Truist Financial Ownership | Who Owns Truist Financial?

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Truist Financial Ownership Summary

Truist Financial is owned by 48.84% institutional investors, 0.55% insiders, and 50.61% retail investors. Vanguard group is the largest institutional shareholder, holding 8.93% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	Truist Financial	48.84%	0.55%	50.61%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	119.13M	8.93%	$5.17B
Blackrock funding, inc. /de	104.22M	7.81%	$4.52B
Blackrock	99.01M	7.42%	$3.85B
Capital investors	90.62M	6.79%	$3.93B
State street	59.14M	4.43%	$2.30B
Jpmorgan chase	48.33M	3.62%	$2.10B
Geode capital management	27.98M	2.10%	$1.21B
Amundi	25.53M	1.91%	$992.48M
Royal bank of canada	19.41M	1.45%	$841.90M
Charles schwab investment management	17.45M	1.31%	$757.02M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rhino investment partners	599.08K	5.75%	$25.99M
Prana capital management, lp	2.70M	5.55%	$117.08M
Montgomery investment management	333.55K	5.13%	$12.96M
Algebris (uk)	319.58K	3.38%	$13.39M
Continental advisors	159.65K	3.19%	$6.93M
Socorro asset management lp	186.84K	3.17%	$8.11M
Loudon investment management	122.83K	3.03%	$5.33M
Baugh & associates	135.54K	2.94%	$5.67M
Edmp	71.16K	2.93%	$3.09M
Regal partners	665.78K	2.92%	$28.88M

Top Buyers

Holder	Shares	% Assets	Change
Capital investors	90.62M	0.74%	18.71M
Norges bank	9.29M	0.05%	9.29M
Fmr	10.46M	0.03%	5.46M
Blackrock funding, inc. /de	104.22M	0.09%	4.95M
Raymond james financial	4.57M	0.07%	4.57M

Top Sellers

Holder	Shares	% Assets	Change
Dodge & cox	56.35K	0.00%	-25.69M
Harris associates l p	415.12K	0.02%	-5.04M
Massachusetts financial services co /ma/	2.04M	0.03%	-3.89M
Arrowstreet capital, limited partnership	602.00K	0.02%	-3.58M
Jpmorgan chase	48.33M	0.16%	-3.28M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	9.29M	0.05%	9.29M	$402.83M
Raymond james financial	4.57M	0.07%	4.57M	$198.05M
Bnp paribas arbitrage, snc	2.94M	0.07%	2.94M	$127.45M
Exoduspoint capital management, lp	937.08K	0.28%	937.08K	$40.65M
Ofi invest asset management	594.63K	0.59%	594.63K	$24.91M

Sold Out

Holder	Change
Mendota financial group	-3.00
Financial network wealth advisors	-5.00
Goodwin investment advisory	-6.00
Pacific capital wealth advisors	-7.00
Sugar maple asset management	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	1,142	-25.31%	651,613,088	-31.60%	48	0.96%	532	-23.12%	446	-21.20%
Sep 30, 2024	1,515	3.48%	950,842,394	-2.15%	71	1.35%	686	3.31%	558	-0.36%
Jun 30, 2024	1,439	-2.11%	969,640,068	2.98%	72	1.46%	656	-2.09%	547	-3.87%
Mar 31, 2024	1,470	1.31%	941,568,704	-0.93%	70	1.39%	670	1.36%	569	-5.64%
Dec 31, 2023	1,451	9.76%	950,436,883	3.45%	71	1.50%	661	18.25%	603	8.45%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	42.48M	3.25%	149.23K
Vanguard Total Stock Mkt Idx Inv	41.84M	3.21%	88.31K
Vanguard Institutional 500 Index Trust	36.82M	2.82%	245.84K
Capital Group American Mutual Comp	20.61M	1.57%	707.71K
American Funds American Mutual A	20.61M	1.55%	707.71K
Capital Group Wash Mutual Invtrs Comp	18.41M	1.40%	3.63M
American Funds Washington Mutual A	18.41M	1.39%	3.63M
Dodge & Cox Stock I	17.69M	1.33%	-16.54M
Capital Group Fundamental Invtrs Comp	17.17M	1.30%	3.09M
American Funds Fundamental Invs A	17.17M	1.29%	3.09M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 04, 2024	Boyer K. David Jr.	-	Sell	$229.44K
Nov 25, 2024	ROGERS WILLIAM H JR	Chairman & CEO	Buy	$1.66M
Jul 25, 2024	Powell Cynthia B	Corp. Controller, Exec VP	Sell	$295.21K
Jul 23, 2024	ROGERS WILLIAM H JR	Chairman & CEO	Buy	$2.52M
Mar 07, 2024	Boyer K. David Jr.	-	Sell	$141.08K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	1	1
2024 Q3	1	1
2024 Q2	-	-
2024 Q1	-	1

TFC Ownership FAQ

Who Owns Truist Financial?

Truist Financial shareholders are primarily institutional investors at 48.84%, followed by 0.55% insiders and 50.61% retail investors. The average institutional ownership in Truist Financial's industry, Regional Banks Stocks, is 42.21%, which Truist Financial exceeds.

Who owns the most shares of Truist Financial?

Truist Financial’s largest shareholders are Vanguard group (119.13M shares, 8.93%), Blackrock funding, inc. /de (104.22M shares, 7.81%), and Blackrock (99.01M shares, 7.42%). Together, they hold 24.16% 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?

Rhino investment partners is Truist Financial’s biggest shareholder by percentage of total assets invested, with 5.75% of its assets in 599.08K Truist Financial shares, valued at 25.99M$.

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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