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, Q2 2024
Institutional positions in Triumph Financial, Inc. as of Jun 30, 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
- 191
- +16 vs. Q1 2024
- Shares held
- 22.3M
- +2.29M (+11.5%) vs. Q1 2024
- Total value
- $1.82B
- +$236.7M (+14.9%) vs. Q1 2024
- New holders
- 35
- 60 more added
- Sold out
- 19
- 58 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 3,233,565 | $264.3M | 0.01% | −89,771−2.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,630,607 | $215.1M | 0.52% | +1,896,348+258.3% | Added |
| Vanguard Group Inc | 2,003,681 | $163.8M | 0.00% | +29,103+1.5% | Added |
| State Street Corp | 1,207,765 | $98.7M | 0.00% | +90,996+8.1% | Added |
| Thrivent Financial for Lutherans | 1,142,820 | $93.4M | 0.19% | +79,777+7.5% | Added |
| Dimensional Fund Advisors LP | 1,047,240 | $85.6M | 0.02% | +8,541+0.8% | Added |
| Luxor Capital Group, LP | 978,251 | $80.0M | 12.99% | −263,552−21.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 881,323 | $72.0M | 0.25% | +8,990+1.0% | Added |
| AltraVue Capital, LLC | 871,296 | $71.2M | 7.08% | −4,090−0.5% | Reduced |
| American Century Companies Inc | 570,688 | $46.7M | 0.03% | +63,760+12.6% | Added |
| Geode Capital Management, LLC | 509,503 | $41.7M | 0.00% | +16,001+3.2% | Added |
| Ameriprise Financial Inc | 444,860 | $36.4M | 0.01% | −2,049−0.5% | Reduced |
| Wellington Management Group LLP | 415,103 | $33.9M | 0.01% | +3,306+0.8% | Added |
| Bank of America Corp | 410,236 | $33.5M | 0.00% | +32,816+8.7% | Added |
| Ranger Investment Management, L.P. | 372,629 | $30.5M | 2.07% | +31,060+9.1% | Added |
| Banc Funds Co LLC | 293,743 | $24.0M | 2.85% | −10,500−3.5% | Reduced |
| Bares Capital Management, Inc. | 256,235 | $20.9M | 1.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 248,296 | $20.3M | 0.01% | +172,741+228.6% | Added |
| Woodson Capital Management, LP | 220,000 | $18.0M | 3.52% | +20,000+10.0% | Added |
| Northern Trust Corp | 210,402 | $17.2M | 0.00% | −7,886−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 188,511 | $15.4M | 0.00% | +5,909+3.2% | Added |
| First Sabrepoint Capital Management LP | 163,400 | $13.4M | 5.65% | −1,600−1.0% | Reduced |
| Bank of New York Mellon Corp | 160,723 | $13.1M | 0.00% | −800−0.5% | Reduced |
| Peregrine Capital Management LLC | 158,196 | $12.9M | 0.38% | +2,060+1.3% | Added |
| Morgan Stanley | 155,014 | $12.7M | 0.00% | −70,805−31.4% | Reduced |
| Envestnet Asset Management Inc | 149,150 | $12.2M | 0.00% | +77,546+108.3% | Added |
| NFC Investments, LLC | 137,880 | $11.3M | 3.23% | +650+0.5% | Added |
| Cercano Management LLC | 134,176 | $11.0M | 0.29% | +134,176 | New |
| Earnest Partners LLC | 125,895 | $10.3M | 0.05% | −2,906−2.3% | Reduced |
| Principal Financial Group Inc | 124,081 | $10.1M | 0.01% | −1,865−1.5% | Reduced |
| Kennedy Capital Management, Inc. | 120,394 | $9.84M | 0.21% | −6,778−5.3% | Reduced |
| Diamond Hill Capital Management Inc | 114,018 | $9.32M | 0.04% | −3,344−2.8% | Reduced |
| Investment Management Associates Inc | 106,823 | $8.73M | 3.00% | −604−0.6% | Reduced |
| Hodges Capital Management Inc. | 103,835 | $8.49M | 0.57% | −265−0.3% | Reduced |
| SEI Investments Co | 89,974 | $7.36M | 0.01% | +44,233+96.7% | Added |
| Goldman Sachs Group Inc | 87,868 | $7.18M | 0.00% | +1,254+1.4% | Added |
| Norges Bank | 86,920 | $7.11M | 0.00% | +27,100+45.3% | Added |
| Russell Investments Group, Ltd. | 84,801 | $6.93M | 0.01% | +13,833+19.5% | Added |
| TownSquare Capital, LLC | 84,339 | $6.89M | 0.09% | +84,339 | New |
| Driehaus Capital Management LLC | 77,982 | $6.38M | 0.06% | −78,091−50.0% | Reduced |
| New York State Common Retirement Fund | 67,851 | $5.55M | 0.01% | +188+0.3% | Added |
| UBS Asset Management Americas Inc | 65,258 | $5.33M | 0.00% | +38,687+145.6% | Added |
| Legato Capital Management LLC | 64,363 | $5.26M | 0.71% | 00.0% | Unchanged |
| Rhumbline Advisers | 61,464 | $5.02M | 0.00% | −4,987−7.5% | Reduced |
| Legal & General Group Plc | 60,869 | $4.98M | 0.00% | −257−0.4% | Reduced |
| Nuveen Asset Management, LLC | 60,061 | $4.91M | 0.00% | +1,217+2.1% | Added |
| Invesco Ltd. | 57,524 | $4.70M | 0.00% | −683−1.2% | Reduced |
| State of Wisconsin Investment Board | 56,425 | $4.61M | 0.01% | +4,526+8.7% | Added |
| Macquarie Group Ltd | 49,483 | $4.04M | 0.00% | −58−0.1% | Reduced |
| Public Sector Pension Investment Board | 47,540 | $3.89M | 0.02% | +3,353+7.6% | Added |
| Rafferty Asset Management, LLC | 47,387 | $3.87M | 0.01% | +13,555+40.1% | Added |
| D. E. Shaw & Co., Inc. | 46,804 | $3.83M | 0.01% | +6,355+15.7% | Added |
| Swiss National Bank | 43,600 | $3.56M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 43,544 | $3.56M | 0.00% | +5,255+13.7% | Added |
| Stifel Financial Corp | 42,830 | $3.50M | 0.00% | +32,721+323.7% | Added |
| Sippican Capital Advisors | 39,230 | $3.21M | 2.54% | +1,191+3.1% | Added |
| Daiwa Securities Group Inc. | 35,169 | $2.88M | 0.02% | +22,711+182.3% | Added |
| Citadel Advisors LLC | 30,631 | $2.50M | 0.00% | −294−1.0% | Reduced |
| Neuberger Berman Group LLC | 30,336 | $2.48M | 0.00% | +30,336 | New |
| RMB Capital Management, LLC | 29,769 | $2.43M | 0.06% | −12,500−29.6% | Reduced |
| Great West Life Assurance Co | 28,543 | $2.33M | 0.00% | −2,454−7.9% | Reduced |
| Alliancebernstein L.P. | 27,967 | $2.29M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 27,807 | $2.27M | 0.00% | +13,412+93.2% | Added |
| Barclays PLC | 27,181 | $2.22M | 0.00% | −13,919−33.9% | Reduced |
| Anthracite Investment Company, Inc. | 26,844 | $2.19M | 1.17% | +10,000+59.4% | Added |
| Sofos Investments, Inc. | 26,000 | $2.13M | 0.53% | +26,000 | New |
| UBS Group AG | 25,384 | $2.08M | 0.00% | +3,078+13.8% | Added |
| Teachers Retirement System of the State of Kentucky | 25,106 | $2.05M | 0.02% | 00.0% | Unchanged |
| John W. Rosenthal Capital Management, Inc. | 24,000 | $1.96M | 2.78% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 23,434 | $1.92M | 1.46% | 00.0% | Unchanged |
| Prudential Financial Inc | 23,178 | $1.89M | 0.00% | −966−4.0% | Reduced |
| Alberta Investment Management Corp | 23,045 | $1.88M | 0.02% | +3,882+20.3% | Added |
| Tectonic Advisors LLC | 21,907 | $1.79M | 0.13% | +1,378+6.7% | Added |
| California State Teachers Retirement System | 21,620 | $1.77M | 0.00% | −519−2.3% | Reduced |
| JPMorgan Chase & Co | 18,702 | $1.53M | 0.00% | −25,414−57.6% | Reduced |
| Royal Bank of Canada | 16,120 | $1.32M | 0.00% | −6,106−27.5% | Reduced |
| 49 Wealth Management, LLC | 15,000 | $1.20M | 0.24% | −26,000−63.4% | Reduced |
| Avantax Advisory Services, Inc. | 13,943 | $1.14M | 0.01% | +13,943 | New |
| M&T Bank Corp | 13,772 | $1.13M | 0.00% | +13,772 | New |
| Susquehanna International Group, LLP | 12,862 | $1.05M | 0.00% | +3,527+37.8% | Added |
| Corebridge Financial, Inc. | 12,799 | $1.05M | 0.01% | +12,799 | New |
| MetLife Investment Management | 12,686 | $1.04M | 0.01% | +1,483+13.2% | Added |
| State of Alaska, Department of Revenue | 12,675 | $1.04M | 0.01% | −457−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 12,671 | $1.04M | 0.00% | +455+3.7% | Added |
| Price T Rowe Associates Inc | 12,254 | $1.00M | 0.00% | +279+2.3% | Added |
| Illinois Municipal Retirement Fund | 11,799 | $964.6K | 0.01% | −593−4.8% | Reduced |
| Callan Family Office, LLC | 11,667 | $953.8K | 0.18% | +126+1.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,389 | $931.1K | 0.00% | +11,389 | New |
| Portside Wealth Group, LLC | 11,372 | $929.7K | 0.18% | +11,372 | New |
| Mendon Capital Advisors Corp | 12,500 | $911.9K | 0.58% | +12,500 | New |
| Deutsche Bank AG | 10,966 | $896.5K | 0.00% | −598−5.2% | Reduced |
| Louisiana State Employees Retirement System | 10,900 | $891.1K | 0.02% | +200+1.9% | Added |
| Janus Henderson Group PLC | 10,269 | $838.6K | 0.00% | −113−1.1% | Reduced |
| Victory Capital Management Inc | 9,802 | $801.3K | 0.00% | +393+4.2% | Added |
| US Bancorp | 9,116 | $745.2K | 0.00% | +6,627+266.3% | Added |
| EJF Capital LLC | 9,050 | $739.8K | 0.55% | 00.0% | Unchanged |
| Kings Path Partners LLC | 8,909 | $728.3K | 0.34% | +8,909 | New |
| First Hawaiian Bank | 8,802 | $719.6K | 0.02% | +8,802 | New |
| Yousif Capital Management, LLC | 8,656 | $707.6K | 0.01% | −1,050−10.8% | Reduced |
| BNP Paribas Arbitrage, SA | 8,479 | $693.2K | 0.00% | −2,549−23.1% | Reduced |