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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 31,860 | $1.94M | 0.00% | +216+0.7% | Added |
| Rafferty Asset Management, LLC | 33,697 | $2.05M | 0.01% | +10,185+43.3% | Added |
| First Trust Advisors LP | 34,452 | $2.09M | 0.00% | +16,846+95.7% | Added |
| Citigroup Inc | 34,616 | $2.10M | 0.00% | +24,273+234.7% | Added |
| John W. Rosenthal Capital Management, Inc. | 35,000 | $2.13M | 2.67% | 00.0% | Unchanged |
| Citadel Advisors LLC | 38,783 | $2.35M | 0.00% | +24,875+178.9% | Added |
| Public Sector Pension Investment Board | 38,995 | $2.37M | 0.02% | −772−1.9% | Reduced |
| Envestnet Asset Management Inc | 39,624 | $2.41M | 0.00% | +1,225+3.2% | Added |
| D. E. Shaw & Co., Inc. | 41,117 | $2.50M | 0.00% | −14,034−25.4% | Reduced |
| Macquarie Group Ltd | 42,235 | $2.56M | 0.00% | +6,451+18.0% | Added |
| FMR LLC | 43,086 | $2.62M | 0.00% | +32+0.1% | Added |
| JPMorgan Chase & Co | 44,881 | $2.73M | 0.00% | +9,560+27.1% | Added |
| Barclays PLC | 45,380 | $2.76M | 0.00% | +15,755+53.2% | Added |
| Swiss National Bank | 48,300 | $2.93M | 0.00% | −1,800−3.6% | Reduced |
| Forest Hill Capital, LLC | 53,570 | $3.25M | 1.54% | 00.0% | Unchanged |
| Invesco Ltd. | 55,069 | $3.34M | 0.00% | −3,767−6.4% | Reduced |
| RMB Capital Management, LLC | 59,037 | $3.58M | 0.12% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 59,872 | $3.63M | 0.01% | −1,105−1.8% | Reduced |
| Nuveen Asset Management, LLC | 61,172 | $3.71M | 0.00% | −10,395−14.5% | Reduced |
| Legal & General Group Plc | 64,109 | $3.89M | 0.00% | −2,615−3.9% | Reduced |
| Rhumbline Advisers | 68,292 | $4.15M | 0.00% | −2,609−3.7% | Reduced |
| Credit Suisse AG | 68,984 | $4.19M | 0.00% | −33,652−32.8% | Reduced |
| Wells Fargo & Company | 77,646 | $4.71M | 0.00% | −1,217−1.5% | Reduced |
| Bares Capital Management, Inc. | 79,166 | $4.81M | 0.17% | +79,166 | New |
| Norges Bank | 86,932 | $5.28M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 90,720 | $5.51M | 0.02% | −13,778−13.2% | Reduced |
| Driehaus Capital Management LLC | 97,345 | $5.91M | 0.07% | +3,562+3.8% | Added |
| Goldman Sachs Group Inc | 108,614 | $6.60M | 0.00% | +30,842+39.7% | Added |
| Russell Investments Group, Ltd. | 114,732 | $6.97M | 0.01% | +7,338+6.8% | Added |
| Investment Management Associates Inc | 117,362 | $7.13M | 2.59% | +42,502+56.8% | Added |
| Principal Financial Group Inc | 124,884 | $7.58M | 0.01% | −11,675−8.5% | Reduced |
| Royce & Associates LP | 137,320 | $8.34M | 0.08% | −11,789−7.9% | Reduced |
| Earnest Partners LLC | 137,382 | $8.34M | 0.05% | +2,068+1.5% | Added |
| Hodges Capital Management Inc. | 110,200 | $8.41M | 0.49% | +21,144+23.7% | Added |
| NFC Investments, LLC | 138,880 | $8.43M | 2.78% | +4,275+3.2% | Added |
| Diamond Hill Capital Management Inc | 140,124 | $8.51M | 0.04% | +3,639+2.7% | Added |
| Morgan Stanley | 142,247 | $8.64M | 0.00% | −3,687−2.5% | Reduced |
| Kennedy Capital Management, Inc. | 167,930 | $10.2M | 0.24% | +101,576+153.1% | Added |
| Charles Schwab Investment Management Inc | 168,270 | $10.2M | 0.00% | −4,833−2.8% | Reduced |
| First Sabrepoint Capital Management LP | 170,000 | $10.3M | 4.52% | −7,730−4.3% | Reduced |
| Bank of New York Mellon Corp | 191,844 | $11.6M | 0.00% | −11,258−5.5% | Reduced |
| Peregrine Capital Management LLC | 194,386 | $11.8M | 0.32% | −550.0% | Reduced |
| American Century Companies Inc | 198,130 | $12.0M | 0.01% | +2,162+1.1% | Added |
| Northern Trust Corp | 221,147 | $13.4M | 0.00% | −9,685−4.2% | Reduced |
| Bank of America Corp | 317,529 | $19.3M | 0.00% | −19,550−5.8% | Reduced |
| Banc Funds Co LLC | 331,418 | $20.1M | 2.37% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 411,888 | $25.0M | 1.51% | +16,451+4.2% | Added |
| Geode Capital Management, LLC | 446,906 | $27.1M | 0.00% | +1,665+0.4% | Added |
| Wellington Management Group LLP | 565,392 | $34.3M | 0.01% | −178,318−24.0% | Reduced |
| Ameriprise Financial Inc | 688,364 | $41.8M | 0.01% | −89,787−11.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 940,950 | $57.1M | 0.21% | +940,950 | New |
| Dimensional Fund Advisors LP | 978,905 | $59.4M | 0.02% | +89,666+10.1% | Added |
| State Street Corp | 1,181,462 | $71.7M | 0.00% | −37,045−3.0% | Reduced |
| Thrivent Financial for Lutherans | 1,235,490 | $75.0M | 0.17% | +51,939+4.4% | Added |
| Luxor Capital Group, LP | 1,623,162 | $98.6M | 10.70% | −363,220−18.3% | Reduced |
| Vanguard Group Inc | 1,939,953 | $117.8M | 0.00% | −24,938−1.3% | Reduced |
| BlackRock Inc. | 3,284,910 | $199.5M | 0.01% | −165,180−4.8% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −110,044−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −49,800−100.0% | Sold out |
| Metavasi Capital LP | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −36,786−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −31,880−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −15,534−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |