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
Storebrand Global Plus Storebrand Asset Management AS 17,6237.7M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 17,562904.4K $0.04 %0.00 %as of Apr 30, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 17,529864.4K $0.15 %0.00 %as of Feb 28, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 17,431801.3K $0.10 %0.00 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 17,301795.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
Eaton Vance Global Income Builder Fund Eaton Vance Mutual Funds Trust 17,189885.2K $0.29 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 16,826829.7K $0.20 %0.00 %as of Feb 28, 2026 ↗
Dunham Large Cap Value Fund Dunham Funds 16,604855.1K $0.40 %0.00 %as of Apr 30, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 16,540760.3K $0.10 %0.00 %as of Mar 31, 2026 ↗
PGIM Income Builder Fund Prudential Investment Portfolios 16 16,429846.1K $0.33 %0.00 %as of Apr 30, 2026 ↗
WBI Power Factor High Dividend ETF Absolute Shares Trust 16,385753.2K $1.31 %0.00 %as of Mar 31, 2026 ↗
Penn Series Mid Core Value Fund Penn Series Funds Inc 16,315750K $1.16 %0.00 %as of Mar 31, 2026 ↗
MP 63 Fund MP63 FUND INC 16,220799.8K $0.80 %0.00 %as of Feb 28, 2026 ↗
S&P 500 Pure Value Fund Rydex Series Funds 16,026736.7K $1.23 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 15,950821.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
SEB Active 30 SEB Funds AB 15,8236.9M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 15,810779.6K $0.15 %0.00 %as of Feb 28, 2026 ↗
Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust 15,803779.2K $0.33 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 15,747811K $0.20 %0.00 %as of Apr 30, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 15,513713.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P 500 ETF iShares Trust 15,460710.7K $0.12 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,133695.7K $0.08 %0.00 %as of Mar 31, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 14,800680.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Balanced Opportunity Fund BNY Mellon Investment Funds VI 14,721725.9K $0.25 %0.00 %as of Feb 28, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 14,703725K $0.02 %0.00 %as of Feb 28, 2026 ↗
M Large Cap Value Fund M FUND INC 14,700675.8K $0.35 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 14,5896.4M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
AB US High Dividend ETF AB Active ETFs, Inc. 14,572718.5K $0.47 %0.00 %as of Feb 28, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 14,361660.2K $0.10 %0.00 %as of Mar 31, 2026 ↗
Hilton Tactical Income Fund Direxion Funds 14,335706.9K $0.52 %0.00 %as of Feb 28, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 14,005690.6K $0.16 %0.00 %as of Feb 28, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 13,400616K $0.06 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 13,291611K $0.07 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 13,257609.4K $0.10 %0.00 %as of Mar 31, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 13,000597.6K $0.35 %0.00 %as of Mar 31, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 12,659581.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 12,606621.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 12,457641.5K $0.10 %0.00 %as of Apr 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 12,450572.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 12,259563.5K $0.66 %0.00 %as of Mar 31, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 12,095556K $0.10 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CAP VALUE FUND New Age Alpha Funds Trust 12,024552.7K $0.83 %0.00 %as of Mar 31, 2026 ↗
GMO U.S. Value ETF GMO ETF Trust 11,943588.9K $0.74 %0.00 %as of Feb 28, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 11,913587.4K $0.09 %0.00 %as of Feb 28, 2026 ↗
First Trust S&P 500 Diversified Dividend Aristocrats ETF First Trust Exchange-Traded Fund VI 11,698537.8K $0.96 %0.00 %as of Mar 31, 2026 ↗
Lysa Global Equity Focus Lysa Fonder AB 11,5635.1M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
Archer Dividend Growth Fund ARCHER INVESTMENT SERIES TRUST 11,525568.3K $1.84 %0.00 %as of Feb 28, 2026 ↗
Transamerica Large Value Active ETF 2023 ETF Series Trust 11,480527.7K $0.37 %0.00 %as of Mar 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 11,467565.4K $0.08 %0.00 %as of Feb 27, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 11,458526.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 11,321520.4K $0.10 %0.00 %as of Mar 31, 2026 ↗
Thompson MidCap Fund Thompson IM Funds, Inc. 11,231553.8K $0.95 %0.00 %as of Feb 28, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 11,094510K $0.04 %0.00 %as of Mar 31, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 11,000505.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 10,953503.5K $0.20 %0.00 %as of Mar 31, 2026 ↗
Driehaus Global Fund Driehaus Mutual Funds 10,943503K $0.69 %0.00 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust 10,800496.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Skandia Global Exponering Skandia Fonder AB 10,7404.7M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
X-Square Balanced Fund X-SQUARE BALANCED FUND 10,740493.7K $0.55 %0.00 %as of Mar 31, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 10,543519.9K $0.11 %0.00 %as of Feb 28, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 10,502540.9K $0.07 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,390535.1K $0.39 %0.00 %as of Apr 30, 2026 ↗
Wilmington Global Alpha Equities Fund Wilmington Funds 10,163523.4K $0.22 %0.00 %as of Apr 30, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 10,115465K $0.34 %0.00 %as of Mar 31, 2026 ↗
Huber Mid Cap Value Fund Advisors Series Trust 10,000515K $4.13 %0.00 %as of Apr 30, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 9,830451.9K $0.10 %0.00 %as of Mar 31, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 9,7884.3M SEK0.05 %0.00 %as of Mar 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 9,772449.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Research Market Neutral Fund JPMorgan Trust I 9,750502.1K $0.15 %0.00 %as of Apr 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 9,687445.3K $0.54 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 9,599441.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 9,466435.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 9,427464.8K $0.06 %0.00 %as of Feb 28, 2026 ↗
GMO Benchmark-Free Fund GMO TRUST 9,263456.8K $0.04 %0.00 %as of Feb 28, 2026 ↗
Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB 9,1244M SEK0.14 %0.00 %as of Mar 31, 2026 ↗
LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND 9,100468.7K $0.30 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 9,067416.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 8,891438.4K $0.16 %0.00 %as of Feb 28, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 8,636444.8K $0.06 %0.00 %as of Apr 30, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 8,517391.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 8,224423.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 8,2053.6M SEK0.09 %0.00 %as of Mar 31, 2026 ↗
CRM ALL CAP VALUE FUND CRM Mutual Fund Trust 8,102417.3K $2.13 %0.00 %as of Apr 30, 2026 ↗
Integrity Dividend Summit Fund INTEGRITY FUNDS 8,000412K $2.77 %0.00 %as of Apr 30, 2026 ↗
Avanza USA Avanza Fonder AB 7,9983.5M SEK0.13 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 7,996411.8K $0.15 %0.00 %as of Apr 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 7,994394.2K $0.16 %0.00 %as of Feb 28, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 7,866361.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 7,800358.6K $0.35 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 7,697396.4K $0.14 %0.00 %as of Apr 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 7,486344.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 7,421341.1K $0.32 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 7,326377.3K $0.12 %0.00 %as of Apr 30, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 7,289335.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
American Beacon Balanced Fund AMERICAN BEACON FUNDS 7,200370.8K $0.34 %0.00 %as of Apr 30, 2026 ↗
Invesco Global Equity Net Zero ETF Invesco Actively Managed Exchange-Traded Fund Trust 7,193370.4K $0.22 %0.00 %as of Apr 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 7,158329.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 7,140367.7K $0.09 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 7,050363.1K $0.11 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 6,986359.8K $0.11 %0.00 %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