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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 8,256 | $662.0K | 0.00% | +1,931+30.5% | Added |
| Balyasny Asset Management LLC | 8,097 | $649.2K | 0.00% | +8,097 | New |
| Maryland State Retirement & Pension System | 7,873 | $631.3K | 0.01% | −100−1.3% | Reduced |
| State of Tennessee, Treasury Department | 7,687 | $616.3K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,654 | $614.0K | 0.00% | +7,654 | New |
| Beacon Pointe Advisors, LLC | 7,322 | $587.1K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 6,343 | $508.6K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,316 | $506.4K | 0.01% | −100−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 6,203 | $497.4K | 0.00% | −8,219−57.0% | Reduced |
| Handelsbanken Fonder AB | 6,200 | $497.0K | 0.00% | +600+10.7% | Added |
| Arizona State Retirement System | 6,182 | $495.7K | 0.00% | −139−2.2% | Reduced |
| New York State Teachers Retirement System | 5,721 | $459.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,343 | $428.4K | 0.00% | +1,111+26.3% | Added |
| Everence Capital Management Inc | 5,040 | $404.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,853 | $389.1K | 0.00% | −473−8.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,674 | $374.8K | 0.00% | −9,798−67.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 4,479 | $359.1K | 0.01% | +4,479 | New |
| Advisor Group Holdings, Inc. | 4,680 | $357.4K | 0.00% | +1,941+70.9% | Added |
| Mesirow Financial Investment Management, Inc. | 4,640 | $346.3K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,225 | $338.0K | 0.00% | +167+4.1% | Added |
| ProShare Advisors LLC | 4,162 | $333.7K | 0.00% | +790+23.4% | Added |
| Mutual of America Capital Management LLC | 3,791 | $304.0K | 0.00% | −3−0.1% | Reduced |
| Red Door Wealth Management, LLC | 3,725 | $298.7K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,720 | $298.0K | 0.00% | −121−3.2% | Reduced |
| Commonwealth Equity Services, LLC | 3,663 | $294.0K | 0.00% | +574+18.6% | Added |
| MML Investors Services, LLC | 3,602 | $289.0K | 0.00% | +121+3.5% | Added |
| NBC Securities, Inc. | 3,425 | $274.0K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,399 | $272.5K | 0.00% | −1,010−22.9% | Reduced |
| AQR Capital Management LLC | 3,250 | $260.6K | 0.00% | +57+1.8% | Added |
| US Bancorp | 3,101 | $248.6K | 0.00% | −175−5.3% | Reduced |
| Howard Financial Services, Ltd. | 3,000 | $240.5K | 0.05% | +3,000 | New |
| Federated Hermes, Inc. | 2,945 | $236.1K | 0.00% | −493−14.3% | Reduced |
| Eight 31 Financial LLC | 2,934 | $235.2K | 0.14% | +2,934 | New |
| Amundi | 2,870 | $218.5K | 0.00% | +120+4.4% | Added |
| Bank of Montreal | 2,630 | $213.7K | 0.00% | +2,630 | New |
| Welch Group, LLC | 2,644 | $212.0K | 0.01% | +2,644 | New |
| Ameritas Investment Partners, Inc. | 2,209 | $177.1K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,261 | $101.1K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,242 | $100.0K | 0.00% | −375−23.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,163 | $93.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,156 | $92.7K | 0.00% | +129+12.6% | Added |
| Quest Partners LLC | 938 | $75.2K | 0.02% | +938 | New |
| KBC Group NV | 770 | $62.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 594 | $48.0K | 0.00% | +101+20.5% | Added |
| Central Trust Co | 545 | $43.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 526 | $42.2K | 0.00% | +526 | New |
| First Horizon Advisors, Inc. | 525 | $42.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $18.9K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 255 | $16.5K | 0.01% | +255 | New |
| Quent Capital, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 200 | $16.0K | 0.00% | +200 | New |
| GAMMA Investing LLC | 220 | $15.5K | 0.00% | +220 | New |
| Steward Partners Investment Advisory, LLC | 160 | $12.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 145 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 100 | $7.00K | 0.00% | +41+69.5% | Added |
| Fifth Third Bancorp | 71 | $5.69K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $4.01K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 30 | $2.40K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $2.25K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 26 | $2.08K | 0.00% | +26 | New |
| Bessemer Group Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 20 | $1.60K | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 16 | $1.28K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $1.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $802 | 0.00% | +1+11.1% | Added |
| Bokf, NA | 9 | $721 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 7 | $562 | 0.00% | −44−86.3% | Reduced |
| SJS Investment Consulting Inc. | 5 | $401 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3 | $241 | 0.00% | −35−92.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $161 | 0.00% | +2 | New |
| Coppell Advisory Solutions LLC | 8 | $0 | 0.00% | −20−71.4% | Reduced |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |