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, Q4 2021
Institutional positions in Triumph Financial, Inc. as of Dec 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
- 183
- +15 vs. Q3 2021
- Shares held
- 21.6M
- +527.4K (+2.5%) vs. Q3 2021
- Total value
- $2.57B
- +$461.4M (+21.9%) vs. Q3 2021
- New holders
- 32
- 61 more added
- Sold out
- 17
- 69 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,516,343 | $418.7M | 0.01% | +40,669+1.2% | Added |
| Vanguard Group Inc | 2,059,379 | $245.2M | 0.01% | +466,253+29.3% | Added |
| Luxor Capital Group, LP | 1,968,108 | $234.4M | 6.86% | +77,117+4.1% | Added |
| Wellington Management Group LLP | 1,396,225 | $166.3M | 0.03% | −239,236−14.6% | Reduced |
| State Street Corp | 1,137,415 | $135.4M | 0.01% | +179,060+18.7% | Added |
| Ameriprise Financial Inc | 1,113,594 | $132.5M | 0.04% | +31,094+2.9% | Added |
| Dimensional Fund Advisors LP | 873,928 | $104.1M | 0.03% | −19,415−2.2% | Reduced |
| Driehaus Capital Management LLC | 696,565 | $82.9M | 0.85% | +64,442+10.2% | Added |
| Westwood Holdings Group Inc. | 657,546 | $78.3M | 0.70% | +419,869+176.7% | Added |
| Thrivent Financial for Lutherans | 623,430 | $74.2M | 0.14% | +1380.0% | Added |
| American Century Companies Inc | 437,320 | $52.1M | 0.03% | −64,880−12.9% | Reduced |
| Geode Capital Management, LLC | 410,537 | $48.9M | 0.01% | +7,043+1.7% | Added |
| Banc Funds Co LLC | 331,418 | $39.5M | 2.97% | 00.0% | Unchanged |
| Royce & Associates LP | 321,207 | $38.2M | 0.29% | −234,246−42.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 287,032 | $34.2M | 1.20% | +46,044+19.1% | Added |
| Loomis Sayles & Co L P | 268,214 | $31.9M | 0.04% | −5,136−1.9% | Reduced |
| Northern Trust Corp | 264,650 | $31.5M | 0.01% | −1,590−0.6% | Reduced |
| Bank of New York Mellon Corp | 247,105 | $29.4M | 0.01% | −724−0.3% | Reduced |
| NFC Investments, LLC | 231,148 | $27.5M | 5.72% | −10,500−4.3% | Reduced |
| Emerald Advisers, LLC | 194,586 | $23.2M | 0.86% | +26,097+15.5% | Added |
| Principal Financial Group Inc | 193,472 | $23.0M | 0.01% | −6,117−3.1% | Reduced |
| Deutsche Bank AG | 187,521 | $22.3M | 0.01% | −3,501−1.8% | Reduced |
| Peregrine Capital Management LLC | 182,009 | $21.7M | 0.43% | −19,297−9.6% | Reduced |
| Charles Schwab Investment Management Inc | 167,558 | $20.0M | 0.01% | +3,616+2.2% | Added |
| THRC Management, LLC | 152,996 | $18.2M | 3.28% | +152,996 | New |
| Credit Suisse AG | 142,950 | $17.0M | 0.01% | +10,614+8.0% | Added |
| State of Wisconsin Investment Board | 133,200 | $15.9M | 0.03% | −1,000−0.7% | Reduced |
| Forest Hill Capital, LLC | 129,287 | $15.4M | 4.20% | −10,175−7.3% | Reduced |
| Invesco Ltd. | 128,573 | $15.3M | 0.00% | +28,176+28.1% | Added |
| Lord, Abbett & Co. LLC | 121,418 | $14.5M | 0.03% | −56,500−31.8% | Reduced |
| Russell Investments Group, Ltd. | 109,500 | $13.0M | 0.02% | −30,851−22.0% | Reduced |
| Federated Hermes, Inc. | 96,685 | $11.5M | 0.02% | −299−0.3% | Reduced |
| Phocas Financial Corp. | 94,232 | $11.2M | 1.43% | +671+0.7% | Added |
| Nuveen Asset Management, LLC | 90,966 | $11.1M | 0.00% | −7,102−7.2% | Reduced |
| Morgan Stanley | 90,959 | $10.8M | 0.00% | +14,909+19.6% | Added |
| Hodges Capital Management Inc. | 84,442 | $10.1M | 0.73% | −64,906−43.5% | Reduced |
| Goldman Sachs Group Inc | 82,134 | $9.78M | 0.00% | +46,245+128.9% | Added |
| Bank of America Corp | 76,692 | $9.13M | 0.00% | −26,821−25.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 76,302 | $9.09M | 0.06% | +28,219+58.7% | Added |
| Mendon Capital Advisors Corp | 75,000 | $8.93M | 2.57% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 71,940 | $8.57M | 1.19% | −13,294−15.6% | Reduced |
| First Trust Advisors LP | 66,861 | $7.96M | 0.01% | −4,741−6.6% | Reduced |
| Kennedy Capital Management, Inc. | 66,472 | $7.92M | 0.17% | −109,115−62.1% | Reduced |
| EJF Capital LLC | 63,328 | $7.54M | 0.67% | −11,878−15.8% | Reduced |
| Barclays PLC | 56,988 | $6.79M | 0.00% | +19,256+51.0% | Added |
| Legal & General Group Plc | 56,315 | $6.71M | 0.00% | +2,225+4.1% | Added |
| Rhumbline Advisers | 55,102 | $6.56M | 0.01% | −672−1.2% | Reduced |
| Diamond Hill Capital Management Inc | 53,007 | $6.31M | 0.02% | 00.0% | Unchanged |
| Swiss National Bank | 52,500 | $6.25M | 0.00% | +400+0.8% | Added |
| Parametric Portfolio Associates LLC | 50,178 | $5.97M | 0.00% | +16,840+50.5% | Added |
| Assenagon Asset Management S.A. | 48,729 | $5.80M | 0.02% | −198,952−80.3% | Reduced |
| Public Sector Pension Investment Board | 48,098 | $5.73M | 0.03% | +400+0.8% | Added |
| EAM Global Investors LLC | 41,152 | $4.90M | 0.87% | +7,697+23.0% | Added |
| Citadel Advisors LLC | 39,985 | $4.76M | 0.01% | +33,345+502.2% | Added |
| Second Curve Capital LLC | 39,752 | $4.73M | 5.09% | −3,000−7.0% | Reduced |
| Employees Retirement System of Texas | 39,000 | $4.64M | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 37,937 | $4.52M | 0.00% | −978−2.5% | Reduced |
| Macquarie Group Ltd | 37,818 | $4.50M | 0.00% | −4,154−9.9% | Reduced |
| Public Employees Retirement System of Ohio | 37,813 | $4.50M | 0.02% | +17,866+89.6% | Added |
| Boothbay Fund Management, LLC | 37,721 | $4.49M | 0.15% | −2,551−6.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 36,660 | $4.37M | 0.04% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 34,253 | $4.08M | 0.00% | +5,712+20.0% | Added |
| California State Teachers Retirement System | 33,013 | $3.93M | 0.00% | +913+2.8% | Added |
| Alliancebernstein L.P. | 31,789 | $3.79M | 0.00% | −3,652−10.3% | Reduced |
| Barometer Capital Management Inc. | 31,560 | $3.76M | 0.63% | +31,560 | New |
| Ranger Investment Management, L.P. | 30,848 | $3.67M | 0.20% | −26,514−46.2% | Reduced |
| Nicholas Investment Partners, LP | 30,634 | $3.65M | 0.23% | +30,634 | New |
| Wells Fargo & Company | 30,529 | $3.64M | 0.00% | −5,818−16.0% | Reduced |
| Royal Bank of Canada | 26,524 | $3.16M | 0.00% | −14,241−34.9% | Reduced |
| Prudential Financial Inc | 25,046 | $2.98M | 0.00% | −315−1.2% | Reduced |
| SEI Investments Co | 24,583 | $2.93M | 0.01% | +3,376+15.9% | Added |
| UBS Asset Management Americas Inc | 23,801 | $2.83M | 0.00% | +990+4.3% | Added |
| Yousif Capital Management, LLC | 23,185 | $2.76M | 0.03% | +23,185 | New |
| Walthausen & Co., LLC | 22,286 | $2.65M | 0.70% | −3,990−15.2% | Reduced |
| EAM Investors, LLC | 21,991 | $2.62M | 0.43% | −4,271−16.3% | Reduced |
| State of New Jersey Common Pension Fund D | 21,527 | $2.56M | 0.01% | +21,527 | New |
| Great West Life Assurance Co | 20,385 | $2.42M | 0.01% | −90−0.4% | Reduced |
| US Bancorp | 20,059 | $2.39M | 0.00% | +153+0.8% | Added |
| UBS Group AG | 18,944 | $2.26M | 0.00% | +6,746+55.3% | Added |
| Citigroup Inc | 18,612 | $2.22M | 0.00% | +5,252+39.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,849 | $2.13M | 0.02% | −50−0.3% | Reduced |
| Texas Permanent School Fund | 17,022 | $2.03M | 0.02% | −440−2.5% | Reduced |
| Boston Partners | 16,813 | $2.00M | 0.00% | −70−0.4% | Reduced |
| State of Alaska, Department of Revenue | 16,722 | $1.99M | 0.02% | −500−2.9% | Reduced |
| Comerica Bank | 20,827 | $1.87M | 0.01% | −597−2.8% | Reduced |
| Jupiter Asset Management Ltd | 14,650 | $1.74M | 0.02% | +14,650 | New |
| American International Group, Inc. | 14,318 | $1.71M | 0.01% | −459−3.1% | Reduced |
| Rafferty Asset Management, LLC | 13,727 | $1.64M | 0.01% | −34−0.2% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 13,650 | $1.63M | 1.22% | +13,650 | New |
| Susquehanna International Group, LLP | 13,089 | $1.56M | 0.00% | −459−3.4% | Reduced |
| First Manhattan Co | 12,750 | $1.52M | 0.01% | −4,250−25.0% | Reduced |
| Amalgamated Bank | 12,131 | $1.45M | 0.01% | −215−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 11,839 | $1.41M | 0.00% | −39−0.3% | Reduced |
| State of Tennessee, Treasury Department | 11,501 | $1.37M | 0.01% | −229−2.0% | Reduced |
| Louisiana State Employees Retirement System | 11,400 | $1.36M | 0.03% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 11,365 | $1.35M | 0.01% | +11,365 | New |
| BNP Paribas Arbitrage, SA | 11,150 | $1.33M | 0.00% | −12,425−52.7% | Reduced |
| First Dallas Securities Inc. | 10,570 | $1.26M | 0.83% | +270+2.6% | Added |
| Victory Capital Management Inc | 10,437 | $1.24M | 0.00% | −227−2.1% | Reduced |
| Sippican Capital Advisors | 10,198 | $1.21M | 1.03% | +3,321+48.3% | Added |