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 2022
Institutional positions in Triumph Financial, Inc. as of Dec 31, 2022. 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
- 167
- −7 vs. Q3 2022
- Shares held
- 20.1M
- −451.9K (−2.2%) vs. Q3 2022
- Total value
- $983.9M
- −$135.0M (−12.1%) vs. Q3 2022
- New holders
- 22
- 66 more added
- Sold out
- 29
- 55 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,592,654 | $175.6M | 0.01% | +39,673+1.1% | Added |
| Vanguard Group Inc | 2,071,051 | $101.2M | 0.00% | +3,304+0.2% | Added |
| Luxor Capital Group, LP | 1,888,364 | $92.3M | 8.16% | +63,000+3.5% | Added |
| State Street Corp | 1,237,342 | $60.5M | 0.00% | +76,852+6.6% | Added |
| Westwood Holdings Group Inc. | 1,087,052 | $53.1M | 0.47% | +70,342+6.9% | Added |
| Thrivent Financial for Lutherans | 1,068,772 | $52.2M | 0.14% | +131,364+14.0% | Added |
| Wellington Management Group LLP | 920,431 | $45.0M | 0.01% | +24,144+2.7% | Added |
| Dimensional Fund Advisors LP | 830,945 | $40.6M | 0.01% | +70,197+9.2% | Added |
| Ameriprise Financial Inc | 586,022 | $28.6M | 0.01% | −193,155−24.8% | Reduced |
| Geode Capital Management, LLC | 432,440 | $21.1M | 0.00% | +6,510+1.5% | Added |
| Banc Funds Co LLC | 331,418 | $16.2M | 1.43% | 00.0% | Unchanged |
| Royce & Associates LP | 304,904 | $14.9M | 0.16% | −129,543−29.8% | Reduced |
| Bank of America Corp | 289,963 | $14.2M | 0.00% | +229,781+381.8% | Added |
| Federated Hermes, Inc. | 279,986 | $13.7M | 0.04% | +194,091+226.0% | Added |
| Ranger Investment Management, L.P. | 267,317 | $13.1M | 0.97% | +7,575+2.9% | Added |
| NFC Investments, LLC | 236,033 | $11.5M | 3.57% | +300+0.1% | Added |
| Northern Trust Corp | 228,891 | $11.2M | 0.00% | +1,674+0.7% | Added |
| Bank of New York Mellon Corp | 215,091 | $10.5M | 0.00% | +8,416+4.1% | Added |
| Peregrine Capital Management LLC | 188,723 | $9.22M | 0.29% | −5,692−2.9% | Reduced |
| First Sabrepoint Capital Management LP | 171,000 | $8.36M | 4.10% | +56,000+48.7% | Added |
| Charles Schwab Investment Management Inc | 170,975 | $8.36M | 0.00% | +1,768+1.0% | Added |
| American Century Companies Inc | 167,258 | $8.17M | 0.01% | +38,901+30.3% | Added |
| Morgan Stanley | 160,210 | $7.83M | 0.00% | +17,820+12.5% | Added |
| Principal Financial Group Inc | 141,044 | $6.89M | 0.01% | −1,008−0.7% | Reduced |
| Earnest Partners LLC | 136,021 | $6.65M | 0.04% | +136,021 | New |
| D. E. Shaw & Co., Inc. | 127,079 | $6.21M | 0.01% | +7,503+6.3% | Added |
| State of Wisconsin Investment Board | 126,597 | $6.19M | 0.02% | +14,342+12.8% | Added |
| Two Sigma Investments, LP | 112,561 | $5.50M | 0.02% | −31,129−21.7% | Reduced |
| Hodges Capital Management Inc. | 110,850 | $5.42M | 0.47% | +84,885+326.9% | Added |
| Loomis Sayles & Co L P | 99,060 | $4.84M | 0.01% | −131,369−57.0% | Reduced |
| Two Sigma Advisers, LP | 95,900 | $4.69M | 0.01% | +31,700+49.4% | Added |
| Norges Bank | 86,932 | $4.25M | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 84,318 | $4.12M | 0.02% | +1,372+1.7% | Added |
| Russell Investments Group, Ltd. | 81,385 | $3.98M | 0.01% | −22,543−21.7% | Reduced |
| Marshall Wace, LLP | 79,098 | $3.87M | 0.01% | −78,474−49.8% | Reduced |
| Credit Suisse AG | 77,113 | $3.77M | 0.00% | −319−0.4% | Reduced |
| Assenagon Asset Management S.A. | 72,436 | $3.54M | 0.01% | −23,551−24.5% | Reduced |
| Wells Fargo & Company | 68,879 | $3.37M | 0.00% | +60,814+754.0% | Added |
| Rhumbline Advisers | 68,831 | $3.36M | 0.00% | +2,360+3.6% | Added |
| Nuveen Asset Management, LLC | 66,289 | $3.24M | 0.00% | −9,170−12.2% | Reduced |
| Legal & General Group Plc | 65,616 | $3.21M | 0.00% | +366+0.6% | Added |
| Goldman Sachs Group Inc | 64,986 | $3.18M | 0.00% | −106,085−62.0% | Reduced |
| Public Employees Retirement System of Ohio | 60,977 | $2.98M | 0.01% | +416+0.7% | Added |
| Cubist Systematic Strategies, LLC | 56,366 | $2.75M | 0.02% | −3,686−6.1% | Reduced |
| Swiss National Bank | 56,100 | $2.74M | 0.00% | −400−0.7% | Reduced |
| Citadel Advisors LLC | 54,925 | $2.68M | 0.00% | −79,723−59.2% | Reduced |
| Forest Hill Capital, LLC | 53,570 | $2.62M | 1.11% | 00.0% | Unchanged |
| Invesco Ltd. | 47,770 | $2.33M | 0.00% | −25,767−35.0% | Reduced |
| Kennedy Capital Management, Inc. | 44,755 | $2.19M | 0.06% | +3,192+7.7% | Added |
| Millennium Management LLC | 43,348 | $2.12M | 0.00% | −43,147−49.9% | Reduced |
| Public Sector Pension Investment Board | 41,161 | $2.01M | 0.02% | −993−2.4% | Reduced |
| Squarepoint Ops LLC | 40,631 | $1.99M | 0.01% | −6,415−13.6% | Reduced |
| Royal Bank of Canada | 40,039 | $1.96M | 0.00% | +17,369+76.6% | Added |
| Teachers Retirement System of the State of Kentucky | 39,104 | $1.91M | 0.02% | +609+1.6% | Added |
| Gsa Capital Partners LLP | 38,664 | $1.89M | 0.23% | +14,251+58.4% | Added |
| Envestnet Asset Management Inc | 36,603 | $1.79M | 0.00% | +36,603 | New |
| Macquarie Group Ltd | 36,216 | $1.77M | 0.00% | −11,261−23.7% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 35,000 | $1.71M | 1.53% | +9,400+36.7% | Added |
| Great West Life Assurance Co | 33,932 | $1.66M | 0.00% | +5,810+20.7% | Added |
| Diamond Hill Capital Management Inc | 32,871 | $1.61M | 0.01% | −97,211−74.7% | Reduced |
| Alliancebernstein L.P. | 32,417 | $1.58M | 0.00% | +22+0.1% | Added |
| JPMorgan Chase & Co | 30,493 | $1.49M | 0.00% | +371+1.2% | Added |
| California State Teachers Retirement System | 29,546 | $1.44M | 0.00% | −243−0.8% | Reduced |
| First Trust Advisors LP | 25,316 | $1.24M | 0.00% | +5,858+30.1% | Added |
| First Dallas Securities Inc. | 24,422 | $1.19M | 0.72% | +1,800+8.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,214 | $1.18M | 0.01% | +3,261+15.6% | Added |
| Prudential Financial Inc | 22,956 | $1.12M | 0.00% | −433−1.9% | Reduced |
| SEI Investments Co | 22,876 | $1.12M | 0.00% | +7,479+48.6% | Added |
| Barclays PLC | 21,717 | $1.06M | 0.00% | +10,183+88.3% | Added |
| Tudor Investment Corp Et Al | 20,725 | $1.01M | 0.02% | −3,790−15.5% | Reduced |
| Syntal Capital Partners, LLC | 19,461 | $951.1K | 0.38% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 19,205 | $938.5K | 0.00% | −16,578−46.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 18,352 | $896.9K | 0.01% | −25,754−58.4% | Reduced |
| New York State Common Retirement Fund | 17,600 | $860.1K | 0.00% | −13,940−44.2% | Reduced |
| Renaissance Technologies LLC | 17,500 | $855.0K | 0.00% | −7,400−29.7% | Reduced |
| Engineers Gate Manager LP | 17,492 | $854.8K | 0.05% | −6,552−27.3% | Reduced |
| Tectonic Advisors LLC | 16,570 | $809.8K | 0.13% | +16,570 | New |
| State of Alaska, Department of Revenue | 16,022 | $782.0K | 0.01% | +100+0.6% | Added |
| Emerald Mutual Fund Advisers Trust | 15,971 | $780.5K | 0.05% | −142,011−89.9% | Reduced |
| Caas Capital Management LP | 15,658 | $765.2K | 0.15% | +15,658 | New |
| Texas Permanent School Fund | 15,210 | $743.0K | 0.01% | −1,334−8.1% | Reduced |
| HSBC Holdings PLC | 14,885 | $733.1K | 0.00% | +10,525+241.4% | Added |
| Yousif Capital Management, LLC | 14,700 | $718.4K | 0.01% | −5,049−25.6% | Reduced |
| Comerica Bank | 13,869 | $706.0K | 0.01% | −3,778−21.4% | Reduced |
| Sippican Capital Advisors | 14,174 | $693.0K | 0.66% | −17,504−55.3% | Reduced |
| Citigroup Inc | 13,917 | $680.1K | 0.00% | +2,432+21.2% | Added |
| BNP Paribas Arbitrage, SA | 13,303 | $650.1K | 0.00% | +761+6.1% | Added |
| MetLife Investment Management | 12,749 | $623.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 12,666 | $619.0K | 0.00% | −99−0.8% | Reduced |
| UBS Group AG | 12,632 | $617.3K | 0.00% | −2,811−18.2% | Reduced |
| Deutsche Bank AG | 11,698 | $571.7K | 0.00% | −10,006−46.1% | Reduced |
| Rafferty Asset Management, LLC | 11,199 | $547.3K | 0.00% | +1,314+13.3% | Added |
| Louisiana State Employees Retirement System | 10,900 | $533.0K | 0.01% | −100−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 10,524 | $514.3K | 0.01% | +10,524 | New |
| Amalgamated Bank | 10,482 | $512.0K | 0.00% | −309−2.9% | Reduced |
| Victory Capital Management Inc | 10,174 | $497.2K | 0.00% | +2,557+33.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,156 | $496.3K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 9,641 | $471.2K | 0.00% | −40.0% | Reduced |
| Boston Partners | 9,566 | $467.5K | 0.00% | −1,690−15.0% | Reduced |
| Stifel Financial Corp | 9,413 | $460.0K | 0.00% | +5,274+127.4% | Added |