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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 6,416 | $415.7K | 0.01% | −400−5.9% | Reduced |
| State Board of Administration of Florida Retirement System | 6,343 | $411.0K | 0.00% | +30+0.5% | Added |
| Victory Capital Management Inc | 6,325 | $409.8K | 0.00% | +2,475+64.3% | Added |
| Arizona State Retirement System | 6,321 | $409.5K | 0.00% | +99+1.6% | Added |
| New York State Teachers Retirement System | 5,721 | $371.0K | 0.00% | −500−8.0% | Reduced |
| XTX Topco Ltd | 5,655 | $366.4K | 0.06% | +5,655 | New |
| Handelsbanken Fonder AB | 5,600 | $363.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,326 | $345.1K | 0.00% | −35−0.7% | Reduced |
| Everence Capital Management Inc | 5,040 | $327.0K | 0.03% | 00.0% | Unchanged |
| Murchinson Ltd. | 5,000 | $323.9K | 0.05% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 4,976 | $323.0K | 0.00% | +353+7.6% | Added |
| Mesirow Financial Investment Management, Inc. | 4,640 | $300.6K | 1.31% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,409 | $285.7K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,232 | $274.2K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,058 | $264.0K | 0.00% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 4,053 | $262.6K | 0.44% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,841 | $249.0K | 0.00% | −133−3.3% | Reduced |
| Mutual of America Capital Management LLC | 3,794 | $245.8K | 0.00% | −497−11.6% | Reduced |
| Red Door Wealth Management, LLC | 3,725 | $241.3K | 0.06% | −48−1.3% | Reduced |
| MML Investors Services, LLC | 3,481 | $226.0K | 0.00% | −38−1.1% | Reduced |
| Federated Hermes, Inc. | 3,438 | $222.7K | 0.00% | −6−0.2% | Reduced |
| NBC Securities, Inc. | 3,425 | $221.0K | 0.02% | +3,425 | New |
| ProShare Advisors LLC | 3,372 | $218.5K | 0.00% | −94−2.7% | Reduced |
| US Bancorp | 3,276 | $212.3K | 0.00% | +40+1.2% | Added |
| AQR Capital Management LLC | 3,193 | $206.9K | 0.00% | +3,193 | New |
| Commonwealth Equity Services, LLC | 3,089 | $200.0K | 0.00% | +3,089 | New |
| Advisor Group Holdings, Inc. | 2,739 | $177.4K | 0.00% | +215+8.5% | Added |
| Amundi | 2,750 | $163.6K | 0.00% | −125−4.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,209 | $143.1K | 0.01% | +364+19.7% | Added |
| Shell Asset Management Co | 1,617 | $105.0K | 0.00% | −25−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,400 | $90.7K | 0.00% | +610+77.2% | Added |
| Metropolitan Life Insurance Co | 1,261 | $81.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,188 | $77.0K | 0.00% | −7,489−86.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,163 | $75.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,027 | $66.5K | 0.00% | −42,059−97.6% | Reduced |
| KBC Group NV | 770 | $50.0K | 0.00% | −1,010−56.7% | Reduced |
| Central Trust Co | 545 | $35.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 525 | $34.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 493 | $32.0K | 0.00% | −3,400−87.3% | Reduced |
| Riverview Trust Co | 256 | $16.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $15.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 160 | $10.4K | 0.00% | −300−65.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 145 | $9.39K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $6.00K | 0.00% | +100 | New |
| Fifth Third Bancorp | 71 | $4.60K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 59 | $4.00K | 0.00% | +59 | New |
| Parkside Financial Bank & Trust | 51 | $3.31K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $3.24K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 38 | $2.46K | 0.00% | +30+375.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 30 | $1.94K | 0.00% | +30 | New |
| Moisand Fitzgerald Tamayo, LLC | 28 | $1.81K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 28 | $1.37K | 0.00% | +21+300.0% | Added |
| Farmers & Merchants Investments Inc | 16 | $1.04K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $1.04K | 0.00% | +16 | New |
| Bessemer Group Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $584 | 0.00% | +1+12.5% | Added |
| Bokf, NA | 9 | $560 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 5 | $324 | 0.00% | +2+66.7% | Added |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |