TRUIST FINANCIAL CORP

Position in MSFT — Microsoft Corp

CIK 92230 CHARLOTTE, NC

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Position in MSFT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,582,719,009

+$2,336,312 QoQ

Shares Held

4,242,987

-0.6% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

3.60%

of 13F equity value

Holder Rank

#145

of 6,215 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 52% Shared 3% None 46%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$820,644

PutShares

2,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $2,540,137,100 across 45 Software - Infrastructure names. MSFT ranks #1 (62.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	4,242,987	$1,582,719,009
2	ORCL	Oracle Corp	1,808,312	$265,008,123
3	CRWD	CrowdStrike Holdings, Inc.	1,096,712	$209,236,197
4	PANW	Palo Alto Networks Inc	446,300	$152,197,225
5	TWLO	Twilio Inc	505,050	$104,206,966
6	PLTR	Palantir Technologies Inc.	329,042	$38,389,329
7	MDB	MongoDB, Inc.	111,948	$37,603,332
8	NET	Cloudflare, Inc.	86,163	$21,134,060

All Filings in MSFT

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33 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$820,644	2,200	+214.3%	Put	Defined	2026-07-28
2026-06-30	$1,582,719,009	4,242,987	-0.6%	Shares	Defined	2026-07-28
2026-03-31	$259,119	700	0.0%	Put	Defined	2026-04-27
2026-03-31	$1,580,382,697	4,269,343	-0.2%	Shares	Defined	2026-04-27
2025-12-31	$338,534	700	0.0%	Put	Defined	2026-02-02
2025-12-31	$2,068,356,171	4,276,821	+0.4%	Shares	Defined	2026-02-02
2025-09-30	$362,565	700	0.0%	Put	Defined	2025-11-03
2025-09-30	$2,206,530,706	4,260,123	+1.2%	Shares	Defined	2025-11-03
2025-06-30	$2,094,714,876	4,211,244	+0.9%	Shares	Defined	2025-07-18
2025-06-30	$348,187	700	0.0%	Put	Defined	2025-07-18
2025-03-31	$1,566,878,609	4,174,002	-0.6%	Shares	Defined	2025-04-29
2025-03-31	$262,773	700	-90.5%	Put	Defined	2025-04-29
2024-12-31	$1,770,139,407	4,199,619	+0.1%	Shares	Defined	2025-01-31
2024-09-30	$1,804,815,465	4,194,319	-10.6%	Shares	Defined	2024-11-13
2024-06-30	$2,097,296,336	4,692,463	-0.2%	Shares	Defined	2024-08-21
2024-03-31	$1,978,625,963	4,702,952	-1.7%	Shares	Defined	2024-05-13
2023-12-31	$1,798,644,819	4,783,121	-12.3%	Shares	Defined	2024-02-02
2023-09-30	$1,722,535,287	5,455,377	+13.2%	Shares	Defined	2023-11-14
2023-06-30	$1,640,874,620	4,818,449	-3.3%	Shares	Defined	2023-08-01
2023-03-31	$1,436,814,258	4,983,747	+1.7%	Shares	Defined	2023-05-05
2022-12-31	$1,175,437,918	4,901,334	-0.1%	Shares	Defined	2023-02-17
2022-09-30	$1,142,910,634	4,907,302	+0.0%	Shares	Defined	2022-10-26
2022-06-30	$1,259,886,497	4,905,527	-4.7%	Shares	Defined	2022-07-22
2022-03-31	$1,586,752,868	5,146,615	-2.9%	Shares	Defined	2022-04-22
2021-12-31	$1,782,941,958	5,301,326	-0.7%	Shares	Defined	2022-02-14
2021-09-30	$1,505,257,145	5,339,306	-0.4%	Shares	Defined	2021-11-05
2021-06-30	$1,452,452,562	5,361,582	-0.8%	Shares	Defined	2021-08-16
2021-03-31	$1,273,664,667	5,402,149	+2.7%	Shares	Defined	2021-05-17
2020-12-31	$1,170,215,896	5,261,289	-1.8%	Shares	Defined	2021-11-19
2020-09-30	$1,126,353,324	5,355,172	-5.9%	Shares	Defined	2021-11-05
2020-06-30	$1,157,861,187	5,689,456	-1.0%	Shares	Defined	2021-11-16
2020-03-31	$906,015,243	5,744,818	—	Shares	Defined	2021-11-05
2020-03-31	$1,167,054	7,400	—	Put	Defined	2021-11-05
No filing history on record for this holder in this stock.