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, Q2 2023
Institutional positions in Triumph Financial, Inc. as of Jun 30, 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
- 157
- −5 vs. Q1 2023
- Shares held
- 18.9M
- +3.42K (0.0%) vs. Q1 2023
- Total value
- $1.15B
- +$50.9M (+4.6%) vs. Q1 2023
- New holders
- 11
- 47 more added
- Sold out
- 16
- 68 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,284,910 | $199.5M | 0.01% | −165,180−4.8% | Reduced |
| Vanguard Group Inc | 1,939,953 | $117.8M | 0.00% | −24,938−1.3% | Reduced |
| Luxor Capital Group, LP | 1,623,162 | $98.6M | 10.70% | −363,220−18.3% | Reduced |
| Thrivent Financial for Lutherans | 1,235,490 | $75.0M | 0.17% | +51,939+4.4% | Added |
| State Street Corp | 1,181,462 | $71.7M | 0.00% | −37,045−3.0% | Reduced |
| Dimensional Fund Advisors LP | 978,905 | $59.4M | 0.02% | +89,666+10.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 940,950 | $57.1M | 0.21% | +940,950 | New |
| Ameriprise Financial Inc | 688,364 | $41.8M | 0.01% | −89,787−11.5% | Reduced |
| Wellington Management Group LLP | 565,392 | $34.3M | 0.01% | −178,318−24.0% | Reduced |
| Geode Capital Management, LLC | 446,906 | $27.1M | 0.00% | +1,665+0.4% | Added |
| Ranger Investment Management, L.P. | 411,888 | $25.0M | 1.51% | +16,451+4.2% | Added |
| Banc Funds Co LLC | 331,418 | $20.1M | 2.37% | 00.0% | Unchanged |
| Bank of America Corp | 317,529 | $19.3M | 0.00% | −19,550−5.8% | Reduced |
| Northern Trust Corp | 221,147 | $13.4M | 0.00% | −9,685−4.2% | Reduced |
| American Century Companies Inc | 198,130 | $12.0M | 0.01% | +2,162+1.1% | Added |
| Peregrine Capital Management LLC | 194,386 | $11.8M | 0.32% | −550.0% | Reduced |
| Bank of New York Mellon Corp | 191,844 | $11.6M | 0.00% | −11,258−5.5% | Reduced |
| First Sabrepoint Capital Management LP | 170,000 | $10.3M | 4.52% | −7,730−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 168,270 | $10.2M | 0.00% | −4,833−2.8% | Reduced |
| Kennedy Capital Management, Inc. | 167,930 | $10.2M | 0.24% | +101,576+153.1% | Added |
| Morgan Stanley | 142,247 | $8.64M | 0.00% | −3,687−2.5% | Reduced |
| Diamond Hill Capital Management Inc | 140,124 | $8.51M | 0.04% | +3,639+2.7% | Added |
| NFC Investments, LLC | 138,880 | $8.43M | 2.78% | +4,275+3.2% | Added |
| Hodges Capital Management Inc. | 110,200 | $8.41M | 0.49% | +21,144+23.7% | Added |
| Earnest Partners LLC | 137,382 | $8.34M | 0.05% | +2,068+1.5% | Added |
| Royce & Associates LP | 137,320 | $8.34M | 0.08% | −11,789−7.9% | Reduced |
| Principal Financial Group Inc | 124,884 | $7.58M | 0.01% | −11,675−8.5% | Reduced |
| Investment Management Associates Inc | 117,362 | $7.13M | 2.59% | +42,502+56.8% | Added |
| Russell Investments Group, Ltd. | 114,732 | $6.97M | 0.01% | +7,338+6.8% | Added |
| Goldman Sachs Group Inc | 108,614 | $6.60M | 0.00% | +30,842+39.7% | Added |
| Driehaus Capital Management LLC | 97,345 | $5.91M | 0.07% | +3,562+3.8% | Added |
| State of Wisconsin Investment Board | 90,720 | $5.51M | 0.02% | −13,778−13.2% | Reduced |
| Norges Bank | 86,932 | $5.28M | 0.00% | 00.0% | Unchanged |
| Bares Capital Management, Inc. | 79,166 | $4.81M | 0.17% | +79,166 | New |
| Wells Fargo & Company | 77,646 | $4.71M | 0.00% | −1,217−1.5% | Reduced |
| Credit Suisse AG | 68,984 | $4.19M | 0.00% | −33,652−32.8% | Reduced |
| Rhumbline Advisers | 68,292 | $4.15M | 0.00% | −2,609−3.7% | Reduced |
| Legal & General Group Plc | 64,109 | $3.89M | 0.00% | −2,615−3.9% | Reduced |
| Nuveen Asset Management, LLC | 61,172 | $3.71M | 0.00% | −10,395−14.5% | Reduced |
| Public Employees Retirement System of Ohio | 59,872 | $3.63M | 0.01% | −1,105−1.8% | Reduced |
| RMB Capital Management, LLC | 59,037 | $3.58M | 0.12% | 00.0% | Unchanged |
| Invesco Ltd. | 55,069 | $3.34M | 0.00% | −3,767−6.4% | Reduced |
| Forest Hill Capital, LLC | 53,570 | $3.25M | 1.54% | 00.0% | Unchanged |
| Swiss National Bank | 48,300 | $2.93M | 0.00% | −1,800−3.6% | Reduced |
| Barclays PLC | 45,380 | $2.76M | 0.00% | +15,755+53.2% | Added |
| JPMorgan Chase & Co | 44,881 | $2.73M | 0.00% | +9,560+27.1% | Added |
| FMR LLC | 43,086 | $2.62M | 0.00% | +32+0.1% | Added |
| Macquarie Group Ltd | 42,235 | $2.56M | 0.00% | +6,451+18.0% | Added |
| D. E. Shaw & Co., Inc. | 41,117 | $2.50M | 0.00% | −14,034−25.4% | Reduced |
| Envestnet Asset Management Inc | 39,624 | $2.41M | 0.00% | +1,225+3.2% | Added |
| Public Sector Pension Investment Board | 38,995 | $2.37M | 0.02% | −772−1.9% | Reduced |
| Citadel Advisors LLC | 38,783 | $2.35M | 0.00% | +24,875+178.9% | Added |
| John W. Rosenthal Capital Management, Inc. | 35,000 | $2.13M | 2.67% | 00.0% | Unchanged |
| Citigroup Inc | 34,616 | $2.10M | 0.00% | +24,273+234.7% | Added |
| First Trust Advisors LP | 34,452 | $2.09M | 0.00% | +16,846+95.7% | Added |
| Rafferty Asset Management, LLC | 33,697 | $2.05M | 0.01% | +10,185+43.3% | Added |
| Great West Life Assurance Co | 31,860 | $1.94M | 0.00% | +216+0.7% | Added |
| Tudor Investment Corp Et Al | 31,663 | $1.92M | 0.03% | +31,663 | New |
| Royal Bank of Canada | 30,834 | $1.87M | 0.00% | +1,803+6.2% | Added |
| Sippican Capital Advisors | 30,765 | $1.87M | 1.72% | +7,071+29.8% | Added |
| Prudential Financial Inc | 27,323 | $1.75M | 0.00% | +5,097+22.9% | Added |
| UBS Asset Management Americas Inc | 29,995 | $1.74M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 27,892 | $1.69M | 0.00% | −629−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,252 | $1.59M | 0.02% | −9,271−26.1% | Reduced |
| Jane Street Group, LLC | 26,001 | $1.58M | 0.00% | −3,755−12.6% | Reduced |
| California State Teachers Retirement System | 25,991 | $1.58M | 0.00% | −2,980−10.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,833 | $1.51M | 0.01% | +892+3.7% | Added |
| First Dallas Securities Inc. | 24,422 | $1.48M | 0.83% | 00.0% | Unchanged |
| SEI Investments Co | 23,570 | $1.43M | 0.00% | +1,185+5.3% | Added |
| Syntal Capital Partners, LLC | 23,461 | $1.42M | 0.57% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 22,573 | $1.37M | 0.00% | +6,687+42.1% | Added |
| Two Sigma Advisers, LP | 22,200 | $1.35M | 0.00% | −56,300−71.7% | Reduced |
| Tectonic Advisors LLC | 20,791 | $1.26M | 0.16% | +2,037+10.9% | Added |
| PDT Partners, LLC | 20,204 | $1.23M | 0.17% | +18+0.1% | Added |
| Texas Permanent School Fund | 19,344 | $1.17M | 0.01% | −933−4.6% | Reduced |
| Millennium Management LLC | 18,359 | $1.11M | 0.00% | −15,711−46.1% | Reduced |
| Susquehanna International Group, LLP | 17,987 | $1.09M | 0.00% | −8,505−32.1% | Reduced |
| HRT Financial LP | 15,846 | $962.0K | 0.01% | −15,958−50.2% | Reduced |
| Marshall Wace, LLP | 15,333 | $931.0K | 0.00% | +9,577+166.4% | Added |
| State of Alaska, Department of Revenue | 14,455 | $877.0K | 0.01% | −1,044−6.7% | Reduced |
| MetLife Investment Management | 12,100 | $734.7K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 11,925 | $724.1K | 0.00% | −587−4.7% | Reduced |
| Yousif Capital Management, LLC | 11,639 | $706.7K | 0.01% | −1,126−8.8% | Reduced |
| Louisiana State Employees Retirement System | 11,500 | $698.3K | 0.02% | +1,000+9.5% | Added |
| Dark Forest Capital Management LP | 11,275 | $684.6K | 0.07% | +11,275 | New |
| BNP Paribas Arbitrage, SA | 11,204 | $680.3K | 0.00% | −5,966−34.7% | Reduced |
| UBS Group AG | 11,010 | $668.5K | 0.00% | −7,931−41.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,156 | $616.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,904 | $601.4K | 0.00% | −6,049−37.9% | Reduced |
| Boston Partners | 9,531 | $578.7K | 0.00% | +17+0.2% | Added |
| New York State Common Retirement Fund | 9,416 | $571.7K | 0.00% | −2,684−22.2% | Reduced |
| Stifel Financial Corp | 9,400 | $570.8K | 0.00% | −240−2.5% | Reduced |
| Voya Investment Management LLC | 9,153 | $555.8K | 0.00% | +30.0% | Added |
| Manufacturers Life Insurance Company, The | 9,114 | $553.4K | 0.00% | −548−5.7% | Reduced |
| Amalgamated Bank | 8,883 | $539.0K | 0.00% | −972−9.9% | Reduced |
| Steward Financial Group LLC | 8,732 | $530.0K | 0.17% | +992+12.8% | Added |
| Tower Research Capital LLC (TRC) | 8,677 | $526.9K | 0.02% | +7,331+544.7% | Added |
| Maryland State Retirement & Pension System | 8,559 | $519.7K | 0.01% | −546−6.0% | Reduced |
| Ergoteles LLC | 8,519 | $517.3K | 0.02% | −16,332−65.7% | Reduced |
| Balyasny Asset Management LLC | 8,340 | $506.4K | 0.00% | −21−0.3% | Reduced |