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, Q4 2023
Institutional positions in Triumph Financial, Inc. as of Dec 31, 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
- 172
- +12 vs. Q3 2023
- Shares held
- 19.5M
- −761.5K (−3.8%) vs. Q3 2023
- Total value
- $1.56B
- +$250.9M (+19.1%) vs. Q3 2023
- New holders
- 24
- 55 more added
- Sold out
- 12
- 59 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,360,208 | $269.4M | 0.01% | +109,898+3.4% | Added |
| Vanguard Group Inc | 1,962,856 | $157.4M | 0.00% | +29,858+1.5% | Added |
| Luxor Capital Group, LP | 1,214,703 | $97.4M | 15.93% | −228,368−15.8% | Reduced |
| State Street Corp | 1,137,616 | $91.2M | 0.00% | +107,216+10.4% | Added |
| Thrivent Financial for Lutherans | 1,050,997 | $84.3M | 0.18% | −211,186−16.7% | Reduced |
| Dimensional Fund Advisors LP | 1,042,533 | $83.6M | 0.02% | +14,714+1.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 948,856 | $76.1M | 0.27% | −11,885−1.2% | Reduced |
| AltraVue Capital, LLC | 763,740 | $61.2M | 7.06% | +118,020+18.3% | Added |
| Wellington Management Group LLP | 568,882 | $45.6M | 0.01% | +17,380+3.2% | Added |
| Geode Capital Management, LLC | 480,228 | $38.5M | 0.00% | +19,730+4.3% | Added |
| Ameriprise Financial Inc | 444,170 | $35.6M | 0.01% | −258,897−36.8% | Reduced |
| Ranger Investment Management, L.P. | 400,509 | $32.1M | 1.95% | +4,660+1.2% | Added |
| Bank of America Corp | 348,720 | $28.0M | 0.00% | +20,289+6.2% | Added |
| Banc Funds Co LLC | 331,418 | $26.6M | 2.62% | 00.0% | Unchanged |
| Morgan Stanley | 280,672 | $22.5M | 0.00% | +68,176+32.1% | Added |
| Bares Capital Management, Inc. | 256,235 | $20.5M | 0.81% | +24,847+10.7% | Added |
| American Century Companies Inc | 252,054 | $20.2M | 0.01% | +252,054 | New |
| Northern Trust Corp | 221,969 | $17.8M | 0.00% | +3,345+1.5% | Added |
| Driehaus Capital Management LLC | 212,302 | $17.0M | 0.21% | +52,040+32.5% | Added |
| Woodson Capital Management, LP | 194,200 | $15.6M | 3.62% | −55,800−22.3% | Reduced |
| Charles Schwab Investment Management Inc | 177,156 | $14.2M | 0.00% | +2,347+1.3% | Added |
| Bank of New York Mellon Corp | 170,386 | $13.7M | 0.00% | −9,683−5.4% | Reduced |
| Kennedy Capital Management, Inc. | 168,421 | $13.5M | 0.29% | −16,262−8.8% | Reduced |
| First Sabrepoint Capital Management LP | 165,000 | $13.2M | 6.01% | −13,600−7.6% | Reduced |
| Peregrine Capital Management LLC | 156,088 | $12.5M | 0.38% | −26,840−14.7% | Reduced |
| NFC Investments, LLC | 138,330 | $11.1M | 3.43% | +138,330 | New |
| Hodges Capital Management Inc. | 137,575 | $11.0M | 0.59% | +56,100+68.9% | Added |
| Earnest Partners LLC | 132,108 | $10.6M | 0.05% | −10,820−7.6% | Reduced |
| Diamond Hill Capital Management Inc | 128,001 | $10.3M | 0.05% | −11,055−8.0% | Reduced |
| Goldman Sachs Group Inc | 124,686 | $10.0M | 0.00% | +2,223+1.8% | Added |
| Principal Financial Group Inc | 112,971 | $9.06M | 0.01% | −3,810−3.3% | Reduced |
| Royce & Associates LP | 96,832 | $7.76M | 0.07% | −40,488−29.5% | Reduced |
| Russell Investments Group, Ltd. | 78,280 | $6.28M | 0.01% | −29,860−27.6% | Reduced |
| Wells Fargo & Company | 75,083 | $6.02M | 0.00% | −4,405−5.5% | Reduced |
| Envestnet Asset Management Inc | 72,842 | $5.84M | 0.00% | +83+0.1% | Added |
| Invesco Ltd. | 71,400 | $5.72M | 0.00% | +16,889+31.0% | Added |
| Rhumbline Advisers | 66,604 | $5.34M | 0.01% | −1,954−2.9% | Reduced |
| New York State Common Retirement Fund | 65,557 | $5.26M | 0.01% | +20,909+46.8% | Added |
| Legato Capital Management LLC | 61,944 | $4.97M | 0.65% | +23,270+60.2% | Added |
| Legal & General Group Plc | 61,236 | $4.91M | 0.00% | −670−1.1% | Reduced |
| Credit Suisse AG | 60,380 | $4.84M | 0.00% | −8,867−12.8% | Reduced |
| Nuveen Asset Management, LLC | 60,096 | $4.82M | 0.00% | +599+1.0% | Added |
| Norges Bank | 59,820 | $4.80M | 0.00% | +19,600+48.7% | Added |
| Barclays PLC | 54,667 | $4.38M | 0.00% | +16,629+43.7% | Added |
| Public Employees Retirement System of Ohio | 53,424 | $4.28M | 0.02% | +218+0.4% | Added |
| State of Wisconsin Investment Board | 51,343 | $4.12M | 0.01% | −3,619−6.6% | Reduced |
| Macquarie Group Ltd | 50,405 | $4.04M | 0.00% | +7,330+17.0% | Added |
| Boothbay Fund Management, LLC | 50,000 | $4.01M | 0.15% | +50,000 | New |
| Citadel Advisors LLC | 49,644 | $3.98M | 0.00% | +5,331+12.0% | Added |
| Forest Hill Capital, LLC | 48,570 | $3.89M | 2.03% | −5,000−9.3% | Reduced |
| Public Sector Pension Investment Board | 44,957 | $3.60M | 0.03% | +18,202+68.0% | Added |
| Swiss National Bank | 43,600 | $3.50M | 0.00% | −5,200−10.7% | Reduced |
| 49 Wealth Management, LLC | 41,000 | $3.29M | 0.85% | +41,000 | New |
| D. E. Shaw & Co., Inc. | 39,467 | $3.16M | 0.00% | −4,636−10.5% | Reduced |
| JPMorgan Chase & Co | 36,321 | $2.91M | 0.00% | +2,768+8.2% | Added |
| Sippican Capital Advisors | 35,653 | $2.86M | 2.24% | +2,008+6.0% | Added |
| Rafferty Asset Management, LLC | 35,618 | $2.86M | 0.01% | +15,175+74.2% | Added |
| John W. Rosenthal Capital Management, Inc. | 35,000 | $2.81M | 3.21% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 34,721 | $2.78M | 0.09% | 00.0% | Unchanged |
| Citigroup Inc | 34,274 | $2.75M | 0.00% | +14,895+76.9% | Added |
| Royal Bank of Canada | 31,911 | $2.56M | 0.00% | −1,620−4.8% | Reduced |
| Great West Life Assurance Co | 29,328 | $2.34M | 0.01% | −3,150−9.7% | Reduced |
| UBS Group AG | 28,809 | $2.31M | 0.00% | +19,821+220.5% | Added |
| Alliancebernstein L.P. | 27,967 | $2.24M | 0.00% | +900+3.3% | Added |
| UBS Asset Management Americas Inc | 26,571 | $2.13M | 0.00% | −3,424−11.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,252 | $2.10M | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 25,715 | $2.06M | 0.00% | −7,754−23.2% | Reduced |
| Mendon Capital Advisors Corp | 25,000 | $2.00M | 0.94% | +25,000 | New |
| Prudential Financial Inc | 24,976 | $2.00M | 0.00% | −500−2.0% | Reduced |
| Janus Henderson Group PLC | 24,580 | $1.97M | 0.00% | +1,623+7.1% | Added |
| Tectonic Advisors LLC | 24,064 | $1.93M | 0.16% | +5,566+30.1% | Added |
| California State Teachers Retirement System | 23,358 | $1.87M | 0.00% | −1,167−4.8% | Reduced |
| Syntal Capital Partners, LLC | 20,527 | $1.65M | 32.67% | −2,934−12.5% | Reduced |
| First Trust Advisors LP | 19,602 | $1.57M | 0.00% | −8,994−31.5% | Reduced |
| Texas Permanent School Fund | 18,713 | $1.50M | 0.01% | +328+1.8% | Added |
| First Dallas Securities Inc. | 17,950 | $1.44M | 0.74% | −10,275−36.4% | Reduced |
| Susquehanna International Group, LLP | 17,232 | $1.38M | 0.00% | +1,948+12.7% | Added |
| Gsa Capital Partners LLP | 16,297 | $1.31M | 0.11% | +16,297 | New |
| PMC FIG Opportunities LLC | 15,000 | $1.20M | 3.34% | +15,000 | New |
| Anthracite Investment Company, Inc. | 14,844 | $1.19M | 0.77% | +14,844 | New |
| SG Americas Securities, LLC | 14,611 | $1.17M | 0.01% | −248−1.7% | Reduced |
| State of Alaska, Department of Revenue | 13,327 | $1.07M | 0.01% | −151−1.1% | Reduced |
| American International Group, Inc. | 12,070 | $967.8K | 0.00% | −101−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 11,970 | $960.0K | 0.02% | −757−5.9% | Reduced |
| MetLife Investment Management | 11,763 | $943.2K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,278 | $904.3K | 0.01% | +544+5.1% | Added |
| Price T Rowe Associates Inc | 11,168 | $896.0K | 0.00% | +6,192+124.4% | Added |
| Manufacturers Life Insurance Company, The | 11,147 | $893.8K | 0.00% | −199−1.8% | Reduced |
| Deutsche Bank AG | 11,002 | $882.1K | 0.00% | −217−1.9% | Reduced |
| Louisiana State Employees Retirement System | 10,800 | $865.9K | 0.02% | −200−1.8% | Reduced |
| Stifel Financial Corp | 10,282 | $824.4K | 0.00% | +502+5.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 10,156 | $814.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 9,900 | $793.8K | 0.00% | −319−3.1% | Reduced |
| Jane Street Group, LLC | 9,896 | $793.5K | 0.00% | −2,345−19.2% | Reduced |
| Vident Advisory, LLC | 8,977 | $719.8K | 0.02% | +8,977 | New |
| Voya Investment Management LLC | 8,942 | $717.0K | 0.00% | −121−1.3% | Reduced |
| Millennium Management LLC | 8,581 | $688.0K | 0.00% | −15,724−64.7% | Reduced |
| Tower Research Capital LLC (TRC) | 8,564 | $686.7K | 0.01% | +7,376+620.9% | Added |
| EJF Capital LLC | 8,285 | $664.3K | 0.35% | −64−0.8% | Reduced |
| Amalgamated Bank | 8,270 | $663.0K | 0.01% | −234−2.8% | Reduced |