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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Disciplined Investments, LLC | 3 | $182 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $183 | 0.00% | −2−40.0% | Reduced |
| Coppell Advisory Solutions LLC | 7 | $432 | 0.00% | +7 | New |
| Quadrant Capital Group LLC | 8 | $486 | 0.00% | −39−83.0% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $486 | 0.00% | +2+33.3% | Added |
| Farmers & Merchants Investments Inc | 16 | $972 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 22 | $1.00K | 0.00% | +22 | New |
| Moisand Fitzgerald Tamayo, LLC | 28 | $1.70K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $3.04K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 51 | $3.10K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 71 | $4.31K | 0.00% | +5+7.6% | Added |
| Northwestern Mutual Wealth Management Co | 145 | $8.80K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $14.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 256 | $15.5K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 460 | $27.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 525 | $31.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 545 | $33.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 790 | $48.0K | 0.00% | −647−45.0% | Reduced |
| Quantbot Technologies LP | 1,159 | $70.4K | 0.00% | +1,159 | New |
| Emerald Mutual Fund Advisers Trust | 1,163 | $70.6K | 0.00% | −9,838−89.4% | Reduced |
| Metropolitan Life Insurance Co | 1,261 | $76.6K | 0.00% | +64+5.3% | Added |
| Shell Asset Management Co | 1,642 | $100.0K | 0.00% | −9−0.5% | Reduced |
| KBC Group NV | 1,780 | $108.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,845 | $112.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,524 | $153.2K | 0.00% | +1,404+125.4% | Added |
| Amundi | 2,875 | $176.0K | 0.00% | −203−6.6% | Reduced |
| US Bancorp | 3,236 | $196.5K | 0.00% | −539−14.3% | Reduced |
| Federated Hermes, Inc. | 3,444 | $209.1K | 0.00% | −78,921−95.8% | Reduced |
| ProShare Advisors LLC | 3,466 | $210.5K | 0.00% | +3,466 | New |
| MML Investors Services, LLC | 3,519 | $214.0K | 0.00% | +3,519 | New |
| Red Door Wealth Management, LLC | 3,773 | $229.1K | 0.05% | +3,773 | New |
| Victory Capital Management Inc | 3,850 | $233.8K | 0.00% | −2,167−36.0% | Reduced |
| CWM, LLC | 3,893 | $236.0K | 0.00% | +302+8.4% | Added |
| Public Employees Retirement Association of Colorado | 3,974 | $241.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,058 | $246.0K | 0.00% | +31+0.8% | Added |
| Capital Impact Advisors, LLC | 4,053 | $246.1K | 0.27% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $257.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,291 | $260.6K | 0.00% | −365−7.8% | Reduced |
| Everence Capital Management Inc | 5,040 | $262.0K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,409 | $267.7K | 0.00% | +149+3.5% | Added |
| Price T Rowe Associates Inc | 4,623 | $281.0K | 0.00% | +265+6.1% | Added |
| Mesirow Financial Investment Management, Inc. | 4,640 | $281.7K | 1.19% | −260−5.3% | Reduced |
| Gsa Capital Partners LLP | 4,685 | $284.0K | 0.03% | −6,853−59.4% | Reduced |
| Murchinson Ltd. | 5,000 | $303.6K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,361 | $325.5K | 0.00% | −610−10.2% | Reduced |
| Handelsbanken Fonder AB | 5,600 | $340.0K | 0.00% | +5,600 | New |
| Arizona State Retirement System | 6,222 | $377.8K | 0.00% | −516−7.7% | Reduced |
| New York State Teachers Retirement System | 6,221 | $378.0K | 0.00% | −400−6.0% | Reduced |
| EJF Capital LLC | 6,250 | $379.5K | 0.17% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 6,313 | $383.3K | 0.00% | +890+16.4% | Added |
| Oregon Public Employees Retirement Fund | 6,816 | $413.9K | 0.00% | −400−5.5% | Reduced |
| Beacon Pointe Advisors, LLC | 7,322 | $444.6K | 0.01% | −3,198−30.4% | Reduced |
| SG Americas Securities, LLC | 7,387 | $449.0K | 0.00% | −10,345−58.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,431 | $451.2K | 0.01% | −2,617−26.0% | Reduced |
| State of Tennessee, Treasury Department | 7,687 | $466.8K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 8,340 | $506.4K | 0.00% | −21−0.3% | Reduced |
| Ergoteles LLC | 8,519 | $517.3K | 0.02% | −16,332−65.7% | Reduced |
| Maryland State Retirement & Pension System | 8,559 | $519.7K | 0.01% | −546−6.0% | Reduced |
| Tower Research Capital LLC (TRC) | 8,677 | $526.9K | 0.02% | +7,331+544.7% | Added |
| Steward Financial Group LLC | 8,732 | $530.0K | 0.17% | +992+12.8% | Added |
| Amalgamated Bank | 8,883 | $539.0K | 0.00% | −972−9.9% | Reduced |
| Manufacturers Life Insurance Company, The | 9,114 | $553.4K | 0.00% | −548−5.7% | Reduced |
| Voya Investment Management LLC | 9,153 | $555.8K | 0.00% | +30.0% | Added |
| Stifel Financial Corp | 9,400 | $570.8K | 0.00% | −240−2.5% | Reduced |
| New York State Common Retirement Fund | 9,416 | $571.7K | 0.00% | −2,684−22.2% | Reduced |
| Boston Partners | 9,531 | $578.7K | 0.00% | +17+0.2% | Added |
| Deutsche Bank AG | 9,904 | $601.4K | 0.00% | −6,049−37.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,156 | $616.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 11,010 | $668.5K | 0.00% | −7,931−41.9% | Reduced |
| BNP Paribas Arbitrage, SA | 11,204 | $680.3K | 0.00% | −5,966−34.7% | Reduced |
| Dark Forest Capital Management LP | 11,275 | $684.6K | 0.07% | +11,275 | New |
| Louisiana State Employees Retirement System | 11,500 | $698.3K | 0.02% | +1,000+9.5% | Added |
| Yousif Capital Management, LLC | 11,639 | $706.7K | 0.01% | −1,126−8.8% | Reduced |
| American International Group, Inc. | 11,925 | $724.1K | 0.00% | −587−4.7% | Reduced |
| MetLife Investment Management | 12,100 | $734.7K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 14,455 | $877.0K | 0.01% | −1,044−6.7% | Reduced |
| Marshall Wace, LLP | 15,333 | $931.0K | 0.00% | +9,577+166.4% | Added |
| HRT Financial LP | 15,846 | $962.0K | 0.01% | −15,958−50.2% | Reduced |
| Susquehanna International Group, LLP | 17,987 | $1.09M | 0.00% | −8,505−32.1% | Reduced |
| Millennium Management LLC | 18,359 | $1.11M | 0.00% | −15,711−46.1% | Reduced |
| Texas Permanent School Fund | 19,344 | $1.17M | 0.01% | −933−4.6% | Reduced |
| PDT Partners, LLC | 20,204 | $1.23M | 0.17% | +18+0.1% | Added |
| Tectonic Advisors LLC | 20,791 | $1.26M | 0.16% | +2,037+10.9% | Added |
| Two Sigma Advisers, LP | 22,200 | $1.35M | 0.00% | −56,300−71.7% | Reduced |
| Janus Henderson Group PLC | 22,573 | $1.37M | 0.00% | +6,687+42.1% | Added |
| Syntal Capital Partners, LLC | 23,461 | $1.42M | 0.57% | 00.0% | Unchanged |
| SEI Investments Co | 23,570 | $1.43M | 0.00% | +1,185+5.3% | Added |
| First Dallas Securities Inc. | 24,422 | $1.48M | 0.83% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,833 | $1.51M | 0.01% | +892+3.7% | Added |
| California State Teachers Retirement System | 25,991 | $1.58M | 0.00% | −2,980−10.3% | Reduced |
| Jane Street Group, LLC | 26,001 | $1.58M | 0.00% | −3,755−12.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,252 | $1.59M | 0.02% | −9,271−26.1% | Reduced |
| Alliancebernstein L.P. | 27,892 | $1.69M | 0.00% | −629−2.2% | Reduced |
| UBS Asset Management Americas Inc | 29,995 | $1.74M | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 27,323 | $1.75M | 0.00% | +5,097+22.9% | Added |
| Sippican Capital Advisors | 30,765 | $1.87M | 1.72% | +7,071+29.8% | Added |
| Royal Bank of Canada | 30,834 | $1.87M | 0.00% | +1,803+6.2% | Added |
| Tudor Investment Corp Et Al | 31,663 | $1.92M | 0.03% | +31,663 | New |