Truist Financial (TFC) Institutional Ownership

$44.44

+0.33 (+0.75%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 71.28%
Number of Institutional Buyers (last 12 months): 867
Total Institutional Inflows (last 12 months): $2.95B

Number of Institutional Sellers (last 12 months): 711
Total Institutional Outflows (last 12 months): $3.69B

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TFC Institutional Buying and Selling by Quarter

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Truist Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Conning Inc.	7,789	$303K	0.0%	+4.3%	0.001%
7/26/2024	Simmons Bank	9,408	$366K	0.0%	+17.5%	0.001%
7/26/2024	WealthShield Partners LLC	26,740	$1.04M	0.2%	-12.8%	0.002%
7/26/2024	Checchi Capital Advisers LLC	11,363	$441K	0.0%	+4.9%	0.001%
7/26/2024	Patriot Financial Group Insurance Agency LLC	14,339	$557K	0.1%	+2.0%	0.001%
7/26/2024	Atomi Financial Group Inc.	12,114	$471K	0.0%	+36.6%	0.001%
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7/26/2024	Cambridge Investment Research Advisors Inc.	354,123	$13.76M	0.1%	-1.8%	0.026%
7/26/2024	Summit Securities Group LLC	2,700	$105K	0.0%	+58.8%	0.000%
7/26/2024	Signature Estate & Investment Advisors LLC	16,483	$640K	0.0%	+138.7%	0.001%
7/26/2024	State of Michigan Retirement System	392,543	$15.25M	0.1%	-0.5%	0.029%
7/26/2024	Hyman Charles D	99,991	$3.89M	0.2%	-4.2%	0.007%
7/26/2024	St. Johns Investment Management Company LLC	36,999	$1.44M	0.7%	+1.8%	0.003%
7/26/2024	Alpha Omega Wealth Management LLC	179,684	$6.98M	1.3%	+0.6%	0.013%
7/26/2024	Bailard Inc.	48,074	$1.87M	0.1%	+1.1%	0.004%
7/26/2024	Verdence Capital Advisors LLC	102,810	$3.99M	0.4%	-5.9%	0.008%
7/26/2024	Bank of New York Mellon Corp	8,134,739	$316.04M	0.1%	-1.2%	0.608%
7/26/2024	Catalyst Financial Partners LLC	6,485	$252K	0.1%	N/A	0.000%
7/26/2024	Bristlecone Advisors LLC	8,683	$337K	0.0%	-9.6%	0.001%
7/26/2024	Salomon & Ludwin LLC	22,652	$880K	0.1%	-26.6%	0.002%
7/26/2024	Patten Group Inc.	37,947	$1.47M	0.3%	-4.9%	0.003%
7/25/2024	Hills Bank & Trust Co	44,880	$1.74M	0.1%	+4.5%	0.003%
7/25/2024	Raymond James Trust N.A.	145,217	$5.64M	0.1%	-0.3%	0.011%
7/25/2024	Highland Capital Management LLC	189,566	$7.37M	0.4%	-11.6%	0.014%
7/25/2024	AMG National Trust Bank	157,301	$6.11M	0.2%	+0.9%	0.012%
7/25/2024	Yeomans Consulting Group Inc.	6,585	$256K	0.1%	+11.9%	0.000%
7/25/2024	Southern Capital Advisors LLC	5,178	$201K	0.1%	N/A	0.000%
7/25/2024	Kanawha Capital Management LLC	264,964	$10.29M	0.8%	+1.6%	0.020%
7/25/2024	Mn Services Vermogensbeheer B.V.	524,100	$20.36M	0.1%	-2.8%	0.039%
7/25/2024	Schwartz Investment Counsel Inc.	1,086,795	$42.22M	1.6%	+1.3%	0.081%
7/25/2024	Atlantic Union Bankshares Corp	51,455	$2.00M	0.1%	+25.1%	0.004%
7/24/2024	LRI Investments LLC	2,784	$108K	0.0%	+2,959.3%	0.000%
7/24/2024	Colton Groome Financial Advisors LLC	7,280	$283K	0.1%	N/A	0.001%
7/24/2024	EdgeRock Capital LLC	3,245	$126K	0.1%	N/A	0.000%
7/24/2024	Family Firm Inc.	4,723	$184K	0.0%	N/A	0.000%
7/24/2024	Keynote Financial Services LLC	5,203	$202K	0.2%	N/A	0.000%
7/24/2024	Tower Bridge Advisors	17,290	$672K	0.1%	-81.5%	0.001%
7/24/2024	Grove Bank & Trust	2,010	$78K	0.0%	-40.8%	0.000%
7/24/2024	Retirement Systems of Alabama	1,163,250	$45.19M	0.2%	+4.5%	0.087%
7/24/2024	Horizon Bancorp Inc. IN	5,727	$222K	0.1%	+19.5%	0.000%
7/24/2024	Premier Path Wealth Partners LLC	13,869	$539K	0.1%	+17.2%	0.001%
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7/24/2024	Mcrae Capital Management Inc.	281,029	$10.92M	2.5%	+1.6%	0.021%
7/24/2024	Secure Asset Management LLC	8,904	$346K	0.1%	-7.3%	0.001%
7/24/2024	Cornerstone Wealth Group LLC	120,893	$4.70M	0.4%	+3.0%	0.009%
7/24/2024	New York State Teachers Retirement System	1,112,501	$43.22M	0.1%	-6.6%	0.083%
7/24/2024	My Legacy Advisors LLC	9,933	$386K	0.1%	N/A	0.001%
7/24/2024	Unique Wealth Strategies LLC	3,747	$146K	0.1%	N/A	0.000%
7/24/2024	Louisiana State Employees Retirement System	75,700	$2.94M	0.1%	-2.4%	0.006%
7/24/2024	&PARTNERS	83,190	$3.23M	0.1%	+190.3%	0.006%
7/23/2024	Hennessy Advisors Inc.	22,000	$855K	0.0%	+46.7%	0.002%
7/23/2024	LaFleur & Godfrey LLC	102,290	$3.97M	0.6%	-0.3%	0.008%
7/23/2024	Plimoth Trust Co. LLC	22,202	$863K	0.2%	-3.3%	0.002%
7/23/2024	Griffin Asset Management Inc.	112,701	$4.38M	0.5%	-3.1%	0.008%
7/23/2024	Harbour Trust & Investment Management Co	5,289	$205K	0.0%	-14.6%	0.000%
7/23/2024	United Bank	73,824	$2.87M	1.4%	+2.6%	0.006%
7/23/2024	Eads & Heald Wealth Management	7,972	$310K	0.1%	+33.6%	0.001%
7/23/2024	Xcel Wealth Management LLC	6,639	$258K	0.1%	-18.4%	0.000%
7/23/2024	Iowa State Bank	96,518	$3.75M	0.8%	+5.2%	0.007%
7/23/2024	Busey Bank	16,489	$641K	0.0%	-2.9%	0.001%
7/23/2024	KG&L Capital Management LLC	22,929	$891K	0.3%	-8.0%	0.002%
7/23/2024	Fifth Third Wealth Advisors LLC	15,104	$587K	0.0%	N/A	0.001%
7/23/2024	MFA Wealth Advisors LLC	767	$30K	0.0%	N/A	0.000%
7/23/2024	XML Financial LLC	100,071	$3.89M	0.4%	-2.3%	0.007%
7/22/2024	Atria Wealth Solutions Inc.	38,394	$1.49M	0.0%	-4.3%	0.003%
7/22/2024	Aaron Wealth Advisors LLC	5,787	$225K	0.0%	N/A	0.000%
7/22/2024	Centennial Wealth Advisory LLC	10,433	$405K	0.2%	+15.6%	0.001%
7/22/2024	Fifth Third Bancorp	119,061	$4.63M	0.0%	+23.0%	0.009%
7/22/2024	Capital Investment Counsel Inc	62,111	$2.41M	0.4%	+0.4%	0.005%
7/22/2024	CarsonAllaria Wealth Management Ltd.	4,207	$163K	0.1%	-6.8%	0.000%
7/22/2024	Chevy Chase Trust Holdings LLC	868,358	$33.74M	0.1%	-2.9%	0.065%
7/22/2024	Hobbs Group Advisors LLC	970	$38K	0.0%	N/A	0.000%
7/22/2024	Mayfair Advisory Group LLC	15,792	$640K	0.4%	-4.0%	0.001%
7/22/2024	Sunpointe LLC	6,138	$238K	0.2%	+5.9%	0.000%
7/22/2024	Eagle Bluffs Wealth Management LLC	35,043	$1.36M	0.8%	N/A	0.003%
7/22/2024	Dakota Wealth Management	82,026	$3.19M	0.1%	-18.4%	0.006%
7/20/2024	First Citizens Bank & Trust Co.	117,022	$4.55M	0.1%	-0.8%	0.009%
7/20/2024	ZWJ Investment Counsel Inc.	47,594	$1.85M	0.1%	+7.9%	0.004%
7/20/2024	First Horizon Advisors Inc.	20,760	$807K	0.0%	+3.0%	0.002%
7/20/2024	Kavar Capital Partners Group LLC	70,885	$2.75M	0.5%	+3.2%	0.005%
7/20/2024	Raymond James Financial Services Advisors Inc.	778,007	$30.23M	0.0%	+26.8%	0.058%
7/20/2024	Apollon Wealth Management LLC	43,021	$1.67M	0.1%	-5.4%	0.003%
7/20/2024	Nisa Investment Advisors LLC	840,244	$32.64M	0.2%	-7.6%	0.063%
7/20/2024	Hennion & Walsh Asset Management Inc.	18,371	$714K	0.0%	+37.6%	0.001%
7/19/2024	Central Bank & Trust Co.	7,423	$288K	0.0%	+72.6%	0.001%
7/19/2024	Cantor Fitzgerald Investment Advisors L.P.	413,102	$16.05M	1.2%	-2.3%	0.031%
7/19/2024	Chesley Taft & Associates LLC	125,236	$4.87M	0.2%	+0.9%	0.009%
7/19/2024	Montchanin Asset Management LLC	11,690	$454K	0.4%	-2.4%	0.001%
7/19/2024	Raymond James & Associates	3,634,706	$141.21M	0.1%	-2.0%	0.272%
7/19/2024	Calton & Associates Inc.	8,393	$326K	0.2%	+63.2%	0.001%
7/19/2024	Hedeker Wealth LLC	88,822	$3.45M	1.0%	-14.1%	0.007%
7/19/2024	MBL Wealth LLC	7,367	$286K	0.0%	-59.6%	0.001%
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7/19/2024	ARS Wealth Advisors Group LLC	6,105	$237K	0.0%	-49.2%	0.000%
7/19/2024	Oakworth Capital Inc.	6,190	$240K	0.0%	+145.5%	0.000%
7/19/2024	Meridian Financial Partners LLC	6,472	$275K	0.2%	-7.2%	0.000%
7/19/2024	Hoxton Planning & Management LLC	9,933	$386K	0.2%	-2.9%	0.001%
7/19/2024	Accordant Advisory Group Inc	1,036	$40K	0.0%	-30.4%	0.000%
7/19/2024	TCW Group Inc.	18,665	$725K	0.0%	+4.0%	0.001%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	2,972,984	$115.50M	0.1%	-7.1%	0.222%
7/19/2024	Sumitomo Life Insurance Co.	15,955	$620K	0.0%	-10.4%	0.001%
7/19/2024	Franklin Street Advisors Inc. NC	16,489	$641K	0.0%	+3.2%	0.001%
7/19/2024	Davis Investment Partners LLC	31,008	$1.26M	0.5%	-1.6%	0.002%

(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, 1,593 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. ($4.54B), 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 1,387 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. ($11.10M), Norges Bank ($8.34M), FMR LLC ($7.90M), Capital International Investors ($7.44M), Federated Hermes Inc. ($6.50M), Diamond Hill Capital Management Inc. ($5.77M), and Amundi ($5.50M).

How much institutional buying is happening at Truist Financial?: Institutional investors have bought a total of 206,887,274 shares in the last 24 months. This purchase volume represents approximately $7.72B in transactions.
Which Truist Financial major shareholders have been selling company stock?: Of the 1,054 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 ($11.30M), Massachusetts Financial Services Co. MA ($9.40M), Barclays PLC ($7.40M), Bank of New York Mellon Corp ($7.31M), and Bahl & Gaynor Inc. ($6.65M).
How much institutional selling is happening at Truist Financial?: Institutional investors have sold a total of 221,165,209 shares in the last 24 months. This volume of shares sold represents approximately $7.83B in transactions.