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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 29,995 | $1.74M | 0.00% | +29,995 | New |
| Great West Life Assurance Co | 31,644 | $1.83M | 0.00% | −2,288−6.7% | Reduced |
| HRT Financial LP | 31,804 | $1.85M | 0.02% | +31,804 | New |
| Two Sigma Investments, LP | 31,880 | $1.85M | 0.01% | −80,681−71.7% | Reduced |
| Millennium Management LLC | 34,070 | $1.98M | 0.00% | −9,278−21.4% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 35,000 | $2.03M | 2.28% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 35,321 | $2.05M | 0.00% | +4,828+15.8% | Added |
| Teachers Retirement System of the State of Kentucky | 35,523 | $2.06M | 0.02% | −3,581−9.2% | Reduced |
| Macquarie Group Ltd | 35,784 | $2.08M | 0.00% | −432−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 36,786 | $2.14M | 0.02% | −19,580−34.7% | Reduced |
| Envestnet Asset Management Inc | 38,399 | $2.23M | 0.00% | +1,796+4.9% | Added |
| Public Sector Pension Investment Board | 39,767 | $2.31M | 0.02% | −1,394−3.4% | Reduced |
| Metavasi Capital LP | 42,500 | $2.47M | 1.84% | +42,500 | New |
| FMR LLC | 43,054 | $2.50M | 0.00% | +42,455+7,087.6% | Added |
| Renaissance Technologies LLC | 49,800 | $2.89M | 0.00% | +32,300+184.6% | Added |
| Swiss National Bank | 50,100 | $2.91M | 0.00% | −6,000−10.7% | Reduced |
| Forest Hill Capital, LLC | 53,570 | $3.11M | 1.35% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 55,151 | $3.20M | 0.01% | −71,928−56.6% | Reduced |
| Invesco Ltd. | 58,836 | $3.42M | 0.00% | +11,066+23.2% | Added |
| RMB Capital Management, LLC | 59,037 | $3.43M | 0.12% | +59,037 | New |
| Public Employees Retirement System of Ohio | 60,977 | $3.54M | 0.01% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 66,354 | $3.85M | 0.11% | +21,599+48.3% | Added |
| Legal & General Group Plc | 66,724 | $3.87M | 0.00% | +1,108+1.7% | Added |
| Rhumbline Advisers | 70,901 | $4.12M | 0.01% | +2,070+3.0% | Added |
| Nuveen Asset Management, LLC | 71,567 | $4.16M | 0.00% | +5,278+8.0% | Added |
| Investment Management Associates Inc | 74,860 | $4.35M | 1.79% | +74,860 | New |
| Goldman Sachs Group Inc | 77,772 | $4.52M | 0.00% | +12,786+19.7% | Added |
| Two Sigma Advisers, LP | 78,500 | $4.56M | 0.01% | −17,400−18.1% | Reduced |
| Wells Fargo & Company | 78,863 | $4.58M | 0.00% | +9,984+14.5% | Added |
| Federated Hermes, Inc. | 82,365 | $4.78M | 0.01% | −197,621−70.6% | Reduced |
| Norges Bank | 86,932 | $5.05M | 0.00% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 93,783 | $5.45M | 0.08% | +93,783 | New |
| Credit Suisse AG | 102,636 | $5.96M | 0.01% | +25,523+33.1% | Added |
| State of Wisconsin Investment Board | 104,498 | $6.07M | 0.02% | −22,099−17.5% | Reduced |
| Russell Investments Group, Ltd. | 107,394 | $6.24M | 0.01% | +26,009+32.0% | Added |
| Hodges Capital Management Inc. | 89,056 | $6.38M | 0.52% | −21,794−19.7% | Reduced |
| Assenagon Asset Management S.A. | 110,044 | $6.39M | 0.03% | +37,608+51.9% | Added |
| NFC Investments, LLC | 134,605 | $7.82M | 2.90% | −101,428−43.0% | Reduced |
| Earnest Partners LLC | 135,314 | $7.86M | 0.05% | −707−0.5% | Reduced |
| Diamond Hill Capital Management Inc | 136,485 | $7.92M | 0.04% | +103,614+315.2% | Added |
| Principal Financial Group Inc | 136,559 | $7.93M | 0.01% | −4,485−3.2% | Reduced |
| Morgan Stanley | 145,934 | $8.47M | 0.00% | −14,276−8.9% | Reduced |
| Royce & Associates LP | 149,109 | $8.66M | 0.09% | −155,795−51.1% | Reduced |
| Charles Schwab Investment Management Inc | 173,103 | $10.1M | 0.00% | +2,128+1.2% | Added |
| First Sabrepoint Capital Management LP | 177,730 | $10.3M | 4.33% | +6,730+3.9% | Added |
| Peregrine Capital Management LLC | 194,441 | $11.3M | 0.33% | +5,718+3.0% | Added |
| American Century Companies Inc | 195,968 | $11.3M | 0.01% | +28,710+17.2% | Added |
| Bank of New York Mellon Corp | 203,102 | $11.8M | 0.00% | −11,989−5.6% | Reduced |
| Northern Trust Corp | 230,832 | $13.4M | 0.00% | +1,941+0.8% | Added |
| Banc Funds Co LLC | 331,418 | $19.2M | 2.06% | 00.0% | Unchanged |
| Bank of America Corp | 337,079 | $19.6M | 0.00% | +47,116+16.2% | Added |
| Ranger Investment Management, L.P. | 395,437 | $23.0M | 1.54% | +128,120+47.9% | Added |
| Geode Capital Management, LLC | 445,241 | $25.9M | 0.00% | +12,801+3.0% | Added |
| Wellington Management Group LLP | 743,710 | $43.2M | 0.01% | −176,721−19.2% | Reduced |
| Ameriprise Financial Inc | 778,151 | $45.2M | 0.01% | +192,129+32.8% | Added |
| Dimensional Fund Advisors LP | 889,239 | $51.6M | 0.02% | +58,294+7.0% | Added |
| Thrivent Financial for Lutherans | 1,183,551 | $68.7M | 0.17% | +114,779+10.7% | Added |
| State Street Corp | 1,218,507 | $70.7M | 0.00% | −18,835−1.5% | Reduced |
| Vanguard Group Inc | 1,964,891 | $114.1M | 0.00% | −106,160−5.1% | Reduced |
| Luxor Capital Group, LP | 1,986,382 | $115.3M | 9.46% | +98,018+5.2% | Added |
| BlackRock Inc. | 3,450,090 | $200.3M | 0.01% | −142,564−4.0% | Reduced |
| Cerity Partners LLC | 114 | – | – | +114 | New |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −1,087,052−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −99,060−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −40,631−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −20,725−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −19,205−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −18,352−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −17,492−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −15,658−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −14,885−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,206−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −5,815−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,378−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −5,175−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,024−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| Madden Securities Corp | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| JCSD Capital, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |