Titelia

Fund shareholders of Truist Financial Corp

ISIN US89832Q1094 · United States · LEI 549300DRQQI75D2JP341

Fund shareholders
812
Of which ETFs
221 591 other funds
Value held
≈ 21.5B $ 21.2B $ · 2B SEK · 32.9M €
Share of capital
35.0 % of 1.2B shares on Jun 30, 2026

812 funds hold this company. This table lists the 810 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
Washington Mutual Investors Fund Washington Mutual Investors Fund 40,354,1272.1B $0.96 %3.30 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 39,543,2112B $0.09 %3.24 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 32,278,8101.6B $0.10 %2.64 %as of Jun 30, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 22,403,8351.1B $0.62 %1.83 %as of Jun 30, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 17,137,226853.8M $0.10 %1.40 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 16,155,815778.9M $0.09 %1.32 %as of May 31, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 13,498,205672.5M $0.30 %1.10 %as of Jun 30, 2026 ↗
Growth Fund of America Growth Fund of America 12,008,251578.9M $0.16 %0.98 %as of May 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 11,855,440590.6M $0.23 %0.97 %as of Jun 30, 2026 ↗
American Mutual Fund American Mutual Fund 9,238,283478.9M $0.41 %0.76 %as of Jul 31, 2026 ↗
Capital Income Builder Capital Income Builder 8,829,704457.7M $0.35 %0.72 %as of Jul 31, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 8,427,067419.8M $0.82 %0.69 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 6,764,203337M $0.10 %0.55 %as of Jun 30, 2026 ↗
THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC 6,576,597340.9M $1.81 %0.54 %as of Jul 31, 2026 ↗
iShares Select Dividend ETF iShares Trust 6,323,819327.8M $1.40 %0.52 %as of Jul 31, 2026 ↗
VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS 5,847,688303.1M $0.45 %0.48 %as of Jul 31, 2026 ↗
Victory Sycamore Established Value Fund Victory Portfolios 5,820,000290M $1.88 %0.48 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 5,017,398260.1M $0.26 %0.41 %as of Jul 31, 2026 ↗
Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II 4,042,435194.9M $3.66 %0.33 %as of May 31, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 4,001,031199.3M $0.54 %0.33 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 3,744,926194.1M $0.20 %0.31 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 2,970,969148M $0.10 %0.24 %as of Jun 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 2,783,980138.7M $0.17 %0.23 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 2,782,764144.3M $0.10 %0.23 %as of Jul 31, 2026 ↗
PSF PGIM Jennison Blend Portfolio Prudential Series Fund 2,746,625136.8M $1.62 %0.22 %as of Jun 30, 2026 ↗
First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund 2,492,122124.2M $1.70 %0.20 %as of Jun 30, 2026 ↗
Fidelity High Dividend ETF Fidelity Covington Trust 2,409,953124.9M $1.23 %0.20 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 2,385,172115M $0.08 %0.20 %as of May 31, 2026 ↗
Victory Pioneer Fund Victory Portfolios IV 2,328,632116M $1.04 %0.19 %as of Jun 30, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 2,319,292120.2M $0.39 %0.19 %as of Jul 31, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 2,280,823113.6M $0.92 %0.19 %as of Jun 30, 2026 ↗
Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds 2,252,861116.8M $1.17 %0.18 %as of Jul 31, 2026 ↗
Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS 2,219,133107M $1.08 %0.18 %as of May 31, 2026 ↗
BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. 2,129,259102.7M $0.85 %0.17 %as of May 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 2,069,28199.8M $0.74 %0.17 %as of May 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 2,048,194102M $0.21 %0.17 %as of Jun 30, 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 1,929,60693M $0.08 %0.16 %as of May 31, 2026 ↗
Equity Income Fund American Century Capital Portfolios, Inc. 1,847,51792M $1.43 %0.15 %as of Jun 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 1,771,60085.4M $0.13 %0.15 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST 1,760,69387.7M $1.19 %0.14 %as of Jun 30, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 1,706,43588.5M $0.52 %0.14 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,637,55778.9M $0.03 %0.13 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 1,598,44579.6M $0.08 %0.13 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 1,515,65175.5M $0.21 %0.12 %as of Jun 30, 2026 ↗
Focused Large Cap Value Fund American Century Capital Portfolios, Inc. 1,472,64873.4M $2.50 %0.12 %as of Jun 30, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 1,455,06472.5M $0.10 %0.12 %as of Jun 30, 2026 ↗
Mid Cap Value Fund American Century Capital Portfolios, Inc. 1,362,39467.9M $1.20 %0.11 %as of Jun 30, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 1,350,36667.3M $0.12 %0.11 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 1,340,66164.6M $0.09 %0.11 %as of May 31, 2026 ↗
Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF 1,328,44064M $1.27 %0.11 %as of May 31, 2026 ↗
HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC 1,253,83162.5M $1.80 %0.10 %as of Jun 30, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 1,234,61161.5M $9.38 %0.10 %as of Jun 30, 2026 ↗
Parnassus Mid Cap Fund Parnassus Funds 1,214,00960.5M $2.39 %0.10 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 1,204,01560M $1.27 %0.10 %as of Jun 30, 2026 ↗
Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1,162,35756M $1.74 %0.10 %as of May 31, 2026 ↗
Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust 1,147,58959.5M $0.63 %0.09 %as of Jul 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 1,139,87356.8M $0.10 %0.09 %as of Jun 30, 2026 ↗
Nomura Growth and Income Fund Delaware Group Equity Funds IV 1,085,59354.1M $2.28 %0.09 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 1,070,69553.3M $0.20 %0.09 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 1,063,75455.1M $0.06 %0.09 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 1,044,08354.1M $0.09 %0.09 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 1,011,06248.7M $0.19 %0.08 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 947,08849.1M $0.10 %0.08 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 940,09245.3M $0.05 %0.08 %as of May 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 867,01943.2M $0.09 %0.07 %as of Jun 30, 2026 ↗
Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II 854,57141.2M $3.83 %0.07 %as of May 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 842,15143.7M $0.99 %0.07 %as of Jul 31, 2026 ↗
Victory Pioneer Core Equity Fund Victory Portfolios IV 836,66541.7M $2.00 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 802,34238.7M $0.18 %0.07 %as of May 31, 2026 ↗
iShares MSCI USA Value Factor ETF iShares Trust 800,23441.5M $0.46 %0.07 %as of Jul 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 797,70739.7M $0.11 %0.07 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 780,98238.9M $0.10 %0.06 %as of Jun 30, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 760,66136.7M $0.29 %0.06 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 754,16139.1M $0.09 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 749,98636.2M $0.08 %0.06 %as of May 31, 2026 ↗
DIAMOND HILL LONG SHORT FUND Diamond Hill Funds 742,87137M $1.75 %0.06 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 732,57536.5M $0.09 %0.06 %as of Jun 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 708,10035.3M $0.15 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 678,54835.2M $0.09 %0.06 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 670,13333.4M $0.05 %0.05 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 670,04234.7M $0.23 %0.05 %as of Jul 31, 2026 ↗
PSF PGIM Jennison Value Portfolio Prudential Series Fund 666,95533.2M $1.44 %0.05 %as of Jun 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 655,17631.6M $0.11 %0.05 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 649,40833.7M $0.09 %0.05 %as of Jul 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 635,55430.6M $0.20 %0.05 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 630,41132.7M $0.08 %0.05 %as of Jul 31, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 616,94530.7M $0.05 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 596,77129.7M $0.09 %0.05 %as of Jun 30, 2026 ↗
ALPS Sector Dividend Dogs ETF ALPS ETF TRUST 595,61728.7M $2.08 %0.05 %as of May 31, 2026 ↗
SEB Dynamisk Aktiefond SEB Funds AB 570,587249.9M SEK1.10 %0.05 %as of Mar 31, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 549,42527.4M $0.12 %0.04 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 538,93826.8M $0.10 %0.04 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 516,14726.8M $0.20 %0.04 %as of Jul 31, 2026 ↗
JPMorgan Large Cap Value Fund JPMorgan Trust II 501,88425M $0.48 %0.04 %as of Jun 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 497,90024M $5.31 %0.04 %as of May 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 495,33924.7M $0.18 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 492,51625.5M $0.17 %0.04 %as of Jul 31, 2026 ↗
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 484,86225.1M $0.10 %0.04 %as of Jul 31, 2026 ↗
SEB Global Aktiefond SEB Funds AB 483,416211.7M SEK1.75 %0.04 %as of Mar 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.11 %as of Sep 30, 2025 ↗
Amundi Dynamique Climat Amundi Asset Management 0.03 %as of Sep 30, 2025 ↗

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 9.38 %as of Jun 30, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 7.14 %as of Jun 30, 2026 ↗
Hennessy Large Cap Financial Fund Hennessy Funds Trust 6.26 %as of Jul 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 5.31 %as of May 31, 2026 ↗
SMID Core Equity Portfolio GLENMEDE FUND INC 4.46 %as of Jul 31, 2026 ↗
Huber Mid Cap Value Fund Advisors Series Trust 4.06 %as of Jul 31, 2026 ↗
Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II 3.83 %as of May 31, 2026 ↗
Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II 3.66 %as of May 31, 2026 ↗
Integrity Dividend Summit Fund INTEGRITY FUNDS 3.64 %as of Jul 31, 2026 ↗
Dana Concentrated Dividend ETF Tidal Trust I 3.53 %as of May 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3758+4423,487,789+1.9 %
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

Funds holding the debt of Truist Financial Corp

595 funds declare 1,748 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 FUND8306.4M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND14232.8M $as of Jun 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND9195M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND10192.3M $as of Jun 30, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND5183.6M $as of Jul 31, 2026
Bond Fund5135.6M $as of May 31, 2026
JPMorgan Ultra-Short Income ETF1109.8M $as of May 31, 2026
JPMorgan Core Bond Fund6105.9M $as of May 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF11104.6M $as of May 31, 2026
iShares Core U.S. Aggregate Bond ETF19102.4M $as of May 31, 2026
Franklin Income Fund193.2M $as of Jun 30, 2026
American Funds Multi-Sector Income Fund682.4M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND780.9M $as of Jun 30, 2026
PGIM Total Return Bond Fund472.6M $as of Jul 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF1170.7M $as of May 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF869.9M $as of May 31, 2026
American Balanced Fund667M $as of Jun 30, 2026
VANGUARD SHORT-TERM BOND INDEX FUND861.5M $as of Jun 30, 2026
Nuveen Preferred Securities and Income Fund261M $as of May 31, 2026
Schwab 5-10 Year Corporate Bond ETF855.3M $as of Jun 30, 2026
Strategic Advisers Fidelity Core Income Fund750.6M $as of May 31, 2026
Bond Fund of America549.5M $as of Jun 30, 2026
Capital Group Core Bond ETF249.2M $as of Jun 30, 2026
Principal Spectrum Preferred Securities Active ETF449.2M $as of Jun 30, 2026
American Funds Strategic Bond Fund548.5M $as of Jun 30, 2026
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Titelia. "Fund shareholders of Truist Financial Corp". https://titelia.com/en/stocks/truist-financial-corp-US89832Q1094