Truist Financial: which funds bought and sold

Institutions that bought and sold Truist Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 775 institutions that filed 13F reports for both quarters added to or opened positions in Truist Financial, and 746 cut or closed them. Together they added a net 1.5M shares, +0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 18.0M shares (−7.9%); index fund managers were net buyers of 19.1M shares (+5.7%). 148 opened a new position and 91 sold out entirely.

Bought, Q2 2026 775 institutions, 148 of them new holders Sold, Q2 2026 746 institutions, 91 of them sold out

Net change, all compared +1.5M shares (+0.2%)

Net change, active managers −18.0M shares (−7.9%), 37 bought, 43 sold

Buyers versus sellers

institutions compared, 1,747

775 bought 226 746 sold

Active managers and hedge funds 37 bought · 43 sold · −18.0M

Index fund managers 7 bought · 5 sold · +19.1M

Other institutions 731 bought · 698 sold · +462K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Vanguard Portfolio Management LLC Index funds	+17.8M +73.8%	41.9M	$2.1B
Capital International Investors Active manager	+8.8M +10.4%	93.3M	$4.7B
Assenagon Asset Management S.A.	+5.0M +475.5%	6.0M	$300M
D. E. Shaw & Co., Inc. Hedge fund	+1.5M +1295.3%	1.6M	$79.6M
Blackrock, Inc. Index funds	+1.2M +1.2%	99.6M	$5B
Prudential Financial Inc	+1.2M +81.8%	2.6M	$131M
Invesco Ltd.	+1.2M +8.1%	15.4M	$766M
Arrowstreet Capital, Limited Partnership Hedge fund	+1.1M +23.0%	6.0M	$297M
Deutsche Bank Ag\	+1.1M +27.5%	5.2M	$257M
Artemis Investment Management LLP Active manager	+999K +68.1%	2.5M	$123M
Morgan Stanley	+941K +4.4%	22.5M	$1.1B
Pfa Pension, Forsikringsaktieselskab	+910K New position	910K	$45.4M
Canada Pension Plan Investment Board	+744K +190.8%	1.1M	$56.5M
Jump Financial, LLC	+633K +802.2%	712K	$35.5M
Jennison Associates LLC Active manager	+607K +15.1%	4.6M	$231M
Vinva Investment Management Ltd	+603K +90.5%	1.3M	$64.2M
Healthcare Of Ontario Pension Plan Trust Fund	+536K +29.4%	2.4M	$117M
Citigroup Inc	+530K +33.7%	2.1M	$105M
Candriam S.C.A.	+529K +389.6%	665K	$33.1M
State Street Corp Index funds	+501K +0.9%	58.7M	$2.9B

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Capital International Investors Active manager	+8.8M +10.4%	93.3M	$4.7B
D. E. Shaw & Co., Inc. Hedge fund	+1.5M +1295.3%	1.6M	$79.6M
Arrowstreet Capital, Limited Partnership Hedge fund	+1.1M +23.0%	6.0M	$297M
Artemis Investment Management LLP Active manager	+999K +68.1%	2.5M	$123M
Jennison Associates LLC Active manager	+607K +15.1%	4.6M	$231M
Lazard Asset Management LLC Active manager	+500K +90.1%	1.1M	$52.6M
Schroder Investment Management Group Active manager	+372K +34.8%	1.4M	$72.9M
Exoduspoint Capital Management, LP Hedge fund	+355K New position	355K	$17.7M
Bridgewater Associates, LP Hedge fund	+347K +47.4%	1.1M	$53.7M
Jain Global LLC Hedge fund	+139K New position	139K	$6.9M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Victory Capital Management Inc Active manager	−11.2M −41.7%	15.7M	$782M
Federated Hermes, Inc. Active manager	−6.4M −61.5%	4.0M	$199M
Bank Of New York Mellon Corp	−4.5M −39.8%	6.8M	$339M
FMR LLC Active manager	−4.4M −27.7%	11.5M	$575M
Citadel Advisors LLC Hedge fund	−2.5M −81.7%	564K	$28.1M
Two Sigma Investments, LP Hedge fund	−2.1M −93.5%	145K	$7.2M
Wellington Management Group LLP Active manager	−1.6M −15.5%	9.0M	$448M
Bessemer Group Inc	−1.3M −52.7%	1.1M	$56.1M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−1.2M −12.9%	7.9M	$395M
Bank Of America Corp	−1.1M −2.9%	36.8M	$1.8B
SG Americas Securities, LLC	−1.1M −45.5%	1.3M	$63.3M
Neuberger Berman Group LLC Active manager	−1.0M −25.8%	2.9M	$144M
AQR Capital Management LLC Hedge fund	−889K −25.8%	2.6M	$128M
Jpmorgan Chase & Co	−844K −11.4%	6.5M	$330M
Envestnet Asset Management Inc	−799K −20.4%	3.1M	$156M
Raymond James Financial Inc	−784K −15.8%	4.2M	$208M
Barclays PLC	−736K −19.7%	3.0M	$150M
Ossiam	−707K −96.8%	23K	$1.2M
HRT Financial LP	−613K Sold out	0	—
Schwartz Investment Counsel Inc	−600K −71.2%	243K	$12.1M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Victory Capital Management Inc Active manager	−11.2M −41.7%	15.7M	$782M
Federated Hermes, Inc. Active manager	−6.4M −61.5%	4.0M	$199M
FMR LLC Active manager	−4.4M −27.7%	11.5M	$575M
Citadel Advisors LLC Hedge fund	−2.5M −81.7%	564K	$28.1M
Two Sigma Investments, LP Hedge fund	−2.1M −93.5%	145K	$7.2M
Wellington Management Group LLP Active manager	−1.6M −15.5%	9.0M	$448M
Neuberger Berman Group LLC Active manager	−1.0M −25.8%	2.9M	$144M
AQR Capital Management LLC Hedge fund	−889K −25.8%	2.6M	$128M
Acadian Asset Management LLC Active manager	−515K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−490K −22.3%	1.7M	$84.8M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Pfa Pension, Forsikringsaktieselskab	910K	$45.4M
Fj Capital Management LLC	446K	$22.2M
Capitolis Liquid Global Markets LLC	419K	$20.9M
Exoduspoint Capital Management, LPHedge fund	355K	$17.7M
Logan Capital Management Inc	177K	$8.8M
Aquatic Capital Management LLC	140K	$7M
Jain Global LLCHedge fund	139K	$6.9M
Illinois Municipal Retirement Fund	137K	$6.8M
Black Maple Capital Management LP	133K	$6.6M
Fideuram Asset Management (Ireland) Dac	115K	$5.5M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
HRT Financial LP	613K	$28.2M
Acadian Asset Management LLCActive manager	515K	$23.7M
Peak6 LLC	257K	$11.8M
Fourthstone LLC	153K	$7M
Freemont Management S.A.	150K	$6.9M
Ofi Invest Asset Management	155K	$6.2M
Sciencast Management LP	134K	$6.2M
Socorro Asset Management LP	104K	$4.8M
Holocene Advisors, LPHedge fund	97K	$4.5M
Isam Funds (UK) Ltd	65K	$3M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,682
Ten largest holders: 53.1%
Index fund managers: 37.6%
Active managers and hedge funds: 22.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	37	43	9	6	−18.0M	−7.9%
Index fund managers	7	5	0	0	+19.1M	+5.7%
Other institutions	731	698	139	85	+462K	+0.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Truist Financial.

Only managers that filed a holdings report for both quarters are compared (1,747 here). 57 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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