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, Q3 2024
Institutional positions in Triumph Financial, Inc. as of Sep 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
- 210
- +21 vs. Q2 2024
- Shares held
- 21.7M
- +2.69M (+14.1%) vs. Q2 2024
- Total value
- $1.73B
- +$171.9M (+11.1%) vs. Q2 2024
- New holders
- 29
- 70 more added
- Sold out
- 8
- 66 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,287,992 | $261.5M | 0.01% | +3,287,992 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,830,853 | $225.2M | 0.50% | +200,246+7.6% | Added |
| Vanguard Group Inc | 2,002,552 | $159.3M | 0.00% | −1,129−0.1% | Reduced |
| State Street Corp | 1,178,479 | $93.7M | 0.00% | −29,286−2.4% | Reduced |
| Thrivent Financial for Lutherans | 1,156,330 | $92.0M | 0.17% | +13,510+1.2% | Added |
| Dimensional Fund Advisors LP | 995,738 | $79.2M | 0.02% | −51,502−4.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 876,629 | $69.7M | 0.23% | −4,694−0.5% | Reduced |
| AltraVue Capital, LLC | 869,976 | $69.2M | 6.23% | −1,320−0.2% | Reduced |
| Luxor Capital Group, LP | 702,983 | $55.9M | 7.49% | −275,268−28.1% | Reduced |
| American Century Companies Inc | 583,587 | $46.4M | 0.03% | +12,899+2.3% | Added |
| Geode Capital Management, LLC | 518,112 | $41.2M | 0.00% | +8,609+1.7% | Added |
| Bank of America Corp | 415,781 | $33.1M | 0.00% | +5,545+1.4% | Added |
| Wellington Management Group LLP | 390,387 | $31.1M | 0.01% | −24,716−6.0% | Reduced |
| Ranger Investment Management, L.P. | 387,845 | $30.8M | 1.98% | +15,216+4.1% | Added |
| Ameriprise Financial Inc | 297,161 | $23.6M | 0.01% | −147,699−33.2% | Reduced |
| Banc Funds Co LLC | 264,243 | $21.0M | 2.28% | −29,500−10.0% | Reduced |
| Wells Fargo & Company | 241,659 | $19.2M | 0.00% | −6,637−2.7% | Reduced |
| Morgan Stanley | 213,811 | $17.0M | 0.00% | +58,797+37.9% | Added |
| Northern Trust Corp | 211,814 | $16.8M | 0.00% | +1,412+0.7% | Added |
| Woodson Capital Management, LP | 196,481 | $15.6M | 3.40% | −23,519−10.7% | Reduced |
| Charles Schwab Investment Management Inc | 195,532 | $15.6M | 0.00% | +7,021+3.7% | Added |
| Peregrine Capital Management LLC | 158,547 | $12.6M | 0.38% | +351+0.2% | Added |
| Envestnet Asset Management Inc | 148,827 | $11.8M | 0.00% | −323−0.2% | Reduced |
| Bank of New York Mellon Corp | 140,880 | $11.2M | 0.00% | −19,843−12.3% | Reduced |
| NFC Investments, LLC | 137,915 | $11.0M | 3.15% | +350.0% | Added |
| Cercano Management LLC | 131,092 | $10.4M | 0.25% | −3,084−2.3% | Reduced |
| Earnest Partners LLC | 121,415 | $9.66M | 0.04% | −4,480−3.6% | Reduced |
| Diamond Hill Capital Management Inc | 112,030 | $8.91M | 0.04% | −1,988−1.7% | Reduced |
| Goldman Sachs Group Inc | 109,250 | $8.69M | 0.00% | +21,382+24.3% | Added |
| Hodges Capital Management Inc. | 104,335 | $8.30M | 0.53% | +500+0.5% | Added |
| Principal Financial Group Inc | 103,792 | $8.26M | 0.00% | −20,289−16.4% | Reduced |
| Investment Management Associates Inc | 100,176 | $7.97M | 3.14% | −6,647−6.2% | Reduced |
| First Sabrepoint Capital Management LP | 100,000 | $7.95M | 3.07% | −63,400−38.8% | Reduced |
| Russell Investments Group, Ltd. | 95,861 | $7.62M | 0.01% | +11,060+13.0% | Added |
| SEI Investments Co | 90,310 | $7.18M | 0.01% | +336+0.4% | Added |
| Driehaus Capital Management LLC | 82,616 | $6.57M | 0.06% | +4,634+5.9% | Added |
| TownSquare Capital, LLC | 82,207 | $6.54M | 0.08% | −2,132−2.5% | Reduced |
| Norges Bank | 76,055 | $6.05M | 0.00% | −10,865−12.5% | Reduced |
| New York State Common Retirement Fund | 66,351 | $5.28M | 0.01% | −1,500−2.2% | Reduced |
| Legato Capital Management LLC | 64,363 | $5.12M | 0.63% | 00.0% | Unchanged |
| Legal & General Group Plc | 60,536 | $4.82M | 0.00% | −333−0.5% | Reduced |
| Invesco Ltd. | 60,431 | $4.81M | 0.00% | +2,907+5.1% | Added |
| Nuveen Asset Management, LLC | 60,061 | $4.78M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 60,011 | $4.77M | 0.00% | −1,453−2.4% | Reduced |
| Jane Street Group, LLC | 53,831 | $4.28M | 0.01% | +26,024+93.6% | Added |
| UBS Asset Management Americas Inc | 51,452 | $4.09M | 0.00% | −13,806−21.2% | Reduced |
| Barclays PLC | 51,325 | $4.08M | 0.00% | +24,144+88.8% | Added |
| Macquarie Group Ltd | 49,823 | $3.96M | 0.00% | +340+0.7% | Added |
| Public Sector Pension Investment Board | 46,540 | $3.70M | 0.02% | −1,000−2.1% | Reduced |
| D. E. Shaw & Co., Inc. | 46,358 | $3.69M | 0.00% | −446−1.0% | Reduced |
| Kennedy Capital Management, Inc. | 44,275 | $3.52M | 0.08% | −76,119−63.2% | Reduced |
| Citadel Advisors LLC | 44,118 | $3.51M | 0.00% | +13,487+44.0% | Added |
| Swiss National Bank | 43,300 | $3.44M | 0.00% | −300−0.7% | Reduced |
| Citigroup Inc | 43,106 | $3.43M | 0.00% | −438−1.0% | Reduced |
| Sippican Capital Advisors | 39,948 | $3.18M | 2.22% | +718+1.8% | Added |
| Stifel Financial Corp | 37,293 | $2.97M | 0.00% | −5,537−12.9% | Reduced |
| Daiwa Securities Group Inc. | 31,569 | $2.51M | 0.01% | −3,600−10.2% | Reduced |
| Rafferty Asset Management, LLC | 31,378 | $2.50M | 0.01% | −16,009−33.8% | Reduced |
| Anthracite Investment Company, Inc. | 30,844 | $2.45M | 1.16% | +4,000+14.9% | Added |
| RMB Capital Management, LLC | 30,796 | $2.45M | 0.06% | +1,027+3.4% | Added |
| Neuberger Berman Group LLC | 28,422 | $2.26M | 0.00% | −1,914−6.3% | Reduced |
| Great West Life Assurance Co | 27,878 | $2.22M | 0.00% | −665−2.3% | Reduced |
| Susquehanna International Group, LLP | 27,137 | $2.16M | 0.00% | +14,275+111.0% | Added |
| Alberta Investment Management Corp | 26,588 | $2.11M | 0.02% | +3,543+15.4% | Added |
| Teachers Retirement System of the State of Kentucky | 26,474 | $2.11M | 0.02% | +1,368+5.4% | Added |
| UBS Group AG | 24,939 | $1.98M | 0.00% | −445−1.8% | Reduced |
| Alliancebernstein L.P. | 24,431 | $1.94M | 0.00% | −3,536−12.6% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 24,000 | $1.91M | 1.92% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 23,625 | $1.88M | 0.00% | −32,800−58.1% | Reduced |
| Eight 31 Financial LLC | 23,377 | $1.86M | 1.43% | −57−0.2% | Reduced |
| Tectonic Advisors LLC | 22,716 | $1.81M | 0.12% | +809+3.7% | Added |
| Prudential Financial Inc | 22,606 | $1.80M | 0.00% | −572−2.5% | Reduced |
| California State Teachers Retirement System | 20,968 | $1.67M | 0.00% | −652−3.0% | Reduced |
| HRT Financial LP | 20,128 | $1.60M | 0.01% | +20,128 | New |
| JPMorgan Chase & Co | 19,238 | $1.53M | 0.00% | +536+2.9% | Added |
| Royal Bank of Canada | 18,565 | $1.48M | 0.00% | +2,445+15.2% | Added |
| Millennium Management LLC | 16,167 | $1.29M | 0.00% | +16,167 | New |
| BNP Paribas Arbitrage, SA | 15,080 | $1.20M | 0.00% | +6,601+77.9% | Added |
| 49 Wealth Management, LLC | 15,000 | $1.19M | 0.19% | 00.0% | Unchanged |
| First Trust Advisors LP | 14,135 | $1.12M | 0.00% | +5,958+72.9% | Added |
| Avantax Advisory Services, Inc. | 13,988 | $1.11M | 0.01% | +45+0.3% | Added |
| Deutsche Bank AG | 13,833 | $1.10M | 0.00% | +2,867+26.1% | Added |
| Norden Group LLC | 13,172 | $1.05M | 0.12% | +5,849+79.9% | Added |
| US Bancorp | 13,103 | $1.04M | 0.00% | +3,987+43.7% | Added |
| M&T Bank Corp | 12,871 | $1.02M | 0.00% | −901−6.5% | Reduced |
| Corebridge Financial, Inc. | 12,680 | $1.01M | 0.01% | −119−0.9% | Reduced |
| State of Alaska, Department of Revenue | 12,507 | $994.0K | 0.01% | −168−1.3% | Reduced |
| Price T Rowe Associates Inc | 12,448 | $991.0K | 0.00% | +194+1.6% | Added |
| MetLife Investment Management | 12,374 | $984.2K | 0.01% | −312−2.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,107 | $963.0K | 0.00% | +718+6.3% | Added |
| Illinois Municipal Retirement Fund | 12,074 | $960.4K | 0.01% | +275+2.3% | Added |
| Manufacturers Life Insurance Company, The | 12,064 | $959.6K | 0.00% | −607−4.8% | Reduced |
| Callan Family Office, LLC | 11,868 | $944.0K | 0.16% | +201+1.7% | Added |
| SG Americas Securities, LLC | 11,742 | $934.0K | 0.00% | +10,376+759.6% | Added |
| Portside Wealth Group, LLC | 11,375 | $904.8K | 0.15% | +30.0% | Added |
| Louisiana State Employees Retirement System | 10,600 | $843.1K | 0.02% | −300−2.8% | Reduced |
| Janus Henderson Group PLC | 10,269 | $817.4K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 9,748 | $775.4K | 0.00% | −54−0.6% | Reduced |
| Gibbs Wealth Management | 9,256 | $736.2K | 0.24% | +997+12.1% | Added |
| Kings Path Partners LLC | 9,125 | $725.8K | 0.30% | +216+2.4% | Added |