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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 10,966 | $896.5K | 0.00% | −598−5.2% | Reduced |
| Mendon Capital Advisors Corp | 12,500 | $911.9K | 0.58% | +12,500 | New |
| Portside Wealth Group, LLC | 11,372 | $929.7K | 0.18% | +11,372 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,389 | $931.1K | 0.00% | +11,389 | New |
| Callan Family Office, LLC | 11,667 | $953.8K | 0.18% | +126+1.1% | Added |
| Illinois Municipal Retirement Fund | 11,799 | $964.6K | 0.01% | −593−4.8% | Reduced |
| Price T Rowe Associates Inc | 12,254 | $1.00M | 0.00% | +279+2.3% | Added |
| Manufacturers Life Insurance Company, The | 12,671 | $1.04M | 0.00% | +455+3.7% | Added |
| State of Alaska, Department of Revenue | 12,675 | $1.04M | 0.01% | −457−3.5% | Reduced |
| MetLife Investment Management | 12,686 | $1.04M | 0.01% | +1,483+13.2% | Added |
| Corebridge Financial, Inc. | 12,799 | $1.05M | 0.01% | +12,799 | New |
| Susquehanna International Group, LLP | 12,862 | $1.05M | 0.00% | +3,527+37.8% | Added |
| M&T Bank Corp | 13,772 | $1.13M | 0.00% | +13,772 | New |
| Avantax Advisory Services, Inc. | 13,943 | $1.14M | 0.01% | +13,943 | New |
| 49 Wealth Management, LLC | 15,000 | $1.20M | 0.24% | −26,000−63.4% | Reduced |
| Royal Bank of Canada | 16,120 | $1.32M | 0.00% | −6,106−27.5% | Reduced |
| JPMorgan Chase & Co | 18,702 | $1.53M | 0.00% | −25,414−57.6% | Reduced |
| California State Teachers Retirement System | 21,620 | $1.77M | 0.00% | −519−2.3% | Reduced |
| Tectonic Advisors LLC | 21,907 | $1.79M | 0.13% | +1,378+6.7% | Added |
| Alberta Investment Management Corp | 23,045 | $1.88M | 0.02% | +3,882+20.3% | Added |
| Prudential Financial Inc | 23,178 | $1.89M | 0.00% | −966−4.0% | Reduced |
| Eight 31 Financial LLC | 23,434 | $1.92M | 1.46% | 00.0% | Unchanged |
| John W. Rosenthal Capital Management, Inc. | 24,000 | $1.96M | 2.78% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 25,106 | $2.05M | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 25,384 | $2.08M | 0.00% | +3,078+13.8% | Added |
| Sofos Investments, Inc. | 26,000 | $2.13M | 0.53% | +26,000 | New |
| Anthracite Investment Company, Inc. | 26,844 | $2.19M | 1.17% | +10,000+59.4% | Added |
| Barclays PLC | 27,181 | $2.22M | 0.00% | −13,919−33.9% | Reduced |
| Jane Street Group, LLC | 27,807 | $2.27M | 0.00% | +13,412+93.2% | Added |
| Alliancebernstein L.P. | 27,967 | $2.29M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 28,543 | $2.33M | 0.00% | −2,454−7.9% | Reduced |
| RMB Capital Management, LLC | 29,769 | $2.43M | 0.06% | −12,500−29.6% | Reduced |
| Neuberger Berman Group LLC | 30,336 | $2.48M | 0.00% | +30,336 | New |
| Citadel Advisors LLC | 30,631 | $2.50M | 0.00% | −294−1.0% | Reduced |
| Daiwa Securities Group Inc. | 35,169 | $2.88M | 0.02% | +22,711+182.3% | Added |
| Sippican Capital Advisors | 39,230 | $3.21M | 2.54% | +1,191+3.1% | Added |
| Stifel Financial Corp | 42,830 | $3.50M | 0.00% | +32,721+323.7% | Added |
| Citigroup Inc | 43,544 | $3.56M | 0.00% | +5,255+13.7% | Added |
| Swiss National Bank | 43,600 | $3.56M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 46,804 | $3.83M | 0.01% | +6,355+15.7% | Added |
| Rafferty Asset Management, LLC | 47,387 | $3.87M | 0.01% | +13,555+40.1% | Added |
| Public Sector Pension Investment Board | 47,540 | $3.89M | 0.02% | +3,353+7.6% | Added |
| Macquarie Group Ltd | 49,483 | $4.04M | 0.00% | −58−0.1% | Reduced |
| State of Wisconsin Investment Board | 56,425 | $4.61M | 0.01% | +4,526+8.7% | Added |
| Invesco Ltd. | 57,524 | $4.70M | 0.00% | −683−1.2% | Reduced |
| Nuveen Asset Management, LLC | 60,061 | $4.91M | 0.00% | +1,217+2.1% | Added |
| Legal & General Group Plc | 60,869 | $4.98M | 0.00% | −257−0.4% | Reduced |
| Rhumbline Advisers | 61,464 | $5.02M | 0.00% | −4,987−7.5% | Reduced |
| Legato Capital Management LLC | 64,363 | $5.26M | 0.71% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 65,258 | $5.33M | 0.00% | +38,687+145.6% | Added |
| New York State Common Retirement Fund | 67,851 | $5.55M | 0.01% | +188+0.3% | Added |
| Driehaus Capital Management LLC | 77,982 | $6.38M | 0.06% | −78,091−50.0% | Reduced |
| TownSquare Capital, LLC | 84,339 | $6.89M | 0.09% | +84,339 | New |
| Russell Investments Group, Ltd. | 84,801 | $6.93M | 0.01% | +13,833+19.5% | Added |
| Norges Bank | 86,920 | $7.11M | 0.00% | +27,100+45.3% | Added |
| Goldman Sachs Group Inc | 87,868 | $7.18M | 0.00% | +1,254+1.4% | Added |
| SEI Investments Co | 89,974 | $7.36M | 0.01% | +44,233+96.7% | Added |
| Hodges Capital Management Inc. | 103,835 | $8.49M | 0.57% | −265−0.3% | Reduced |
| Investment Management Associates Inc | 106,823 | $8.73M | 3.00% | −604−0.6% | Reduced |
| Diamond Hill Capital Management Inc | 114,018 | $9.32M | 0.04% | −3,344−2.8% | Reduced |
| Kennedy Capital Management, Inc. | 120,394 | $9.84M | 0.21% | −6,778−5.3% | Reduced |
| Principal Financial Group Inc | 124,081 | $10.1M | 0.01% | −1,865−1.5% | Reduced |
| Earnest Partners LLC | 125,895 | $10.3M | 0.05% | −2,906−2.3% | Reduced |
| Cercano Management LLC | 134,176 | $11.0M | 0.29% | +134,176 | New |
| NFC Investments, LLC | 137,880 | $11.3M | 3.23% | +650+0.5% | Added |
| Envestnet Asset Management Inc | 149,150 | $12.2M | 0.00% | +77,546+108.3% | Added |
| Morgan Stanley | 155,014 | $12.7M | 0.00% | −70,805−31.4% | Reduced |
| Peregrine Capital Management LLC | 158,196 | $12.9M | 0.38% | +2,060+1.3% | Added |
| Bank of New York Mellon Corp | 160,723 | $13.1M | 0.00% | −800−0.5% | Reduced |
| First Sabrepoint Capital Management LP | 163,400 | $13.4M | 5.65% | −1,600−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 188,511 | $15.4M | 0.00% | +5,909+3.2% | Added |
| Northern Trust Corp | 210,402 | $17.2M | 0.00% | −7,886−3.6% | Reduced |
| Woodson Capital Management, LP | 220,000 | $18.0M | 3.52% | +20,000+10.0% | Added |
| Wells Fargo & Company | 248,296 | $20.3M | 0.01% | +172,741+228.6% | Added |
| Bares Capital Management, Inc. | 256,235 | $20.9M | 1.01% | 00.0% | Unchanged |
| Banc Funds Co LLC | 293,743 | $24.0M | 2.85% | −10,500−3.5% | Reduced |
| Ranger Investment Management, L.P. | 372,629 | $30.5M | 2.07% | +31,060+9.1% | Added |
| Bank of America Corp | 410,236 | $33.5M | 0.00% | +32,816+8.7% | Added |
| Wellington Management Group LLP | 415,103 | $33.9M | 0.01% | +3,306+0.8% | Added |
| Ameriprise Financial Inc | 444,860 | $36.4M | 0.01% | −2,049−0.5% | Reduced |
| Geode Capital Management, LLC | 509,503 | $41.7M | 0.00% | +16,001+3.2% | Added |
| American Century Companies Inc | 570,688 | $46.7M | 0.03% | +63,760+12.6% | Added |
| AltraVue Capital, LLC | 871,296 | $71.2M | 7.08% | −4,090−0.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 881,323 | $72.0M | 0.25% | +8,990+1.0% | Added |
| Luxor Capital Group, LP | 978,251 | $80.0M | 12.99% | −263,552−21.2% | Reduced |
| Dimensional Fund Advisors LP | 1,047,240 | $85.6M | 0.02% | +8,541+0.8% | Added |
| Thrivent Financial for Lutherans | 1,142,820 | $93.4M | 0.19% | +79,777+7.5% | Added |
| State Street Corp | 1,207,765 | $98.7M | 0.00% | +90,996+8.1% | Added |
| Vanguard Group Inc | 2,003,681 | $163.8M | 0.00% | +29,103+1.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,630,607 | $215.1M | 0.52% | +1,896,348+258.3% | Added |
| BlackRock Inc. | 3,233,565 | $264.3M | 0.01% | −89,771−2.7% | Reduced |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −50,229−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −44,747−100.0% | Sold out |
| Senvest Management, LLC | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −27,677−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −18,866−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,693−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −11,960−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −10,156−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,528−100.0% | Sold out |