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 |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 8 | $0 | 0.00% | −20−71.4% | Reduced |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $161 | 0.00% | +2 | New |
| Quadrant Capital Group LLC | 3 | $241 | 0.00% | −35−92.1% | Reduced |
| SJS Investment Consulting Inc. | 5 | $401 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $562 | 0.00% | −44−86.3% | Reduced |
| Bokf, NA | 9 | $721 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $802 | 0.00% | +1+11.1% | Added |
| Farmers & Merchants Investments Inc | 16 | $1.28K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $1.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $1.60K | 0.00% | +20 | New |
| Bessemer Group Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 26 | $2.08K | 0.00% | +26 | New |
| Moisand Fitzgerald Tamayo, LLC | 28 | $2.25K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 30 | $2.40K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $4.01K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 71 | $5.69K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 100 | $7.00K | 0.00% | +41+69.5% | Added |
| Northwestern Mutual Wealth Management Co | 145 | $11.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 160 | $12.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 220 | $15.5K | 0.00% | +220 | New |
| Quent Capital, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 200 | $16.0K | 0.00% | +200 | New |
| ZRC Wealth Management, LLC | 255 | $16.5K | 0.01% | +255 | New |
| Signaturefd, LLC | 236 | $18.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 525 | $42.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 526 | $42.2K | 0.00% | +526 | New |
| Central Trust Co | 545 | $43.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 594 | $48.0K | 0.00% | +101+20.5% | Added |
| KBC Group NV | 770 | $62.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 938 | $75.2K | 0.02% | +938 | New |
| FMR LLC | 1,156 | $92.7K | 0.00% | +129+12.6% | Added |
| Emerald Mutual Fund Advisers Trust | 1,163 | $93.2K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,242 | $100.0K | 0.00% | −375−23.2% | Reduced |
| Metropolitan Life Insurance Co | 1,261 | $101.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,209 | $177.1K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 2,644 | $212.0K | 0.01% | +2,644 | New |
| Bank of Montreal | 2,630 | $213.7K | 0.00% | +2,630 | New |
| Amundi | 2,870 | $218.5K | 0.00% | +120+4.4% | Added |
| Eight 31 Financial LLC | 2,934 | $235.2K | 0.14% | +2,934 | New |
| Federated Hermes, Inc. | 2,945 | $236.1K | 0.00% | −493−14.3% | Reduced |
| Howard Financial Services, Ltd. | 3,000 | $240.5K | 0.05% | +3,000 | New |
| US Bancorp | 3,101 | $248.6K | 0.00% | −175−5.3% | Reduced |
| AQR Capital Management LLC | 3,250 | $260.6K | 0.00% | +57+1.8% | Added |
| Nisa Investment Advisors, LLC | 3,399 | $272.5K | 0.00% | −1,010−22.9% | Reduced |
| NBC Securities, Inc. | 3,425 | $274.0K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,602 | $289.0K | 0.00% | +121+3.5% | Added |
| Commonwealth Equity Services, LLC | 3,663 | $294.0K | 0.00% | +574+18.6% | Added |
| Public Employees Retirement Association of Colorado | 3,720 | $298.0K | 0.00% | −121−3.2% | Reduced |
| Red Door Wealth Management, LLC | 3,725 | $298.7K | 0.06% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,791 | $304.0K | 0.00% | −3−0.1% | Reduced |
| ProShare Advisors LLC | 4,162 | $333.7K | 0.00% | +790+23.4% | Added |
| HighTower Advisors, LLC | 4,225 | $338.0K | 0.00% | +167+4.1% | Added |
| Mesirow Financial Investment Management, Inc. | 4,640 | $346.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,680 | $357.4K | 0.00% | +1,941+70.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 4,479 | $359.1K | 0.01% | +4,479 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,674 | $374.8K | 0.00% | −9,798−67.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,853 | $389.1K | 0.00% | −473−8.9% | Reduced |
| Everence Capital Management Inc | 5,040 | $404.0K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,343 | $428.4K | 0.00% | +1,111+26.3% | Added |
| New York State Teachers Retirement System | 5,721 | $459.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,182 | $495.7K | 0.00% | −139−2.2% | Reduced |
| Handelsbanken Fonder AB | 6,200 | $497.0K | 0.00% | +600+10.7% | Added |
| BNP Paribas Arbitrage, SA | 6,203 | $497.4K | 0.00% | −8,219−57.0% | Reduced |
| Oregon Public Employees Retirement Fund | 6,316 | $506.4K | 0.01% | −100−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 6,343 | $508.6K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 7,322 | $587.1K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,654 | $614.0K | 0.00% | +7,654 | New |
| State of Tennessee, Treasury Department | 7,687 | $616.3K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 7,873 | $631.3K | 0.01% | −100−1.3% | Reduced |
| Balyasny Asset Management LLC | 8,097 | $649.2K | 0.00% | +8,097 | New |
| Victory Capital Management Inc | 8,256 | $662.0K | 0.00% | +1,931+30.5% | Added |
| Amalgamated Bank | 8,270 | $663.0K | 0.01% | −234−2.8% | Reduced |
| EJF Capital LLC | 8,285 | $664.3K | 0.35% | −64−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 8,564 | $686.7K | 0.01% | +7,376+620.9% | Added |
| Millennium Management LLC | 8,581 | $688.0K | 0.00% | −15,724−64.7% | Reduced |
| Voya Investment Management LLC | 8,942 | $717.0K | 0.00% | −121−1.3% | Reduced |
| Vident Advisory, LLC | 8,977 | $719.8K | 0.02% | +8,977 | New |
| Jane Street Group, LLC | 9,896 | $793.5K | 0.00% | −2,345−19.2% | Reduced |
| Comerica Bank | 9,900 | $793.8K | 0.00% | −319−3.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,156 | $814.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,282 | $824.4K | 0.00% | +502+5.1% | Added |
| Louisiana State Employees Retirement System | 10,800 | $865.9K | 0.02% | −200−1.8% | Reduced |
| Deutsche Bank AG | 11,002 | $882.1K | 0.00% | −217−1.9% | Reduced |
| Manufacturers Life Insurance Company, The | 11,147 | $893.8K | 0.00% | −199−1.8% | Reduced |
| Price T Rowe Associates Inc | 11,168 | $896.0K | 0.00% | +6,192+124.4% | Added |
| Yousif Capital Management, LLC | 11,278 | $904.3K | 0.01% | +544+5.1% | Added |
| MetLife Investment Management | 11,763 | $943.2K | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 11,970 | $960.0K | 0.02% | −757−5.9% | Reduced |
| American International Group, Inc. | 12,070 | $967.8K | 0.00% | −101−0.8% | Reduced |
| State of Alaska, Department of Revenue | 13,327 | $1.07M | 0.01% | −151−1.1% | Reduced |
| SG Americas Securities, LLC | 14,611 | $1.17M | 0.01% | −248−1.7% | Reduced |
| Anthracite Investment Company, Inc. | 14,844 | $1.19M | 0.77% | +14,844 | New |
| PMC FIG Opportunities LLC | 15,000 | $1.20M | 3.34% | +15,000 | New |
| Gsa Capital Partners LLP | 16,297 | $1.31M | 0.11% | +16,297 | New |
| Susquehanna International Group, LLP | 17,232 | $1.38M | 0.00% | +1,948+12.7% | Added |
| First Dallas Securities Inc. | 17,950 | $1.44M | 0.74% | −10,275−36.4% | Reduced |
| Texas Permanent School Fund | 18,713 | $1.50M | 0.01% | +328+1.8% | Added |
| First Trust Advisors LP | 19,602 | $1.57M | 0.00% | −8,994−31.5% | Reduced |
| Syntal Capital Partners, LLC | 20,527 | $1.65M | 32.67% | −2,934−12.5% | Reduced |