Who Owns TRUIST FINL CORP (TFC)? -- Institutional Holders (2026-06-30)

56 institutions reported holding $236.2M of TRUIST FINL CORP (TFC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($149.8M), PROFESSIONAL ADVISORY SERVICES INC ($19.1M), Czech National Bank ($17.7M), PensionDanmark Pensionsforsikringsaktieselskab ($11.3M), Chesley Taft & Associates LLC ($5.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Assenagon Asset Management S.A.$149.8M3.0MAdded
2PROFESSIONAL ADVISORY SERVICES INC$19.1M383,037Trimmed
3Czech National Bank$17.7M354,625Added
4PensionDanmark Pensionsforsikringsaktieselskab$11.3M225,951New
5Chesley Taft & Associates LLC$5.6M113,140Trimmed
6Hennion & Walsh Asset Management, Inc.$3.5M71,082Trimmed
7MassMutual Private Wealth & Trust, FSB$2.8M55,545Trimmed
8Hardin Capital Partners, LLC$2.7M54,990Trimmed
9Graves Light Lenhart Wealth, Inc.$2.5M51,009Trimmed
10GAMMA Investing LLC$2.5M49,748Added
11Apella Capital, LLC$2.2M43,030Added
12NEVILLE RODIE & SHAW INC$1.6M32,845Hold
13Trust Co of the South$1.6M31,844Trimmed
14COMMUNITY TRUST & INVESTMENT CO$1.3M26,586Added
15INSPIRION WEALTH ADVISORS, LLC$864,62116,990Hold
16Valeo Financial Advisors, LLC$841,08816,883Trimmed
17MOODY NATIONAL BANK TRUST DIVISION$812,46516,308Trimmed
18Hilltop National Bank$650,94813,066Trimmed
19Trust Asset Management LLC$640,03414,157Trimmed
20CX Institutional$637,00012,788Added
21First County Bank /CT/$522,31310,484Trimmed
22Stonebridge Financial Group, LLC$486,8419,772Added
23TRUST POINT INC.$485,7969,751Added
24Avior Wealth Management, LLC$476,7159,569Trimmed
25Roxbury Financial LLC$444,1928,916Added

Source: SEC Form 13F filings · as of 2026-06-30