TFC Truist Financial Corporation
Truist Financial Corporation (TFC) Institutional Ownership
What the institutions did with TFC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MassMutual Private Wealth & Trust, FSB | 55.0K | 24.3% |
| NEVILLE RODIE & SHAW INC | 31.9K | 14.1% |
| Marotta Asset Management | 27.3K | 12.1% |
| Parrish Capital LLC | 23.0K | 10.2% |
| CX Institutional | 18.4K | 8.2% |
| Eastover Investment Advisors LLC | 13.5K | 6.0% |
| Stonebridge Financial Group, LLC | 10.2K | 4.5% |
| Roxbury Financial LLC | 9.0K | 4.0% |
| Ballew Advisors, Inc | 8.4K | 3.7% |
| TOMPKINS FINANCIAL CORP | 6.6K | 2.9% |
| Versant Capital Management, Inc | 6.2K | 2.8% |
| EASTERN BANK | 4.4K | 2.0% |
| Montecito Bank & Trust | 4.3K | 1.9% |
| BURKETT FINANCIAL SERVICES, LLC | 2.1K | 0.9% |
| Planning Strategies Inc. | 1.7K | 0.8% |
| GoalVest Advisory LLC | 1.1K | 0.5% |
| Hickory Point Bank & Trust | 1.0K | 0.5% |
| Horizons Wealth Management | 853 | 0.4% |
| Rosenberg Matthew Hamilton | 480 | 0.2% |
| Olistico Wealth, LLC | 300 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Increased | 12.8K | 18.4K | +5.7K |
| Boltwood Capital Management | Sold Out | 4.3K | 0 | -4.3K |
| Parrish Capital LLC | Increased | 20.9K | 23.0K | +2.1K |
| PARK NATIONAL CORP /OH/ | Sold Out | 1.6K | 0 | -1.6K |
| NEVILLE RODIE & SHAW INC | Reduced | 32.8K | 31.9K | -900 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 1.3K | 2.1K | +834 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 55.5K | 55.0K | -579 |
| Stonebridge Financial Group, LLC | Increased | 9.8K | 10.2K | +465 |
| Coastline Trust Co | Sold Out | 300 | 0 | -300 |
| Montecito Bank & Trust | Reduced | 4.6K | 4.3K | -235 |
| Rosenberg Matthew Hamilton | Reduced | 668 | 480 | -188 |
| Roxbury Financial LLC | Increased | 8.9K | 9.0K | +34 |
| GoalVest Advisory LLC | Reduced | 1.1K | 1.1K | -31 |
| Versant Capital Management, Inc | Reduced | 6.2K | 6.2K | -17 |
| Ballew Advisors, Inc | Increased | 8.3K | 8.4K | +12 |
| Planning Strategies Inc. | Increased | 1.7K | 1.7K | +8 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.