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, Q3 2021
Institutional positions in Triumph Financial, Inc. as of Sep 30, 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
- 169
- −3 vs. Q2 2021
- Shares held
- 21.0M
- +1.05M (+5.2%) vs. Q2 2021
- Total value
- $2.10B
- +$621.1M (+41.9%) vs. Q2 2021
- New holders
- 25
- 54 more added
- Sold out
- 28
- 61 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 231 | $1.77B |
| Q1 2026 | 216 | $1.44B |
| Q4 2025 | 205 | $1.48B |
| Q3 2025 | 194 | $1.13B |
| Q2 2025 | 211 | $1.24B |
| Q1 2025 | 208 | $1.26B |
| Q4 2024 | 214 | $1.96B |
| Q3 2024 | 210 | $1.73B |
| Q2 2024 | 191 | $1.82B |
| Q1 2024 | 177 | $1.59B |
| Q4 2023 | 172 | $1.56B |
| Q3 2023 | 160 | $1.31B |
| Q2 2023 | 157 | $1.15B |
| Q1 2023 | 162 | $1.10B |
| Q4 2022 | 167 | $983.9M |
| Q3 2022 | 175 | $1.12B |
| Q2 2022 | 177 | $1.32B |
| Q1 2022 | 172 | $2.10B |
| Q4 2021 | 183 | $2.57B |
| Q3 2021 | 169 | $2.10B |
| Q2 2021 | 173 | $1.48B |
| Q1 2021 | 159 | $1.56B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 9,253 | $927.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,048 | $896.0K | 0.03% | +9,048 | New |
| Susquehanna Fundamental Investments, LLC | 8,932 | $894.0K | 0.02% | −10,430−53.9% | Reduced |
| Handelsbanken Fonder AB | 8,300 | $831.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 8,184 | $819.5K | 0.01% | −1,083−11.7% | Reduced |
| Centiva Capital, LP | 3,000 | $816.0K | 0.07% | +3,000 | New |
| Bank of Montreal | 7,918 | $783.0K | 0.00% | +391+5.2% | Added |
| Mesirow Financial Investment Management, Inc. | 7,577 | $759.0K | 2.23% | −207−2.7% | Reduced |
| New York State Teachers Retirement System | 7,321 | $733.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 7,300 | $731.0K | 0.00% | −57,831−88.8% | Reduced |
| AQR Capital Management LLC | 7,294 | $730.0K | 0.00% | +2,150+41.8% | Added |
| Crossmark Global Holdings, Inc. | 6,950 | $696.0K | 0.02% | −340−4.7% | Reduced |
| Sippican Capital Advisors | 6,877 | $689.0K | 0.60% | +6,877 | New |
| Envestnet Asset Management Inc | 6,755 | $676.0K | 0.00% | +1,119+19.9% | Added |
| Citadel Advisors LLC | 6,640 | $665.0K | 0.00% | −42,217−86.4% | Reduced |
| Arizona State Retirement System | 6,439 | $645.0K | 0.01% | +15+0.2% | Added |
| Metropolitan Life Insurance Co | 6,131 | $613.9K | 0.01% | −567−8.5% | Reduced |
| Jane Street Group, LLC | 5,344 | $535.0K | 0.00% | −7,981−59.9% | Reduced |
| Ellsworth Advisors, LLC | 5,292 | $530.0K | 0.24% | +334+6.7% | Added |
| State Board of Administration of Florida Retirement System | 5,193 | $520.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 5,065 | $507.0K | 0.00% | −45,089−89.9% | Reduced |
| Everence Capital Management Inc | 5,040 | $505.0K | 0.04% | 00.0% | Unchanged |
| Raymond James & Associates | 4,972 | $498.0K | 0.00% | +4,972 | New |
| Brinker Capital Investments, LLC | 6,627 | $492.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,838 | $484.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,457 | $446.0K | 0.00% | +229+5.4% | Added |
| Stifel Financial Corp | 4,139 | $414.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,089 | $410.0K | 0.00% | +108+2.7% | Added |
| Teacher Retirement System of Texas | 3,807 | $381.0K | 0.00% | +740+24.1% | Added |
| ProShare Advisors LLC | 3,627 | $363.0K | 0.00% | −3,095−46.0% | Reduced |
| Nisa Investment Advisors, LLC | 3,600 | $360.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,400 | $340.0K | 0.00% | −600−15.0% | Reduced |
| Colony Group LLC | 3,387 | $339.0K | 0.01% | +3,387 | New |
| Mutual of America Capital Management LLC | 3,147 | $315.0K | 0.00% | −72−2.2% | Reduced |
| HSBC Holdings PLC | 3,091 | $308.0K | 0.00% | +3,091 | New |
| Aigen Investment Management, LP | 3,064 | $307.0K | 0.06% | −1,794−36.9% | Reduced |
| Howard Financial Services, Ltd. | 3,000 | $300.0K | 0.11% | +3,000 | New |
| Cornerstone Investment Partners, LLC | 2,720 | $272.0K | 0.02% | −700−20.5% | Reduced |
| Quadrature Capital Ltd | 2,546 | $255.0K | 0.01% | −7,434−74.5% | Reduced |
| Cubist Systematic Strategies, LLC | 2,431 | $243.0K | 0.00% | −24,819−91.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,412 | $242.0K | 0.00% | +2,412 | New |
| Janus Henderson Group PLC | 2,385 | $239.0K | 0.00% | +2,385 | New |
| Guggenheim Capital LLC | 2,363 | $237.0K | 0.00% | −2,171−47.9% | Reduced |
| Profund Advisors LLC | 2,282 | $228.0K | 0.01% | +2,282 | New |
| Commonwealth Equity Services, LLC | 2,276 | $227.0K | 0.00% | +2,276 | New |
| Ameritas Investment Partners, Inc. | 1,845 | $185.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 1,648 | $165.0K | 0.02% | −191−10.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,126 | $112.0K | 0.00% | −1,644−59.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,057 | $106.0K | 0.00% | +68+6.9% | Added |
| KBC Group NV | 746 | $75.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 570 | $57.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 453 | $45.0K | 0.03% | +308+212.4% | Added |
| Lazard Asset Management LLC | 330 | $33.0K | 0.00% | +330 | New |
| Central Trust Co | 272 | $27.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $24.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 223 | $22.0K | 0.00% | +155+227.9% | Added |
| Harvest Fund Management Co., Ltd | 186 | $18.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 182 | $18.0K | 0.00% | +182 | New |
| Sutton Wealth Advisors Inc. | 114 | $11.4K | 0.00% | +114 | New |
| Geneos Wealth Management Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 45 | $5.00K | 0.00% | +17+60.7% | Added |
| Private Capital Group, LLC | 38 | $4.00K | 0.00% | +38 | New |
| Fifth Third Bancorp | 27 | $3.00K | 0.00% | +27 | New |
| Simplex Trading, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| JCSD Capital, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Bell Investment Advisors, Inc | 9 | $1.00K | 0.00% | +9 | New |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −59,418−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −41,243−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −22,987−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,807−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,852−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −12,044−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,741−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −8,107−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,390−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,201−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −5,454−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,274−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,370−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |