Truist Financial Corp (NYSE:TFC)
| 33.28 Delayed Data As of Dec 01 |  +1.14 / +3.55%Today’s Change | 25.56 Today|||52-Week Range 51.26 | -22.66% Year-to-Date |
Institutional investors purchased a net $27.3 million shares of TFC during the quarter ended June 2019 and now own 71.31% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Major Banks industry and highlights that the smart money sees this stock as an important holding.
| Mutual fund holders | 37.58% |
| Other institutional | 33.73% |
| Individual stakeholders | 0.34% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 9/30/2023 | DODGE & COX Bought 22.7 Million shares of Truist Financial Corp |
| 9/30/2023 | TWO SIGMA INVESTMENTS LP Bought 3.0 Million shares of Truist Financial Corp |
| 9/30/2023 | VOLORIDGE INVESTMENT MANAGEMENT ... Bought 3.0 Million shares of Truist Financial Corp |
Top 10 Owners of Truist Financial Corp
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 8.37% | 111,436,182 | 3,160,330,122 | +283,193 | +0.25% |
| BlackRock Fund Advisors | 4.90% | 65,315,054 | 1,852,334,931 | -802,206 | -1.21% |
| SSgA Funds Management, Inc. | 4.42% | 58,927,525 | 1,671,184,609 | -896,734 | -1.50% |
| Dodge & Cox | 3.98% | 53,051,950 | 1,504,553,302 | +22,660,216 | +74.56% |
| Geode Capital Management LLC | 1.88% | 25,022,081 | 709,626,217 | +563,727 | +2.30% |
| Amundi Asset Management US, Inc. | 1.73% | 23,013,851 | 652,672,814 | -4,458,318 | -16.23% |
| Charles Schwab Investment Managem... | 1.34% | 17,780,140 | 504,244,770 | +8,567 | +0.05% |
| Massachusetts Financial Services ... | 1.10% | 14,687,118 | 416,526,666 | -611,245 | -4.00% |
| Diamond Hill Capital Management, ... | 0.97% | 12,861,706 | 364,757,982 | -2,266,992 | -14.98% |
| Norges Bank Investment Management | 0.97% | 12,868,179 | 364,941,556 | +549,313 | +4.46% |
Top 10 Mutual Funds Holding Truist Financial Corp
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | 3.13% | 41,685,984 | 1,182,214,506 | +199,979 | +0.48% |
| Dodge & Cox Stock Fund | 2.57% | 34,231,377 | 970,801,852 | +16,832,100 | +96.74% |
| Vanguard 500 Index Fund | 2.42% | 32,175,614 | 912,500,413 | +163,444 | +0.51% |
| Fidelity 500 Index Fund | 1.15% | 15,299,623 | 433,897,308 | +40,998 | +0.27% |
| SPDR S&P 500 ETF Trust | 1.11% | 14,735,470 | 417,897,929 | -74,354 | -0.50% |
| iShares Core S&P 500 ETF | 0.98% | 12,984,144 | 368,230,324 | +41,340 | +0.32% |
| Government Pension Fund - Global ... | 0.94% | 12,553,334 | 356,012,552 | +730,956 | +6.18% |
| Vanguard Value ETF | 0.86% | 11,387,610 | 322,952,620 | -52,760 | -0.46% |
| Vanguard Institutional Index Fund | 0.67% | 8,943,168 | 253,628,244 | -56,165 | -0.62% |
| Franklin Income Fund | 0.64% | 8,500,000 | 241,060,000 | 0 | 0.00% |