Truist Financial Ownership | Who Owns Truist Financial?


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Truist Financial Ownership Summary


Truist Financial is owned by 62.18% institutional investors, 0.21% insiders, and 37.62% retail investors. Vanguard group is the largest institutional shareholder, holding 9.45% of TFC shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.25% of its assets in Truist Financial shares.

TFC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockTruist Financial62.18%0.21%37.62%
SectorFinancial Services Stocks 32.03%15.42%52.55%
IndustryRegional Banks Stocks31.54%12.64%55.83%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group119.74M9.45%$5.89B
Capital investors108.36M8.55%$5.33B
Blackrock funding, inc. /de98.02M7.73%$4.82B
Blackrock99.01M7.42%$3.85B
State street59.61M4.61%$2.73B
Victory capital management29.74M2.30%$1.36B
Geode capital management28.93M2.28%$1.42B
Morgan stanley20.93M1.65%$1.03B
Charles schwab investment management17.59M1.36%$804.19M
Invesco13.82M1.07%$631.84M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ategra capital management317.62K8.57%$14.52M
Rhino investment partners519.25K7.49%$23.74M
Reliant investment partners155.03K5.99%$7.63M
Montgomery investment management318.88K5.65%$15.69M
Azora capital lp2.52M5.35%$115.42M
Prana capital management, lp2.65M4.03%$121.07M
Continental advisors161.17K3.35%$7.93M
Teza capital management12.96K3.20%$592.39K
Mcrae capital management316.84K3.18%$15.59M
Shapiro capital management1.57M3.12%$72.00M

Top Buyers

HolderShares% AssetsChange
Wellington management group llp10.39M0.08%10.31M
Norges bank10.21M0.05%10.21M
American assets investment management3.38M1.51%3.00M
Bank of new york mellon10.50M0.09%2.87M
Azora capital lp2.52M5.35%2.52M

Top Sellers

HolderShares% AssetsChange
Balyasny asset management27.79K0.00%-5.51M
Fmr11.68M0.03%-5.18M
Blackrock funding, inc. /de98.02M0.08%-4.33M
Prudential financial731.23K0.04%-2.50M
Royal bank of canada12.50M0.09%-2.40M

New Positions

HolderShares% AssetsChangeValue
Norges bank10.21M0.05%10.21M$502.34M
Azora capital lp2.52M5.35%2.52M$115.42M
Appaloosa lp1.39M0.86%1.39M$63.44M
Artemis investment management llp1.32M0.78%1.32M$64.93M
Capitolis liquid global markets665.90K0.24%665.90K$30.44M

Sold Out

HolderChange
Mendota financial group-3.00
Strengthening families & communities-6.00
Goodwin investment advisory-6.00
Kohmann bosshard financial services-7.00
Pacific capital wealth advisors-7.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20251,441-11.21%787,970,347-16.83%621.16%696-7.20%538-7.56%
Sep 30, 20251,546-3.56%938,687,851-2.24%721.32%710-3.79%553-8.75%
Jun 30, 20251,578-2.17%955,648,441-0.84%731.36%722-2.70%5980.34%
Mar 31, 20251,593-1.85%960,352,811-0.54%731.40%732-5.55%589-1.01%
Dec 31, 20241,142-25.31%651,613,088-31.60%480.96%532-23.12%446-21.20%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF42.48M3.25%149.23K
Vanguard Total Stock Mkt Idx Inv41.09M3.19%-1.01M
Vanguard Institutional 500 Index Trust37.43M2.86%260.98K
Vanguard 500 Index Investor32.41M2.51%-4.75M
Capital Group Wash Mutual Invtrs Comp30.27M2.35%-
American Funds Washington Mutual A30.27M2.35%-
Capital Group American Mutual Comp20.52M1.59%-
American Funds American Mutual A20.52M1.59%-
Dodge & Cox Stock I17.69M1.33%-16.54M
Fidelity 500 Index16.60M1.29%7.17K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 02, 2026Powell Cynthia B Corp. Controller & CAOSell$183.72K
Jan 26, 2026Maguire Michael Baron Chief Financial OfficerSell$651.66K
Nov 25, 2025Boyer K. David Jr.-Sell$239.68K
Jul 22, 2025Bender Bradley D Chief Risk OfficerSell$566.69K
Dec 04, 2024Boyer K. David Jr.-Sell$229.44K

Insider Transactions Trends


DateBuySell
2026 Q1-2
2025 Q4-1
2025 Q3-1
2025 Q2--
2025 Q1--

TFC Ownership FAQ


Who Owns Truist Financial?

Truist Financial shareholders are primarily institutional investors at 62.18%, followed by 0.21% insiders and 37.61% retail investors. The average institutional ownership in Truist Financial's industry, Regional Banks Stocks, is 31.54%, which Truist Financial exceeds.

Who owns the most shares of Truist Financial?

Truist Financial’s largest shareholders are Vanguard group (119.74M shares, 9.45%), Capital investors (108.36M shares, 8.55%), and Blackrock funding, inc. /de (98.02M shares, 7.73%). Together, they hold 25.73% of Truist Financial’s total shares outstanding.

Does Blackrock own Truist Financial?

Yes, BlackRock owns 7.42% of Truist Financial, totaling 99.01M shares as of Jun 2024. This represents 0.09% of BlackRock's total assets, with a market value of 3.85B$. In the last quarter, BlackRock decreased its holdings by -1.439M shares, a -1.43% change.

Who is Truist Financial’s biggest shareholder by percentage of total assets invested?

Ategra capital management is Truist Financial’s biggest shareholder by percentage of total assets invested, with 8.57% of its assets in 317.62K Truist Financial shares, valued at 14.52M$.

Who is the top mutual fund holder of Truist Financial shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Truist Financial shares, with 3.25% of its total shares outstanding invested in 42.48M Truist Financial shares.

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