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, Q3 2023
Institutional positions in Triumph Financial, Inc. as of Sep 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
- 160
- +4 vs. Q2 2023
- Shares held
- 20.3M
- +1.50M (+8.0%) vs. Q2 2023
- Total value
- $1.31B
- +$172.0M (+15.1%) vs. Q2 2023
- New holders
- 15
- 50 more added
- Sold out
- 11
- 62 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,250,310 | $210.6M | 0.01% | −34,600−1.1% | Reduced |
| Vanguard Group Inc | 1,932,998 | $125.2M | 0.00% | −6,955−0.4% | Reduced |
| Luxor Capital Group, LP | 1,443,071 | $93.5M | 10.13% | −180,091−11.1% | Reduced |
| Thrivent Financial for Lutherans | 1,262,183 | $81.8M | 0.19% | +26,693+2.2% | Added |
| State Street Corp | 1,030,400 | $66.8M | 0.00% | −151,062−12.8% | Reduced |
| Dimensional Fund Advisors LP | 1,027,819 | $66.6M | 0.02% | +48,914+5.0% | Added |
| Westwood Holdings Group Inc. | 991,710 | $64.3M | 0.60% | +991,710 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 960,741 | $62.2M | 0.24% | +19,791+2.1% | Added |
| Ameriprise Financial Inc | 703,067 | $45.6M | 0.01% | +14,703+2.1% | Added |
| AltraVue Capital, LLC | 645,720 | $41.8M | 4.98% | +645,720 | New |
| Wellington Management Group LLP | 551,502 | $35.7M | 0.01% | −13,890−2.5% | Reduced |
| Geode Capital Management, LLC | 460,498 | $29.8M | 0.00% | +13,592+3.0% | Added |
| Ranger Investment Management, L.P. | 395,849 | $25.6M | 1.70% | −16,039−3.9% | Reduced |
| Banc Funds Co LLC | 331,418 | $21.5M | 2.52% | 00.0% | Unchanged |
| Bank of America Corp | 328,431 | $21.3M | 0.00% | +10,902+3.4% | Added |
| Woodson Capital Management, LP | 250,000 | $16.2M | 3.50% | +250,000 | New |
| Bares Capital Management, Inc. | 231,388 | $15.0M | 0.64% | +152,222+192.3% | Added |
| Northern Trust Corp | 218,624 | $14.2M | 0.00% | −2,523−1.1% | Reduced |
| Morgan Stanley | 212,496 | $13.8M | 0.00% | +70,249+49.4% | Added |
| Kennedy Capital Management, Inc. | 184,683 | $12.0M | 0.29% | +16,753+10.0% | Added |
| Peregrine Capital Management LLC | 182,928 | $11.9M | 0.35% | −11,458−5.9% | Reduced |
| Bank of New York Mellon Corp | 180,069 | $11.7M | 0.00% | −11,775−6.1% | Reduced |
| First Sabrepoint Capital Management LP | 178,600 | $11.6M | 5.37% | +8,600+5.1% | Added |
| Charles Schwab Investment Management Inc | 174,809 | $11.3M | 0.00% | +6,539+3.9% | Added |
| Driehaus Capital Management LLC | 160,262 | $10.4M | 0.13% | +62,917+64.6% | Added |
| Earnest Partners LLC | 142,928 | $9.26M | 0.05% | +5,546+4.0% | Added |
| Diamond Hill Capital Management Inc | 139,056 | $9.01M | 0.04% | −1,068−0.8% | Reduced |
| Royce & Associates LP | 137,320 | $8.90M | 0.09% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 122,463 | $7.93M | 0.00% | +13,849+12.8% | Added |
| Principal Financial Group Inc | 116,781 | $7.57M | 0.01% | −8,103−6.5% | Reduced |
| Investment Management Associates Inc | 115,675 | $7.49M | 3.13% | −1,687−1.4% | Reduced |
| Russell Investments Group, Ltd. | 108,140 | $7.01M | 0.01% | −6,592−5.7% | Reduced |
| Hodges Capital Management Inc. | 81,475 | $5.28M | 0.63% | −28,725−26.1% | Reduced |
| Wells Fargo & Company | 79,488 | $5.15M | 0.00% | +1,842+2.4% | Added |
| Envestnet Asset Management Inc | 72,759 | $4.71M | 0.00% | +33,135+83.6% | Added |
| Credit Suisse AG | 69,247 | $4.49M | 0.00% | +263+0.4% | Added |
| Rhumbline Advisers | 68,558 | $4.44M | 0.01% | +266+0.4% | Added |
| Legal & General Group Plc | 61,906 | $4.01M | 0.00% | −2,203−3.4% | Reduced |
| Nuveen Asset Management, LLC | 59,497 | $3.85M | 0.00% | −1,675−2.7% | Reduced |
| State of Wisconsin Investment Board | 54,962 | $3.56M | 0.01% | −35,758−39.4% | Reduced |
| Invesco Ltd. | 54,511 | $3.53M | 0.00% | −558−1.0% | Reduced |
| Forest Hill Capital, LLC | 53,570 | $3.47M | 1.80% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 53,206 | $3.45M | 0.02% | −6,666−11.1% | Reduced |
| Swiss National Bank | 48,800 | $3.16M | 0.00% | +500+1.0% | Added |
| New York State Common Retirement Fund | 44,648 | $2.89M | 0.00% | +35,232+374.2% | Added |
| Citadel Advisors LLC | 44,313 | $2.87M | 0.00% | +5,530+14.3% | Added |
| D. E. Shaw & Co., Inc. | 44,103 | $2.86M | 0.00% | +2,986+7.3% | Added |
| Macquarie Group Ltd | 43,075 | $2.79M | 0.00% | +840+2.0% | Added |
| Norges Bank | 40,220 | $2.61M | 0.00% | −46,712−53.7% | Reduced |
| Legato Capital Management LLC | 38,674 | $2.51M | 0.36% | +38,674 | New |
| Barclays PLC | 38,038 | $2.46M | 0.00% | −7,342−16.2% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 35,000 | $2.27M | 3.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 34,721 | $2.25M | 0.08% | −24,316−41.2% | Reduced |
| Sippican Capital Advisors | 33,645 | $2.18M | 2.00% | +2,880+9.4% | Added |
| JPMorgan Chase & Co | 33,553 | $2.17M | 0.00% | −11,328−25.2% | Reduced |
| Royal Bank of Canada | 33,531 | $2.17M | 0.00% | +2,697+8.7% | Added |
| SEI Investments Co | 33,469 | $2.17M | 0.00% | +9,899+42.0% | Added |
| Great West Life Assurance Co | 32,478 | $2.10M | 0.01% | +618+1.9% | Added |
| UBS Asset Management Americas Inc | 29,995 | $1.94M | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 28,596 | $1.85M | 0.00% | −5,856−17.0% | Reduced |
| First Dallas Securities Inc. | 28,225 | $1.83M | 0.42% | +3,803+15.6% | Added |
| Alliancebernstein L.P. | 27,067 | $1.75M | 0.00% | −825−3.0% | Reduced |
| Public Sector Pension Investment Board | 26,755 | $1.73M | 0.01% | −12,240−31.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,252 | $1.70M | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 25,476 | $1.65M | 0.00% | −1,847−6.8% | Reduced |
| California State Teachers Retirement System | 24,525 | $1.59M | 0.00% | −1,466−5.6% | Reduced |
| Millennium Management LLC | 24,305 | $1.57M | 0.00% | +5,946+32.4% | Added |
| Syntal Capital Partners, LLC | 23,461 | $1.52M | 1.18% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 22,957 | $1.49M | 0.00% | +384+1.7% | Added |
| Rafferty Asset Management, LLC | 20,443 | $1.32M | 0.01% | −13,254−39.3% | Reduced |
| Citigroup Inc | 19,379 | $1.26M | 0.00% | −15,237−44.0% | Reduced |
| Tectonic Advisors LLC | 18,498 | $1.20M | 0.11% | −2,293−11.0% | Reduced |
| Texas Permanent School Fund | 18,385 | $1.19M | 0.01% | −959−5.0% | Reduced |
| PDT Partners, LLC | 16,668 | $1.08M | 0.14% | −3,536−17.5% | Reduced |
| Dark Forest Capital Management LP | 16,066 | $1.04M | 0.09% | +4,791+42.5% | Added |
| Susquehanna International Group, LLP | 15,284 | $990.3K | 0.00% | −2,703−15.0% | Reduced |
| SG Americas Securities, LLC | 14,859 | $963.0K | 0.01% | +7,472+101.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,472 | $937.6K | 0.01% | −10,361−41.7% | Reduced |
| BNP Paribas Arbitrage, SA | 14,422 | $934.4K | 0.00% | +3,218+28.7% | Added |
| State of Alaska, Department of Revenue | 13,478 | $873.0K | 0.01% | −977−6.8% | Reduced |
| HRT Financial LP | 13,323 | $863.0K | 0.01% | −2,523−15.9% | Reduced |
| Illinois Municipal Retirement Fund | 12,727 | $825.0K | 0.02% | +12,727 | New |
| Jane Street Group, LLC | 12,241 | $793.1K | 0.00% | −13,760−52.9% | Reduced |
| American International Group, Inc. | 12,171 | $788.6K | 0.01% | +246+2.1% | Added |
| MetLife Investment Management | 11,763 | $762.1K | 0.01% | −337−2.8% | Reduced |
| Manufacturers Life Insurance Company, The | 11,346 | $735.1K | 0.00% | +2,232+24.5% | Added |
| Deutsche Bank AG | 11,219 | $726.9K | 0.00% | +1,315+13.3% | Added |
| Louisiana State Employees Retirement System | 11,000 | $712.7K | 0.02% | −500−4.3% | Reduced |
| Yousif Capital Management, LLC | 10,734 | $695.5K | 0.01% | −905−7.8% | Reduced |
| Comerica Bank | 10,219 | $662.1K | 0.00% | +10,219 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,156 | $658.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 9,780 | $633.6K | 0.00% | +380+4.0% | Added |
| Boston Partners | 9,449 | $612.2K | 0.00% | −82−0.9% | Reduced |
| Voya Investment Management LLC | 9,063 | $587.2K | 0.00% | −90−1.0% | Reduced |
| UBS Group AG | 8,988 | $582.3K | 0.00% | −2,022−18.4% | Reduced |
| Amalgamated Bank | 8,504 | $551.0K | 0.00% | −379−4.3% | Reduced |
| EJF Capital LLC | 8,349 | $540.9K | 0.24% | +2,099+33.6% | Added |
| Maryland State Retirement & Pension System | 7,973 | $516.6K | 0.01% | −586−6.8% | Reduced |
| State of Tennessee, Treasury Department | 7,687 | $498.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 7,322 | $474.4K | 0.01% | 00.0% | Unchanged |