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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $324 | 0.00% | +2+66.7% | Added |
| Bokf, NA | 9 | $560 | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 9 | $584 | 0.00% | +1+12.5% | Added |
| Bessemer Group Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $1.04K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $1.04K | 0.00% | +16 | New |
| Coppell Advisory Solutions LLC | 28 | $1.37K | 0.00% | +21+300.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 28 | $1.81K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 30 | $1.94K | 0.00% | +30 | New |
| Quadrant Capital Group LLC | 38 | $2.46K | 0.00% | +30+375.0% | Added |
| GWM Advisors LLC | 50 | $3.24K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 51 | $3.31K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 59 | $4.00K | 0.00% | +59 | New |
| Fifth Third Bancorp | 71 | $4.60K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $6.00K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 145 | $9.39K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 160 | $10.4K | 0.00% | −300−65.2% | Reduced |
| Quent Capital, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $15.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 256 | $16.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 493 | $32.0K | 0.00% | −3,400−87.3% | Reduced |
| First Horizon Advisors, Inc. | 525 | $34.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 545 | $35.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 770 | $50.0K | 0.00% | −1,010−56.7% | Reduced |
| FMR LLC | 1,027 | $66.5K | 0.00% | −42,059−97.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,163 | $75.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,188 | $77.0K | 0.00% | −7,489−86.3% | Reduced |
| Metropolitan Life Insurance Co | 1,261 | $81.7K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,400 | $90.7K | 0.00% | +610+77.2% | Added |
| Shell Asset Management Co | 1,617 | $105.0K | 0.00% | −25−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,209 | $143.1K | 0.01% | +364+19.7% | Added |
| Amundi | 2,750 | $163.6K | 0.00% | −125−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 2,739 | $177.4K | 0.00% | +215+8.5% | Added |
| Commonwealth Equity Services, LLC | 3,089 | $200.0K | 0.00% | +3,089 | New |
| AQR Capital Management LLC | 3,193 | $206.9K | 0.00% | +3,193 | New |
| US Bancorp | 3,276 | $212.3K | 0.00% | +40+1.2% | Added |
| ProShare Advisors LLC | 3,372 | $218.5K | 0.00% | −94−2.7% | Reduced |
| NBC Securities, Inc. | 3,425 | $221.0K | 0.02% | +3,425 | New |
| Federated Hermes, Inc. | 3,438 | $222.7K | 0.00% | −6−0.2% | Reduced |
| MML Investors Services, LLC | 3,481 | $226.0K | 0.00% | −38−1.1% | Reduced |
| Red Door Wealth Management, LLC | 3,725 | $241.3K | 0.06% | −48−1.3% | Reduced |
| Mutual of America Capital Management LLC | 3,794 | $245.8K | 0.00% | −497−11.6% | Reduced |
| Public Employees Retirement Association of Colorado | 3,841 | $249.0K | 0.00% | −133−3.3% | Reduced |
| Capital Impact Advisors, LLC | 4,053 | $262.6K | 0.44% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,058 | $264.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $274.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,409 | $285.7K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 4,640 | $300.6K | 1.31% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 4,976 | $323.0K | 0.00% | +353+7.6% | Added |
| Murchinson Ltd. | 5,000 | $323.9K | 0.05% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,040 | $327.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,326 | $345.1K | 0.00% | −35−0.7% | Reduced |
| Handelsbanken Fonder AB | 5,600 | $363.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,655 | $366.4K | 0.06% | +5,655 | New |
| New York State Teachers Retirement System | 5,721 | $371.0K | 0.00% | −500−8.0% | Reduced |
| Arizona State Retirement System | 6,321 | $409.5K | 0.00% | +99+1.6% | Added |
| Victory Capital Management Inc | 6,325 | $409.8K | 0.00% | +2,475+64.3% | Added |
| State Board of Administration of Florida Retirement System | 6,343 | $411.0K | 0.00% | +30+0.5% | Added |
| Oregon Public Employees Retirement Fund | 6,416 | $415.7K | 0.01% | −400−5.9% | Reduced |
| Beacon Pointe Advisors, LLC | 7,322 | $474.4K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 7,687 | $498.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 7,973 | $516.6K | 0.01% | −586−6.8% | Reduced |
| EJF Capital LLC | 8,349 | $540.9K | 0.24% | +2,099+33.6% | Added |
| Amalgamated Bank | 8,504 | $551.0K | 0.00% | −379−4.3% | Reduced |
| UBS Group AG | 8,988 | $582.3K | 0.00% | −2,022−18.4% | Reduced |
| Voya Investment Management LLC | 9,063 | $587.2K | 0.00% | −90−1.0% | Reduced |
| Boston Partners | 9,449 | $612.2K | 0.00% | −82−0.9% | Reduced |
| Stifel Financial Corp | 9,780 | $633.6K | 0.00% | +380+4.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,156 | $658.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 10,219 | $662.1K | 0.00% | +10,219 | New |
| Yousif Capital Management, LLC | 10,734 | $695.5K | 0.01% | −905−7.8% | Reduced |
| Louisiana State Employees Retirement System | 11,000 | $712.7K | 0.02% | −500−4.3% | Reduced |
| Deutsche Bank AG | 11,219 | $726.9K | 0.00% | +1,315+13.3% | Added |
| Manufacturers Life Insurance Company, The | 11,346 | $735.1K | 0.00% | +2,232+24.5% | Added |
| MetLife Investment Management | 11,763 | $762.1K | 0.01% | −337−2.8% | Reduced |
| American International Group, Inc. | 12,171 | $788.6K | 0.01% | +246+2.1% | Added |
| Jane Street Group, LLC | 12,241 | $793.1K | 0.00% | −13,760−52.9% | Reduced |
| Illinois Municipal Retirement Fund | 12,727 | $825.0K | 0.02% | +12,727 | New |
| HRT Financial LP | 13,323 | $863.0K | 0.01% | −2,523−15.9% | Reduced |
| State of Alaska, Department of Revenue | 13,478 | $873.0K | 0.01% | −977−6.8% | Reduced |
| BNP Paribas Arbitrage, SA | 14,422 | $934.4K | 0.00% | +3,218+28.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,472 | $937.6K | 0.01% | −10,361−41.7% | Reduced |
| SG Americas Securities, LLC | 14,859 | $963.0K | 0.01% | +7,472+101.2% | Added |
| Susquehanna International Group, LLP | 15,284 | $990.3K | 0.00% | −2,703−15.0% | Reduced |
| Dark Forest Capital Management LP | 16,066 | $1.04M | 0.09% | +4,791+42.5% | Added |
| PDT Partners, LLC | 16,668 | $1.08M | 0.14% | −3,536−17.5% | Reduced |
| Texas Permanent School Fund | 18,385 | $1.19M | 0.01% | −959−5.0% | Reduced |
| Tectonic Advisors LLC | 18,498 | $1.20M | 0.11% | −2,293−11.0% | Reduced |
| Citigroup Inc | 19,379 | $1.26M | 0.00% | −15,237−44.0% | Reduced |
| Rafferty Asset Management, LLC | 20,443 | $1.32M | 0.01% | −13,254−39.3% | Reduced |
| Janus Henderson Group PLC | 22,957 | $1.49M | 0.00% | +384+1.7% | Added |
| Syntal Capital Partners, LLC | 23,461 | $1.52M | 1.18% | 00.0% | Unchanged |
| Millennium Management LLC | 24,305 | $1.57M | 0.00% | +5,946+32.4% | Added |
| California State Teachers Retirement System | 24,525 | $1.59M | 0.00% | −1,466−5.6% | Reduced |
| Prudential Financial Inc | 25,476 | $1.65M | 0.00% | −1,847−6.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,252 | $1.70M | 0.02% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 26,755 | $1.73M | 0.01% | −12,240−31.4% | Reduced |
| Alliancebernstein L.P. | 27,067 | $1.75M | 0.00% | −825−3.0% | Reduced |
| First Dallas Securities Inc. | 28,225 | $1.83M | 0.42% | +3,803+15.6% | Added |