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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 28,596 | $1.85M | 0.00% | −5,856−17.0% | Reduced |
| UBS Asset Management Americas Inc | 29,995 | $1.94M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 32,478 | $2.10M | 0.01% | +618+1.9% | Added |
| SEI Investments Co | 33,469 | $2.17M | 0.00% | +9,899+42.0% | Added |
| Royal Bank of Canada | 33,531 | $2.17M | 0.00% | +2,697+8.7% | Added |
| JPMorgan Chase & Co | 33,553 | $2.17M | 0.00% | −11,328−25.2% | Reduced |
| Sippican Capital Advisors | 33,645 | $2.18M | 2.00% | +2,880+9.4% | Added |
| RMB Capital Management, LLC | 34,721 | $2.25M | 0.08% | −24,316−41.2% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 35,000 | $2.27M | 3.05% | 00.0% | Unchanged |
| Barclays PLC | 38,038 | $2.46M | 0.00% | −7,342−16.2% | Reduced |
| Legato Capital Management LLC | 38,674 | $2.51M | 0.36% | +38,674 | New |
| Norges Bank | 40,220 | $2.61M | 0.00% | −46,712−53.7% | Reduced |
| Macquarie Group Ltd | 43,075 | $2.79M | 0.00% | +840+2.0% | Added |
| D. E. Shaw & Co., Inc. | 44,103 | $2.86M | 0.00% | +2,986+7.3% | Added |
| Citadel Advisors LLC | 44,313 | $2.87M | 0.00% | +5,530+14.3% | Added |
| New York State Common Retirement Fund | 44,648 | $2.89M | 0.00% | +35,232+374.2% | Added |
| Swiss National Bank | 48,800 | $3.16M | 0.00% | +500+1.0% | Added |
| Public Employees Retirement System of Ohio | 53,206 | $3.45M | 0.02% | −6,666−11.1% | Reduced |
| Forest Hill Capital, LLC | 53,570 | $3.47M | 1.80% | 00.0% | Unchanged |
| Invesco Ltd. | 54,511 | $3.53M | 0.00% | −558−1.0% | Reduced |
| State of Wisconsin Investment Board | 54,962 | $3.56M | 0.01% | −35,758−39.4% | Reduced |
| Nuveen Asset Management, LLC | 59,497 | $3.85M | 0.00% | −1,675−2.7% | Reduced |
| Legal & General Group Plc | 61,906 | $4.01M | 0.00% | −2,203−3.4% | Reduced |
| Rhumbline Advisers | 68,558 | $4.44M | 0.01% | +266+0.4% | Added |
| Credit Suisse AG | 69,247 | $4.49M | 0.00% | +263+0.4% | Added |
| Envestnet Asset Management Inc | 72,759 | $4.71M | 0.00% | +33,135+83.6% | Added |
| Wells Fargo & Company | 79,488 | $5.15M | 0.00% | +1,842+2.4% | Added |
| Hodges Capital Management Inc. | 81,475 | $5.28M | 0.63% | −28,725−26.1% | Reduced |
| Russell Investments Group, Ltd. | 108,140 | $7.01M | 0.01% | −6,592−5.7% | Reduced |
| Investment Management Associates Inc | 115,675 | $7.49M | 3.13% | −1,687−1.4% | Reduced |
| Principal Financial Group Inc | 116,781 | $7.57M | 0.01% | −8,103−6.5% | Reduced |
| Goldman Sachs Group Inc | 122,463 | $7.93M | 0.00% | +13,849+12.8% | Added |
| Royce & Associates LP | 137,320 | $8.90M | 0.09% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 139,056 | $9.01M | 0.04% | −1,068−0.8% | Reduced |
| Earnest Partners LLC | 142,928 | $9.26M | 0.05% | +5,546+4.0% | Added |
| Driehaus Capital Management LLC | 160,262 | $10.4M | 0.13% | +62,917+64.6% | Added |
| Charles Schwab Investment Management Inc | 174,809 | $11.3M | 0.00% | +6,539+3.9% | Added |
| First Sabrepoint Capital Management LP | 178,600 | $11.6M | 5.37% | +8,600+5.1% | Added |
| Bank of New York Mellon Corp | 180,069 | $11.7M | 0.00% | −11,775−6.1% | Reduced |
| Peregrine Capital Management LLC | 182,928 | $11.9M | 0.35% | −11,458−5.9% | Reduced |
| Kennedy Capital Management, Inc. | 184,683 | $12.0M | 0.29% | +16,753+10.0% | Added |
| Morgan Stanley | 212,496 | $13.8M | 0.00% | +70,249+49.4% | Added |
| Northern Trust Corp | 218,624 | $14.2M | 0.00% | −2,523−1.1% | Reduced |
| Bares Capital Management, Inc. | 231,388 | $15.0M | 0.64% | +152,222+192.3% | Added |
| Woodson Capital Management, LP | 250,000 | $16.2M | 3.50% | +250,000 | New |
| Bank of America Corp | 328,431 | $21.3M | 0.00% | +10,902+3.4% | Added |
| Banc Funds Co LLC | 331,418 | $21.5M | 2.52% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 395,849 | $25.6M | 1.70% | −16,039−3.9% | Reduced |
| Geode Capital Management, LLC | 460,498 | $29.8M | 0.00% | +13,592+3.0% | Added |
| Wellington Management Group LLP | 551,502 | $35.7M | 0.01% | −13,890−2.5% | Reduced |
| AltraVue Capital, LLC | 645,720 | $41.8M | 4.98% | +645,720 | New |
| Ameriprise Financial Inc | 703,067 | $45.6M | 0.01% | +14,703+2.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 960,741 | $62.2M | 0.24% | +19,791+2.1% | Added |
| Westwood Holdings Group Inc. | 991,710 | $64.3M | 0.60% | +991,710 | New |
| Dimensional Fund Advisors LP | 1,027,819 | $66.6M | 0.02% | +48,914+5.0% | Added |
| State Street Corp | 1,030,400 | $66.8M | 0.00% | −151,062−12.8% | Reduced |
| Thrivent Financial for Lutherans | 1,262,183 | $81.8M | 0.19% | +26,693+2.2% | Added |
| Luxor Capital Group, LP | 1,443,071 | $93.5M | 10.13% | −180,091−11.1% | Reduced |
| Vanguard Group Inc | 1,932,998 | $125.2M | 0.00% | −6,955−0.4% | Reduced |
| BlackRock Inc. | 3,250,310 | $210.6M | 0.01% | −34,600−1.1% | Reduced |
| American Century Companies Inc | 0 | $0 | 0.00% | −198,130−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −31,663−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −22,200−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −15,333−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −8,732−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −8,519−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,340−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −7,431−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,685−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| NFC Investments, LLC | – | – | – | – | Not filed |