Filing Research | TFC - TRUIST FINL CORP Institutional Holdings

Snapshot holdings

50 / 487 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	3.0MSH	$149.8M
2	Artemis Investment Management LLP	Shares	2.5MSH	$122.8M
3	Welch Group, LLC	Shares	1.3MSH	$66.7M
4	Douglas Lane & Associates, LLC	Shares	1.2MSH	$59.4M
5	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	1.1MSH	$53.7M
6	Swedbank AB	Shares	827.2KSH	$41.2M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	606.3KSH	$31.3M
8	GODSEY & GIBB, INC	Shares	490.9KSH	$24.5M
9	DAVENPORT & Co LLC	Shares	481.6KSH	$24.0M
10	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	391.7KSH	$19.5M
11	Czech National Bank	Shares	354.6KSH	$17.7M
12	COERENTE CAPITAL MANAGEMENT	Shares	348.7KSH	$17.4M
13	MCRAE CAPITAL MANAGEMENT INC	Shares	336.7KSH	$16.8M
14	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	317.0KSH	$15.8M
15	ASR Vermogensbeheer N.V.	Shares	314.2KSH	$15.7M
16	IFM Investors Pty Ltd	Shares	311.8KSH	$15.5M
17	Robeco Institutional Asset Management B.V.	Shares	295.9KSH	$14.7M
18	AVITY INVESTMENT MANAGEMENT INC.	Shares	291.7KSH	$14.5M
19	Auto-Owners Insurance Co	Shares	288.0KSH	$14.3M
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	275.2KSH	$13.7M
21	Mirae Asset Global Investments Co., Ltd.	Shares	272.0KSH	$13.6M
22	Bogart Wealth, LLC	Shares	271.4KSH	$13.5M
23	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	Shares	258.7KSH	$12.9M
24	OLD NATIONAL BANCORP /IN/	Shares	253.6KSH	$12.6M
25	PensionDanmark Pensionsforsikringsaktieselskab	Shares	226.0KSH	$11.3M
26	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	218.2KSH	$10.9M
27	Cardinal Capital Management	Shares	207.7KSH	$10.3M
28	Police & Firemen's Retirement System of New Jersey	Shares	189.7KSH	$9.5M
29	BENJAMIN EDWARDS INC	Shares	188.8KSH	$9.4M
30	Wealthcare Advisory Partners LLC	Shares	185.1KSH	$9.2M
31	ROWLANDMILLER & PARTNERS.ADV	Shares	181.6KSH	$9.0M
32	Diversified Trust Co	Shares	169.5KSH	$8.4M
33	QRG CAPITAL MANAGEMENT, INC.	Shares	164.8KSH	$8.2M
34	SALEM INVESTMENT COUNSELORS INC	Shares	151.2KSH	$7.5M
35	Alpha Omega Wealth Management LLC	Shares	151.2KSH	$7.5M
36	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	149.0KSH	$7.4M
37	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	139.7KSH	$7.0M
38	Blue Trust, Inc.	Shares	129.8KSH	$6.5M
39	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	117.3KSH	$5.8M
40	Avanza Fonder AB	Shares	116.7KSH	$5.8M
41	Whitener Capital Management, Inc.	Shares	115.5KSH	$5.8M
42	LaFleur & Godfrey LLC	Shares	114.4KSH	$5.7M
43	Chesley Taft & Associates LLC	Shares	113.1KSH	$5.6M
44	Baugh & Associates, LLC	Shares	112.2KSH	$5.6M
45	Fideuram Asset Management (Ireland) dac	Shares	114.7KSH	$5.5M
46	ABC ARBITRAGE SA	Shares	99.8KSH	$5.0M
47	Merit Financial Group, LLC	Shares	98.9KSH	$4.9M
48	GRIFFIN ASSET MANAGEMENT, INC.	Shares	98.2KSH	$4.9M
49	Brookstone Capital Management	Shares	96.7KSH	$4.8M
50	Mediolanum International Funds Ltd	Shares	94.8KSH	$4.8M

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Manager changes2026-06-30 vs 2026-03-31

50 / 510 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+2.0M	+$101.8M	$149.8M
2	Artemis Investment Management LLP added	Shares	+998.6K	+$55.4M	$122.8M
3	ASR Vermogensbeheer N.V. added	Shares	+203.8K	+$10.6M	$15.7M
4	Robeco Institutional Asset Management B.V. added	Shares	+107.4K	+$6.1M	$14.7M
5	Welch Group, LLC added	Shares	+10.2K	+$5.6M	$66.7M
6	Fideuram Asset Management (Ireland) dac new	Shares	+114.7K	+$5.5M	$5.5M
7	ABC ARBITRAGE SA new	Shares	+99.8K	+$5.0M	$5.0M
8	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+94.1K	+$4.8M	$5.8M
9	Munich Reinsurance Co Stock Corp in Munich new	Shares	+88.6K	+$4.4M	$4.4M
10	Douglas Lane & Associates, LLC trimmed	Shares	-6.5K	+$4.3M	$59.4M
11	Mediolanum International Funds Ltd added	Shares	+81.1K	+$4.2M	$4.8M
12	Swedbank AB added	Shares	+19.3K	+$4.1M	$41.2M
13	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed	Shares	-2.0K	+$4.1M	$53.7M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.3K	+$3.1M	$31.3M
15	IFM Investors Pty Ltd added	Shares	+28.5K	+$2.5M	$15.5M
16	Curated Wealth Partners LLC added	Shares	+2.6M	+$2.4M	$2.6M
17	GODSEY & GIBB, INC added	Shares	+4.5K	+$2.1M	$24.5M
18	Czech National Bank added	Shares	+10.8K	+$1.9M	$17.7M
19	COERENTE CAPITAL MANAGEMENT added	Shares	+10.1K	+$1.8M	$17.4M
20	Arbor Investment Advisors, LLC added	Shares	+35.4K	+$1.8M	$2.0M
21	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added	Shares	+3.0K	+$1.6M	$19.5M
22	Bogart Wealth, LLC added	Shares	+12.1K	+$1.6M	$13.5M
23	OLD NATIONAL BANCORP /IN/ added	Shares	+11.3K	+$1.5M	$12.6M
24	Blue Trust, Inc. added	Shares	+18.6K	+$1.4M	$6.5M
25	Mirae Asset Global Investments Co., Ltd. added	Shares	+5.5K	+$1.3M	$13.6M
26	QRG CAPITAL MANAGEMENT, INC. added	Shares	+12.9K	+$1.2M	$8.2M
27	MONTGOMERY INVESTMENT MANAGEMENT INC trimmed	Shares	-1.1K	+$1.2M	$15.8M
28	Avanza Fonder AB added	Shares	+15.5K	+$1.2M	$5.8M
29	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+19.0K	+$1.1M	$3.5M
30	Auto-Owners Insurance Co unchanged	Shares	0	+$1.1M	$14.3M
31	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+15.4K	+$1.0M	$3.9M
32	MCRAE CAPITAL MANAGEMENT INC trimmed	Shares	-6.9K	+$977.2K	$16.8M
33	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+1.9K	+$959.1K	$11.3M
34	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+2.0K	+$930.9K	$10.9M
35	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI trimmed	Shares	-1.7K	+$916.3K	$12.9M
36	Merit Financial Group, LLC added	Shares	+9.7K	+$829.0K	$4.9M
37	AVITY INVESTMENT MANAGEMENT INC. trimmed	Shares	-7.1K	+$796.6K	$14.5M
38	Cardinal Capital Management trimmed	Shares	-944	+$756.4K	$10.3M
39	Integras Partners LLC new	Shares	+15.1K	+$753.4K	$753.4K
40	Diversified Trust Co added	Shares	+1.7K	+$730.9K	$8.4M
41	JAMISON PRIVATE WEALTH MANAGEMENT, INC. added	Shares	+2.2K	+$676.7K	$7.4M
42	Trust Asset Management LLC added	Shares	+13.6K	+$667.4K	$1.3M
43	WASHINGTON CAPITAL MANAGEMENT, INC added	Shares	+12.0K	+$657.2K	$1.4M
44	Ballast, Inc. added	Shares	+9.2K	+$610.5K	$2.4M
45	LBP AM SA added	Shares	+11.7K	+$606.7K	$896.3K
46	ROWLANDMILLER & PARTNERS.ADV trimmed	Shares	-2.6K	+$577.8K	$9.0M
47	NEW WAVE WEALTH ADVISORS LLC added	Shares	+10.8K	+$563.4K	$853.1K
48	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+9.7K	+$554.1K	$1.4M
49	Alpha Omega Wealth Management LLC trimmed	Shares	-1.3K	+$523.5K	$7.5M
50	Farther Finance Advisors, LLC added	Shares	+7.2K	+$518.4K	$2.9M

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