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Truist Financial (TFC) Institutional Ownership

Truist Financial logo
$51.98 -0.33 (-0.64%)
Closing price 07/30/2026 03:59 PM Eastern
Extended Trading
$51.98 +0.00 (+0.01%)
As of 04:00 AM 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.
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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)
1028
Total
Institutional Inflows
(last 12 months)
$6.60B
Number of
Institutional Sellers
(last 12 months)
794
Total
Institutional Outflows
(last 12 months)
$3.35B
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TFC Institutional Buying and Selling by Quarter

Truist Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/21/2026 Merit Financial Group LLC98,933$4.93M0.0%+10.9%0.008%
7/18/2026 Intergy Private Wealth LLC4,464$222K0.1%N/A0.000%
7/18/2026 Diversified Trust Co.169,518$8.45M0.1%+1.0%0.014%
7/18/2026 Cary Street Partners Financial LLC73,624$3.67M0.1%-1.8%0.006%
7/18/2026 SLT Holdings LLC9,000$448K0.3%-19.4%0.001%
7/18/2026 Fort Washington Investment Advisors Inc. OH1,077,481$53.68M0.3%-0.2%0.086%
7/18/2026 Merit Financial Group LLC98,933$4.93M0.0%+10.9%0.008%
7/17/2026 Farther Finance Advisors LLC58,090$2.90M0.0%+14.1%0.005%
7/17/2026 Ballentine Partners LLC32,416$1.62M0.0%-13.1%0.003%
7/17/2026 Fifth Third Wealth Advisors LLC73,959$3.69M0.1%-3.5%0.006%
7/17/2026 Mcrae Capital Management Inc.336,720$16.78M3.3%-2.0%0.027%
7/17/2026 Cary Street Partners Investment Advisory LLC7,243$361K0.1%-6.5%0.001%
7/17/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS275,181$13.71M0.1%-6.4%0.022%
7/17/2026 Arvest Investments Inc.35,338$1.76M0.2%-2.1%0.003%
7/17/2026 Cidel Asset Management Inc.14,423$719K0.0%+2.0%0.001%
7/17/2026 Sequoia Financial Advisors LLC73,813$3.68M0.0%+5.6%0.006%
7/17/2026 San Luis Wealth Advisors LLC39,213$1.95M0.3%-9.4%0.003%
7/17/2026 Second Half Financial Partners LLC4,229$211K0.1%N/A0.000%
7/17/2026 Crossmark Global Holdings Inc.67,749$3.38M0.0%+0.4%0.005%
7/16/2026 Patriot Financial Group Insurance Agency LLC20,970$1.05M0.1%-61.1%0.002%
7/16/2026 CHICAGO TRUST Co NA11,732$584K0.1%+8.1%0.001%
7/16/2026 Hengehold Capital Management LLC88,180$4.39M0.3%+0.3%0.007%
7/16/2026 Certified Advisory Corp23,577$1.18M0.1%-1.1%0.002%
7/16/2026 ARS Wealth Advisors Group LLC9,108$454K0.0%+36.6%0.001%
7/16/2026 Hoxton Planning & Management LLC9,005$449K0.1%-28.0%0.001%
7/16/2026 Linden Thomas Advisory Services LLC30,579$1.52M0.1%+2.7%0.002%
7/16/2026 Jamison Private Wealth Management Inc.149,028$7.43M0.7%+1.5%0.012%
7/16/2026 Aaron Wealth Advisors LLC15,744$784K0.0%-5.4%0.001%
7/16/2026 Folger Nolan Fleming Douglas Capital Management Inc.7,598$379K0.0%-2.6%0.001%
7/16/2026 Montgomery Investment Management Inc.317,013$15.79M4.8%-0.4%0.025%
7/16/2026 Montecito Bank & Trust4,573$228K0.0%N/A0.000%
7/16/2026 Prospera Financial Services Inc30,475$1.52M0.0%-9.4%0.002%
7/16/2026 Reliant Investment Management LLC4,760$237K0.1%N/A0.000%
7/16/2026 Waddell & Associates LLC7,281$363K0.0%+5.2%0.001%
7/16/2026 Canada Post Corp Registered Pension Plan72,161$3.60M0.1%-18.0%0.006%
7/16/2026 Hartford Investment Management Co.68,503$3.41M0.1%-3.6%0.005%
7/15/2026 Cerro Pacific Wealth Advisors LLC15,503$772K0.2%+2.7%0.001%
7/15/2026 Keudell Morrison Wealth Management6,722$335K0.1%-35.9%0.001%
7/15/2026 Brookstone Capital Management96,656$4.82M0.0%-68.3%0.008%
7/15/2026 Wealth Enhancement Advisory Services LLC606,292$31.33M0.1%+1.4%0.049%
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7/15/2026 Salem Investment Counselors Inc.151,238$7.54M0.2%-44.6%0.012%
7/15/2026 Signature Estate & Investment Advisors LLC10,932$545K0.0%-7.8%0.001%
7/15/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,994$249K0.0%-8.4%0.000%
7/15/2026 Comprehensive Financial Consultants Institutional Inc.25,218$1.26M0.3%+10.7%0.002%
7/15/2026 Accurate Wealth Management LLC21,690$1.12M0.1%+8.2%0.002%
7/15/2026 XY Planning Network Inc.5,726$285K0.0%N/A0.000%
7/15/2026 QRG Capital Management Inc.164,849$8.21M0.1%+8.5%0.013%
7/15/2026 B. Riley Wealth Advisors Inc.4,330$219K0.0%N/A0.000%
7/15/2026 Triangle Securities Wealth Management16,081$801K0.2%-17.6%0.001%
7/15/2026 Octavia Wealth Advisors LLC18,442$919K0.1%-35.3%0.001%
7/14/2026 Trust Asset Management LLC14,157$705K0.0%-4.0%0.001%
7/14/2026 Sompo Asset Management Co. Ltd.93,005$4.63M0.8%+3.6%0.007%
7/14/2026 CWA Asset Management Group LLC49,666$2.47M0.1%+0.9%0.004%
7/14/2026 LRI Investments LLC3,993$199K0.0%-8.6%0.000%
7/14/2026 Thompson Investment Management Inc.11,976$597K0.1%-14.3%0.001%
7/14/2026 Y Intercept Hong Kong Ltd47,537$2.37M0.0%-76.6%0.004%
7/14/2026 Drucker Wealth 3.0 LLC28,412$1.42M0.2%-4.2%0.002%
7/13/2026 Centennial Wealth Advisory LLC14,102$703K0.2%-19.3%0.001%
7/13/2026 V. M. Manning & CO. Inc.5,944$296K0.3%N/A0.000%
7/13/2026 Red Door Wealth Management LLC4,291$214K0.0%N/A0.000%
7/13/2026 Allen Mooney & Barnes Investment Advisors LLC18,933$943K0.1%-34.7%0.002%
7/13/2026 Viking Fund Management LLC12,000$598K0.1%+50.0%0.001%
7/13/2026 DAVENPORT & Co LLC481,587$24.00M0.1%-6.7%0.039%
7/13/2026 Godsey & Gibb Inc.490,908$24.46M2.0%+0.9%0.039%
7/13/2026 Independence Bank of Kentucky26,149$1.30M0.1%-1.4%0.002%
7/12/2026 Ballast Inc.48,831$2.43M0.5%+23.2%0.004%
7/10/2026 Bank & Trust Co32,403$1.61M1.0%+2.0%0.003%
7/10/2026 Investors Research Corp38,150$1.90M0.3%-1.0%0.003%
7/10/2026 Whitener Capital Management Inc.115,450$5.75M1.2%-4.3%0.009%
7/10/2026 Tema ETFs LLC24,875$1.24M0.0%+10.3%0.002%
7/10/2026 E. Ohman J or Asset Management AB34,671$1.73M0.0%+11.9%0.003%
7/10/2026 Handelsbanken Fonder AB347,578$17.32M0.0%+7.8%0.028%
7/10/2026 City 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%
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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%


TFC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,745 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 1,474 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 140,850,404 shares in the last 24 months. This purchase volume represents approximately $6.60B in transactions.

Of the 791 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 74,202,887 shares in the last 24 months. This volume of shares sold represents approximately $3.35B in transactions.


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This page (NYSE:TFC) was last updated on 7/31/2026 by MarketBeat.com Staff.
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