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, Q1 2024
Institutional positions in Triumph Financial, Inc. as of Mar 31, 2024. 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
- 177
- +6 vs. Q4 2023
- Shares held
- 20.0M
- +534.8K (+2.7%) vs. Q4 2023
- Total value
- $1.59B
- +$24.9M (+1.6%) vs. Q4 2023
- New holders
- 18
- 47 more added
- Sold out
- 12
- 77 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,323,336 | $263.6M | 0.01% | −36,872−1.1% | Reduced |
| Vanguard Group Inc | 1,974,578 | $156.6M | 0.00% | +11,722+0.6% | Added |
| Luxor Capital Group, LP | 1,241,803 | $98.5M | 14.62% | +27,100+2.2% | Added |
| State Street Corp | 1,116,769 | $88.6M | 0.00% | −20,847−1.8% | Reduced |
| Thrivent Financial for Lutherans | 1,063,043 | $84.3M | 0.17% | +12,046+1.1% | Added |
| Dimensional Fund Advisors LP | 1,038,699 | $82.4M | 0.02% | −3,834−0.4% | Reduced |
| AltraVue Capital, LLC | 875,386 | $69.4M | 7.53% | +111,646+14.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 872,333 | $69.2M | 0.23% | −76,523−8.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 734,259 | $58.2M | 0.14% | +734,259 | New |
| American Century Companies Inc | 506,928 | $40.2M | 0.03% | +254,874+101.1% | Added |
| Geode Capital Management, LLC | 493,502 | $39.1M | 0.00% | +13,274+2.8% | Added |
| Ameriprise Financial Inc | 446,909 | $35.4M | 0.01% | +2,739+0.6% | Added |
| Wellington Management Group LLP | 411,797 | $32.7M | 0.01% | −157,085−27.6% | Reduced |
| Bank of America Corp | 377,420 | $29.9M | 0.00% | +28,700+8.2% | Added |
| Ranger Investment Management, L.P. | 341,569 | $27.1M | 1.74% | −58,940−14.7% | Reduced |
| Banc Funds Co LLC | 304,243 | $24.1M | 2.73% | −27,175−8.2% | Reduced |
| Bares Capital Management, Inc. | 256,235 | $20.3M | 0.81% | 00.0% | Unchanged |
| Morgan Stanley | 225,819 | $17.9M | 0.00% | −54,853−19.5% | Reduced |
| Northern Trust Corp | 218,288 | $17.3M | 0.00% | −3,681−1.7% | Reduced |
| Woodson Capital Management, LP | 200,000 | $15.9M | 2.90% | +5,800+3.0% | Added |
| Charles Schwab Investment Management Inc | 182,602 | $14.5M | 0.00% | +5,446+3.1% | Added |
| First Sabrepoint Capital Management LP | 165,000 | $13.1M | 5.83% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 161,523 | $12.8M | 0.00% | −8,863−5.2% | Reduced |
| Peregrine Capital Management LLC | 156,136 | $12.4M | 0.35% | +480.0% | Added |
| Driehaus Capital Management LLC | 156,073 | $12.4M | 0.12% | −56,229−26.5% | Reduced |
| NFC Investments, LLC | 137,230 | $10.9M | 3.13% | −1,100−0.8% | Reduced |
| Earnest Partners LLC | 128,801 | $10.2M | 0.05% | −3,307−2.5% | Reduced |
| Kennedy Capital Management, Inc. | 127,172 | $10.1M | 0.21% | −41,249−24.5% | Reduced |
| Principal Financial Group Inc | 125,946 | $9.99M | 0.01% | +12,975+11.5% | Added |
| Diamond Hill Capital Management Inc | 117,362 | $9.31M | 0.04% | −10,639−8.3% | Reduced |
| Investment Management Associates Inc | 107,427 | $8.52M | 2.95% | +107,427 | New |
| Hodges Capital Management Inc. | 104,100 | $8.26M | 0.53% | −33,475−24.3% | Reduced |
| Goldman Sachs Group Inc | 86,614 | $6.87M | 0.00% | −38,072−30.5% | Reduced |
| Wells Fargo & Company | 75,555 | $5.99M | 0.00% | +472+0.6% | Added |
| Envestnet Asset Management Inc | 71,604 | $5.68M | 0.00% | −1,238−1.7% | Reduced |
| Russell Investments Group, Ltd. | 70,968 | $5.63M | 0.01% | −7,312−9.3% | Reduced |
| New York State Common Retirement Fund | 67,663 | $5.37M | 0.01% | +2,106+3.2% | Added |
| Rhumbline Advisers | 66,451 | $5.27M | 0.01% | −153−0.2% | Reduced |
| Legato Capital Management LLC | 64,363 | $5.11M | 0.62% | +2,419+3.9% | Added |
| Legal & General Group Plc | 61,126 | $4.85M | 0.00% | −110−0.2% | Reduced |
| Norges Bank | 59,820 | $4.74M | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 58,844 | $4.67M | 0.00% | −1,252−2.1% | Reduced |
| Invesco Ltd. | 58,207 | $4.62M | 0.00% | −13,193−18.5% | Reduced |
| State of Wisconsin Investment Board | 51,899 | $4.12M | 0.01% | +556+1.1% | Added |
| Credit Suisse AG | 51,593 | $4.09M | 0.00% | −8,787−14.6% | Reduced |
| Boothbay Fund Management, LLC | 50,229 | $3.98M | 0.12% | +229+0.5% | Added |
| Macquarie Group Ltd | 49,541 | $3.93M | 0.00% | −864−1.7% | Reduced |
| SEI Investments Co | 45,741 | $3.63M | 0.01% | +20,026+77.9% | Added |
| Public Employees Retirement System of Ohio | 44,747 | $3.55M | 0.01% | −8,677−16.2% | Reduced |
| Public Sector Pension Investment Board | 44,187 | $3.50M | 0.03% | −770−1.7% | Reduced |
| JPMorgan Chase & Co | 44,116 | $3.50M | 0.00% | +7,795+21.5% | Added |
| Swiss National Bank | 43,600 | $3.46M | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 42,269 | $3.35M | 0.08% | +7,548+21.7% | Added |
| Barclays PLC | 41,100 | $3.26M | 0.00% | −13,567−24.8% | Reduced |
| D. E. Shaw & Co., Inc. | 40,449 | $3.21M | 0.00% | +982+2.5% | Added |
| 49 Wealth Management, LLC | 41,000 | $3.17M | 0.68% | 00.0% | Unchanged |
| Citigroup Inc | 38,289 | $3.04M | 0.00% | +4,015+11.7% | Added |
| Sippican Capital Advisors | 38,039 | $3.02M | 2.35% | +2,386+6.7% | Added |
| Senvest Management, LLC | 37,000 | $2.93M | 0.11% | +37,000 | New |
| Rafferty Asset Management, LLC | 33,832 | $2.68M | 0.01% | −1,786−5.0% | Reduced |
| Citadel Advisors LLC | 30,925 | $2.45M | 0.00% | −18,719−37.7% | Reduced |
| Great West Life Assurance Co | 30,997 | $2.45M | 0.00% | +1,669+5.7% | Added |
| Alliancebernstein L.P. | 27,967 | $2.22M | 0.00% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 27,677 | $2.20M | 3.30% | +12,677+84.5% | Added |
| UBS Asset Management Americas Inc | 26,571 | $2.11M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 25,106 | $1.99M | 0.02% | −1,146−4.4% | Reduced |
| Prudential Financial Inc | 24,144 | $1.92M | 0.00% | −832−3.3% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 24,000 | $1.90M | 2.56% | −11,000−31.4% | Reduced |
| Eight 31 Financial LLC | 23,434 | $1.86M | 1.15% | +20,500+698.7% | Added |
| UBS Group AG | 22,306 | $1.77M | 0.00% | −6,503−22.6% | Reduced |
| Royal Bank of Canada | 22,226 | $1.76M | 0.00% | −9,685−30.4% | Reduced |
| California State Teachers Retirement System | 22,139 | $1.76M | 0.00% | −1,219−5.2% | Reduced |
| Tectonic Advisors LLC | 20,529 | $1.63M | 0.12% | −3,535−14.7% | Reduced |
| Alberta Investment Management Corp | 19,163 | $1.52M | 0.02% | +19,163 | New |
| Texas Permanent School Fund | 18,866 | $1.50M | 0.01% | +153+0.8% | Added |
| First Trust Advisors LP | 18,375 | $1.46M | 0.00% | −1,227−6.3% | Reduced |
| Anthracite Investment Company, Inc. | 16,844 | $1.34M | 0.67% | +2,000+13.5% | Added |
| Gsa Capital Partners LLP | 15,088 | $1.20M | 0.10% | −1,209−7.4% | Reduced |
| Jane Street Group, LLC | 14,395 | $1.14M | 0.00% | +4,499+45.5% | Added |
| First Dallas Securities Inc. | 14,385 | $1.14M | 0.52% | −3,565−19.9% | Reduced |
| Millennium Management LLC | 13,693 | $1.09M | 0.00% | +5,112+59.6% | Added |
| State of Alaska, Department of Revenue | 13,132 | $1.04M | 0.01% | −195−1.5% | Reduced |
| Daiwa Securities Group Inc. | 12,458 | $988.0K | 0.01% | +12,458 | New |
| Illinois Municipal Retirement Fund | 12,392 | $983.0K | 0.02% | +422+3.5% | Added |
| Manufacturers Life Insurance Company, The | 12,216 | $969.0K | 0.00% | +1,069+9.6% | Added |
| Price T Rowe Associates Inc | 11,975 | $950.0K | 0.00% | +807+7.2% | Added |
| American International Group, Inc. | 11,960 | $948.7K | 0.00% | −110−0.9% | Reduced |
| Deutsche Bank AG | 11,564 | $917.3K | 0.00% | +562+5.1% | Added |
| Vident Advisory, LLC | 11,547 | $915.9K | 0.02% | +2,570+28.6% | Added |
| Callan Family Office, LLC | 11,541 | $915.4K | 0.21% | +11,541 | New |
| MetLife Investment Management | 11,203 | $888.6K | 0.01% | −560−4.8% | Reduced |
| BNP Paribas Arbitrage, SA | 11,028 | $874.7K | 0.00% | +4,825+77.8% | Added |
| Louisiana State Employees Retirement System | 10,700 | $848.7K | 0.02% | −100−0.9% | Reduced |
| Janus Henderson Group PLC | 10,382 | $822.2K | 0.00% | −14,198−57.8% | Reduced |
| Stifel Financial Corp | 10,109 | $801.8K | 0.00% | −173−1.7% | Reduced |
| Yousif Capital Management, LLC | 9,706 | $769.9K | 0.01% | −1,572−13.9% | Reduced |
| Victory Capital Management Inc | 9,409 | $746.3K | 0.00% | +1,153+14.0% | Added |
| Susquehanna International Group, LLP | 9,335 | $740.5K | 0.00% | −7,897−45.8% | Reduced |
| EJF Capital LLC | 9,050 | $717.8K | 0.50% | +765+9.2% | Added |
| Comerica Bank | 8,860 | $702.8K | 0.00% | −1,040−10.5% | Reduced |