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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 23,358 | $1.87M | 0.00% | −1,167−4.8% | Reduced |
| Tectonic Advisors LLC | 24,064 | $1.93M | 0.16% | +5,566+30.1% | Added |
| Janus Henderson Group PLC | 24,580 | $1.97M | 0.00% | +1,623+7.1% | Added |
| Prudential Financial Inc | 24,976 | $2.00M | 0.00% | −500−2.0% | Reduced |
| Mendon Capital Advisors Corp | 25,000 | $2.00M | 0.94% | +25,000 | New |
| SEI Investments Co | 25,715 | $2.06M | 0.00% | −7,754−23.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,252 | $2.10M | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 26,571 | $2.13M | 0.00% | −3,424−11.4% | Reduced |
| Alliancebernstein L.P. | 27,967 | $2.24M | 0.00% | +900+3.3% | Added |
| UBS Group AG | 28,809 | $2.31M | 0.00% | +19,821+220.5% | Added |
| Great West Life Assurance Co | 29,328 | $2.34M | 0.01% | −3,150−9.7% | Reduced |
| Royal Bank of Canada | 31,911 | $2.56M | 0.00% | −1,620−4.8% | Reduced |
| Citigroup Inc | 34,274 | $2.75M | 0.00% | +14,895+76.9% | Added |
| RMB Capital Management, LLC | 34,721 | $2.78M | 0.09% | 00.0% | Unchanged |
| John W. Rosenthal Capital Management, Inc. | 35,000 | $2.81M | 3.21% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 35,618 | $2.86M | 0.01% | +15,175+74.2% | Added |
| Sippican Capital Advisors | 35,653 | $2.86M | 2.24% | +2,008+6.0% | Added |
| JPMorgan Chase & Co | 36,321 | $2.91M | 0.00% | +2,768+8.2% | Added |
| D. E. Shaw & Co., Inc. | 39,467 | $3.16M | 0.00% | −4,636−10.5% | Reduced |
| 49 Wealth Management, LLC | 41,000 | $3.29M | 0.85% | +41,000 | New |
| Swiss National Bank | 43,600 | $3.50M | 0.00% | −5,200−10.7% | Reduced |
| Public Sector Pension Investment Board | 44,957 | $3.60M | 0.03% | +18,202+68.0% | Added |
| Forest Hill Capital, LLC | 48,570 | $3.89M | 2.03% | −5,000−9.3% | Reduced |
| Citadel Advisors LLC | 49,644 | $3.98M | 0.00% | +5,331+12.0% | Added |
| Boothbay Fund Management, LLC | 50,000 | $4.01M | 0.15% | +50,000 | New |
| Macquarie Group Ltd | 50,405 | $4.04M | 0.00% | +7,330+17.0% | Added |
| State of Wisconsin Investment Board | 51,343 | $4.12M | 0.01% | −3,619−6.6% | Reduced |
| Public Employees Retirement System of Ohio | 53,424 | $4.28M | 0.02% | +218+0.4% | Added |
| Barclays PLC | 54,667 | $4.38M | 0.00% | +16,629+43.7% | Added |
| Norges Bank | 59,820 | $4.80M | 0.00% | +19,600+48.7% | Added |
| Nuveen Asset Management, LLC | 60,096 | $4.82M | 0.00% | +599+1.0% | Added |
| Credit Suisse AG | 60,380 | $4.84M | 0.00% | −8,867−12.8% | Reduced |
| Legal & General Group Plc | 61,236 | $4.91M | 0.00% | −670−1.1% | Reduced |
| Legato Capital Management LLC | 61,944 | $4.97M | 0.65% | +23,270+60.2% | Added |
| New York State Common Retirement Fund | 65,557 | $5.26M | 0.01% | +20,909+46.8% | Added |
| Rhumbline Advisers | 66,604 | $5.34M | 0.01% | −1,954−2.9% | Reduced |
| Invesco Ltd. | 71,400 | $5.72M | 0.00% | +16,889+31.0% | Added |
| Envestnet Asset Management Inc | 72,842 | $5.84M | 0.00% | +83+0.1% | Added |
| Wells Fargo & Company | 75,083 | $6.02M | 0.00% | −4,405−5.5% | Reduced |
| Russell Investments Group, Ltd. | 78,280 | $6.28M | 0.01% | −29,860−27.6% | Reduced |
| Royce & Associates LP | 96,832 | $7.76M | 0.07% | −40,488−29.5% | Reduced |
| Principal Financial Group Inc | 112,971 | $9.06M | 0.01% | −3,810−3.3% | Reduced |
| Goldman Sachs Group Inc | 124,686 | $10.0M | 0.00% | +2,223+1.8% | Added |
| Diamond Hill Capital Management Inc | 128,001 | $10.3M | 0.05% | −11,055−8.0% | Reduced |
| Earnest Partners LLC | 132,108 | $10.6M | 0.05% | −10,820−7.6% | Reduced |
| Hodges Capital Management Inc. | 137,575 | $11.0M | 0.59% | +56,100+68.9% | Added |
| NFC Investments, LLC | 138,330 | $11.1M | 3.43% | +138,330 | New |
| Peregrine Capital Management LLC | 156,088 | $12.5M | 0.38% | −26,840−14.7% | Reduced |
| First Sabrepoint Capital Management LP | 165,000 | $13.2M | 6.01% | −13,600−7.6% | Reduced |
| Kennedy Capital Management, Inc. | 168,421 | $13.5M | 0.29% | −16,262−8.8% | Reduced |
| Bank of New York Mellon Corp | 170,386 | $13.7M | 0.00% | −9,683−5.4% | Reduced |
| Charles Schwab Investment Management Inc | 177,156 | $14.2M | 0.00% | +2,347+1.3% | Added |
| Woodson Capital Management, LP | 194,200 | $15.6M | 3.62% | −55,800−22.3% | Reduced |
| Driehaus Capital Management LLC | 212,302 | $17.0M | 0.21% | +52,040+32.5% | Added |
| Northern Trust Corp | 221,969 | $17.8M | 0.00% | +3,345+1.5% | Added |
| American Century Companies Inc | 252,054 | $20.2M | 0.01% | +252,054 | New |
| Bares Capital Management, Inc. | 256,235 | $20.5M | 0.81% | +24,847+10.7% | Added |
| Morgan Stanley | 280,672 | $22.5M | 0.00% | +68,176+32.1% | Added |
| Banc Funds Co LLC | 331,418 | $26.6M | 2.62% | 00.0% | Unchanged |
| Bank of America Corp | 348,720 | $28.0M | 0.00% | +20,289+6.2% | Added |
| Ranger Investment Management, L.P. | 400,509 | $32.1M | 1.95% | +4,660+1.2% | Added |
| Ameriprise Financial Inc | 444,170 | $35.6M | 0.01% | −258,897−36.8% | Reduced |
| Geode Capital Management, LLC | 480,228 | $38.5M | 0.00% | +19,730+4.3% | Added |
| Wellington Management Group LLP | 568,882 | $45.6M | 0.01% | +17,380+3.2% | Added |
| AltraVue Capital, LLC | 763,740 | $61.2M | 7.06% | +118,020+18.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 948,856 | $76.1M | 0.27% | −11,885−1.2% | Reduced |
| Dimensional Fund Advisors LP | 1,042,533 | $83.6M | 0.02% | +14,714+1.4% | Added |
| Thrivent Financial for Lutherans | 1,050,997 | $84.3M | 0.18% | −211,186−16.7% | Reduced |
| State Street Corp | 1,137,616 | $91.2M | 0.00% | +107,216+10.4% | Added |
| Luxor Capital Group, LP | 1,214,703 | $97.4M | 15.93% | −228,368−15.8% | Reduced |
| Vanguard Group Inc | 1,962,856 | $157.4M | 0.00% | +29,858+1.5% | Added |
| BlackRock Inc. | 3,360,208 | $269.4M | 0.01% | +109,898+3.4% | Added |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −991,710−100.0% | Sold out |
| Investment Management Associates Inc | 0 | $0 | 0.00% | −115,675−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −16,668−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −16,066−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,323−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −9,449−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,655−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −4,053−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |