 Equitable Trust Co.95,575$4.39M0.2%-17.9%0.008%
4/30/2026 Elevated Capital Advisors LLC19,134$880K0.2%+12.7%0.002%
4/30/2026 Griffin Asset Management Inc.97,188$4.47M0.5%-7.4%0.008%
4/30/2026 Ibex Wealth Advisors193,653$8.90M0.8%+6.1%0.016%
4/30/2026 Kestra Advisory Services LLC226,060$10.39M0.0%-0.3%0.018%


TFC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,761 institutional investors and hedge funds held shares of Truist Financial. The most heavily invested institutionals were Vanguard Group Inc. ($5.89B), Capital International Investors ($5.33B), State Street Corp ($2.92B), Victory Capital Management Inc. ($1.57B), Geode Capital Management LLC ($1.42B), Morgan Stanley ($1.03B), and Charles Schwab Investment Management Inc. ($865.06M).Learn more on Truist Financial's institutional investors.

71.28% of Truist Financial's stock is owned by institutional investors. Learn more on TFC's institutional investor holdings.

Of the 1,507 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: Norges Bank ($30.83M), Capital International Investors ($25.41M), Auto Owners Insurance Co ($14.16M), Wellington Management Group LLP ($11.81M), Victory Capital Management Inc. ($8.50M), FMR LLC ($5.94M), and Assenagon Asset Management S.A. ($5.53M).

Institutional investors have bought a total of 155,415,661 shares in the last 24 months. This purchase volume represents approximately $7.17B in transactions.

Of the 849 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: Amundi ($21.72M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($3.67M), Assenagon Asset Management S.A. ($3.25M), State Street Corp ($2.37M), Barclays PLC ($2.36M), Jennison Associates LLC ($2.36M), and Laurel Wealth Advisors LLC ($2.29M).

Institutional investors have sold a total of 81,122,394 shares in the last 24 months. This volume of shares sold represents approximately $3.62B in transactions.



This page (NYSE:TFC) was last updated on 5/11/2026 by MarketBeat.com Staff.
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