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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 8 | $0 | 0.00% | −6−42.9% | Reduced |
| Rockefeller Capital Management L.P. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $0 | 0.00% | +5 | New |
| Covestor Ltd | 3 | $0 | 0.00% | +3 | New |
| GWM Advisors LLC | 50 | $2 | 0.00% | +50 | New |
| Disciplined Investments, LLC | 3 | $147 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 4 | $195 | 0.00% | +1+33.3% | Added |
| Schubert & Co | 7 | $342 | 0.00% | −5−41.7% | Reduced |
| JFS Wealth Advisors, LLC | 9 | $440 | 0.00% | +6+200.0% | Added |
| Farmers & Merchants Investments Inc | 16 | $782 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $1.37K | 0.00% | +28 | New |
| Coppell Advisory Solutions LLC | 28 | $1.37K | 0.00% | +28 | New |
| Coppell Advisory Solutions Corp. | 28 | $1.37K | 0.00% | +28 | New |
| Quadrant Capital Group LLC | 39 | $1.91K | 0.00% | +7+21.9% | Added |
| JCSD Capital, LLC | 50 | $2.44K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 65 | $3.18K | 0.00% | +65 | New |
| TCI Wealth Advisors, Inc. | 74 | $3.62K | 0.00% | +22+42.3% | Added |
| Fifth Third Bancorp | 81 | $3.96K | 0.00% | +59+268.2% | Added |
| Umb Bank N A | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 145 | $7.09K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $9.77K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $11.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 256 | $13.0K | 0.01% | +256 | New |
| Sutton Wealth Advisors Inc. | 295 | $14.4K | 0.01% | +295 | New |
| Madden Securities Corp | 400 | $19.5K | 0.01% | +400 | New |
| First Horizon Advisors, Inc. | 525 | $25.7K | 0.00% | +525 | New |
| Central Trust Co | 545 | $26.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 599 | $29.3K | 0.00% | +78+15.0% | Added |
| Steward Partners Investment Advisory, LLC | 610 | $29.8K | 0.00% | 00.0% | Unchanged |
| Phocas Financial Corp. | 995 | $48.6K | 0.01% | −113,681−99.1% | Reduced |
| Quantbot Technologies LP | 1,024 | $50.0K | 0.00% | −7,739−88.3% | Reduced |
| Point72 Middle East FZE | 1,063 | $51.9K | 0.00% | +1,063 | New |
| Allspring Global Investments Holdings, LLC | 1,079 | $52.7K | 0.00% | −24−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,166 | $57.0K | 0.00% | −10,368−89.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,184 | $57.0K | 0.00% | +1,031+673.9% | Added |
| Metropolitan Life Insurance Co | 1,432 | $70.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,657 | $81.0K | 0.00% | −337−16.9% | Reduced |
| KBC Group NV | 2,033 | $99.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,845 | $99.1K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,431 | $167.7K | 0.01% | +3,431 | New |
| CWM, LLC | 3,438 | $168.0K | 0.00% | −217−5.9% | Reduced |
| Aquatic Capital Management LLC | 3,700 | $181.0K | 0.01% | −300−7.5% | Reduced |
| Public Employees Retirement Association of Colorado | 3,974 | $194.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 4,053 | $198.1K | 0.19% | 00.0% | Unchanged |
| US Bancorp | 4,102 | $200.5K | 0.00% | −444−9.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $206.8K | 0.00% | +813+23.8% | Added |
| Nisa Investment Advisors, LLC | 4,269 | $209.0K | 0.00% | +2,100+96.8% | Added |
| Jane Street Group, LLC | 4,661 | $227.8K | 0.00% | +942+25.3% | Added |
| The PNC Financial Services Group, Inc. | 4,678 | $228.6K | 0.00% | +241+5.4% | Added |
| Mutual of America Capital Management LLC | 4,743 | $231.8K | 0.00% | +167+3.6% | Added |
| Murchinson Ltd. | 4,767 | $233.0K | 0.03% | +1,050+28.2% | Added |
| Mesirow Financial Investment Management, Inc. | 4,900 | $239.5K | 1.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,983 | $243.5K | 0.00% | −7,251−59.3% | Reduced |
| Everence Capital Management Inc | 5,040 | $246.0K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 5,175 | $252.9K | 0.00% | +188+3.8% | Added |
| Landscape Capital Management, L.L.C. | 5,378 | $262.8K | 0.04% | +5,378 | New |
| State Board of Administration of Florida Retirement System | 5,423 | $265.0K | 0.00% | +230+4.4% | Added |
| Emerald Advisers, LLC | 5,815 | $284.2K | 0.01% | −159,591−96.5% | Reduced |
| Arizona State Retirement System | 6,559 | $320.5K | 0.00% | +64+1.0% | Added |
| Walleye Capital LLC | 7,206 | $352.2K | 0.01% | +356+5.2% | Added |
| New York State Teachers Retirement System | 7,321 | $358.0K | 0.00% | −300−3.9% | Reduced |
| Oregon Public Employees Retirement Fund | 7,640 | $373.4K | 0.00% | −158−2.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,474 | $414.1K | 0.01% | +8,474 | New |
| Janus Henderson Group PLC | 8,510 | $415.8K | 0.00% | +8,510 | New |
| Voya Investment Management LLC | 9,241 | $451.6K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 9,282 | $454.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,350 | $456.9K | 0.01% | +9,350 | New |
| Stifel Financial Corp | 9,413 | $460.0K | 0.00% | +5,274+127.4% | Added |
| Boston Partners | 9,566 | $467.5K | 0.00% | −1,690−15.0% | Reduced |
| Manufacturers Life Insurance Company, The | 9,641 | $471.2K | 0.00% | −40.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,156 | $496.3K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,174 | $497.2K | 0.00% | +2,557+33.6% | Added |
| Amalgamated Bank | 10,482 | $512.0K | 0.00% | −309−2.9% | Reduced |
| Beacon Pointe Advisors, LLC | 10,524 | $514.3K | 0.01% | +10,524 | New |
| Louisiana State Employees Retirement System | 10,900 | $533.0K | 0.01% | −100−0.9% | Reduced |
| Rafferty Asset Management, LLC | 11,199 | $547.3K | 0.00% | +1,314+13.3% | Added |
| Deutsche Bank AG | 11,698 | $571.7K | 0.00% | −10,006−46.1% | Reduced |
| UBS Group AG | 12,632 | $617.3K | 0.00% | −2,811−18.2% | Reduced |
| American International Group, Inc. | 12,666 | $619.0K | 0.00% | −99−0.8% | Reduced |
| MetLife Investment Management | 12,749 | $623.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 13,303 | $650.1K | 0.00% | +761+6.1% | Added |
| Citigroup Inc | 13,917 | $680.1K | 0.00% | +2,432+21.2% | Added |
| Sippican Capital Advisors | 14,174 | $693.0K | 0.66% | −17,504−55.3% | Reduced |
| Comerica Bank | 13,869 | $706.0K | 0.01% | −3,778−21.4% | Reduced |
| Yousif Capital Management, LLC | 14,700 | $718.4K | 0.01% | −5,049−25.6% | Reduced |
| HSBC Holdings PLC | 14,885 | $733.1K | 0.00% | +10,525+241.4% | Added |
| Texas Permanent School Fund | 15,210 | $743.0K | 0.01% | −1,334−8.1% | Reduced |
| Caas Capital Management LP | 15,658 | $765.2K | 0.15% | +15,658 | New |
| Emerald Mutual Fund Advisers Trust | 15,971 | $780.5K | 0.05% | −142,011−89.9% | Reduced |
| State of Alaska, Department of Revenue | 16,022 | $782.0K | 0.01% | +100+0.6% | Added |
| Tectonic Advisors LLC | 16,570 | $809.8K | 0.13% | +16,570 | New |
| Engineers Gate Manager LP | 17,492 | $854.8K | 0.05% | −6,552−27.3% | Reduced |
| Renaissance Technologies LLC | 17,500 | $855.0K | 0.00% | −7,400−29.7% | Reduced |
| New York State Common Retirement Fund | 17,600 | $860.1K | 0.00% | −13,940−44.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 18,352 | $896.9K | 0.01% | −25,754−58.4% | Reduced |
| State of New Jersey Common Pension Fund D | 19,205 | $938.5K | 0.00% | −16,578−46.3% | Reduced |
| Syntal Capital Partners, LLC | 19,461 | $951.1K | 0.38% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 20,725 | $1.01M | 0.02% | −3,790−15.5% | Reduced |
| Barclays PLC | 21,717 | $1.06M | 0.00% | +10,183+88.3% | Added |
| SEI Investments Co | 22,876 | $1.12M | 0.00% | +7,479+48.6% | Added |