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
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 179,9818.3M $0.45 %0.01 %as of Mar 31, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 178,8169.2M $0.17 %0.01 %as of Apr 30, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 177,1169.1M $0.88 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 175,2778.6M $0.11 %0.01 %as of Feb 28, 2026 ↗
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 173,6488.6M $0.25 %0.01 %as of Feb 28, 2026 ↗
NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust 173,5008M $1.78 %0.01 %as of Mar 31, 2026 ↗
EQ/Capital Group Research Portfolio EQ Advisors Trust 171,0007.9M $1.18 %0.01 %as of Mar 31, 2026 ↗
American Century Focused Large Cap Value ETF American Century ETF Trust 166,3368.2M $2.47 %0.01 %as of Feb 28, 2026 ↗
Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 164,7707.6M $1.15 %0.01 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II 162,0007.4M $0.77 %0.01 %as of Mar 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 159,8937.4M $0.10 %0.01 %as of Mar 31, 2026 ↗
EIC Value Fund FundVantage Trust 159,7928.2M $2.21 %0.01 %as of Apr 30, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 159,3638.2M $0.10 %0.01 %as of Apr 30, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 159,2127.3M $1.01 %0.01 %as of Mar 31, 2026 ↗
NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 157,0808.1M $0.70 %0.01 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 156,4397.2M $0.13 %0.01 %as of Mar 31, 2026 ↗
EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust 155,9027.2M $1.15 %0.01 %as of Mar 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 153,0127M $0.09 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 151,9607M $0.09 %0.01 %as of Mar 31, 2026 ↗
CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II 151,6007M $1.78 %0.01 %as of Mar 31, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 148,73265.1M SEK0.11 %0.01 %as of Mar 31, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 148,5306.8M $0.51 %0.01 %as of Mar 31, 2026 ↗
VALUE EQUITY FUND GuideStone Funds 146,6106.7M $0.84 %0.01 %as of Mar 31, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust 144,5096.6M $0.63 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 143,4317.1M $0.11 %0.01 %as of Feb 28, 2026 ↗
DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 140,7006.5M $0.46 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 139,4086.4M $0.10 %0.01 %as of Mar 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 139,0786.4M $0.11 %0.01 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Large Cap Fundamental Value Fund HOTCHKIS & WILEY FUNDS/DE/ 137,5006.3M $1.78 %0.01 %as of Mar 31, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 137,2796.3M $0.17 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 136,2697M $0.45 %0.01 %as of Apr 30, 2026 ↗
Huber Select Large Cap Value Fund Advisors Series Trust 134,7006.9M $1.39 %0.01 %as of Apr 30, 2026 ↗
iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust 133,6026.9M $0.41 %0.01 %as of Apr 30, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 130,6536M $0.18 %0.01 %as of Mar 31, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 130,3146M $0.10 %0.01 %as of Mar 31, 2026 ↗
Schwab Dividend Equity Fund SCHWAB CAPITAL TRUST 130,0006.7M $1.06 %0.01 %as of Apr 30, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 128,5205.9M $0.11 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 128,4165.9M $0.66 %0.01 %as of Mar 31, 2026 ↗
CRM MID CAP VALUE FUND CRM Mutual Fund Trust 128,2836.6M $2.50 %0.01 %as of Apr 30, 2026 ↗
Victory Pioneer Fund VCT Portfolio Victory Variable Insurance Funds II 126,5755.8M $3.54 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 125,0875.8M $0.10 %0.01 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 124,1435.7M $0.14 %0.01 %as of Mar 31, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 120,7005.5M $0.52 %0.01 %as of Mar 31, 2026 ↗
Motley Fool 100 Index ETF RBB Fund, Inc. 119,4015.9M $0.31 %0.01 %as of Feb 28, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 119,4005.5M $2.02 %0.01 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 117,8456.1M $0.11 %0.01 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 117,6916.1M $0.07 %0.01 %as of Apr 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 115,6615.7M $0.72 %0.01 %as of Feb 28, 2026 ↗
LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 113,1025.2M $1.15 %0.01 %as of Mar 31, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 111,7225.1M $0.98 %0.01 %as of Mar 31, 2026 ↗
NYLI Epoch Global Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 111,2285.7M $0.61 %0.01 %as of Apr 30, 2026 ↗
Tweedy, Browne Value Fund Tweedy, Browne Fund Inc. 110,4505.1M $1.11 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 107,6335.5M $0.11 %0.01 %as of Apr 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 106,8955.5M $0.37 %0.01 %as of Apr 30, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 105,7354.9M $0.29 %0.01 %as of Mar 31, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds 105,2955.4M $0.66 %0.01 %as of Apr 30, 2026 ↗
Fidelity Dividend ETF for Rising Rates Fidelity Covington Trust 105,1375.4M $0.79 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 104,9835.2M $0.07 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 104,3845.1M $0.10 %0.01 %as of Feb 28, 2026 ↗
O'Shaughnessy Market Leaders Value Fund Advisors Series Trust 104,2675.4M $1.93 %0.01 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 103,0004.7M $0.05 %0.01 %as of Mar 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 102,6085.1M $0.10 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 101,9015M $0.07 %0.01 %as of Feb 28, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 101,8094.7M $0.31 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 101,0265.2M $1.05 %0.01 %as of Apr 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 98,1774.8M $0.10 %0.01 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 97,7345M $0.11 %0.01 %as of Apr 30, 2026 ↗
iShares Core Dividend ETF iShares Trust 96,8935M $0.37 %0.01 %as of Apr 30, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 95,1344.4M $0.10 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 95,0304.9M $0.06 %0.01 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 94,9844.7M $0.13 %0.01 %as of Feb 28, 2026 ↗
Cullen Enhanced Equity Income Fund Cullen Funds Trust 93,5514.3M $3.04 %0.01 %as of Mar 31, 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 93,0984.6M $1.08 %0.01 %as of Feb 28, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 93,0074.3M $0.05 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 92,9914.6M $0.10 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 92,8824.3M $0.10 %0.01 %as of Mar 31, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 92,4044.6M $0.88 %0.01 %as of Feb 28, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 92,2714.2M $0.88 %0.01 %as of Mar 31, 2026 ↗
Large Company Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 91,0954.2M $2.45 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 90,8114.5M $0.10 %0.01 %as of Feb 28, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 90,4004.7M $0.38 %0.01 %as of Apr 30, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 88,9534.1M $0.10 %0.01 %as of Mar 31, 2026 ↗
NYLI Income Builder Fund NEW YORK LIFE INVESTMENTS FUNDS 88,1844.5M $0.40 %0.01 %as of Apr 30, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 86,8104.5M $0.23 %0.01 %as of Apr 30, 2026 ↗
LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 86,3684M $0.91 %0.01 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 85,8533.9M $0.47 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 85,4124.4M $0.07 %0.01 %as of Apr 30, 2026 ↗
Advisors Capital Total Return - Equity Fund NEIMAN FUNDS 85,1003.9M $1.23 %0.01 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 85,0513.9M $0.08 %0.01 %as of Mar 31, 2026 ↗
Shelton Equity Income Fund SHELTON FUNDS 83,7004.1M $0.39 %0.01 %as of Feb 28, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 83,0123.8M $1.01 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 82,9774.3M $0.09 %0.01 %as of Apr 30, 2026 ↗
Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB 82,20036M SEK0.08 %0.01 %as of Mar 31, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 79,9953.9M $0.47 %0.01 %as of Feb 28, 2026 ↗
Zacks Earnings Consistent Portfolio ETF Zacks Trust 79,1793.9M $1.26 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 78,7854.1M $0.14 %0.01 %as of Apr 30, 2026 ↗
ProShares Ultra Financials ProShares Trust 78,1943.9M $0.55 %0.01 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 77,2943.6M $0.10 %0.01 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 75,6613.7M $0.16 %0.01 %as of Feb 27, 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