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
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 175,5078.5M $0.09 %0.01 %as of May 31, 2026 ↗
iShares Russell Top 200 Value ETF iShares Trust 174,0538.7M $0.24 %0.01 %as of Jun 30, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 173,3488.4M $0.23 %0.01 %as of May 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 171,7008.9M $0.10 %0.01 %as of Jul 31, 2026 ↗
EQ/Capital Group Research Portfolio EQ Advisors Trust 171,0008.5M $1.09 %0.01 %as of Jun 30, 2026 ↗
Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 164,7708.2M $1.16 %0.01 %as of Jun 30, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 162,6008.4M $0.15 %0.01 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II 162,0008.1M $0.79 %0.01 %as of Jun 30, 2026 ↗
EIC Value Fund FundVantage Trust 159,7928.3M $2.17 %0.01 %as of Jul 31, 2026 ↗
CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II 157,3007.8M $1.87 %0.01 %as of Jun 30, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 156,5257.8M $0.10 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 156,4397.8M $0.12 %0.01 %as of Jun 30, 2026 ↗
EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust 155,9027.8M $1.16 %0.01 %as of Jun 30, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 153,0007.6M $0.15 %0.01 %as of Jun 30, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 152,1837.6M $1.06 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 151,9607.6M $0.09 %0.01 %as of Jun 30, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 148,73265.1M SEK0.11 %0.01 %as of Mar 31, 2026 ↗
VALUE EQUITY FUND GuideStone Funds 148,4397.4M $0.84 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 147,1647.3M $0.16 %0.01 %as of Jun 30, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 146,5597.3M $0.53 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 142,5827.4M $0.45 %0.01 %as of Jul 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 141,6657.1M $0.09 %0.01 %as of Jun 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 140,9937.3M $0.43 %0.01 %as of Jul 31, 2026 ↗
Stock Index Fund VALIC Co I 139,1216.7M $0.09 %0.01 %as of May 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 139,0786.9M $0.10 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 138,6006.9M $0.02 %0.01 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Large Cap Fundamental Value Fund HOTCHKIS & WILEY FUNDS/DE/ 137,5006.9M $1.89 %0.01 %as of Jun 30, 2026 ↗
Huber Select Large Cap Value Fund Advisors Series Trust 134,7007M $1.39 %0.01 %as of Jul 31, 2026 ↗
DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 133,4006.6M $0.46 %0.01 %as of Jun 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 132,0476.6M $0.10 %0.01 %as of Jun 30, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 131,0856.5M $0.10 %0.01 %as of Jun 30, 2026 ↗
Schwab Dividend Equity Fund SCHWAB CAPITAL TRUST 130,0006.7M $1.02 %0.01 %as of Jul 31, 2026 ↗
NYLIM Epoch U.S. Equity Yield Fund NYLIM FUNDS TRUST 128,6216.7M $0.55 %0.01 %as of Jul 31, 2026 ↗
EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust 127,5926.4M $0.48 %0.01 %as of Jun 30, 2026 ↗
CRM MID CAP VALUE FUND CRM Mutual Fund Trust 126,3196.5M $2.41 %0.01 %as of Jul 31, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 125,2006.2M $0.56 %0.01 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 124,1436.2M $0.14 %0.01 %as of Jun 30, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST 123,6116.2M $0.10 %0.01 %as of Jun 30, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 122,5336.1M $0.34 %0.01 %as of Jun 30, 2026 ↗
NYLIM Epoch Global Equity Yield Fund NYLIM FUNDS TRUST 119,9856.2M $0.62 %0.01 %as of Jul 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 117,8456.1M $0.11 %0.01 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 117,6916.1M $0.07 %0.01 %as of Jul 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 115,6615.6M $0.68 %0.01 %as of May 31, 2026 ↗
iShares MSCI World ETF iShares, Inc. 114,7045.5M $0.07 %0.01 %as of May 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 114,2325.7M $0.10 %0.01 %as of Jun 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 113,1335.9M $0.37 %0.01 %as of Jul 31, 2026 ↗
LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 113,1025.6M $1.18 %0.01 %as of Jun 30, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 111,7225.6M $0.99 %0.01 %as of Jun 30, 2026 ↗
Disciplined Core Equity Fund American Century Quantitative Equity Funds, Inc. 108,1495.4M $0.28 %0.01 %as of Jun 30, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 107,1375.3M $0.10 %0.01 %as of Jun 30, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 106,8925.2M $0.06 %0.01 %as of May 31, 2026 ↗
Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust 106,2665.5M $0.75 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 105,4135.1M $0.08 %0.01 %as of May 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 104,5555.4M $0.10 %0.01 %as of Jul 31, 2026 ↗
O'Shaughnessy Market Leaders Value Fund Advisors Series Trust 104,2675.4M $1.88 %0.01 %as of Jul 31, 2026 ↗
Tweedy, Browne Value Fund Tweedy, Browne Fund Inc. 103,2675.1M $1.09 %0.01 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 103,0005.1M $0.05 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 102,1045.1M $0.32 %0.01 %as of Jun 30, 2026 ↗
NYLIM VP Epoch U.S. Equity Yield Portfolio NYLIM VP FUNDS TRUST 102,0335.1M $0.54 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 101,8314.9M $0.09 %0.01 %as of May 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 99,1314.8M $0.09 %0.01 %as of May 31, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 98,3004.9M $1.77 %0.01 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 97,6074.7M $0.12 %0.01 %as of May 31, 2026 ↗
Motley Fool 100 Index ETF RBB Fund, Inc. 97,4374.7M $0.22 %0.01 %as of May 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 97,3985M $0.08 %0.01 %as of Jul 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 94,4634.9M $0.08 %0.01 %as of Jul 31, 2026 ↗
Cullen Enhanced Equity Income Fund Cullen Funds Trust 93,5514.7M $3.23 %0.01 %as of Jun 30, 2026 ↗
Avanza Global Avanza Fonder AB 93,16140.8M SEK0.10 %0.01 %as of Mar 31, 2026 ↗
Victory Pioneer Disciplined Value Fund Victory Portfolios IV 93,0984.5M $1.08 %0.01 %as of May 31, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 92,5354.8M $0.06 %0.01 %as of Jul 31, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 92,2714.6M $0.87 %0.01 %as of Jun 30, 2026 ↗
Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 91,0954.5M $2.53 %0.01 %as of Jun 30, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 90,5344.7M $0.10 %0.01 %as of Jul 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 89,4394.3M $0.09 %0.01 %as of May 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 88,1384.4M $0.09 %0.01 %as of Jun 30, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 87,7114.2M $0.15 %0.01 %as of May 29, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 87,5914.2M $0.09 %0.01 %as of May 31, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 87,1004.5M $0.35 %0.01 %as of Jul 31, 2026 ↗
NYLIM Income Builder Fund NYLIM FUNDS 86,4604.5M $0.38 %0.01 %as of Jul 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 86,2564.3M $0.02 %0.01 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 85,8534.3M $0.46 %0.01 %as of Jun 30, 2026 ↗
Advisors Capital Total Return - Equity Fund NEIMAN FUNDS 85,1004.2M $1.24 %0.01 %as of Jun 30, 2026 ↗
Zacks Earnings Consistent Portfolio ETF Zacks Trust 85,0034.1M $1.20 %0.01 %as of May 31, 2026 ↗
LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 84,4264.2M $0.91 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 83,9744.2M $0.09 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 83,3914.3M $0.13 %0.01 %as of Jul 31, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 83,0124.1M $1.06 %0.01 %as of Jun 30, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 82,7294M $0.47 %0.01 %as of May 31, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 82,20036M SEK0.08 %0.01 %as of Mar 31, 2026 ↗
Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 82,0004.3M $0.51 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 81,3864.1M $0.08 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 80,7944.2M $0.09 %0.01 %as of Jul 31, 2026 ↗
BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. 78,3083.9M $0.10 %0.01 %as of Jun 30, 2026 ↗
ProShares Ultra Financials ProShares Trust 77,8293.8M $0.54 %0.01 %as of May 31, 2026 ↗
Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust 73,5633.8M $1.25 %0.01 %as of Jul 31, 2026 ↗
Optimum Large Cap Value Fund Optimum Fund Trust 73,4463.7M $0.20 %0.01 %as of Jun 30, 2026 ↗
SEB USA Exposure SEB Funds AB 72,95131.9M SEK0.12 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 72,6223.8M $0.88 %0.01 %as of Jul 31, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 71,4803.4M $0.23 %0.01 %as of May 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 70,7223.5M $0.10 %0.01 %as of Jun 30, 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