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 |
|---|---|---|---|---|---|
| Anthracite Investment Company, Inc. | 16,844 | $1.34M | 0.67% | +2,000+13.5% | Added |
| First Trust Advisors LP | 18,375 | $1.46M | 0.00% | −1,227−6.3% | Reduced |
| Texas Permanent School Fund | 18,866 | $1.50M | 0.01% | +153+0.8% | Added |
| Alberta Investment Management Corp | 19,163 | $1.52M | 0.02% | +19,163 | New |
| Tectonic Advisors LLC | 20,529 | $1.63M | 0.12% | −3,535−14.7% | Reduced |
| California State Teachers Retirement System | 22,139 | $1.76M | 0.00% | −1,219−5.2% | Reduced |
| Royal Bank of Canada | 22,226 | $1.76M | 0.00% | −9,685−30.4% | Reduced |
| UBS Group AG | 22,306 | $1.77M | 0.00% | −6,503−22.6% | Reduced |
| Eight 31 Financial LLC | 23,434 | $1.86M | 1.15% | +20,500+698.7% | Added |
| John W. Rosenthal Capital Management, Inc. | 24,000 | $1.90M | 2.56% | −11,000−31.4% | Reduced |
| Prudential Financial Inc | 24,144 | $1.92M | 0.00% | −832−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,106 | $1.99M | 0.02% | −1,146−4.4% | Reduced |
| UBS Asset Management Americas Inc | 26,571 | $2.11M | 0.00% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 27,677 | $2.20M | 3.30% | +12,677+84.5% | Added |
| Alliancebernstein L.P. | 27,967 | $2.22M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 30,997 | $2.45M | 0.00% | +1,669+5.7% | Added |
| Citadel Advisors LLC | 30,925 | $2.45M | 0.00% | −18,719−37.7% | Reduced |
| Rafferty Asset Management, LLC | 33,832 | $2.68M | 0.01% | −1,786−5.0% | Reduced |
| Senvest Management, LLC | 37,000 | $2.93M | 0.11% | +37,000 | New |
| Sippican Capital Advisors | 38,039 | $3.02M | 2.35% | +2,386+6.7% | Added |
| Citigroup Inc | 38,289 | $3.04M | 0.00% | +4,015+11.7% | Added |
| 49 Wealth Management, LLC | 41,000 | $3.17M | 0.68% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 40,449 | $3.21M | 0.00% | +982+2.5% | Added |
| Barclays PLC | 41,100 | $3.26M | 0.00% | −13,567−24.8% | Reduced |
| RMB Capital Management, LLC | 42,269 | $3.35M | 0.08% | +7,548+21.7% | Added |
| Swiss National Bank | 43,600 | $3.46M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 44,116 | $3.50M | 0.00% | +7,795+21.5% | Added |
| Public Sector Pension Investment Board | 44,187 | $3.50M | 0.03% | −770−1.7% | Reduced |
| Public Employees Retirement System of Ohio | 44,747 | $3.55M | 0.01% | −8,677−16.2% | Reduced |
| SEI Investments Co | 45,741 | $3.63M | 0.01% | +20,026+77.9% | Added |
| Macquarie Group Ltd | 49,541 | $3.93M | 0.00% | −864−1.7% | Reduced |
| Boothbay Fund Management, LLC | 50,229 | $3.98M | 0.12% | +229+0.5% | Added |
| Credit Suisse AG | 51,593 | $4.09M | 0.00% | −8,787−14.6% | Reduced |
| State of Wisconsin Investment Board | 51,899 | $4.12M | 0.01% | +556+1.1% | Added |
| Invesco Ltd. | 58,207 | $4.62M | 0.00% | −13,193−18.5% | Reduced |
| Nuveen Asset Management, LLC | 58,844 | $4.67M | 0.00% | −1,252−2.1% | Reduced |
| Norges Bank | 59,820 | $4.74M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 61,126 | $4.85M | 0.00% | −110−0.2% | Reduced |
| Legato Capital Management LLC | 64,363 | $5.11M | 0.62% | +2,419+3.9% | Added |
| Rhumbline Advisers | 66,451 | $5.27M | 0.01% | −153−0.2% | Reduced |
| New York State Common Retirement Fund | 67,663 | $5.37M | 0.01% | +2,106+3.2% | Added |
| Russell Investments Group, Ltd. | 70,968 | $5.63M | 0.01% | −7,312−9.3% | Reduced |
| Envestnet Asset Management Inc | 71,604 | $5.68M | 0.00% | −1,238−1.7% | Reduced |
| Wells Fargo & Company | 75,555 | $5.99M | 0.00% | +472+0.6% | Added |
| Goldman Sachs Group Inc | 86,614 | $6.87M | 0.00% | −38,072−30.5% | Reduced |
| Hodges Capital Management Inc. | 104,100 | $8.26M | 0.53% | −33,475−24.3% | Reduced |
| Investment Management Associates Inc | 107,427 | $8.52M | 2.95% | +107,427 | New |
| Diamond Hill Capital Management Inc | 117,362 | $9.31M | 0.04% | −10,639−8.3% | Reduced |
| Principal Financial Group Inc | 125,946 | $9.99M | 0.01% | +12,975+11.5% | Added |
| Kennedy Capital Management, Inc. | 127,172 | $10.1M | 0.21% | −41,249−24.5% | Reduced |
| Earnest Partners LLC | 128,801 | $10.2M | 0.05% | −3,307−2.5% | Reduced |
| NFC Investments, LLC | 137,230 | $10.9M | 3.13% | −1,100−0.8% | Reduced |
| Driehaus Capital Management LLC | 156,073 | $12.4M | 0.12% | −56,229−26.5% | Reduced |
| Peregrine Capital Management LLC | 156,136 | $12.4M | 0.35% | +480.0% | Added |
| Bank of New York Mellon Corp | 161,523 | $12.8M | 0.00% | −8,863−5.2% | Reduced |
| First Sabrepoint Capital Management LP | 165,000 | $13.1M | 5.83% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 182,602 | $14.5M | 0.00% | +5,446+3.1% | Added |
| Woodson Capital Management, LP | 200,000 | $15.9M | 2.90% | +5,800+3.0% | Added |
| Northern Trust Corp | 218,288 | $17.3M | 0.00% | −3,681−1.7% | Reduced |
| Morgan Stanley | 225,819 | $17.9M | 0.00% | −54,853−19.5% | Reduced |
| Bares Capital Management, Inc. | 256,235 | $20.3M | 0.81% | 00.0% | Unchanged |
| Banc Funds Co LLC | 304,243 | $24.1M | 2.73% | −27,175−8.2% | Reduced |
| Ranger Investment Management, L.P. | 341,569 | $27.1M | 1.74% | −58,940−14.7% | Reduced |
| Bank of America Corp | 377,420 | $29.9M | 0.00% | +28,700+8.2% | Added |
| Wellington Management Group LLP | 411,797 | $32.7M | 0.01% | −157,085−27.6% | Reduced |
| Ameriprise Financial Inc | 446,909 | $35.4M | 0.01% | +2,739+0.6% | Added |
| Geode Capital Management, LLC | 493,502 | $39.1M | 0.00% | +13,274+2.8% | Added |
| American Century Companies Inc | 506,928 | $40.2M | 0.03% | +254,874+101.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 734,259 | $58.2M | 0.14% | +734,259 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 872,333 | $69.2M | 0.23% | −76,523−8.1% | Reduced |
| AltraVue Capital, LLC | 875,386 | $69.4M | 7.53% | +111,646+14.6% | Added |
| Dimensional Fund Advisors LP | 1,038,699 | $82.4M | 0.02% | −3,834−0.4% | Reduced |
| Thrivent Financial for Lutherans | 1,063,043 | $84.3M | 0.17% | +12,046+1.1% | Added |
| State Street Corp | 1,116,769 | $88.6M | 0.00% | −20,847−1.8% | Reduced |
| Luxor Capital Group, LP | 1,241,803 | $98.5M | 14.62% | +27,100+2.2% | Added |
| Vanguard Group Inc | 1,974,578 | $156.6M | 0.00% | +11,722+0.6% | Added |
| BlackRock Inc. | 3,323,336 | $263.6M | 0.01% | −36,872−1.1% | Reduced |
| Royce & Associates LP | 0 | $0 | 0.00% | −96,832−100.0% | Sold out |
| Forest Hill Capital, LLC | 0 | $0 | 0.00% | −48,570−100.0% | Sold out |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −20,527−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −8,097−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −7,654−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −7,322−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −4,640−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |