Truist Financial Ownership | Who Owns Truist Financial?
Truist Financial Ownership Summary
Truist Financial is owned by 71.27% institutional investors, 0.28% insiders, and 28.45% retail investors. Vanguard group is the largest institutional shareholder, holding 8.82% of TFC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.19% of its assets in Truist Financial shares.
TFC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Truist Financial | 71.27% | 0.28% | 28.45% |
| Sector | Financial Services Stocks | 49.98% | 13.96% | 36.06% |
| Industry | Regional Banks Stocks | 51.56% | 12.10% | 36.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 117.75M | 8.82% | $4.57B |
| Blackrock | 99.01M | 7.42% | $3.85B |
| State street | 59.14M | 4.43% | $2.30B |
| Dodge & cox | 51.67M | 3.87% | $2.01B |
| Capital investors | 51.54M | 3.86% | $2.00B |
| Jpmorgan chase | 44.82M | 3.36% | $1.74B |
| Geode capital management | 26.98M | 2.02% | $1.05B |
| Amundi | 25.53M | 1.91% | $992.48M |
| Charles schwab investment management | 17.60M | 1.32% | $683.77M |
| Morgan stanley | 17.15M | 1.28% | $666.26M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rhino investment partners | 1.45M | 10.12% | $56.42M |
| Prana capital management, lp | 2.80M | 5.17% | $108.64M |
| Montgomery investment management | 333.55K | 5.13% | $12.96M |
| Socorro asset management lp | 226.85K | 3.43% | $8.81M |
| Loudon investment management | 125.63K | 2.87% | $4.88M |
| Professional advisory services | 535.03K | 2.84% | $20.79M |
| Baugh & associates | 133.38K | 2.80% | $5.39M |
| Old point trust & financial services n a | 181.78K | 2.74% | $7.06M |
| Regal partners | 665.78K | 2.68% | $25.87M |
| Kempner capital management | 125.48K | 2.59% | $4.88M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 51.54M | 0.41% | 39.90M |
| Jpmorgan chase | 44.82M | 0.14% | 9.27M |
| Norges bank | 8.51M | 0.05% | 8.51M |
| Hotchkis & wiley capital management | 4.56M | 0.62% | 4.56M |
| Ubs asset management americas | 9.14M | 0.10% | 1.81M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Barclays | 4.72M | 0.06% | -2.84M |
| Balyasny asset management | - | - | -2.35M |
| North reef capital management lp | - | - | -2.30M |
| Morgan stanley | 17.15M | 0.05% | -2.22M |
| Point72 asset management | - | - | -1.85M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 8.51M | 0.05% | 8.51M | $330.80M |
| Hotchkis & wiley capital management | 4.56M | 0.62% | 4.56M | $177.07M |
| Manning & napier advisors | 437.02K | 0.19% | 437.02K | $16.98M |
| Corebridge financial | 385.97K | 0.08% | 385.97K | $14.99M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 275.45K | 0.12% | 275.45K | $10.70M |
Sold Out
| Holder | Change |
|---|---|
| Financial network wealth advisors | -5.00 |
| Goodwin investment advisory | -6.00 |
| Pacific capital wealth advisors | -7.00 |
| Financial gravity asset management | -12.00 |
| Strengthening families & communities | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 1,322 | -2.07% | 918,719,550 | -4.26% | 68 | 1.33% | 559 | -8.06% | 556 | 2.58% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 42.33M | 3.19% | -145.22K |
| Vanguard Institutional 500 Index Trust | 35.50M | 2.67% | 421.87K |
| Capital Group American Mutual Comp | 19.90M | 1.50% | 6.73M |
| American Funds American Mutual A | 19.90M | 1.50% | 6.73M |
| Dodge & Cox Stock I | 17.69M | 1.33% | -16.54M |
| Fidelity 500 Index | 16.46M | 1.24% | -22.91K |
| SPDR® S&P 500® ETF Trust | 16.25M | 1.22% | 5.52K |
| iShares Core S&P 500 ETF | 14.91M | 1.12% | 22.94K |
| American Funds Washington Mutual A | 14.78M | 1.11% | 3.42M |
| Capital Group Wash Mutual Invtrs Comp | 14.78M | 1.11% | 3.42M |
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 |
|---|---|---|
| 2024 Q4 | 1 | 1 |
| 2024 Q3 | 1 | 1 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q4 | 1 | - |
TFC Ownership FAQ
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