Skip to main content

Triumph Financial, Inc.

TFIN
Exchange
NYSE
Industry
State Commercial Banks
SEC CIK
0001539638

In the last 90 days, Triumph Financial, Inc. insiders filed 0 open-market purchases and 2 sales; 231 institutions reported holding it in 13F filings for Q2 2026, worth $1.77B in total; no superinvestor holds it.

Other share classesTFIN.P

13F holders, Q1 2021

Institutional positions in Triumph Financial, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
159
No complete 13F data for Q4 2020
Shares held
20.1M
No complete 13F data for Q4 2020
Total value
$1.56B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting TFIN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 159 institutions
Q1 2021: 159 institutionsQ2 2021: 173 institutionsQ3 2021: 169 institutionsQ4 2021: 183 institutionsQ1 2022: 172 institutionsQ2 2022: 177 institutionsQ3 2022: 175 institutionsQ4 2022: 167 institutionsQ1 2023: 162 institutionsQ2 2023: 157 institutionsQ3 2023: 160 institutionsQ4 2023: 172 institutionsQ1 2024: 177 institutionsQ2 2024: 191 institutionsQ3 2024: 210 institutionsQ4 2024: 214 institutionsQ1 2025: 208 institutionsQ2 2025: 211 institutionsQ3 2025: 194 institutionsQ4 2025: 205 institutionsQ1 2026: 216 institutionsQ2 2026: 231 institutions
Value heldQ1 2021: $1.56B
Q1 2021: $1.56BQ2 2021: $1.48BQ3 2021: $2.10BQ4 2021: $2.57BQ1 2022: $2.10BQ2 2022: $1.32BQ3 2022: $1.12BQ4 2022: $983.9MQ1 2023: $1.10BQ2 2023: $1.15BQ3 2023: $1.31BQ4 2023: $1.56BQ1 2024: $1.59BQ2 2024: $1.82BQ3 2024: $1.73BQ4 2024: $1.96BQ1 2025: $1.26BQ2 2025: $1.24BQ3 2025: $1.13BQ4 2025: $1.48BQ1 2026: $1.44BQ2 2026: $1.77B
Institutions holding TFIN and their total value by quarter
QuarterHoldersValue
Q2 2026231$1.77B
Q1 2026216$1.44B
Q4 2025205$1.48B
Q3 2025194$1.13B
Q2 2025211$1.24B
Q1 2025208$1.26B
Q4 2024214$1.96B
Q3 2024210$1.73B
Q2 2024191$1.82B
Q1 2024177$1.59B
Q4 2023172$1.56B
Q3 2023160$1.31B
Q2 2023157$1.15B
Q1 2023162$1.10B
Q4 2022167$983.9M
Q3 2022175$1.12B
Q2 2022177$1.32B
Q1 2022172$2.10B
Q4 2021183$2.57B
Q3 2021169$2.10B
Q2 2021173$1.48B
Q1 2021159$1.56B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Triumph Financial, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding TFIN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
TCI Wealth Advisors, Inc.23$2.00K0.00%––
Quadrant Capital Group LLC23$2.00K0.00%––
Advisor Group Holdings, Inc.45$3.00K0.00%––
Alpha DNA Investment Management LLC39$3.00K0.00%––
Panagora Asset Management Inc50$4.00K0.00%––
Tarbox Family Office, Inc.47$4.00K0.00%––
Rockefeller Capital Management L.P.100$7.00K0.00%––
Geneos Wealth Management Inc.100$8.00K0.00%––
Harvest Fund Management Co., Ltd186$14.0K0.00%––
Eaton Vance Management219$17.0K0.00%––
Signaturefd, LLC236$18.0K0.00%––
Central Trust Co272$21.0K0.00%––
Acadian Asset Management LLC381$29.0K0.00%––
Captrust Financial Advisors570$44.0K0.00%––
KBC Group NV746$58.0K0.00%––
The PNC Financial Services Group, Inc.937$73.0K0.00%––
C M Bidwell & Associates Ltd1,250$97.0K0.07%––
Carolina Wealth Advisors, LLC1,432$111.0K0.08%––
Meeder Asset Management Inc1,851$143.0K0.01%––
Ameritas Investment Partners, Inc.1,845$143.0K0.01%––
Tower Research Capital LLC (TRC)2,354$182.0K0.00%––
First Mercantile Trust Co2,464$191.0K0.02%––
Teacher Retirement System of Texas2,605$202.0K0.00%––
LS Investment Advisors, LLC2,738$212.0K0.01%––
CWM, LLC3,000$223.0K0.00%––
Susquehanna International Group, LLP2,982$231.0K0.00%––
Mutual of America Capital Management LLC3,024$234.0K0.00%––
ExodusPoint Capital Management, LP3,043$235.0K0.00%––
Beacon Pointe Advisors, LLC3,250$252.0K0.02%––
Nisa Investment Advisors, LLC3,300$255.0K0.00%––
Cornerstone Investment Partners, LLC3,420$265.0K0.01%––
SG Americas Securities, LLC3,637$281.0K0.00%––
Dynamic Technology Lab Private Ltd3,635$281.0K0.03%––
Renaissance Technologies LLC3,700$286.0K0.00%––
Cubist Systematic Strategies, LLC3,698$286.0K0.00%––
HighTower Advisors, LLC3,981$308.0K0.00%––
First Dallas Securities Inc.4,000$310.0K0.26%––
Alps Advisors Inc4,228$327.0K0.00%––
United Capital Financial Advisers, LLC4,792$371.0K0.00%––
Guggenheim Capital LLC4,990$386.0K0.00%––
Everence Capital Management Inc5,040$390.0K0.04%––
AQR Capital Management LLC5,144$398.0K0.00%––
State Board of Administration of Florida Retirement System5,193$402.0K0.00%––
Symphony Financial, Ltd. Co.4,600$427.0K0.11%––
Envestnet Asset Management Inc5,815$450.0K0.00%––
Group One Trading, L.P.6,174$478.0K0.01%––
Metropolitan Life Insurance Co6,257$484.2K0.01%––
Wolverine Trading, LLC6,399$491.0K0.01%––
Diamond Hill Capital Management Inc6,487$502.0K0.00%––
Csenge Advisory Group5,450$511.0K0.05%––
ProShare Advisors LLC6,732$521.0K0.00%––
Marshall Wace, LLP6,761$523.0K0.00%––
Marshall Wace North America L.P.6,848$531.0K0.00%––
Arizona State Retirement System6,873$532.0K0.00%––
New York State Teachers Retirement System7,321$567.0K0.00%––
Crossmark Global Holdings, Inc.7,410$573.0K0.01%––
Select Equity Group, L.P.7,744$599.3K0.00%––
Bank of Montreal6,580$603.0K0.00%––
Mesirow Financial Investment Management, Inc.7,806$604.0K1.64%––
Brown Advisory Inc7,827$606.0K0.00%––
Brinker Capital Investments, LLC8,124$629.0K0.01%––
Ci Investments Inc.8,452$654.0K0.00%––
MetLife Investment Management9,267$717.2K0.01%––
Oregon Public Employees Retirement Fund9,422$729.0K0.01%––
Voya Investment Management LLC9,930$768.0K0.00%––
Louisiana State Employees Retirement System10,300$797.0K0.02%––
Maverick Capital LtdSuperinvestorMaverick Capital10,782$834.0K0.01%––
Jane Street Group, LLC11,316$876.0K0.00%––
BNP Paribas Arbitrage, SA11,404$882.6K0.00%––
First Trust Advisors LP12,492$967.0K0.00%––
Manufacturers Life Insurance Company, The12,658$980.0K0.00%––
Victory Capital Management Inc12,989$1.00M0.00%––
Glenmede Trust Co NA13,371$1.03M0.01%––
State of Tennessee, Treasury Department13,502$1.04M0.00%––
Engineers Gate Manager LP14,797$1.15M0.06%––
Syntal Capital Partners, LLC15,100$1.17M0.44%––
American International Group, Inc.15,104$1.17M0.00%––
Ensign Peak Advisors, Inc15,300$1.18M0.00%––
State of Alaska, Department of Revenue15,313$1.19M0.01%––
Deutsche Bank AG15,509$1.20M0.00%––
Texas Permanent School Fund16,913$1.31M0.02%––
First Manhattan Co17,000$1.31M0.01%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys17,459$1.35M0.02%––
Rafferty Asset Management, LLC18,878$1.46M0.01%––
UBS Asset Management Americas Inc19,099$1.48M0.00%––
Susquehanna Fundamental Investments, LLC19,332$1.50M0.03%––
Great West Life Assurance Co19,495$1.51M0.00%––
Raymond James Financial Services Advisors, Inc.19,926$1.54M0.00%––
Credit Suisse AG21,086$1.63M0.00%––
Royal Bank of Canada21,134$1.64M0.00%––
Millennium Management LLC21,220$1.64M0.00%––
EAM Investors, LLC22,097$1.71M0.26%––
Squarepoint Ops LLC22,224$1.72M0.02%––
US Bancorp22,359$1.73M0.00%––
SEI Investments Co24,028$1.86M0.00%––
UBS Group AG24,155$1.87M0.00%––
Parametric Portfolio Associates LLC25,247$1.95M0.00%––
Prudential Financial Inc25,920$2.01M0.00%––
Monarch Partners Asset Management LLC26,205$2.03M0.31%––
Comerica Bank22,848$2.09M0.01%––