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, Q1 2023
Institutional positions in Triumph Financial, Inc. as of Mar 31, 2023. 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
- 162
- −4 vs. Q4 2022
- Shares held
- 18.9M
- −1.21M (−6.0%) vs. Q4 2022
- Total value
- $1.10B
- +$115.6M (+11.8%) vs. Q4 2022
- New holders
- 22
- 53 more added
- Sold out
- 26
- 62 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $174 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $291 | 0.00% | +1+25.0% | Added |
| JFS Wealth Advisors, LLC | 6 | $349 | 0.00% | −3−33.3% | Reduced |
| Schubert & Co | 11 | $639 | 0.00% | +4+57.1% | Added |
| Massmutual Trust Co FSB | 14 | $813 | 0.00% | +6+75.0% | Added |
| Farmers & Merchants Investments Inc | 16 | $929 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $1.63K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 47 | $2.73K | 0.00% | +8+20.5% | Added |
| GWM Advisors LLC | 50 | $2.90K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 51 | $2.96K | 0.00% | −14−21.5% | Reduced |
| Fifth Third Bancorp | 66 | $3.83K | 0.00% | −15−18.5% | Reduced |
| Advisory Services Network, LLC | 130 | $7.55K | 0.00% | +130 | New |
| Northwestern Mutual Wealth Management Co | 145 | $8.42K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 152 | $8.83K | 0.00% | +78+105.4% | Added |
| Parallel Advisors, LLC | 192 | $11.1K | 0.00% | +192 | New |
| Quent Capital, LLC | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $13.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 256 | $14.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 460 | $26.7K | 0.00% | −150−24.6% | Reduced |
| First Horizon Advisors, Inc. | 525 | $30.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 545 | $31.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,120 | $65.0K | 0.00% | −64−5.4% | Reduced |
| Belvedere Trading LLC | 1,150 | $66.8K | 0.03% | +1,150 | New |
| Metropolitan Life Insurance Co | 1,197 | $69.5K | 0.00% | −235−16.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,346 | $78.0K | 0.00% | +180+15.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,437 | $83.4K | 0.00% | +358+33.2% | Added |
| Shell Asset Management Co | 1,651 | $96.0K | 0.00% | −6−0.4% | Reduced |
| KBC Group NV | 1,780 | $103.0K | 0.00% | −253−12.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,845 | $107.1K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,732 | $158.6K | 0.00% | +2,732 | New |
| Amundi | 3,078 | $169.3K | 0.00% | +3,078 | New |
| CWM, LLC | 3,591 | $208.0K | 0.00% | +153+4.5% | Added |
| US Bancorp | 3,775 | $219.2K | 0.00% | −327−8.0% | Reduced |
| Public Employees Retirement Association of Colorado | 3,974 | $231.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,027 | $233.0K | 0.00% | +4,027 | New |
| Capital Impact Advisors, LLC | 4,053 | $235.3K | 0.29% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $245.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,260 | $247.0K | 0.00% | −9−0.2% | Reduced |
| Price T Rowe Associates Inc | 4,358 | $254.0K | 0.00% | +4,358 | New |
| Mutual of America Capital Management LLC | 4,656 | $270.3K | 0.00% | −87−1.8% | Reduced |
| Centiva Capital, LP | 4,700 | $272.9K | 0.02% | +4,700 | New |
| Murchinson Ltd. | 5,000 | $276.8K | 0.05% | +233+4.9% | Added |
| Mesirow Financial Investment Management, Inc. | 4,900 | $284.5K | 1.18% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,040 | $293.0K | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 5,423 | $314.9K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 5,756 | $334.2K | 0.00% | −73,342−92.7% | Reduced |
| The PNC Financial Services Group, Inc. | 5,971 | $346.7K | 0.00% | +1,293+27.6% | Added |
| Victory Capital Management Inc | 6,017 | $349.3K | 0.00% | −4,157−40.9% | Reduced |
| EJF Capital LLC | 6,250 | $362.9K | 0.14% | +6,250 | New |
| New York State Teachers Retirement System | 6,621 | $384.0K | 0.00% | −700−9.6% | Reduced |
| Arizona State Retirement System | 6,738 | $391.2K | 0.00% | +179+2.7% | Added |
| Oregon Public Employees Retirement Fund | 7,216 | $419.0K | 0.01% | −424−5.5% | Reduced |
| State of Tennessee, Treasury Department | 7,687 | $446.3K | 0.00% | −1,595−17.2% | Reduced |
| Steward Financial Group LLC | 7,740 | $449.0K | 0.15% | +7,740 | New |
| Balyasny Asset Management LLC | 8,361 | $485.4K | 0.00% | +8,361 | New |
| Maryland State Retirement & Pension System | 9,105 | $528.6K | 0.01% | −245−2.6% | Reduced |
| Voya Investment Management LLC | 9,150 | $531.2K | 0.00% | −91−1.0% | Reduced |
| Boston Partners | 9,514 | $552.4K | 0.00% | −52−0.5% | Reduced |
| Stifel Financial Corp | 9,640 | $559.7K | 0.00% | +227+2.4% | Added |
| Manufacturers Life Insurance Company, The | 9,662 | $561.0K | 0.00% | +21+0.2% | Added |
| Amalgamated Bank | 9,855 | $572.0K | 0.00% | −627−6.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,048 | $583.4K | 0.01% | +1,574+18.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,156 | $589.7K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 10,343 | $600.5K | 0.00% | −3,574−25.7% | Reduced |
| Louisiana State Employees Retirement System | 10,500 | $609.6K | 0.02% | −400−3.7% | Reduced |
| Beacon Pointe Advisors, LLC | 10,520 | $610.8K | 0.01% | −40.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 11,001 | $638.7K | 0.04% | −4,970−31.1% | Reduced |
| Gsa Capital Partners LLP | 11,538 | $670.0K | 0.07% | −27,126−70.2% | Reduced |
| New York State Common Retirement Fund | 12,100 | $702.5K | 0.00% | −5,500−31.3% | Reduced |
| MetLife Investment Management | 12,100 | $702.5K | 0.01% | −649−5.1% | Reduced |
| American International Group, Inc. | 12,512 | $726.4K | 0.00% | −154−1.2% | Reduced |
| Yousif Capital Management, LLC | 12,765 | $741.1K | 0.01% | −1,935−13.2% | Reduced |
| Citadel Advisors LLC | 13,908 | $807.5K | 0.00% | −41,017−74.7% | Reduced |
| State of Alaska, Department of Revenue | 15,499 | $899.0K | 0.01% | −523−3.3% | Reduced |
| Voloridge Investment Management, LLC | 15,534 | $901.9K | 0.00% | −68,784−81.6% | Reduced |
| Janus Henderson Group PLC | 15,886 | $921.9K | 0.00% | +7,376+86.7% | Added |
| Deutsche Bank AG | 15,953 | $926.2K | 0.00% | +4,255+36.4% | Added |
| Investment House LLC | 16,000 | $927.5K | 0.08% | +16,000 | New |
| BNP Paribas Arbitrage, SA | 17,170 | $996.9K | 0.00% | +3,867+29.1% | Added |
| First Trust Advisors LP | 17,606 | $1.02M | 0.00% | −7,710−30.5% | Reduced |
| SG Americas Securities, LLC | 17,732 | $1.03M | 0.01% | +17,732 | New |
| Tectonic Advisors LLC | 18,754 | $1.09M | 0.15% | +2,184+13.2% | Added |
| UBS Group AG | 18,941 | $1.10M | 0.00% | +6,309+49.9% | Added |
| PDT Partners, LLC | 20,186 | $1.17M | 0.16% | +20,186 | New |
| Texas Permanent School Fund | 20,277 | $1.18M | 0.01% | +5,067+33.3% | Added |
| SEI Investments Co | 22,385 | $1.30M | 0.00% | −491−2.1% | Reduced |
| Syntal Capital Partners, LLC | 23,461 | $1.36M | 0.50% | +4,000+20.6% | Added |
| Rafferty Asset Management, LLC | 23,512 | $1.37M | 0.01% | +12,313+109.9% | Added |
| Sippican Capital Advisors | 23,694 | $1.38M | 1.32% | +9,520+67.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,941 | $1.39M | 0.01% | −273−1.1% | Reduced |
| First Dallas Securities Inc. | 24,422 | $1.42M | 0.84% | 00.0% | Unchanged |
| Prudential Financial Inc | 22,226 | $1.42M | 0.00% | −730−3.2% | Reduced |
| Ergoteles LLC | 24,851 | $1.44M | 0.06% | +24,851 | New |
| Susquehanna International Group, LLP | 26,492 | $1.54M | 0.00% | +21,509+431.6% | Added |
| Alliancebernstein L.P. | 28,521 | $1.66M | 0.00% | −3,896−12.0% | Reduced |
| California State Teachers Retirement System | 28,971 | $1.68M | 0.00% | −575−1.9% | Reduced |
| Royal Bank of Canada | 29,031 | $1.69M | 0.00% | −11,008−27.5% | Reduced |
| Barclays PLC | 29,625 | $1.72M | 0.00% | +7,908+36.4% | Added |
| Jane Street Group, LLC | 29,756 | $1.73M | 0.00% | +25,095+538.4% | Added |