Truist Financial Ownership | Who Owns Truist Financial?


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Truist Financial Ownership Summary


Truist Financial is owned by 70.04% institutional investors, 0.18% insiders, and 29.78% retail investors. Vanguard group is the largest institutional shareholder, holding 9.45% of TFC shares. American Funds Washington Mutual A is the top mutual fund, with 3.30% of its assets in Truist Financial shares.

TFC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockTruist Financial70.04%0.18%29.78%
SectorFinancial Services Stocks 746.79%13.83%-660.62%
IndustryRegional Banks Stocks38.12%12.89%48.99%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group119.74M9.45%$5.89B
Blackrock funding, inc. /de99.56M7.97%$4.96B
Capital investors93.34M7.48%$4.65B
Blackrock99.01M7.42%$3.85B
Vanguard capital management81.31M6.51%$4.05B
State street58.69M4.70%$2.92B
Bank of america corp /de/36.84M2.95%$1.84B
Geode capital management31.93M2.56%$1.58B
Morgan stanley22.54M1.81%$1.12B
Sixth street partners management company17.61M1.41%$877.23M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ategra capital management395.71K8.87%$19.71M
Azora capital lp2.52M5.35%$115.42M
Reliant investment partners148.33K5.03%$7.39M
Montgomery investment management317.01K4.79%$15.79M
Prana capital management, lp2.54M3.84%$126.71M
Black maple capital management lp133.00K3.76%$6.63M
Griffith & werner148.41K3.46%$7.39M
Shapiro capital management1.13M3.40%$56.13M
Carlson capital l p330.16K3.33%$16.45M
Mcrae capital management336.72K3.30%$16.78M

Top Buyers

HolderShares% AssetsChange
Sixth street partners management company17.61M0.12%17.61M
Norges bank9.12M0.05%9.12M
Capital investors93.34M0.96%8.83M
Curated wealth partners2.57M0.34%2.57M
Azora capital lp2.52M5.35%2.52M

Top Sellers

HolderShares% AssetsChange
Victory capital management15.70M0.44%-11.23M
Federated hermes3.99M0.29%-6.37M
Bank of new york mellon6.80M0.06%-4.49M
Fmr11.54M0.02%-4.43M
Skandinaviska enskilda banken ab (publ)---3.43M

New Positions

HolderShares% AssetsChangeValue
Sixth street partners management company17.61M0.12%17.61M$877.23M
Norges bank9.12M0.05%9.12M$454.15M
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

Sold Out

HolderChange
Optima capital-1.00
Mendota financial group-3.00
Goodwin investment advisory-6.00
Pacific capital wealth advisors-7.00
Kohmann bosshard financial services-7.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20261,665-4.20%887,638,957-9.00%701.18%764-10.54%6402.89%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
American Funds Washington Mutual A40.35M3.30%-
Capital Group Wash Mutual Invtrs Comp40.35M3.30%-
Vanguard US Total Market Shares ETF42.48M3.25%149.23K
Vanguard Total Stock Mkt Idx Inv39.55M3.24%-168.74K
Vanguard Morn Total Stk Mkt Idx Investor39.55M3.24%-168.74K
Vanguard Institutional 500 Index Trust37.43M2.86%260.98K
Vanguard 500 Index Investor32.36M2.65%-690.86K
American Funds Fundamental Invs A22.40M1.83%6.75M
Capital Group Fundamental Invtrs Comp22.40M1.83%6.75M
iShares Core S&P 500 ETF16.81M1.38%26.79K

Recent Insider Transactions


DateNameRoleActivityValue
Jul 31, 2026Wilson Donta L Chief Consumer & SB BK OfficerSell$688.62K
Jul 23, 2026Boyer K. David Jr.-Sell$202.09K
Jul 20, 2026ROGERS WILLIAM H JR Chairman & CEOSell$693.81K
Feb 02, 2026Powell Cynthia B Corp. Controller & CAOSell$183.72K
Jan 26, 2026Maguire Michael Baron Chief Financial OfficerSell$651.66K

Insider Transactions Trends


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

TFC Ownership FAQ


Who Owns Truist Financial?

Truist Financial shareholders are primarily institutional investors at 70.04%, followed by 0.18% insiders and 29.78% retail investors. The average institutional ownership in Truist Financial's industry, Regional Banks Stocks, is 38.12%, 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%), Blackrock funding, inc. /de (99.56M shares, 7.97%), and Capital investors (93.34M shares, 7.48%). Together, they hold 24.90% 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 8.87% of its assets in 395.71K Truist Financial shares, valued at 19.71M$.

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

American Funds Washington Mutual A is the top mutual fund holder of Truist Financial shares, with 3.30% of its total shares outstanding invested in 40.35M Truist Financial shares.

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