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Truist Financial (TFC) Institutional Ownership

$38.25
-0.64 (-1.65%)
(As of 05/23/2024 ET)

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

Current
Institutional Ownership
Percentage
71.28%
Number of
Institutional Buyers
(last 12 months)
876
Total
Institutional Inflows
(last 12 months)
$3.01B
Number of
Institutional Sellers
(last 12 months)
720
Total
Institutional Outflows
(last 12 months)
$3.74B
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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
5/21/2024 Atria Investments Inc127,185$4.96M0.1%+18.6%0.010%
5/21/2024 Swedbank AB768,520$29.96M0.0%N/A0.057%
5/20/2024 Bluefin Capital Management LLC6,400$249K0.0%N/A0.000%
5/17/2024 Citizens Financial Group Inc. RI6,474$252K0.0%+8.6%0.000%
5/17/2024 Montchanin Asset Management LLC11,975$467K0.5%N/A0.001%
5/17/2024 Plato Investment Management Ltd4,412$172K0.0%+54.5%0.000%
5/17/2024 XML Financial LLC102,418$3.99M0.4%-16.5%0.008%
5/17/2024 LBP AM SA26,109$1.02M0.0%-61.6%0.002%
5/17/2024 Beacon Capital Management LLC1,015$40K0.0%+57.4%0.000%
5/17/2024 Semmax Financial Advisors Inc.69,429$2.76M0.9%-10.7%0.005%
5/17/2024 Comerica Bank431,622$16.83M0.1%-0.2%0.032%
5/17/2024 Hancock Whitney Corp50,212$1.96M0.1%-8.2%0.004%
5/17/2024 Tidal Investments LLC48,899$1.90M0.0%-9.1%0.004%
5/17/2024 Motley Fool Asset Management LLC39,430$1.54M0.1%+7.4%0.003%
5/16/2024 Redwood Investment Management LLC60,225$2.35M0.2%-3.9%0.005%
5/16/2024 California State Teachers Retirement System2,219,792$86.53M0.1%+1.4%0.166%
5/16/2024 EJF Capital LLC111,560$4.35M3.0%-0.4%0.008%
5/16/2024 B. Riley Wealth Advisors Inc.91,666$3.57M0.1%+0.7%0.007%
5/16/2024 Interval Partners LP556,615$21.70M0.6%-2.0%0.042%
5/16/2024 Bayesian Capital Management LP98,028$3.82M0.4%N/A0.007%
5/16/2024 BlueMar Capital Management LLC14,012$546K0.9%N/A0.001%
5/16/2024 Waverly Advisors LLC58,234$2.27M0.1%+1.9%0.004%
5/16/2024 Silvercrest Asset Management Group LLC34,856$1.36M0.0%-12.5%0.003%
5/16/2024 Captrust Financial Advisors770,971$30.05M0.1%-40.3%0.058%
5/15/2024 SVB Wealth LLC27,379$1.07M0.0%+31.5%0.002%
5/15/2024 Public Employees Retirement System of Ohio623,844$24.32M0.1%-13.2%0.047%
5/15/2024 Public Employees Retirement Association of Colorado187,780$7.32M0.0%-4.6%0.014%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund44,015$1.72M0.1%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems101,288$3.95M0.1%-5.1%0.008%
5/15/2024 Price T Rowe Associates Inc. MD3,489,411$136.02M0.0%+1.7%0.261%
5/15/2024 BOKF NA272,062$10.44M0.2%+1,680.4%0.020%
5/15/2024 Epoch Investment Partners Inc.1,425,811$55.58M0.2%-10.5%0.107%
5/15/2024 LRI Investments LLC2,928$115K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.497,373$19.39M0.0%+57.1%0.037%
5/15/2024 Linscomb Wealth Inc.150,219$5.86M0.3%+2.1%0.011%
5/15/2024 Huber Capital Management LLC152,653$5.95M1.3%+45.9%0.011%
5/15/2024 Stonebridge Capital Advisors LLC64,318$2.51M0.2%+100.0%0.005%
5/14/2024 Canada Pension Plan Investment Board1,184,293$46.16M0.0%-56.2%0.089%
5/14/2024 JT Stratford LLC70,248$2.74M0.5%-5.1%0.005%
5/14/2024 Capital International Inc. CA 67,811$2.64M0.0%+23.5%0.005%
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5/14/2024 Capital International Investors11,643,242$453.85M0.1%+93.7%0.870%
5/14/2024 Capital Group Private Client Services Inc.117,267$4.57M0.0%+21.9%0.009%
5/14/2024 Sheaff Brock Investment Advisors LLC231,232$9.01M0.6%+862.3%0.017%
5/14/2024 Cadence Bank90,697$3.54M0.3%-3.6%0.007%
5/14/2024 Ariel Investments LLC1,025,069$39.96M0.4%-4.0%0.077%
5/14/2024 Advisors Asset Management Inc.208,611$8.13M0.2%-26.4%0.016%
5/14/2024 Axxcess Wealth Management LLC82,595$3.22M0.1%+12.0%0.006%
5/14/2024 EP Wealth Advisors LLC6,250$244K0.0%-25.2%0.000%
5/14/2024 Carlson Capital L P152,300$5.94M0.5%-75.3%0.011%
5/14/2024 CreativeOne Wealth LLC13,237$516K0.0%N/A0.001%
5/14/2024 Delap Wealth Advisory LLC5,180$202K0.1%N/A0.000%
5/14/2024 EntryPoint Capital LLC2,815$110K0.1%N/A0.000%
5/14/2024 Stieven Capital Advisors L.P.254,000$9.90M2.1%N/A0.019%
5/14/2024 Shell Asset Management Co.6,629$258K0.0%-42.3%0.000%
5/14/2024 Crewe Advisors LLC686$27K0.0%N/A0.000%
5/14/2024 Ossiam246,032$9.59M0.2%+540.7%0.018%
5/14/2024 Natixis928,510$36.19M0.2%+6.2%0.069%
5/14/2024 InterOcean Capital Group LLC31,815$1.24M0.0%-22.3%0.002%
5/14/2024 Pitcairn Co.18,561$724K0.0%+3.4%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund422,000$16.45M0.1%-29.9%0.032%
5/14/2024 CANADA LIFE ASSURANCE Co1,095,158$42.72M0.1%+3.1%0.082%
5/14/2024 American International Group Inc.354,559$13.82M0.0%-8.7%0.026%
5/14/2024 Vaughan David Investments LLC IL15,852$618K0.0%-14.0%0.001%
5/14/2024 National Bank of Canada FI1,835,736$72.45M0.1%+41.8%0.137%
5/14/2024 Lake Street Advisors Group LLC8,299$323K0.0%+44.2%0.001%
5/14/2024 Burgundy Asset Management Ltd.3,199,526$124.72M1.3%-0.8%0.239%
5/13/2024 Bessemer Group Inc.2,715,833$105.86M0.2%-5.7%0.203%
5/13/2024 UniSuper Management Pty Ltd23,552$918K0.0%+1,117.2%0.002%
5/13/2024 Invesco LLC5,862$229K0.1%-14.9%0.000%
5/13/2024 O Shaughnessy Asset Management LLC111,963$4.36M0.0%+46.7%0.008%
5/13/2024 Ameritas Investment Partners Inc.14,427$562K0.0%-3.0%0.001%
5/11/2024 Bahl & Gaynor Inc.41,440$1.62M0.0%-11.6%0.003%
5/11/2024 Resurgent Financial Advisors LLC5,945$232K0.1%+53.3%0.000%
5/11/2024 Covestor Ltd2,226$87K0.1%-59.4%0.000%
5/11/2024 Jacobi Capital Management LLC31,838$1.24M0.1%+12.4%0.002%
5/11/2024 Chiron Capital Management LLC10,605$413K0.4%-6.2%0.001%
5/11/2024 Patten & Patten Inc. TN135,456$5.28M0.4%-9.8%0.010%
5/10/2024 TIAA Trust National Association25,076$977K0.0%-2.2%0.002%
5/10/2024 Vanguard Group Inc.116,571,574$4.54B0.1%-1.2%8.735%
5/10/2024 Intech Investment Management LLC8,830$344K0.0%N/A0.001%
5/10/2024 Nicolet Advisory Services LLC13,553$528K0.1%+42.1%0.001%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp715,246$27.88M0.1%-2.5%0.054%
5/10/2024 First Foundation Advisors3,019$118K0.0%-36.6%0.000%
5/10/2024 Councilmark Asset Management LLC6,650$259K0.2%N/A0.000%
5/10/2024 Poehling Capital Management INC.51,746$2.02M0.5%+7.7%0.004%
5/10/2024 Homestead Advisers Corp1,241,002$48.29M1.1%-0.2%0.093%
5/10/2024 Tocqueville Asset Management L.P.10,877$424K0.0%-30.3%0.001%
5/10/2024 1ST Source Bank6,689$261K0.0%-12.2%0.001%
5/10/2024 Taylor Hoffman Wealth Management10,188$397K0.2%-4.5%0.001%
5/10/2024 Nwam LLC8,049$315K0.0%-13.3%0.001%
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5/10/2024 Gratus Wealth Advisors LLC29,373$1.05M0.2%+2.0%0.002%
5/9/2024 RFP Financial Group LLC24,332$948K0.4%+4.5%0.002%
5/9/2024 Dorsey & Whitney Trust CO LLC13,006$507K0.0%+6.3%0.001%
5/9/2024 ProVise Management Group LLC31,335$1.22M0.1%-3.3%0.002%
5/9/2024 Blair William & Co. IL35,057$1.37M0.0%-12.8%0.003%
5/9/2024 Orion Portfolio Solutions LLC99,232$3.87M0.0%+2.2%0.007%
5/9/2024 Wilkins Investment Counsel Inc.10,620$414K0.1%N/A0.001%
5/9/2024 Picton Mahoney Asset Management211,344$8.24M0.2%+70,348.0%0.016%
5/9/2024 Renasant Bank5,135$200K0.1%N/A0.000%
5/9/2024 HBK Sorce Advisory LLC7,765$303K0.0%+21.8%0.001%
(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, 1,585 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 1,391 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 208,481,710 shares in the last 24 months. This purchase volume represents approximately $7.82B in transactions.

Which Truist Financial major shareholders have been selling company stock?

Of the 1,049 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 ($7.21M), and Bahl & Gaynor Inc. ($6.65M).

How much institutional selling is happening at Truist Financial?

Institutional investors have sold a total of 220,344,629 shares in the last 24 months. This volume of shares sold represents approximately $7.80B in transactions.


This page (NYSE:TFC) was last updated on 5/23/2024 by MarketBeat.com Staff

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