Truist Financial (TFC) Institutional Ownership

$39.39
+0.28 (+0.72%)
(As of 05/8/2024 ET)

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

Current
Institutional Ownership
Percentage
71.28%
Number of
Institutional Buyers
(last 12 months)
929
Total
Institutional Inflows
(last 12 months)
$3.88B
Number of
Institutional Sellers
(last 12 months)
731
Total
Institutional Outflows
(last 12 months)
$5.13B
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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
5/8/2024Edmond DE Rothschild Holding S.A.3,270$127K0.0%-80.7%0.000%
5/8/2024Motley Fool Asset Management LLC38,430$1.50M0.1%+4.6%0.003%
5/8/2024Bleakley Financial Group LLC33,902$1.32M0.0%+13.4%0.003%
5/8/2024Winthrop Capital Management LLC8,436$329K0.2%-13.0%0.001%
5/8/2024Heritage Wealth Advisors720$28K0.0%-98.3%0.000%
5/8/2024ProShare Advisors LLC270,442$10.54M0.0%-5.9%0.020%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS292,796$11.41M0.1%+0.3%0.022%
5/8/2024Avantax Advisory Services Inc.119,318$4.65M0.0%+1.6%0.009%
5/8/2024US Bancorp DE430,326$16.77M0.0%-1.0%0.032%
5/8/2024Russell Investments Group Ltd.230,604$8.97M0.0%+10.6%0.017%
5/8/2024 QRG Capital Management Inc.164,994$6.43M0.1%-16.9%0.012%
5/8/2024 Headlands Technologies LLC14,054$548K0.1%+132.6%0.001%
5/8/2024 Legacy Capital Group California Inc.10,797$421K0.2%-3.7%0.001%
5/7/2024 Meeder Advisory Services Inc.18,792$733K0.1%+11.1%0.001%
5/7/2024 NorthRock Partners LLC6,190$241K0.0%-12.4%0.000%
5/7/2024 Fiduciary Family Office LLC39,467$1.54M0.6%+173.6%0.003%
5/7/2024 Sei Investments Co.1,181,778$46.07M0.1%-0.4%0.089%
5/7/2024 GW Henssler & Associates Ltd.9,824$383K0.0%+7.2%0.001%
5/7/2024 Concurrent Investment Advisors LLC36,875$1.44M0.1%+22.7%0.003%
5/7/2024 Keudell Morrison Wealth Management10,527$410K0.1%+13.7%0.001%
5/7/2024 Montag A & Associates Inc.156,097$6.09M0.3%-6.2%0.012%
5/7/2024 Foyston Gordon & Payne Inc186,986$7.29M1.8%+35.1%0.014%
5/7/2024 CarsonAllaria Wealth Management Ltd.4,514$176K0.1%-11.2%0.000%
5/7/2024 NTV Asset Management LLC194,253$7.57M1.2%+4.6%0.015%
5/7/2024 Forsta AP Fonden299,900$11.69M0.1%+15.8%0.022%
5/7/2024 Hyman Charles D104,339$4.07M0.2%-3.4%0.008%
5/7/2024 Highland Capital Management LLC214,499$8.36M0.5%-1.1%0.016%
5/7/2024 Equity Investment Corp2,256,867$87.97M2.2%+3.5%0.169%
5/7/2024 Oppenheimer Asset Management Inc.344,585$13.43M0.2%-4.2%0.026%
5/7/2024 Oppenheimer & Co. Inc.135,040$5.26M0.1%+10.8%0.010%
5/7/2024 Prospera Private Wealth LLC16,712$651K0.5%-2.0%0.001%
5/7/2024 Hilltop National Bank13,936$543K0.2%N/A0.001%
5/7/2024 Wealthspire Advisors LLC26,248$1.02M0.0%-4.7%0.002%
5/7/2024 SG Americas Securities LLC310,961$12.12M0.1%+308.6%0.023%
5/7/2024 Empowered Funds LLC71,319$2.78M0.1%+6.7%0.005%
5/7/2024 AIA Group Ltd57,589$2.25M0.1%N/A0.004%
5/6/2024 LSV Asset Management1,664,300$64.87M0.1%-3.9%0.125%
5/6/2024 Envestnet Portfolio Solutions Inc.110,750$4.32M0.0%-7.1%0.008%
5/6/2024 Empirical Finance LLC47,938$1.87M0.1%+3.5%0.004%
5/6/2024 Duality Advisers LP71,154$2.77M0.3%-56.9%0.005%
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5/6/2024 CFO4Life Group LLC5,271$205K0.0%N/A0.000%
5/6/2024 Tweedy Browne Co LLC796,679$31.06M1.5%+0.1%0.060%
5/6/2024 Ballast Inc.40,801$1.59M0.5%+4.4%0.003%
5/6/2024 Capital City Trust Co. FL8,624$336K0.1%-15.2%0.001%
5/6/2024 Advisory Services Network LLC115,224$4.49M0.1%-32.0%0.009%
5/6/2024 Manchester Capital Management LLC2,823$110K0.0%+147.8%0.000%
5/6/2024 Texas Permanent School Fund Corp275,502$10.74M0.1%+0.1%0.021%
5/4/2024 Evolution Advisers Inc.74,849$2.92M1.6%+4,860.2%0.006%
5/4/2024 Disciplined Equity Management Inc.51,290$2.00M1.3%N/A0.004%
5/4/2024 Geneos Wealth Management Inc.11,895$464K0.0%-5.6%0.001%
5/4/2024 WBI Investments LLC57,481$2.24M0.5%+245.2%0.004%
5/4/2024 Team Hewins LLC7,440$290K0.0%-8.1%0.001%
5/4/2024 Commonwealth Retirement Investments LLC68,332$2.66M1.3%+1.2%0.005%
5/4/2024 Csenge Advisory Group27,924$1.09M0.1%+2.1%0.002%
5/4/2024 Capital Management Associates NY21,967$856K1.0%-14.2%0.002%
5/3/2024 Signaturefd LLC48,403$1.89M0.0%+1.3%0.004%
5/3/2024 FDx Advisors Inc.8,274$323K0.0%-32.3%0.001%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors11,481$448K0.1%+75.4%0.001%
5/3/2024 Rehmann Capital Advisory Group8,603$335K0.0%+9.5%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC894,395$34.86M0.1%+9.8%0.067%
5/3/2024 Wellington Shields Capital Management LLC76,908$3.00M0.6%-3.8%0.006%
5/3/2024 Easterly Investment Partners LLC51,757$2.02M0.2%-5.3%0.004%
5/3/2024 GSA Capital Partners LLP13,191$514K0.0%+97.1%0.001%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S48,402$1.89M0.0%+93.9%0.004%
5/3/2024 Central Pacific Bank Trust Division15,500$595K0.1%N/A0.001%
5/3/2024 Smith Salley Wealth Management15,954$622K0.0%-44.6%0.001%
5/3/2024 Whittier Trust Co. of Nevada Inc.9,927$387K0.0%-19.9%0.001%
5/3/2024 Whittier Trust Co.23,371$911K0.0%-37.7%0.002%
5/2/2024 Salomon & Ludwin LLC30,863$1.20M0.1%-46.6%0.002%
5/2/2024 Financial Counselors Inc.304,961$11.89M0.2%-19.5%0.023%
5/2/2024 Jennison Associates LLC3,840,374$149.70M0.1%+48.9%0.288%
5/2/2024 Mutual of America Capital Management LLC174,867$6.82M0.1%-2.0%0.013%
5/2/2024 Adapt Wealth Advisors LLC6,350$248K0.2%N/A0.000%
5/2/2024 FinTrust Capital Advisors LLC52,086$2.03M0.4%+12.0%0.004%
5/2/2024 Daiwa Securities Group Inc.131,897$5.14M0.0%+10.1%0.010%
5/2/2024 Graypoint LLC5,147$201K0.0%-8.9%0.000%
5/2/2024 Nordea Investment Management AB2,712,848$105.35M0.1%+44.4%0.203%
5/2/2024 Bryn Mawr Capital Management LLC231,824$9.04M0.5%+1.6%0.017%
5/2/2024 Mendel Money Management6,829$266K0.1%-200.0%0.001%
5/2/2024 Fidelis Capital Partners LLC4,008$156K0.0%N/A0.000%
5/2/2024 Montgomery Investment Management Inc.334,549$13.04M5.0%-28.3%0.025%
5/2/2024 Tobam10,125$395K0.0%+15.9%0.001%
5/2/2024 CNB Bank29,100$1.13M0.6%-11.0%0.002%
5/2/2024 Tokio Marine Asset Management Co. Ltd.31,783$1.24M0.1%+5.0%0.002%
5/2/2024 Moloney Securities Asset Management LLC72,190$2.81M0.4%-15.6%0.005%
5/2/2024 Greenwood Capital Associates LLC23,343$910K0.1%-1.5%0.002%
5/2/2024 Argent Advisors Inc.43,386$1.69M0.7%-3.6%0.003%
5/1/2024 Capital Investment Counsel Inc61,867$2.41M0.4%-2.7%0.005%
5/1/2024 Stone Point Wealth LLC8,000$312K0.1%-4.8%0.001%
5/1/2024 StoneX Group Inc.54,475$2.12M0.2%+12.1%0.004%
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5/1/2024 1834 Investment Advisors Co.202,036$7.88M0.9%+8.7%0.015%
5/1/2024 Janney Montgomery Scott LLC955,512$37.25M0.1%+6.2%0.072%
5/1/2024 Blue Trust Inc.36,261$1.41M0.0%-26.4%0.003%
5/1/2024 Mirae Asset Global Investments Co. Ltd.222,071$7.92M0.0%-34.5%0.017%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.422,663$16.48M1.2%-1.1%0.032%
5/1/2024 Bray Capital Advisors43,299$1.69M0.4%+1.4%0.003%
5/1/2024 Sequoia Financial Advisors LLC34,594$1.35M0.0%-21.0%0.003%
4/30/2024 Private Advisor Group LLC73,840$2.88M0.0%-9.0%0.006%
4/30/2024 Retirement Systems of Alabama1,112,844$43.38M0.2%+278.6%0.083%
4/30/2024 North Star Investment Management Corp.16,420$640K0.0%-64.3%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, 1,599 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. ($3.36B), 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 1,410 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. ($11.85M), Norges Bank ($8.34M), FMR LLC ($7.90M), Diamond Hill Capital Management Inc. ($6.68M), Federated Hermes Inc. ($6.50M), Amundi ($5.50M), and American Century Companies Inc. ($4.89M).

How much institutional buying is happening at Truist Financial?

Institutional investors have bought a total of 211,684,567 shares in the last 24 months. This purchase volume represents approximately $8.18B in transactions.

Which Truist Financial major shareholders have been selling company stock?

Of the 1,065 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 ($11.74M), Massachusetts Financial Services Co. MA ($11.08M), Bahl & Gaynor Inc. ($8.39M), Bank of New York Mellon Corp ($7.42M), and Barclays PLC ($7.40M).

How much institutional selling is happening at Truist Financial?

Institutional investors have sold a total of 233,055,515 shares in the last 24 months. This volume of shares sold represents approximately $8.61B in transactions.


This page (NYSE:TFC) was last updated on 5/9/2024 by MarketBeat.com Staff

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