Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
05/10/2024 | VANGUARD GROUP INC | 116.57 M | $4.54 B | -1.17% | 8.74% |
05/10/2024 | BLACKROCK INC. | 100.45 M | $3.92 B | 3.06% | 7.53% |
05/15/2024 | STATE STREET CORP | 59.29 M | $2.31 B | -4.93% | 4.45% |
05/14/2024 | DODGE & COX | 51.94 M | $2.02 B | -2.32% | 3.89% |
05/15/2024 | BANK OF AMERICA CORP /DE/ | 40.78 M | $1.59 B | 57.33% | 3.06% |
05/10/2024 | JPMORGAN CHASE & CO | 35.56 M | $1.39 B | 53.67% | 2.67% |
05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 26.40 M | $1.03 B | 2.98% | 1.98% |
05/15/2024 | AMUNDI | 26.06 M | $931.02 M | 1.08% | 1.95% |
05/15/2024 | MORGAN STANLEY | 19.37 M | $755.11 M | -17.22% | 1.45% |
05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17.63 M | $669.66 M | -8.38% | 1.32% |
05/15/2024 | ROYAL BANK OF CANADA | 16.21 M | $631.92 M | 3.19% | 1.22% |
05/14/2024 | NORTHERN TRUST CORP | 12.42 M | $484.04 M | -3.71% | 0.93% |
05/15/2024 | CITADEL ADVISORS LLC | 12.09 M | $471.36 M | 11.05% | 0.91% |
05/14/2024 | CAPITAL INTERNATIONAL INVESTORS | 11.64 M | $453.85 M | 93.71% | 0.87% |
05/14/2024 | AMERICAN CENTURY COMPANIES INC | 10.77 M | $419.67 M | 11.31% | 0.81% |
05/15/2024 | HARRIS ASSOCIATES L P | 10.44 M | $407.11 M | 1.01% | 0.78% |
07/01/2024 | LEGAL & GENERAL GROUP PLC | 10.24 M | $398.97 M | -0.37% | 0.77% |
05/14/2024 | FEDERATED HERMES, INC. | 9.91 M | $386.12 M | -0.94% | 0.74% |
05/14/2024 | MACQUARIE GROUP LTD | 9.52 M | $370.75 M | -3.83% | 0.71% |
05/14/2024 | INVESCO LTD. | 9.07 M | $353.56 M | 1.40% | 0.68% |
05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 8.63 M | $336.52 M | -1.13% | 0.65% |
04/25/2024 | BANK OF NEW YORK MELLON CORP | 8.23 M | $320.92 M | -26.69% | 0.62% |
05/15/2024 | BARCLAYS PLC | 7.56 M | $294.78 M | 43.83% | 0.57% |
05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 7.34 M | $286.02 M | -0.43% | 0.55% |
05/13/2024 | FRANKLIN RESOURCES INC | 7.33 M | $285.81 M | -21.12% | 0.55% |
05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6.15 M | $239.60 M | -2.80% | 0.46% |
05/15/2024 | GOLDMAN SACHS GROUP INC | 5.48 M | $213.70 M | -7.23% | 0.41% |
05/15/2024 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5.24 M | $204.44 M | -19.14% | 0.39% |
05/13/2024 | FMR LLC | 5.15 M | $200.74 M | -67.83% | 0.39% |
05/15/2024 | CULLEN CAPITAL MANAGEMENT, LLC | 4.97 M | $193.91 M | 61.05% | 0.37% |
05/13/2024 | UBS GROUP AG | 4.76 M | $185.57 M | 21.63% | 0.36% |
05/13/2024 | TRUIST FINANCIAL CORP | 4.62 M | $180.10 M | -4.56% | 0.35% |
05/13/2024 | BANK OF MONTREAL /CAN/ | 4.21 M | $162.69 M | -11.00% | 0.32% |
05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 4.02 M | $156.66 M | -8.96% | 0.30% |
05/02/2024 | JENNISON ASSOCIATES LLC | 3.84 M | $149.70 M | 48.92% | 0.29% |
04/22/2024 | RAYMOND JAMES & ASSOCIATES | 3.71 M | $144.62 M | 1.89% | 0.28% |
05/10/2024 | WELLS FARGO & COMPANY/MN | 3.63 M | $141.49 M | -0.19% | 0.27% |
05/15/2024 | DEUTSCHE BANK AG\ | 3.54 M | $138.05 M | -10.97% | 0.27% |
05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 3.49 M | $136.02 M | 1.70% | 0.26% |
05/08/2024 | KBC GROUP NV | 3.23 M | $126.00 M | 166.40% | 0.24% |
04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 3.20 M | $124.76 M | -0.83% | 0.24% |
05/13/2024 | BURGUNDY ASSET MANAGEMENT LTD. | 3.20 M | $124.72 M | -0.83% | 0.24% |
05/10/2024 | LPL FINANCIAL LLC | 3.17 M | $123.48 M | 6.83% | 0.24% |
05/13/2024 | FIRST TRUST ADVISORS LP | 3.09 M | $120.40 M | -14.76% | 0.23% |
05/14/2024 | APG ASSET MANAGEMENT N.V. | 3.09 M | $111.48 M | 8.50% | 0.23% |
05/06/2024 | HIGHTOWER ADVISORS, LLC | 3.05 M | $118.70 M | 39.41% | 0.23% |
05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 3.02 M | $117.81 M | -2.34% | 0.23% |
05/15/2024 | HSBC HOLDINGS PLC | 2.93 M | $114.13 M | -0.80% | 0.22% |
05/14/2024 | NATIONAL PENSION SERVICE | 2.90 M | $113.00 M | 0.34% | 0.22% |
05/14/2024 | STIFEL FINANCIAL CORP | 2.84 M | $110.65 M | -3.20% | 0.21% |
A. During the previous two years, 1764 institutional investors and hedge funds held shares of Truist Financial Corporation. The most heavily invested institutionals were:
ST GERMAIN D J CO INC: 0
Bank of New Hampshire: 0
VANGUARD GROUP INC: 116.57 M
BlackRock Inc.: 100.45 M
STATE STREET CORP: 59.29 M
DODGE & COX: 51.94 M
A. 70.46% of Truist Financial Corporation stock is owned by institutional investors.
A. Institutional investors have bought a total of 1.24 B shares in the last 24 months. This purchase volume represents approximately $47.36 B in transactions.