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
Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust 75,1783.9M $1.40 %0.01 %as of Apr 30, 2026 ↗
Optimum Large Cap Value Fund Optimum Fund Trust 74,4803.4M $0.20 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 73,5453.4M $0.10 %0.01 %as of Mar 31, 2026 ↗
SEB USA Exposure SEB Funds AB 72,95131.9M SEK0.12 %0.01 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 72,7453.3M $0.10 %0.01 %as of Mar 31, 2026 ↗
Brookstone Dividend Stock ETF Northern Lights Fund Trust IV 72,0983.6M $3.56 %0.01 %as of Feb 28, 2026 ↗
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 70,7183.3M $0.08 %0.01 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 69,1853.6M $0.07 %0.01 %as of Apr 30, 2026 ↗
Franklin Templeton SMACS Series E Franklin Strategic Series 69,0003.4M $0.64 %0.01 %as of Feb 28, 2026 ↗
MML Equity Fund MML Series Investment Fund II 68,7003.2M $0.35 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Advanced MSCI USA ETF iShares Trust 68,6233.4M $0.28 %0.01 %as of Feb 28, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 67,8003.5M $0.10 %0.01 %as of Apr 30, 2026 ↗
Nomura Wealth Builder Fund Delaware Group Equity Funds V 67,7043.3M $0.40 %0.01 %as of Feb 27, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 67,5403.5M $0.14 %0.01 %as of Apr 30, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 67,5003.1M $0.22 %0.01 %as of Mar 31, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 66,9263.1M $0.17 %0.01 %as of Mar 31, 2026 ↗
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 66,6403.3M $2.28 %0.01 %as of Feb 27, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 66,6393.1M $0.13 %0.01 %as of Mar 31, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 66,4993.3M $0.14 %0.01 %as of Feb 28, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 66,1663M $0.10 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 65,7813.2M $0.11 %0.01 %as of Feb 28, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 65,3923.4M $0.11 %0.01 %as of Apr 30, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 64,7133.2M $0.11 %0.01 %as of Feb 28, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 64,3543.3M $0.11 %0.01 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 63,5362.9M $0.47 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 60,3103M $0.19 %0.00 %as of Feb 28, 2026 ↗
LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 60,1602.8M $1.12 %0.00 %as of Mar 31, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 59,3342.9M $0.07 %0.00 %as of Feb 28, 2026 ↗
FlexShares Quality Dividend Defensive Index Fund FlexShares Trust 59,2623.1M $0.58 %0.00 %as of Apr 30, 2026 ↗
World Selection Index Fund Northern Funds 58,5472.7M $0.14 %0.00 %as of Mar 31, 2026 ↗
Invesco MSCI North America Climate ETF Invesco Exchange-Traded Fund Trust II 58,5362.9M $0.23 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 58,2532.7M $0.05 %0.00 %as of Mar 31, 2026 ↗
MML VIP American Century Mid Cap Value Fund MML SERIES INVESTMENT FUND 58,1632.7M $1.16 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 57,8752.7M $0.10 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 57,5782.8M $0.17 %0.00 %as of Feb 28, 2026 ↗
PSF PGIM Flexible Managed Portfolio Prudential Series Fund 56,9002.6M $0.05 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 56,3612.8M $0.06 %0.00 %as of Feb 28, 2026 ↗
Brandes U.S. Value ETF 2023 ETF Series Trust 56,1632.6M $0.94 %0.00 %as of Mar 31, 2026 ↗
Eaton Vance Global Equity Income Fund Eaton Vance Mutual Funds Trust 55,6122.9M $0.36 %0.00 %as of Apr 30, 2026 ↗
American Beacon Shapiro Equity Opportunities Fund AMERICAN BEACON FUNDS 55,5052.6M $4.70 %0.00 %as of Mar 31, 2026 ↗
Victory Pioneer Mid Cap Value VCT Portfolio Victory Variable Insurance Funds II 54,7732.5M $2.41 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 54,7092.8M $0.10 %0.00 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 54,6062.8M $0.10 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 54,5202.5M $0.11 %0.00 %as of Mar 31, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 54,0722.8M $0.38 %0.00 %as of Apr 30, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 54,0322.5M $0.10 %0.00 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 52,2862.4M $0.10 %0.00 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 52,1872.4M $0.10 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 51,8542.4M $0.08 %0.00 %as of Mar 31, 2026 ↗
iShares Russell Top 200 ETF iShares Trust 51,2802.4M $0.12 %0.00 %as of Mar 31, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 51,0672.3M $0.09 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 49,9672.3M $0.54 %0.00 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 49,6762.3M $0.02 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 49,2012.3M $0.17 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Value ETF iShares Trust 49,0792.5M $0.20 %0.00 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 48,1262.5M $0.10 %0.00 %as of Apr 30, 2026 ↗
iShares Global Financials ETF iShares Trust 47,9322.2M $0.42 %0.00 %as of Mar 31, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 47,9202.2M $0.41 %0.00 %as of Mar 31, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 47,8792.2M $0.10 %0.00 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 47,7882.2M $0.10 %0.00 %as of Mar 31, 2026 ↗
GMO U.S. Opportunistic Value Fund GMO TRUST 47,6632.4M $0.74 %0.00 %as of Feb 28, 2026 ↗
LVIP American Century Large Company Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 47,2942.2M $1.43 %0.00 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 47,2012.4M $0.08 %0.00 %as of Apr 30, 2026 ↗
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 46,9082.2M $0.81 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US Value Momentum ETF Victory Portfolios II 46,7982.2M $0.92 %0.00 %as of Mar 31, 2026 ↗
NYLIM VP Income Builder Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 46,5392.1M $0.39 %0.00 %as of Mar 31, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 46,1442.1M $0.10 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Value Fund SA FUNDS INVESTMENT TRUST 45,6212.1M $0.36 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 45,5262.2M $0.19 %0.00 %as of Feb 28, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 44,8552.3M $0.81 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 43,3082.1M $0.10 %0.00 %as of Feb 28, 2026 ↗
Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC 43,0342M $0.59 %0.00 %as of Mar 31, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 43,0052M $0.14 %0.00 %as of Mar 31, 2026 ↗
BLUE CURRENT GLOBAL DIVIDEND FUND Ultimus Managers Trust 43,0002.1M $2.08 %0.00 %as of Feb 28, 2026 ↗
CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND Cantor Select Portfolios Trust 43,0002M $2.18 %0.00 %as of Mar 31, 2026 ↗
iShares ESG MSCI USA Leaders ETF iShares Trust 42,9272.1M $0.20 %0.00 %as of Feb 28, 2026 ↗
Storebrand Global All Countries Storebrand Asset Management AS 42,80018.7M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund 42,5532.2M $0.53 %0.00 %as of Apr 30, 2026 ↗
Skandia Balanserad Skandia Fonder AB 42,23018.5M SEK0.08 %0.00 %as of Mar 31, 2026 ↗
Domini Impact Equity Fund Domini Investment Trust 42,2022.2M $0.19 %0.00 %as of Apr 30, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 41,3322M $0.19 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 41,1701.9M $0.19 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 41,1691.9M $0.13 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 41,1622.1M $0.20 %0.00 %as of Apr 30, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 41,0972.1M $0.10 %0.00 %as of Apr 30, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 40,7632M $0.10 %0.00 %as of Feb 28, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 40,6441.9M $0.10 %0.00 %as of Mar 31, 2026 ↗
The Covered Bridge Fund NORTHERN LIGHTS FUND TRUST III 40,5001.9M $1.65 %0.00 %as of Mar 31, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 39,7132M $0.11 %0.00 %as of Apr 30, 2026 ↗
WAYCROSS MANAGED RISK EQUITY FUND Waycross Independent Trust 39,3881.9M $1.78 %0.00 %as of Feb 28, 2026 ↗
ICON EQUITY FUND SCM Trust 39,1001.8M $3.81 %0.00 %as of Mar 31, 2026 ↗
Disciplined Value Series Manning & Napier Fund, Inc. 38,7802M $1.37 %0.00 %as of Apr 30, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 38,7031.9M $0.29 %0.00 %as of Feb 28, 2026 ↗
Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust 38,6481.9M $0.33 %0.00 %as of Feb 28, 2026 ↗
PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST 38,6002M $0.25 %0.00 %as of Apr 30, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 38,0042M $0.10 %0.00 %as of Apr 30, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 36,9281.7M $0.19 %0.00 %as of Mar 31, 2026 ↗
Mid Cap Intrinsic Value Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 36,3131.7M $1.67 %0.00 %as of Mar 31, 2026 ↗
Hennessy Large Cap Financial Fund Hennessy Funds Trust 36,0001.9M $6.49 %0.00 %as of Apr 30, 2026 ↗
Dana Concentrated Dividend ETF Tidal Trust I 35,7881.8M $3.90 %0.00 %as of Feb 28, 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