Truist Financial Corp (TFC) Ownership

46.18 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Truist Financial Corp (TFC), owning a total of 117.8 million shares. Combined, the top 33 institutional holders of TFC own 65.17% of the company with a total of 866.3 million shares.

In the latest ownership report on June 30th 2024, the top 33 institutional holders increased their combined ownership of TFC by 46.5 million shares. 11 institutions bought 55,611,473 total additional shares and increased their ownership by an average of 39.28%. However 10 institutions sold 9,095,612 total shares and decreased their ownership by an average of 3.36%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Truist Financial Corp increased by a net total of 46,515,861 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.870%	1.014%	117,753,374	1,181,800	2024-06-30
BlackRock Inc	7.458%	-1.433%	99,010,537	-1,439,152	2024-06-30
State Street Corp	4.455%	-0.239%	59,144,734	-141,813	2024-06-30
Dodge & Cox	3.892%	-0.530%	51,665,856	-275,354	2024-06-30
Capital Research & Mgmt Co - Division 3	3.883%	342.697%	51,544,282	39,901,040	2024-06-30
JPMorgan Chase & Co	3.377%	26.062%	44,823,697	9,266,693	2024-06-30
Bank of America Corp	3.074%	0.062%	40,802,932	25,291	2024-06-30
Morgan Stanley - Brokerage Accounts	2.584%	-11.472%	34,298,868	-4,444,754	2024-06-30
Geode Capital Management, LLC	2.033%	2.203%	26,984,539	581,734	2024-06-30
Amundi	1.923%	-2.026%	25,533,524	-527,943	2024-06-30
Charles Schwab Investment Management Inc	1.326%	-0.144%	17,600,272	-25,362	2024-06-30
Royal Bank of Canada	1.141%	-6.564%	15,147,257	-1,064,152	2024-06-30
Northern Trust Corp	0.930%	-0.532%	12,351,717	-66,019	2024-06-30
Harris Associates L.P.	0.805%	2.280%	10,682,202	238,091	2024-06-30
Legal & General Group PLC	0.779%	1.012%	10,338,802	103,565	2024-06-30
American Century Companies Inc	0.763%	-5.911%	10,130,001	-636,404	2024-06-30
Citadel Advisors Llc	0.724%	26.536%	9,613,309	2,016,029	2024-06-30
Federated Hermes Inc	0.710%	-4.792%	9,431,002	-474,659	2024-06-30
Amvescap Plc.	0.698%	2.127%	9,263,290	192,956	2024-06-30
UBS Asset Mgmt Americas Inc	0.689%	24.600%	9,142,731	1,805,078	2024-06-30
Dimensional Fund Advisors, Inc.	0.667%	3.466%	8,932,261	299,196	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.870%	1.014%	117,753,374	1,181,800	2024-06-30
BlackRock Inc	7.458%	-1.433%	99,010,537	-1,439,152	2024-06-30
State Street Corporation	4.427%	-4.928%	59,286,547	-3,072,921	2024-03-31
State Street Corp	4.455%	-0.239%	59,144,734	-141,813	2024-06-30
Dodge & Cox	3.892%	-0.530%	51,665,856	-275,354	2024-06-30
Capital Research & Mgmt Co - Division 3	3.883%	342.697%	51,544,282	39,901,040	2024-06-30
JPMorgan Chase & Co	3.377%	26.062%	44,823,697	9,266,693	2024-06-30
Bank of America Corp	3.074%	0.062%	40,802,932	25,291	2024-06-30
Morgan Stanley - Brokerage Accounts	2.584%	-11.472%	34,298,868	-4,444,754	2024-06-30
Geode Capital Management, LLC	2.033%	2.203%	26,984,539	581,734	2024-06-30
Amundi	1.923%	-2.026%	25,533,524	-527,943	2024-06-30
Charles Schwab Investment Management Inc	1.326%	-0.144%	17,600,272	-25,362	2024-06-30
FMR Inc	1.200%	29.553%	16,009,846	3,652,050	2023-12-31
Royal Bank of Canada	1.141%	-6.564%	15,147,257	-1,064,152	2024-06-30
Massachusetts Financial Services Company	1.101%	-3.996%	14,687,118	-611,245	2023-09-30
NORGES BANK	0.966%	6.028%	12,868,179	731,624	2022-12-31
Diamond Hill Capital Management Inc	0.964%	-14.985%	12,861,706	-2,266,992	2023-09-30
Boston Partners Global Investors, Inc	0.939%	-15.895%	12,460,549	-2,354,928	2022-06-30
Wellington Management Company LLP	0.936%	-47.559%	12,460,317	-11,300,186	2023-03-31
Northern Trust Corp	0.930%	-0.532%	12,351,717	-66,019	2024-06-30
Goldman Sachs Group Inc	0.886%	131.721%	11,819,066	6,718,507	2023-12-31
Bank of New York Mellon Corp	0.842%	12.744%	11,230,044	1,269,399	2023-12-31
Harris Associates L.P.	0.805%	2.280%	10,682,202	238,091	2024-06-30
Legal & General Group PLC	0.779%	1.012%	10,338,802	103,565	2024-06-30
American Century Companies Inc	0.763%	-5.911%	10,130,001	-636,404	2024-06-30
Citadel Advisors Llc	0.724%	26.536%	9,613,309	2,016,029	2024-06-30
Barclays PLC	0.722%	107.817%	9,577,641	4,968,947	2022-06-30
Macquarie Group Ltd	0.711%	-3.834%	9,515,093	-379,298	2024-03-31
Federated Hermes Inc	0.710%	-4.792%	9,431,002	-474,659	2024-06-30
Franklin Resources Inc	0.697%	-14.670%	9,295,135	-1,597,961	2023-12-31
Amvescap Plc.	0.698%	2.127%	9,263,290	192,956	2024-06-30
UBS Asset Mgmt Americas Inc	0.689%	24.600%	9,142,731	1,805,078	2024-06-30
Dimensional Fund Advisors, Inc.	0.667%	3.466%	8,932,261	299,196	2024-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Truist Financial Corp (TFC), owning a total of 42.5 million shares. Combined, the top 45 mutual fund holders of TFC own 45.70% of the company with a total of 608.1 million shares.

In the latest ownership report on October 31st 2024, the top 45 fund holders increased their combined ownership of TFC by 59 thousand shares. 2 funds bought 108,151 total additional shares and increased their ownership by an average of 0.34%. However 2 funds sold 49,394 total shares and decreased their ownership by an average of 0.27%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Truist Financial Corp increased by a net total of 58,757 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.230%	0.525%	16,325,619	85,212	2024-10-31
iShares Core S&P 500 ETF	1.123%	0.154%	14,908,329	22,939	2024-10-31
The Financial Select Sector SPDR® ETF	0.691%	-0.505%	9,178,304	-46,620	2024-10-31
iShares Select Dividend ETF	0.622%	-0.034%	8,263,020	-2,774	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.200%	0.353%	42,476,253	149,234	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.080%	1.797%	41,081,933	725,121	2023-03-31
Vanguard Institutional 500 Index Trust	2.642%	0.220%	35,076,655	76,928	2024-09-30
2ndVote Advisers SDI Index	2.499%	0.000%	33,329,709	0	2023-03-31
Vanguard 500 Index Investor	2.409%	0.601%	32,083,270	191,641	2023-08-31
American Funds American Mutual A	1.499%	51.110%	19,901,879	6,731,376	2024-09-30
Capital Group American Mutual Comp	1.499%	51.110%	19,901,879	6,731,376	2024-09-30
Dodge & Cox Stock I	1.332%	-48.328%	17,687,887	-16,543,490	2024-09-30
Fidelity 500 Index	1.240%	-0.139%	16,462,172	-22,914	2024-09-30
SPDR® S&P 500® ETF Trust	1.230%	0.525%	16,325,619	85,212	2024-10-31
SPDR® S&P 500 ETF Trust	1.191%	0.702%	15,896,103	110,740	2024-05-30
Fidelity® 500 Index	1.164%	0.641%	15,521,262	98,778	2023-11-30
iShares Core S&P 500 ETF	1.123%	0.154%	14,908,329	22,939	2024-10-31
Capital Group Wash Mutual Invtrs Comp	1.113%	30.122%	14,775,383	3,420,388	2024-09-30
American Funds Washington Mutual A	1.113%	30.122%	14,775,383	3,420,388	2024-09-30
JPMorgan Equity Income I	1.069%	0.000%	14,192,831	0	2024-09-30
JPM US Equity Income-Composite	1.069%	24.075%	14,192,831	2,753,927	2024-09-30
Capital Group Fundamental Invtrs Comp	1.060%	71.089%	14,076,786	5,849,034	2024-09-30
American Funds Fundamental Invs A	1.060%	71.089%	14,076,786	5,849,034	2024-09-30
Nomura US Value Strategy Mother Fund	0.864%	14,176.200%	11,520,900	11,440,200	2023-04-27
Vanguard Value Index Inv	0.853%	2.020%	11,317,482	224,040	2024-09-30
JPMorgan US Equity L	0.785%	3.217%	10,452,397	325,728	2023-02-28
The Financial Select Sector SPDR® ETF	0.691%	-0.505%	9,178,304	-46,620	2024-10-31
Financial Select Sector SPDR® ETF	0.674%	0.032%	8,994,832	2,916	2024-05-30
American Funds Invmt Co of Amer A	0.652%	50.389%	8,655,546	2,900,113	2024-09-30
Capital Group Investment Co of Amer Comp	0.652%	50.389%	8,655,546	2,900,113	2024-09-30
Vanguard Institutional Index I	0.642%	-0.869%	8,517,692	-74,686	2024-09-30
Vanguard Dividend Appreciation ETF	0.634%	-0.020%	8,421,510	-1,669	2023-02-28
iShares Select Dividend ETF	0.622%	-0.034%	8,263,020	-2,774	2024-10-31
Oakmark Investor	0.587%	0.000%	7,860,000	0	2024-06-30
Pioneer US Large Core Equity	0.569%	-0.904%	7,615,837	-69,433	2024-06-30
Pioneer A	0.569%	0.000%	7,615,837	0	2024-08-31
Vanguard Equity-Income Inv	0.570%	-31.568%	7,586,266	-3,499,629	2023-03-31
MFS Large Cap Value (SMA)	0.528%	0.000%	7,069,710	7,069,710	2023-06-30
Vanguard Wellesley® Income Inv	0.524%	-0.711%	6,976,933	-49,954	2023-01-31
MFS Value A	0.516%	-1.285%	6,883,028	-89,565	2023-09-30
MFS Large Cap Value Equity	0.516%	-2.641%	6,883,028	-186,682	2023-09-30
Diamond Hill Large Cap Inv	0.514%	-10.926%	6,839,751	-839,004	2023-05-31
Federated Hermes Strategic Val Dividend	0.494%	-1.637%	6,608,811	-110,000	2024-03-31
State St S&P 500® Indx SL Cl III	0.488%	0.822%	6,527,125	53,239	2024-06-30
Diamond Hill Large Cap Equity	0.482%	-7.895%	6,430,396	-551,215	2023-11-30
Federated Hermes Strategic Value Div IS	0.471%	-4.585%	6,305,811	-303,000	2024-06-30
Franklin Income A1	0.450%	-0.018%	5,998,900	-1,100	2024-05-31
Vanguard High Dividend Yield ETF	0.402%	0.409%	5,362,781	21,819	2024-05-31
Blackrock Eq Idx Fund CF	0.357%	0.836%	4,766,259	39,524	2023-12-31