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
SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 6,872315.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
SEB Active 20 SEB Funds AB 6,8473M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund 6,821313.6K $0.63 %0.00 %as of Mar 31, 2026 ↗
Growth and Income Portfolio BNY MELLON VARIABLE INVESTMENT FUND 6,789312.1K $0.34 %0.00 %as of Mar 31, 2026 ↗
Praxis Impact Large Cap Value ETF Praxis Funds 6,784311.9K $0.48 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 6,776334.1K $0.11 %0.00 %as of Feb 28, 2026 ↗
Cullen Value Fund Cullen Funds Trust 6,575302.3K $1.06 %0.00 %as of Mar 31, 2026 ↗
Equity Income Fund RUSSELL INVESTMENT CO 6,524336K $0.22 %0.00 %as of Apr 30, 2026 ↗
Horizon Equity Premium Income Fund Horizon Funds 6,503320.7K $0.21 %0.00 %as of Feb 28, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,457296.8K $0.05 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 6,2862.8M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 6,214285.7K $0.10 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF DBX ETF Trust 6,212306.3K $0.11 %0.00 %as of Feb 27, 2026 ↗
Voya Balanced Income Portfolio Voya Investors Trust 6,119281.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 6,107280.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
ONEASCENT LARGE CAP CORE ETF Unified Series Trust 6,005296.1K $0.15 %0.00 %as of Feb 28, 2026 ↗
Huber Large Cap Value Fund Advisors Series Trust 6,000309K $1.60 %0.00 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Global Value Fund HOTCHKIS & WILEY FUNDS/DE/ 6,000275.8K $0.79 %0.00 %as of Mar 31, 2026 ↗
Invesco Multi-Strategy Fund AIM Investment Funds (Invesco Investment Funds) 5,945306.2K $0.12 %0.00 %as of Apr 30, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 5,936272.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 5,934305.6K $0.08 %0.00 %as of Apr 30, 2026 ↗
BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II 5,900271.2K $1.03 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 5,836268.3K $0.10 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 5,779265.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 5,743264K $0.01 %0.00 %as of Mar 31, 2026 ↗
Zacks All-Cap Core Fund Zacks Trust 5,741283.1K $0.81 %0.00 %as of Feb 28, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 5,449250.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 5,432279.7K $0.19 %0.00 %as of Apr 30, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 5,375265K $0.28 %0.00 %as of Feb 28, 2026 ↗
AQR Multi-Asset Fund AQR Funds 5,366246.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Gotham Index Plus Fund FundVantage Trust 5,341245.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 5,195256.2K $0.70 %0.00 %as of Feb 28, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 5,140253.5K $0.05 %0.00 %as of Feb 28, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 5,135236.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
Amplify AI Powered Equity ETF Amplify ETF Trust 4,976228.7K $0.21 %0.00 %as of Mar 31, 2026 ↗
AQR Global Equity Fund AQR Funds 4,962228.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
Horizon Expedition Plus ETF Horizon Funds 4,657229.6K $0.18 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP FINANCIALS ProFunds 4,632212.9K $0.82 %0.00 %as of Mar 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 4,587210.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 4,487231.1K $0.04 %0.00 %as of Apr 30, 2026 ↗
Motley Fool Value Factor ETF RBB Fund, Inc. 4,464220.1K $3.37 %0.00 %as of Feb 28, 2026 ↗
Pictet AI Enhanced US Equity ETF 2023 ETF Series Trust 4,440204.1K $0.40 %0.00 %as of Mar 31, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 4,435218.7K $0.15 %0.00 %as of Feb 28, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 4,356200.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 4,237218.2K $0.10 %0.00 %as of Apr 30, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 4,212193.6K $0.10 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 4,183206.3K $0.19 %0.00 %as of Feb 28, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 4,180192.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust 4,150213.7K $0.12 %0.00 %as of Apr 30, 2026 ↗
Banking Fund Rydex Series Funds 4,141190.4K $2.70 %0.00 %as of Mar 31, 2026 ↗
Hartford US Value ETF Lattice Strategies Trust 4,024207.2K $0.45 %0.00 %as of Apr 30, 2026 ↗
Point Bridge America First ETF ETF Series Solutions 4,000183.9K $0.60 %0.00 %as of Mar 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 3,915193K $0.03 %0.00 %as of Feb 28, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 3,912179.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
FlexShares STOXX US ESG Select Index Fund FlexShares Trust 3,875199.6K $0.16 %0.00 %as of Apr 30, 2026 ↗
BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. 3,830176.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Donoghue Forlines Dividend VIT Fund Northern Lights Variable Trust 3,794174.4K $1.97 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 3,775194.4K $0.08 %0.00 %as of Apr 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 3,721171.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 3,674181.2K $0.03 %0.00 %as of Feb 28, 2026 ↗
Morningstar Global Income Fund Morningstar Funds Trust 3,669189K $0.13 %0.00 %as of Apr 30, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 3,629178.9K $0.02 %0.00 %as of Feb 28, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 3,585176.8K $0.09 %0.00 %as of Feb 28, 2026 ↗
Nova Fund Rydex Series Funds 3,575164.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 3,555183.1K $0.13 %0.00 %as of Apr 30, 2026 ↗
Virtus U.S. Dividend ETF Virtus ETF Trust II 3,550182.8K $1.06 %0.00 %as of Apr 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 3,421157.3K $0.09 %0.00 %as of Mar 31, 2026 ↗
Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds 3,418168.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
Banking Fund Rydex Variable Trust 3,380155.4K $2.70 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 3,376155.2K $0.11 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 3,365154.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
SMID Core Equity Portfolio GLENMEDE FUND INC 3,348172.4K $4.68 %0.00 %as of Apr 30, 2026 ↗
Skandia Försiktig Skandia Fonder AB 3,1951.4M SEK0.04 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Pure Value Fund Rydex Variable Trust 3,182146.3K $0.75 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 3,180156.8K $1.52 %0.00 %as of Feb 28, 2026 ↗
Morningstar Global Opportunistic Equity Fund Morningstar Funds Trust 3,140161.7K $0.04 %0.00 %as of Apr 30, 2026 ↗
PGIM Quant Solutions Large-Cap Value Fund Prudential Investment Portfolios 3 3,100152.9K $0.06 %0.00 %as of Feb 27, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 3,076151.7K $0.11 %0.00 %as of Feb 28, 2026 ↗
Handelsbanken Global Index Core Handelsbanken Fonder AB 2,9621.3M SEK0.08 %0.00 %as of Mar 31, 2026 ↗
S&P 500 Fund Rydex Series Funds 2,819129.6K $0.09 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,731134.7K $0.02 %0.00 %as of Feb 28, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 2,6881.2M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 2,659131.1K $0.03 %0.00 %as of Feb 28, 2026 ↗
ULTRABULL PROFUND ProFunds 2,646136.3K $0.07 %0.00 %as of Apr 30, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 2,612128.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 2,555117.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 2,531124.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 2,528116.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
JNL/BlackRock Global Allocation Fund JNL Series Trust 2,451112.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 2,420124.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 2,395110.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 2,393110K $0.07 %0.00 %as of Mar 31, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 2,374109.1K $0.18 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 2,334107.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 2,287105.1K $0.17 %0.00 %as of Mar 31, 2026 ↗
Cambria LargeCap Shareholder Yield ETF Cambria ETF Trust 2,260116.4K $1.93 %0.00 %as of Apr 30, 2026 ↗
NAA OPPORTUNITY FUND New Age Alpha Funds Trust 2,253103.6K $0.26 %0.00 %as of Mar 31, 2026 ↗
SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST 2,249115.8K $0.03 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST 2,226102.3K $0.91 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 2,180112.3K $0.10 %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