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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 9,830 | $1.17M | 0.01% | +322+3.4% | Added |
| PMC FIG Opportunities LLC | 9,500 | $1.13M | 4.80% | +9,500 | New |
| Bank of Montreal | 9,327 | $1.13M | 0.00% | +1,409+17.8% | Added |
| Maryland State Retirement & Pension System | 9,415 | $1.12M | 0.03% | +367+4.1% | Added |
| Voya Investment Management LLC | 9,106 | $1.08M | 0.00% | −226−2.4% | Reduced |
| Oregon Public Employees Retirement Fund | 9,098 | $1.08M | 0.01% | −155−1.7% | Reduced |
| MetLife Investment Management | 8,184 | $974.6K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 8,029 | $956.0K | 0.00% | +1,274+18.9% | Added |
| Allspring Global Investments Holdings, LLC | 7,929 | $944.0K | 0.00% | +7,929 | New |
| Alberta Investment Management Corp | 7,881 | $938.0K | 0.01% | +7,881 | New |
| New York State Teachers Retirement System | 7,521 | $896.0K | 0.00% | +200+2.7% | Added |
| AQR Capital Management LLC | 7,294 | $869.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 7,250 | $863.0K | 0.00% | −12,050−62.4% | Reduced |
| Maltese Capital Management LLC | 7,246 | $862.0K | 0.14% | −62,754−89.6% | Reduced |
| Brinker Capital Investments, LLC | 6,529 | $777.0K | 0.01% | −98−1.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,500 | $774.0K | 0.27% | +6,500 | New |
| Arizona State Retirement System | 6,421 | $765.0K | 0.01% | −18−0.3% | Reduced |
| Squarepoint Ops LLC | 6,210 | $739.0K | 0.00% | +6,210 | New |
| Metropolitan Life Insurance Co | 6,131 | $730.1K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 6,130 | $730.0K | 0.00% | +1,158+23.3% | Added |
| Handelsbanken Fonder AB | 6,000 | $714.0K | 0.00% | −2,300−27.7% | Reduced |
| ProShare Advisors LLC | 5,878 | $700.0K | 0.00% | +2,251+62.1% | Added |
| Mesirow Financial Investment Management, Inc. | 5,303 | $631.0K | 1.82% | −2,274−30.0% | Reduced |
| Ellsworth Advisors, LLC | 5,280 | $629.0K | 0.23% | −12−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 5,193 | $618.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,035 | $600.0K | 0.00% | −27,438−84.5% | Reduced |
| Everence Capital Management Inc | 5,040 | $600.0K | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,914 | $586.0K | 0.01% | +1,514+44.5% | Added |
| HighTower Advisors, LLC | 4,871 | $580.0K | 0.00% | +782+19.1% | Added |
| Janus Henderson Group PLC | 4,797 | $571.0K | 0.00% | +2,412+101.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,664 | $555.0K | 0.00% | +4,664 | New |
| Teacher Retirement System of Texas | 4,561 | $543.0K | 0.00% | +754+19.8% | Added |
| Alps Advisors Inc | 4,512 | $537.0K | 0.01% | +55+1.2% | Added |
| Engineers Gate Manager LP | 4,494 | $535.0K | 0.02% | +4,494 | New |
| Select Equity Group, L.P. | 4,421 | $526.0K | 0.00% | −6,303−58.8% | Reduced |
| HSBC Holdings PLC | 4,272 | $508.0K | 0.00% | +1,181+38.2% | Added |
| Stifel Financial Corp | 4,139 | $493.0K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,785 | $451.0K | 0.00% | −1,053−21.8% | Reduced |
| LPL Financial LLC | 3,637 | $433.0K | 0.00% | +3,637 | New |
| Guggenheim Capital LLC | 3,594 | $428.0K | 0.00% | +1,231+52.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,419 | $407.0K | 0.00% | +1,007+41.7% | Added |
| Csenge Advisory Group | 5,454 | $407.0K | 0.04% | +5,454 | New |
| Brown Advisory Inc | 3,291 | $392.0K | 0.00% | +3,291 | New |
| Mutual of America Capital Management LLC | 3,227 | $384.0K | 0.00% | +80+2.5% | Added |
| CWM, LLC | 3,044 | $362.0K | 0.00% | +3,044 | New |
| Howard Financial Services, Ltd. | 3,000 | $357.0K | 0.11% | 00.0% | Unchanged |
| Welch Group, LLC | 2,880 | $343.0K | 0.02% | +2,880 | New |
| Cornerstone Investment Partners, LLC | 2,720 | $324.0K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 2,702 | $322.0K | 0.01% | +2,702 | New |
| Dynamic Technology Lab Private Ltd | 2,490 | $297.0K | 0.03% | +2,490 | New |
| Commonwealth Equity Services, LLC | 2,455 | $292.0K | 0.00% | +179+7.9% | Added |
| Nisa Investment Advisors, LLC | 3,250 | $284.0K | 0.00% | −350−9.7% | Reduced |
| Profund Advisors LLC | 2,173 | $259.0K | 0.01% | −109−4.8% | Reduced |
| Paloma Partners Management Co | 2,107 | $251.0K | 0.01% | +2,107 | New |
| Crossmark Global Holdings, Inc. | 2,070 | $246.0K | 0.01% | −4,880−70.2% | Reduced |
| Steward Financial Group LLC | 2,000 | $238.0K | 0.22% | +2,000 | New |
| Algert Global LLC | 1,994 | $237.0K | 0.03% | +1,994 | New |
| Ameritas Investment Partners, Inc. | 1,845 | $220.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,132 | $135.0K | 0.00% | +75+7.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 981 | $117.0K | 0.00% | −12,482−92.7% | Reduced |
| Captrust Financial Advisors | 618 | $74.0K | 0.00% | +48+8.4% | Added |
| Central Trust Co | 545 | $65.0K | 0.00% | +273+100.4% | Added |
| State of Wyoming | 454 | $54.0K | 0.03% | +1+0.2% | Added |
| Tower Research Capital LLC (TRC) | 278 | $33.0K | 0.00% | −848−75.3% | Reduced |
| Advisor Group Holdings, Inc. | 279 | $33.0K | 0.00% | +56+25.1% | Added |
| USA Financial Portformulas Corp | 264 | $31.0K | 0.03% | +264 | New |
| Signaturefd, LLC | 236 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 196 | $23.3K | 0.01% | +82+71.9% | Added |
| Harvest Fund Management Co., Ltd | 186 | $22.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 166 | $20.0K | 0.00% | +166 | New |
| Private Capital Group, LLC | 125 | $15.0K | 0.00% | +87+228.9% | Added |
| Geneos Wealth Management Inc. | 98 | $11.0K | 0.00% | −2−2.0% | Reduced |
| Fifth Third Bancorp | 55 | $7.00K | 0.00% | +28+103.7% | Added |
| Rockefeller Capital Management L.P. | 65 | $7.00K | 0.00% | +65 | New |
| Tarbox Family Office, Inc. | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 53 | $6.00K | 0.01% | +53 | New |
| TCI Wealth Advisors, Inc. | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $2.00K | 0.00% | +14+233.3% | Added |
| Bell Investment Advisors, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $1.00K | 0.00% | +11 | New |
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Schubert & Co | 3 | $0 | 0.00% | +3 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −35,500−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −26,726−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −12,875−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −8,932−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −5,344−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −5,065−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −3,387−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,064−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,546−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,431−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| JCSD Capital, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |