Truist Financial Ownership | Who Owns Truist Financial?


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Truist Financial Ownership Summary


Truist Financial is owned by 72.64% institutional investors, 0.22% insiders, and 27.14% retail investors. Vanguard group is the largest institutional shareholder, holding 9.21% 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 Financial72.64%0.22%27.14%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryRegional Banks Stocks38.26%12.54%49.20%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group119.04M9.21%$5.44B
Capital investors107.64M8.33%$4.92B
Blackrock funding, inc. /de102.35M7.92%$4.68B
Blackrock99.01M7.42%$3.85B
State street59.61M4.61%$2.73B
Victory capital management29.74M2.30%$1.36B
Geode capital management28.95M2.24%$1.32B
Morgan stanley20.33M1.57%$929.67M
Charles schwab investment management17.59M1.36%$804.19M
Jpmorgan chase14.45M1.12%$660.68M

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 partners155.60K5.55%$7.08M
Azora capital lp2.52M5.35%$115.42M
Montgomery investment management319.34K5.14%$14.60M
Prana capital management, lp2.65M4.03%$121.07M
Continental advisors165.17K3.27%$7.55M
Teza capital management12.96K3.20%$592.39K
Shapiro capital management1.57M3.12%$72.00M
Griffith & werner131.44K3.07%$5.93M

Top Buyers

HolderShares% AssetsChange
Wellington management group llp10.39M0.08%10.31M
Norges bank9.29M0.05%9.29M
Jennison associates3.92M0.10%2.63M
Azora capital lp2.52M5.35%2.52M
Skandinaviska enskilda banken ab (publ)2.31M0.42%1.43M

Top Sellers

HolderShares% AssetsChange
Balyasny asset management27.79K0.00%-5.51M
Fmr11.68M0.03%-5.18M
Blackrock funding, inc. /de102.35M0.08%-4.44M
Hightower advisors1.22M0.06%-3.72M
Ubs asset management americas9.33M0.09%-3.01M

New Positions

HolderShares% AssetsChangeValue
Norges bank9.29M0.05%9.29M$402.83M
Azora capital lp2.52M5.35%2.52M$115.42M
Appaloosa lp1.39M0.86%1.39M$63.44M
Capitolis liquid global markets665.90K0.24%665.90K$30.44M
Fjarde ap-fonden (the fourth swedish national pensionfund)275.45K0.12%275.45K$10.70M

Sold Out

HolderChange
Mendota financial group-3.00
Goodwin investment advisory-6.00
Pacific capital wealth advisors-7.00
Kohmann bosshard financial services-7.00
Financial management professionals-10.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 20241,5153.48%950,842,394-2.15%711.35%6863.31%558-0.36%

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
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
Nov 25, 2024ROGERS WILLIAM H JR Chairman & CEOBuy$1.66M
Jul 25, 2024Powell Cynthia B Corp. Controller, Exec VPSell$295.21K

Insider Transactions Trends


DateBuySell
2025 Q4--
2025 Q3-1
2025 Q2--
2025 Q1--
2024 Q411

TFC Ownership FAQ


Who Owns Truist Financial?

Truist Financial shareholders are primarily institutional investors at 72.64%, followed by 0.22% insiders and 27.14% retail investors. The average institutional ownership in Truist Financial's industry, Regional Banks Stocks, is 38.26%, which Truist Financial exceeds.

Who owns the most shares of Truist Financial?

Truist Financial’s largest shareholders are Vanguard group (119.04M shares, 9.21%), Capital investors (107.64M shares, 8.33%), and Blackrock funding, inc. /de (102.35M shares, 7.92%). Together, they hold 25.46% 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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