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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 9,662 | $561.0K | 0.00% | +21+0.2% | Added |
| Stifel Financial Corp | 9,640 | $559.7K | 0.00% | +227+2.4% | Added |
| Boston Partners | 9,514 | $552.4K | 0.00% | −52−0.5% | Reduced |
| Voya Investment Management LLC | 9,150 | $531.2K | 0.00% | −91−1.0% | Reduced |
| Maryland State Retirement & Pension System | 9,105 | $528.6K | 0.01% | −245−2.6% | Reduced |
| Balyasny Asset Management LLC | 8,361 | $485.4K | 0.00% | +8,361 | New |
| Steward Financial Group LLC | 7,740 | $449.0K | 0.15% | +7,740 | New |
| State of Tennessee, Treasury Department | 7,687 | $446.3K | 0.00% | −1,595−17.2% | Reduced |
| Oregon Public Employees Retirement Fund | 7,216 | $419.0K | 0.01% | −424−5.5% | Reduced |
| Arizona State Retirement System | 6,738 | $391.2K | 0.00% | +179+2.7% | Added |
| New York State Teachers Retirement System | 6,621 | $384.0K | 0.00% | −700−9.6% | Reduced |
| EJF Capital LLC | 6,250 | $362.9K | 0.14% | +6,250 | New |
| Victory Capital Management Inc | 6,017 | $349.3K | 0.00% | −4,157−40.9% | Reduced |
| The PNC Financial Services Group, Inc. | 5,971 | $346.7K | 0.00% | +1,293+27.6% | Added |
| Marshall Wace, LLP | 5,756 | $334.2K | 0.00% | −73,342−92.7% | Reduced |
| State Board of Administration of Florida Retirement System | 5,423 | $314.9K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,040 | $293.0K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 4,900 | $284.5K | 1.18% | 00.0% | Unchanged |
| Murchinson Ltd. | 5,000 | $276.8K | 0.05% | +233+4.9% | Added |
| Centiva Capital, LP | 4,700 | $272.9K | 0.02% | +4,700 | New |
| Mutual of America Capital Management LLC | 4,656 | $270.3K | 0.00% | −87−1.8% | Reduced |
| Price T Rowe Associates Inc | 4,358 | $254.0K | 0.00% | +4,358 | New |
| Nisa Investment Advisors, LLC | 4,260 | $247.0K | 0.00% | −9−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $245.7K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 4,053 | $235.3K | 0.29% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,027 | $233.0K | 0.00% | +4,027 | New |
| Public Employees Retirement Association of Colorado | 3,974 | $231.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,775 | $219.2K | 0.00% | −327−8.0% | Reduced |
| CWM, LLC | 3,591 | $208.0K | 0.00% | +153+4.5% | Added |
| Amundi | 3,078 | $169.3K | 0.00% | +3,078 | New |
| Point72 Asset Management, L.P. | 2,732 | $158.6K | 0.00% | +2,732 | New |
| Ameritas Investment Partners, Inc. | 1,845 | $107.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,780 | $103.0K | 0.00% | −253−12.4% | Reduced |
| Shell Asset Management Co | 1,651 | $96.0K | 0.00% | −6−0.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,437 | $83.4K | 0.00% | +358+33.2% | Added |
| Tower Research Capital LLC (TRC) | 1,346 | $78.0K | 0.00% | +180+15.4% | Added |
| Metropolitan Life Insurance Co | 1,197 | $69.5K | 0.00% | −235−16.4% | Reduced |
| Belvedere Trading LLC | 1,150 | $66.8K | 0.03% | +1,150 | New |
| Advisor Group Holdings, Inc. | 1,120 | $65.0K | 0.00% | −64−5.4% | Reduced |
| Central Trust Co | 545 | $31.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 525 | $30.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 460 | $26.7K | 0.00% | −150−24.6% | Reduced |
| Riverview Trust Co | 256 | $14.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $13.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 192 | $11.1K | 0.00% | +192 | New |
| TCI Wealth Advisors, Inc. | 152 | $8.83K | 0.00% | +78+105.4% | Added |
| Northwestern Mutual Wealth Management Co | 145 | $8.42K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 130 | $7.55K | 0.00% | +130 | New |
| Fifth Third Bancorp | 66 | $3.83K | 0.00% | −15−18.5% | Reduced |
| Parkside Financial Bank & Trust | 51 | $2.96K | 0.00% | −14−21.5% | Reduced |
| GWM Advisors LLC | 50 | $2.90K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 47 | $2.73K | 0.00% | +8+20.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 28 | $1.63K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $929 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $813 | 0.00% | +6+75.0% | Added |
| Schubert & Co | 11 | $639 | 0.00% | +4+57.1% | Added |
| JFS Wealth Advisors, LLC | 6 | $349 | 0.00% | −3−33.3% | Reduced |
| SJS Investment Consulting Inc. | 5 | $291 | 0.00% | +1+25.0% | Added |
| Disciplined Investments, LLC | 3 | $174 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |