Truist Financial Corp (TFC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

1,296,153,846Shares Outstanding

2,735,034Shares held by institutions

$150,700,373Value of institutional holdings

15.30%Institutional ownership %

1.70%Shares Changed QoQ

788No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Truist Financial Corp (NYSE:TFC) currently has 788 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The collective stake of institutional investors in Truist Financial moved to 15.3% in December 2025, a shift down from the 73.4% reported for September 2025.
The company experienced a 1.70% quarterly change in institutional shares held, alongside a decrease of 48.96% in total owners annually.
A review of institutional activity for Truist Financial shows 384 of 788 filers increasing their positions, while 299 reduced their stake, and 105 remained unchanged.
The aggregate institutional position in Truist Financial now stands at 198.37Mn shares as of December 2025, after investors increased their holdings (up by 3.31Mn shares quarter on quarter which is down 772.48Mn shares year over year).
VANGUARD GROUP INC continues to be the largest institutional holder of Truist Financial as of December 31, 2025, with a position of 119.74Mn shares, representing 9.24% of the company's outstanding stock.
Among the most significant buyers of Truist Financial during December 2025 were American Assets Investment Management, LLC (3.00Mn), Artemis Investment Management LLP (1.32Mn), Assenagon Asset Management S.A. (1.00Mn), VANGUARD GROUP INC (701.05K), Zurcher Kantonalbank (Zurich Cantonalbank) (323.03K).
Leading sellers of Truist Financial stock in December 2025 included NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.32Mn), Swiss Life Asset Management Ltd (1.00Mn), UBS Group AG (810.11K), JENNISON ASSOCIATES LLC (569.53K), TRUIST FINANCIAL CORP (297.68K).
The top 10 institutional holders of Truist Financial for the quarter ending December 2025 included VANGUARD GROUP INC (119.74Mn), UBS Group AG (6.01Mn), TRUIST FINANCIAL CORP (4.57Mn), American Assets Investment Management, LLC (3.38Mn), JENNISON ASSOCIATES LLC (3.35Mn), Sumitomo Mitsui Trust Group, Inc. (3.05Mn), Mitsubishi UFJ Asset Management Co., Ltd. (2.69Mn), Assenagon Asset Management S.A. (2.34Mn), BESSEMER GROUP INC (1.80Mn), PRINCIPAL FINANCIAL GROUP INC (1.41Mn).

1,531 Institutional Holders

2,735,034 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	30 Sep, 2025	119,039,920	-1,400,233	-1.16%	$5,442,505,142.00
Capital International Investors	30 Sep, 2025	107,642,731	346,423	0.32%	$4,921,717,005.00
BlackRock, Inc.	30 Sep, 2025	102,345,535	-4,435,361	-4.15%	$4,679,237,842.00
STATE STREET CORP	30 Sep, 2025	59,611,119	-477,010	-0.79%	$2,725,420,361.00
BANK OF AMERICA CORP /DE/	30 Sep, 2025	37,894,314	-826,306	-2.13%	$1,732,528,052.00
VICTORY CAPITAL MANAGEMENT INC	30 Sep, 2025	29,738,105	-1,874,703	-5.93%	$1,358,989,825.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	28,954,823	763,701	2.71%	$1,317,477,531.00
MORGAN STANLEY	30 Sep, 2025	20,334,024	192,647	0.96%	$929,671,667.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	30 Sep, 2025	17,589,559	23,040	0.13%	$804,194,932.00
JPMORGAN CHASE & CO	30 Sep, 2025	14,450,490	-617,803	-4.10%	$660,676,474.00
Invesco Ltd.	30 Sep, 2025	13,819,823	-175,285	-1.25%	$631,842,287.00
NORTHERN TRUST CORP	30 Sep, 2025	13,561,263	-169,261	-1.23%	$620,020,943.00
ROYAL BANK OF CANADA	30 Sep, 2025	12,504,570	-2,397,870	-16.09%	$571,708,000.00
FMR LLC	30 Sep, 2025	11,683,178	-5,180,325	-30.72%	$534,154,878.00
AMERICAN CENTURY COMPANIES INC	30 Sep, 2025	11,507,232	-1,327,568	-10.34%	$526,110,863.00
FEDERATED HERMES, INC.	30 Sep, 2025	10,445,658	813,177	8.44%	$477,575,480.00
WELLINGTON MANAGEMENT GROUP LLP	30 Sep, 2025	10,386,831	10,310,523	13,511.72%	$474,885,913.00
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	30 Sep, 2025	9,330,295	-3,010,240	-24.39%	$426,581,087.00
GOLDMAN SACHS GROUP INC	30 Sep, 2025	8,680,391	928,781	11.98%	$396,867,459.00
DIMENSIONAL FUND ADVISORS LP	30 Sep, 2025	8,492,845	168,464	2.02%	$388,300,211.00

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Truist Financial Corp (TFC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

1,531 Institutional Holders

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