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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 22,956 | $1.12M | 0.00% | −433−1.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,214 | $1.18M | 0.01% | +3,261+15.6% | Added |
| First Dallas Securities Inc. | 24,422 | $1.19M | 0.72% | +1,800+8.0% | Added |
| First Trust Advisors LP | 25,316 | $1.24M | 0.00% | +5,858+30.1% | Added |
| California State Teachers Retirement System | 29,546 | $1.44M | 0.00% | −243−0.8% | Reduced |
| JPMorgan Chase & Co | 30,493 | $1.49M | 0.00% | +371+1.2% | Added |
| Alliancebernstein L.P. | 32,417 | $1.58M | 0.00% | +22+0.1% | Added |
| Diamond Hill Capital Management Inc | 32,871 | $1.61M | 0.01% | −97,211−74.7% | Reduced |
| Great West Life Assurance Co | 33,932 | $1.66M | 0.00% | +5,810+20.7% | Added |
| John W. Rosenthal Capital Management, Inc. | 35,000 | $1.71M | 1.53% | +9,400+36.7% | Added |
| Macquarie Group Ltd | 36,216 | $1.77M | 0.00% | −11,261−23.7% | Reduced |
| Envestnet Asset Management Inc | 36,603 | $1.79M | 0.00% | +36,603 | New |
| Gsa Capital Partners LLP | 38,664 | $1.89M | 0.23% | +14,251+58.4% | Added |
| Teachers Retirement System of the State of Kentucky | 39,104 | $1.91M | 0.02% | +609+1.6% | Added |
| Royal Bank of Canada | 40,039 | $1.96M | 0.00% | +17,369+76.6% | Added |
| Squarepoint Ops LLC | 40,631 | $1.99M | 0.01% | −6,415−13.6% | Reduced |
| Public Sector Pension Investment Board | 41,161 | $2.01M | 0.02% | −993−2.4% | Reduced |
| Millennium Management LLC | 43,348 | $2.12M | 0.00% | −43,147−49.9% | Reduced |
| Kennedy Capital Management, Inc. | 44,755 | $2.19M | 0.06% | +3,192+7.7% | Added |
| Invesco Ltd. | 47,770 | $2.33M | 0.00% | −25,767−35.0% | Reduced |
| Forest Hill Capital, LLC | 53,570 | $2.62M | 1.11% | 00.0% | Unchanged |
| Citadel Advisors LLC | 54,925 | $2.68M | 0.00% | −79,723−59.2% | Reduced |
| Swiss National Bank | 56,100 | $2.74M | 0.00% | −400−0.7% | Reduced |
| Cubist Systematic Strategies, LLC | 56,366 | $2.75M | 0.02% | −3,686−6.1% | Reduced |
| Public Employees Retirement System of Ohio | 60,977 | $2.98M | 0.01% | +416+0.7% | Added |
| Goldman Sachs Group Inc | 64,986 | $3.18M | 0.00% | −106,085−62.0% | Reduced |
| Legal & General Group Plc | 65,616 | $3.21M | 0.00% | +366+0.6% | Added |
| Nuveen Asset Management, LLC | 66,289 | $3.24M | 0.00% | −9,170−12.2% | Reduced |
| Rhumbline Advisers | 68,831 | $3.36M | 0.00% | +2,360+3.6% | Added |
| Wells Fargo & Company | 68,879 | $3.37M | 0.00% | +60,814+754.0% | Added |
| Assenagon Asset Management S.A. | 72,436 | $3.54M | 0.01% | −23,551−24.5% | Reduced |
| Credit Suisse AG | 77,113 | $3.77M | 0.00% | −319−0.4% | Reduced |
| Marshall Wace, LLP | 79,098 | $3.87M | 0.01% | −78,474−49.8% | Reduced |
| Russell Investments Group, Ltd. | 81,385 | $3.98M | 0.01% | −22,543−21.7% | Reduced |
| Voloridge Investment Management, LLC | 84,318 | $4.12M | 0.02% | +1,372+1.7% | Added |
| Norges Bank | 86,932 | $4.25M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 95,900 | $4.69M | 0.01% | +31,700+49.4% | Added |
| Loomis Sayles & Co L P | 99,060 | $4.84M | 0.01% | −131,369−57.0% | Reduced |
| Hodges Capital Management Inc. | 110,850 | $5.42M | 0.47% | +84,885+326.9% | Added |
| Two Sigma Investments, LP | 112,561 | $5.50M | 0.02% | −31,129−21.7% | Reduced |
| State of Wisconsin Investment Board | 126,597 | $6.19M | 0.02% | +14,342+12.8% | Added |
| D. E. Shaw & Co., Inc. | 127,079 | $6.21M | 0.01% | +7,503+6.3% | Added |
| Earnest Partners LLC | 136,021 | $6.65M | 0.04% | +136,021 | New |
| Principal Financial Group Inc | 141,044 | $6.89M | 0.01% | −1,008−0.7% | Reduced |
| Morgan Stanley | 160,210 | $7.83M | 0.00% | +17,820+12.5% | Added |
| American Century Companies Inc | 167,258 | $8.17M | 0.01% | +38,901+30.3% | Added |
| Charles Schwab Investment Management Inc | 170,975 | $8.36M | 0.00% | +1,768+1.0% | Added |
| First Sabrepoint Capital Management LP | 171,000 | $8.36M | 4.10% | +56,000+48.7% | Added |
| Peregrine Capital Management LLC | 188,723 | $9.22M | 0.29% | −5,692−2.9% | Reduced |
| Bank of New York Mellon Corp | 215,091 | $10.5M | 0.00% | +8,416+4.1% | Added |
| Northern Trust Corp | 228,891 | $11.2M | 0.00% | +1,674+0.7% | Added |
| NFC Investments, LLC | 236,033 | $11.5M | 3.57% | +300+0.1% | Added |
| Ranger Investment Management, L.P. | 267,317 | $13.1M | 0.97% | +7,575+2.9% | Added |
| Federated Hermes, Inc. | 279,986 | $13.7M | 0.04% | +194,091+226.0% | Added |
| Bank of America Corp | 289,963 | $14.2M | 0.00% | +229,781+381.8% | Added |
| Royce & Associates LP | 304,904 | $14.9M | 0.16% | −129,543−29.8% | Reduced |
| Banc Funds Co LLC | 331,418 | $16.2M | 1.43% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 432,440 | $21.1M | 0.00% | +6,510+1.5% | Added |
| Ameriprise Financial Inc | 586,022 | $28.6M | 0.01% | −193,155−24.8% | Reduced |
| Dimensional Fund Advisors LP | 830,945 | $40.6M | 0.01% | +70,197+9.2% | Added |
| Wellington Management Group LLP | 920,431 | $45.0M | 0.01% | +24,144+2.7% | Added |
| Thrivent Financial for Lutherans | 1,068,772 | $52.2M | 0.14% | +131,364+14.0% | Added |
| Westwood Holdings Group Inc. | 1,087,052 | $53.1M | 0.47% | +70,342+6.9% | Added |
| State Street Corp | 1,237,342 | $60.5M | 0.00% | +76,852+6.6% | Added |
| Luxor Capital Group, LP | 1,888,364 | $92.3M | 8.16% | +63,000+3.5% | Added |
| Vanguard Group Inc | 2,071,051 | $101.2M | 0.00% | +3,304+0.2% | Added |
| BlackRock Inc. | 3,592,654 | $175.6M | 0.01% | +39,673+1.1% | Added |
| Ulysses Management LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −59,037−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −46,767−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −33,967−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −36,196−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −35,533−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −27,721−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −24,248−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −23,915−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −22,457−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,870−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,740−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −8,978−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,207−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,708−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −7,250−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,539−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,130−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,394−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,402−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,046−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,036−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,959−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,866−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −3,737−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,545−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,408−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Walthausen & Co., LLC | – | – | – | – | Not filed |