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Truist Financial (TFC) Institutional Ownership

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$51.71 +0.34 (+0.67%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$51.24 -0.47 (-0.92%)
As of 07/10/2026 06:08 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)
1073
Total
Institutional Inflows
(last 12 months)
$6.64B
Number of
Institutional Sellers
(last 12 months)
830
Total
Institutional Outflows
(last 12 months)
$3.38B
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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
7/10/2026Bank & Trust Co32,403$1.61M1.0%+2.0%0.003%
7/10/2026Investors Research Corp38,150$1.90M0.3%-1.0%0.003%
7/10/2026Whitener Capital Management Inc.115,450$5.75M1.2%-4.3%0.009%
7/10/2026Tema ETFs LLC24,875$1.24M0.0%+10.3%0.002%
7/10/2026E. Ohman J or Asset Management AB34,671$1.73M0.0%+11.9%0.003%
7/10/2026Handelsbanken Fonder AB347,578$17.32M0.0%+7.8%0.028%
7/10/2026City Holding Co.12,353$615K0.1%-26.8%0.001%
7/10/2026 Alliance Private Wealth LLC21,066$1.05M0.4%-5.0%0.002%
7/10/2026 Fulton Bank N.A.40,506$2.02M0.1%-38.5%0.003%
7/10/2026 Wealthcare Advisory Partners LLC185,123$9.22M0.2%-4.5%0.015%
7/9/2026 First Bank & Trust69,208$3.45M0.5%+4.8%0.006%
7/9/2026 Centurion Wealth Management LLC9,544$475K0.1%-35.8%0.001%
7/9/2026 Franklin Street Advisors Inc. NC37,253$1.86M0.1%+129.1%0.003%
7/9/2026 Focus Financial Network Inc.10,026$499K0.0%N/A0.001%
7/9/2026 Legacy Wealth Asset Management LLC16,157$805K0.2%-3.7%0.001%
7/9/2026 HF Advisory Group LLC67,468$3.36M1.0%+8.4%0.005%
7/9/2026 Everhart Financial Group Inc.5,782$288K0.0%-9.2%0.000%
7/9/2026 Avity Investment Management Inc.291,697$14.53M0.9%-2.4%0.023%
7/9/2026 Hennion & Walsh Asset Management Inc.71,082$3.54M0.1%-2.4%0.006%
7/9/2026 Lexington Hill Partners LLC4,361$217K0.1%-13.2%0.000%
7/8/2026 Chesley Taft & Associates LLC113,140$5.64M0.2%-1.9%0.009%
7/8/2026 Trust Point Inc.9,751$486K0.0%+3.8%0.001%
7/8/2026 Professional Advisory Services Inc.383,037$19.08M2.3%-7.2%0.031%
7/8/2026 Community Trust & Investment Co.26,586$1.33M0.1%+7.9%0.002%
7/8/2026 Elevation Wealth Partners LLC892$44K0.0%+44.6%0.000%
7/8/2026 Czech National Bank354,625$17.67M0.1%+3.1%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab225,951$11.26M0.1%+0.9%0.018%
7/8/2026 Assenagon Asset Management S.A.3,007,121$149.82M0.2%+187.8%0.241%
7/8/2026 Apella Capital LLC43,030$2.21M0.0%+0.5%0.003%
7/7/2026 180 Wealth Advisors LLC4,369$218K0.0%-5.5%0.000%
7/7/2026 Trust Asset Management LLC14,157$705K0.0%-4.0%0.001%
7/7/2026 Balefire LLC4,880$243K0.0%+5.6%0.000%
7/7/2026 Graves Light Lenhart Wealth Inc.51,009$2.54M0.2%-0.8%0.004%
7/7/2026 GAMMA Investing LLC49,748$2.48M0.1%+7.4%0.004%
7/7/2026 Avior Wealth Management LLC9,569$477K0.0%-56.2%0.001%
7/7/2026 Canandaigua National Bank & Trust Co.8,308$414K0.0%N/A0.001%
7/6/2026 Boltwood Capital Management4,310$215K0.0%N/A0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB55,545$2.77M0.1%-1.2%0.004%
7/2/2026 Versant Capital Management Inc6,246$311K0.0%+93.9%0.001%
7/2/2026 Hilltop National Bank13,066$651K0.1%-6.8%0.001%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

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7/2/2026 CX Institutional12,788$637K0.0%+2.8%0.001%
7/1/2026 Trust Co of the South31,844$1.59M0.2%-1.4%0.003%
6/24/2026Basecamp Wealth Advisors LLC6,487$298K0.1%-5.4%0.001%
6/22/2026 Sapient Capital LLC5,946$273K0.0%-6.1%0.000%
6/18/2026Western Wealth Management LLC3,808$175K0.0%-10.7%0.000%
6/18/2026Pacer Advisors Inc.63,288$2.91M0.0%-51.0%0.005%
6/8/2026Farmers National Bank48,476$2.23M0.5%-8.6%0.004%
6/3/2026Parallel Advisors LLC34,157$1.57M0.0%+2.8%0.003%
6/3/2026NewEdge Advisors LLC227,070$10.44M0.0%-2.0%0.018%
6/1/2026Keel Point LLC15,676$721K0.0%+8.2%0.001%
5/28/2026Carlson Capital L.P.44,600$2.05M0.6%N/A0.004%
5/26/2026Glenmede Trust Co. NA57,199$2.63M0.0%+20.3%0.005%
5/26/2026Summit Financial Wealth Advisors LLC6,572$302K0.0%+6.3%0.001%
5/22/2026Groupama Asset Managment7,480$344K0.0%-40.8%0.001%
5/21/2026CTC Alternative Strategies Ltd.14,905$685K1.6%N/A0.001%
5/21/2026Groupe la Francaise90,895$4.18M0.1%+11.8%0.007%
5/20/2026Norris Financial Group LLC36,177$1.66M0.5%N/A0.003%
5/19/2026Western Wealth Management LLC3,808$175K0.0%-10.7%0.000%
5/19/2026Orographic Financial Advisors LLC4,404$202K0.1%N/A0.000%
5/19/2026Paragon Private Wealth Management LLC17,438$802K0.3%+12.8%0.001%
5/19/2026Royal Fund Management LLC40,443$1.86M0.2%-1.1%0.003%
5/19/2026Bank of America Corp DE37,921,435$1.74B0.1%-1.3%3.044%
5/19/2026Janus Henderson Group PLC149,844$6.89M0.0%-4.8%0.012%
5/19/2026Centaurus Financial Inc.10,255$471K0.0%+4.5%0.001%
5/19/2026Oddo BHF Asset Management Sas25,961$1.19M0.0%+5.7%0.002%
5/19/2026Bull Harbor Capital LLC5,528$254K0.1%N/A0.000%
5/19/2026Strategic Investment Advisors MI22,282$1.02M0.1%N/A0.002%
5/19/2026Arkadios Wealth Advisors88,707$4.08M0.1%-1.3%0.007%
5/19/2026South Dakota Investment Council280,082$12.88M0.2%-0.4%0.022%
5/19/2026IFS Group LLC7,004$322K0.3%N/A0.001%
5/18/2026Sunbelt Securities Inc.3,758$173K0.0%+18.7%0.000%
5/18/2026Amundi4,413,228$202.88M0.1%-0.8%0.354%
5/18/2026EverSource Wealth Advisors LLC17,023$783K0.0%+7.5%0.001%
5/18/2026California State Teachers Retirement System2,025,032$93.09M0.1%-2.5%0.163%
5/18/2026Regal Partners Ltd1,194,516$54.91M3.0%+30.1%0.096%
5/18/2026Rhino Investment Partners Inc128,091$5.89M1.6%-75.9%0.010%
5/18/2026Empowered Funds LLC93,863$4.32M0.0%+91.8%0.008%
5/18/2026Evercore Wealth Management LLC10,723$493K0.0%-9.7%0.001%
5/16/2026The Manufacturers Life Insurance Company 975,926$44.86M0.0%-7.4%0.078%
5/16/2026Socorro Asset Management LP104,287$4.79M2.2%-9.3%0.008%
5/16/2026Quantinno Capital Management LP676,958$31.12M0.1%+41.0%0.054%
5/16/2026SummitTX Capital L.P.16,835$774K0.0%+223.7%0.001%
5/16/2026Lazard Asset Management LLC555,652$25.54M0.0%+385.4%0.045%
5/15/2026Gateway Wealth Partners LLC8,773$403K0.0%N/A0.001%
5/15/2026OMERS ADMINISTRATION Corp110,170$5.07M0.0%+22.7%0.009%
5/15/2026Lombard Odier Asset Management Switzerland SA28,206$1.30M0.0%+120.3%0.002%
5/15/2026Waverly Advisors LLC196,487$9.03M0.1%+2.0%0.016%
5/15/2026Wealth Alliance LLC30,039$1.38M0.1%-27.0%0.002%
5/15/2026Epoch Investment Partners Inc.1,240,988$57.05M0.3%+0.4%0.100%
5/15/2026Entropy Technologies LP200,623$9.22M0.4%-7.6%0.016%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
5/14/2026Healthcare of Ontario Pension Plan Trust Fund1,819,295$83.63M0.1%+6.8%0.146%
5/14/2026Dai ichi Life Insurance Company Ltd39,650$1.82M0.1%-20.1%0.003%
5/14/2026Gamco Investors INC. ET AL4,973$229K0.0%-5.7%0.000%
5/14/2026Hilltop Holdings Inc.16,297$749K0.1%-45.3%0.001%
5/14/2026Morningstar Investment Management LLC47,479$2.18M0.1%+9.4%0.004%
5/14/2026GC Wealth Management RIA LLC6,067$279K0.0%-22.7%0.000%
5/14/2026Public Employees Retirement System of Ohio529,308$24.33M0.1%-1.2%0.042%
5/14/2026Compound Planning Inc.24,880$1.14M0.0%-2.3%0.002%
5/14/2026Klingman & Associates LLC13,891$639K0.0%+1.9%0.001%
5/14/2026Modern Wealth Management LLC15,767$736K0.0%+169.3%0.001%


TFC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,760 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), Bank of America Corp DE ($1.74B), Victory Capital Management Inc. ($1.57B), Geode Capital Management LLC ($1.42B), and Morgan Stanley ($1.03B).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 1,501 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 ($19.77M), Auto Owners Insurance Co ($14.16M), Wellington Management Group LLP ($11.81M), Victory Capital Management Inc. ($8.50M), Assenagon Asset Management S.A. ($7.50M), and FMR LLC ($5.94M).

Institutional investors have bought a total of 141,705,984 shares in the last 24 months. This purchase volume represents approximately $6.64B in transactions.

Of the 827 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 ($21.75M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($3.30M), 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 75,072,968 shares in the last 24 months. This volume of shares sold represents approximately $3.38B in transactions.



This page (NYSE:TFC) was last updated on 7/11/2026 by MarketBeat.com Staff.
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