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
Mesirow Financial Investment Management, Inc.7,806$604.0K1.64%––
Bank of Montreal6,580$603.0K0.00%––
Select Equity Group, L.P.7,744$599.3K0.00%––
Crossmark Global Holdings, Inc.7,410$573.0K0.01%––
New York State Teachers Retirement System7,321$567.0K0.00%––
Arizona State Retirement System6,873$532.0K0.00%––
Marshall Wace North America L.P.6,848$531.0K0.00%––
Marshall Wace, LLP6,761$523.0K0.00%––
ProShare Advisors LLC6,732$521.0K0.00%––
Csenge Advisory Group5,450$511.0K0.05%––
Diamond Hill Capital Management Inc6,487$502.0K0.00%––
Wolverine Trading, LLC6,399$491.0K0.01%––
Metropolitan Life Insurance Co6,257$484.2K0.01%––
Group One Trading, L.P.6,174$478.0K0.01%––
Envestnet Asset Management Inc5,815$450.0K0.00%––
Symphony Financial, Ltd. Co.4,600$427.0K0.11%––
State Board of Administration of Florida Retirement System5,193$402.0K0.00%––
AQR Capital Management LLC5,144$398.0K0.00%––
Everence Capital Management Inc5,040$390.0K0.04%––
Guggenheim Capital LLC4,990$386.0K0.00%––
United Capital Financial Advisers, LLC4,792$371.0K0.00%––
Alps Advisors Inc4,228$327.0K0.00%––
First Dallas Securities Inc.4,000$310.0K0.26%––
HighTower Advisors, LLC3,981$308.0K0.00%––
Renaissance Technologies LLC3,700$286.0K0.00%––
Cubist Systematic Strategies, LLC3,698$286.0K0.00%––
SG Americas Securities, LLC3,637$281.0K0.00%––
Dynamic Technology Lab Private Ltd3,635$281.0K0.03%––
Cornerstone Investment Partners, LLC3,420$265.0K0.01%––
Nisa Investment Advisors, LLC3,300$255.0K0.00%––
Beacon Pointe Advisors, LLC3,250$252.0K0.02%––
ExodusPoint Capital Management, LP3,043$235.0K0.00%––
Mutual of America Capital Management LLC3,024$234.0K0.00%––
Susquehanna International Group, LLP2,982$231.0K0.00%––
CWM, LLC3,000$223.0K0.00%––
LS Investment Advisors, LLC2,738$212.0K0.01%––
Teacher Retirement System of Texas2,605$202.0K0.00%––
First Mercantile Trust Co2,464$191.0K0.02%––
Tower Research Capital LLC (TRC)2,354$182.0K0.00%––
Meeder Asset Management Inc1,851$143.0K0.01%––
Ameritas Investment Partners, Inc.1,845$143.0K0.01%––
Carolina Wealth Advisors, LLC1,432$111.0K0.08%––
C M Bidwell & Associates Ltd1,250$97.0K0.07%––
The PNC Financial Services Group, Inc.937$73.0K0.00%––
KBC Group NV746$58.0K0.00%––
Captrust Financial Advisors570$44.0K0.00%––
Acadian Asset Management LLC381$29.0K0.00%––
Central Trust Co272$21.0K0.00%––
Signaturefd, LLC236$18.0K0.00%––
Eaton Vance Management219$17.0K0.00%––
Harvest Fund Management Co., Ltd186$14.0K0.00%––
Geneos Wealth Management Inc.100$8.00K0.00%––
Rockefeller Capital Management L.P.100$7.00K0.00%––
Panagora Asset Management Inc50$4.00K0.00%––
Tarbox Family Office, Inc.47$4.00K0.00%––
Advisor Group Holdings, Inc.45$3.00K0.00%––
Alpha DNA Investment Management LLC39$3.00K0.00%––
TCI Wealth Advisors, Inc.23$2.00K0.00%––
Quadrant Capital Group LLC23$2.00K0.00%––