Titelia

Fund shareholders of Truist Financial Corp

ISIN US89832Q1094 · United States · LEI 549300DRQQI75D2JP341

Fund shareholders
808
Of which ETFs
220 588 other funds
Value held
20.1B $ 2B SEK · 32.9M €
Share of capital
34.4 % of 1.2B shares on Jun 30, 2026

808 funds hold this company. This table lists the 806 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
Washington Mutual Investors Fund Washington Mutual Investors Fund 40,354,1272.1B $0.97 %3.30 %as of Apr 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 39,603,5941.8B $0.09 %3.24 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 32,076,9961.5B $0.10 %2.63 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 16,279,942802.8M $0.11 %1.33 %as of Feb 28, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 16,236,692746.4M $0.10 %1.33 %as of Mar 31, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 15,652,229719.5M $0.47 %1.28 %as of Mar 31, 2026 ↗
Growth Fund of America Growth Fund of America 12,008,251592.1M $0.18 %0.98 %as of Feb 28, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 11,551,489531M $0.24 %0.95 %as of Mar 31, 2026 ↗
American Mutual Fund American Mutual Fund 9,238,283475.8M $0.41 %0.76 %as of Apr 30, 2026 ↗
Capital Income Builder Capital Income Builder 8,829,704454.7M $0.36 %0.72 %as of Apr 30, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 8,553,031393.2M $0.82 %0.70 %as of Mar 31, 2026 ↗
Victory Pioneer Fund Victory Portfolios IV 7,669,171352.6M $3.52 %0.63 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,118,391327.2M $0.10 %0.58 %as of Mar 31, 2026 ↗
THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC 6,995,487360.3M $1.97 %0.57 %as of Apr 30, 2026 ↗
iShares Select Dividend ETF iShares Trust 6,362,522327.7M $1.43 %0.52 %as of Apr 30, 2026 ↗
Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds 6,305,811324.7M $3.42 %0.52 %as of Apr 30, 2026 ↗
VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS 5,994,888308.7M $0.48 %0.49 %as of Apr 30, 2026 ↗
Victory Sycamore Established Value Fund Victory Portfolios 5,815,000267.3M $1.77 %0.48 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 4,977,622256.3M $0.27 %0.41 %as of Apr 30, 2026 ↗
Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II 4,607,172227.2M $4.07 %0.38 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 3,695,620190.3M $0.22 %0.30 %as of Apr 30, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 3,473,135178.9M $1.14 %0.28 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 2,897,510133.2M $0.19 %0.24 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 2,797,777144.1M $0.10 %0.23 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 2,652,415121.9M $0.10 %0.22 %as of Mar 31, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 2,619,756120.4M $1.64 %0.21 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 2,389,084117.8M $0.09 %0.20 %as of Feb 28, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 2,319,292119.4M $0.41 %0.19 %as of Apr 30, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 2,294,204105.5M $0.93 %0.19 %as of Mar 31, 2026 ↗
Fidelity High Dividend ETF Fidelity Covington Trust 2,284,343117.6M $1.28 %0.19 %as of Apr 30, 2026 ↗
PSF PGIM Jennison Blend Portfolio Prudential Series Fund 2,185,131100.5M $1.35 %0.18 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 2,178,315100.1M $0.21 %0.18 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 2,154,415106.2M $0.76 %0.18 %as of Feb 28, 2026 ↗
BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. 2,132,747105.2M $0.93 %0.17 %as of Feb 28, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 1,930,132845.2M SEK0.06 %0.16 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 1,891,15993.3M $0.09 %0.15 %as of Feb 28, 2026 ↗
Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS 1,850,03791.2M $0.96 %0.15 %as of Feb 28, 2026 ↗
Equity Income Fund American Century Capital Portfolios, Inc. 1,847,51784.9M $1.35 %0.15 %as of Mar 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 1,823,70089.9M $0.14 %0.15 %as of Feb 28, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,758,82286.7M $0.04 %0.14 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST 1,729,95679.5M $1.13 %0.14 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 1,588,95573M $0.09 %0.13 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 1,486,48068.3M $0.22 %0.12 %as of Mar 31, 2026 ↗
Focused Large Cap Value Fund American Century Capital Portfolios, Inc. 1,472,64867.7M $2.44 %0.12 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 1,466,50167.4M $0.11 %0.12 %as of Mar 31, 2026 ↗
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 1,431,27073.7M $0.29 %0.12 %as of Apr 30, 2026 ↗
Mid Cap Value Fund American Century Capital Portfolios, Inc. 1,428,67365.7M $1.18 %0.12 %as of Mar 31, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 1,350,36662.1M $0.13 %0.11 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 1,315,72664.9M $0.10 %0.11 %as of Feb 28, 2026 ↗
HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC 1,314,97060.4M $1.89 %0.11 %as of Mar 31, 2026 ↗
Parnassus Mid Cap Fund Parnassus Funds 1,248,03757.4M $2.52 %0.10 %as of Mar 31, 2026 ↗
Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF 1,242,73461.3M $1.29 %0.10 %as of Feb 28, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 1,240,10457M $10.03 %0.10 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1,182,84454.4M $1.47 %0.10 %as of Mar 31, 2026 ↗
Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1,155,56557M $1.66 %0.09 %as of Feb 28, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 1,150,54052.9M $0.10 %0.09 %as of Mar 31, 2026 ↗
iShares MSCI USA Value Factor ETF iShares Trust 1,139,20458.7M $0.49 %0.09 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,138,59756.1M $0.06 %0.09 %as of Feb 28, 2026 ↗
Nomura Value Fund Delaware Group Equity Funds II 1,128,66455.7M $2.83 %0.09 %as of Feb 27, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 1,104,96156.9M $0.71 %0.09 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 1,063,31748.9M $0.20 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 1,063,31454.8M $0.09 %0.09 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 1,030,57850.8M $0.21 %0.08 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 1,018,66752.5M $0.06 %0.08 %as of Apr 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 974,20044.8M $0.22 %0.08 %as of Mar 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 954,83243.9M $0.14 %0.08 %as of Mar 31, 2026 ↗
Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II 909,64844.9M $4.67 %0.07 %as of Feb 28, 2026 ↗
iShares Russell 1000 ETF iShares Trust 901,62941.4M $0.10 %0.07 %as of Mar 31, 2026 ↗
THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC 887,83245.7M $0.75 %0.07 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 886,61545.7M $0.10 %0.07 %as of Apr 30, 2026 ↗
DIAMOND HILL LONG SHORT FUND Diamond Hill Funds 813,49137.4M $1.71 %0.07 %as of Mar 31, 2026 ↗
Nomura Growth and Income Fund Delaware Group Equity Funds IV 807,03437.1M $2.06 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 785,76536.1M $0.10 %0.06 %as of Mar 31, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 765,02537.7M $0.31 %0.06 %as of Feb 28, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 756,94234.8M $0.10 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 750,66637M $0.20 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 743,61738.3M $0.09 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 742,77636.6M $0.09 %0.06 %as of Feb 28, 2026 ↗
Victory Pioneer Core Equity Fund Victory Portfolios IV 717,36033M $1.71 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 702,33432.3M $0.05 %0.06 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 696,79335.9M $1.05 %0.06 %as of Apr 30, 2026 ↗
PSF PGIM Jennison Value Portfolio Prudential Series Fund 678,75731.2M $1.54 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 674,93633.3M $0.21 %0.06 %as of Feb 28, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 674,82533.3M $0.13 %0.06 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 666,73834.3M $0.24 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 656,02433.8M $0.09 %0.05 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 631,43832.5M $0.09 %0.05 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 630,41132.5M $0.08 %0.05 %as of Apr 30, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 629,00032.4M $1.34 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 604,62027.8M $0.09 %0.05 %as of Mar 31, 2026 ↗
AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust 600,00027.6M $2.99 %0.05 %as of Mar 31, 2026 ↗
JNL/Newton Equity Income Fund JNL Series Trust 589,09527.1M $0.68 %0.05 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 575,72926.5M $0.10 %0.05 %as of Mar 31, 2026 ↗
SEB Dynamisk Aktiefond SEB Funds AB 570,587249.9M SEK1.10 %0.05 %as of Mar 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 530,94124.4M $7.54 %0.04 %as of Mar 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 522,50025.8M $5.69 %0.04 %as of Feb 28, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 513,72026.5M $0.20 %0.04 %as of Apr 30, 2026 ↗
ALPS Sector Dividend Dogs ETF ALPS ETF TRUST 504,69924.9M $1.80 %0.04 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 497,85725.6M $0.21 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 487,69525.1M $0.20 %0.04 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
iShares U.S. Regional Banks ETF iShares Trust 10.03 %as of Mar 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 7.54 %as of Mar 31, 2026 ↗
Hennessy Large Cap Financial Fund Hennessy Funds Trust 6.49 %as of Apr 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 5.69 %as of Feb 28, 2026 ↗
American Beacon Shapiro Equity Opportunities Fund AMERICAN BEACON FUNDS 4.70 %as of Mar 31, 2026 ↗
SMID Core Equity Portfolio GLENMEDE FUND INC 4.68 %as of Apr 30, 2026 ↗
Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II 4.67 %as of Feb 28, 2026 ↗
Huber Mid Cap Value Fund Advisors Series Trust 4.13 %as of Apr 30, 2026 ↗
Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II 4.07 %as of Feb 28, 2026 ↗
Dana Concentrated Dividend ETF Tidal Trust I 3.90 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2754+35415,464,530-0.0 %
2026Q1719-4415,604,434-1.2 %
2025Q4723-11420,823,923-0.5 %
2025Q3734-33422,732,490-3.7 %
2025Q2767+44438,950,390+4.8 %
2025Q1723+4418,932,595-0.7 %
2024Q4719+4422,060,242-1.7 %
2024Q3715-16429,366,627+6.5 %
2024Q2731-3402,983,233+7.9 %
2024Q1734+11373,511,316-3.9 %
2023Q4723388,680,767

Institutional managers

1,628 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.98,334,4074.5B $as of Mar 31, 2026
Capital International Investors84,512,9373.9B $as of Mar 31, 2026
STATE STREET CORP58,191,5932.7B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/37,921,4351.7B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC31,848,3041.5B $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC26,936,4491.2B $as of Mar 31, 2026
MORGAN STANLEY21,597,973992.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC17,700,985815.1M $as of Mar 31, 2026
FMR LLC15,964,141733.9M $as of Mar 31, 2026
Invesco Ltd.14,222,448653.8M $as of Mar 31, 2026
NORTHERN TRUST CORP12,684,088583.1M $as of Mar 31, 2026
Bank of New York Mellon Corp11,289,721519M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP10,627,732488.6M $as of Mar 31, 2026
FEDERATED HERMES, INC.10,358,097476.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC10,228,497470.2M $as of Mar 31, 2026
Capital Research Global Investors10,174,835467.5M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC9,106,421418.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC8,934,302410.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP8,608,268395.6M $as of Mar 31, 2026
Legal & General Group Plc7,809,672359M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC7,537,029346.5M $as of Mar 31, 2026
JPMORGAN CHASE & CO7,373,307329.1M $as of Mar 31, 2026
ROYAL BANK OF CANADA7,270,200334.2M $as of Mar 31, 2026
UBS Group AG6,415,455294.9M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC4,954,471227.7M $as of Mar 31, 2026

Declared shareholders of Truist Financial Corp

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.60 %94,385,453as of Mar 31, 2026 · SCHEDULE 13G
Capital International Investors 7.00 %86,464,560as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Truist Financial Corp

601 funds declare 1,711 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND7308.9M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND13230.5M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND9200.2M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND10192.2M $as of Mar 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND5188.4M $as of Apr 30, 2026
Franklin Income Fund2138.3M $as of Mar 31, 2026
JPMorgan Ultra-Short Income ETF2133.9M $as of Feb 28, 2026
JPMorgan Core Bond Fund7116.5M $as of Feb 28, 2026
Bond Fund3102.3M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF1798.2M $as of Feb 28, 2026
American Funds Multi-Sector Income Fund686.9M $as of Mar 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF986.8M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND778.8M $as of Mar 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND977.1M $as of Mar 31, 2026
PGIM Total Return Bond Fund473.2M $as of Apr 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF1067.9M $as of Feb 28, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF765.4M $as of Feb 28, 2026
Nuveen Preferred Securities and Income Fund261.2M $as of Feb 28, 2026
Fidelity U.S. Bond Index Fund858.2M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF551.5M $as of Mar 31, 2026
Strategic Advisers Fidelity Core Income Fund651.3M $as of Feb 28, 2026
Bond Fund of America549.8M $as of Mar 31, 2026
American Funds Strategic Bond Fund548.6M $as of Mar 31, 2026
Cohen & Steers Low Duration Preferred and Income Fund, Inc.347.5M $as of Apr 30, 2026
Schwab 5-10 Year Corporate Bond ETF745M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Truist Financial Corp". https://titelia.com/en/stocks/truist-financial-corp-US89832Q1094