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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 6,383 | $507.7K | 0.00% | +178+2.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,457 | $513.6K | 0.01% | +6,457 | New |
| Amalgamated Bank | 6,515 | $518.0K | 0.00% | −99−1.5% | Reduced |
| First Dallas Securities Inc. | 6,525 | $519.0K | 0.22% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,188 | $571.7K | 0.00% | −142−1.9% | Reduced |
| Maryland State Retirement & Pension System | 7,401 | $588.7K | 0.01% | −126−1.7% | Reduced |
| Comerica Bank | 7,675 | $610.5K | 0.00% | −197−2.5% | Reduced |
| Yousif Capital Management, LLC | 8,459 | $672.8K | 0.01% | −197−2.3% | Reduced |
| First Hawaiian Bank | 8,802 | $700.1K | 0.02% | 00.0% | Unchanged |
| EJF Capital LLC | 9,050 | $719.8K | 0.48% | 00.0% | Unchanged |
| Kings Path Partners LLC | 9,125 | $725.8K | 0.30% | +216+2.4% | Added |
| Gibbs Wealth Management | 9,256 | $736.2K | 0.24% | +997+12.1% | Added |
| Victory Capital Management Inc | 9,748 | $775.4K | 0.00% | −54−0.6% | Reduced |
| Janus Henderson Group PLC | 10,269 | $817.4K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,600 | $843.1K | 0.02% | −300−2.8% | Reduced |
| Portside Wealth Group, LLC | 11,375 | $904.8K | 0.15% | +30.0% | Added |
| SG Americas Securities, LLC | 11,742 | $934.0K | 0.00% | +10,376+759.6% | Added |
| Callan Family Office, LLC | 11,868 | $944.0K | 0.16% | +201+1.7% | Added |
| Manufacturers Life Insurance Company, The | 12,064 | $959.6K | 0.00% | −607−4.8% | Reduced |
| Illinois Municipal Retirement Fund | 12,074 | $960.4K | 0.01% | +275+2.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 12,107 | $963.0K | 0.00% | +718+6.3% | Added |
| MetLife Investment Management | 12,374 | $984.2K | 0.01% | −312−2.5% | Reduced |
| Price T Rowe Associates Inc | 12,448 | $991.0K | 0.00% | +194+1.6% | Added |
| State of Alaska, Department of Revenue | 12,507 | $994.0K | 0.01% | −168−1.3% | Reduced |
| Corebridge Financial, Inc. | 12,680 | $1.01M | 0.01% | −119−0.9% | Reduced |
| M&T Bank Corp | 12,871 | $1.02M | 0.00% | −901−6.5% | Reduced |
| US Bancorp | 13,103 | $1.04M | 0.00% | +3,987+43.7% | Added |
| Norden Group LLC | 13,172 | $1.05M | 0.12% | +5,849+79.9% | Added |
| Deutsche Bank AG | 13,833 | $1.10M | 0.00% | +2,867+26.1% | Added |
| Avantax Advisory Services, Inc. | 13,988 | $1.11M | 0.01% | +45+0.3% | Added |
| First Trust Advisors LP | 14,135 | $1.12M | 0.00% | +5,958+72.9% | Added |
| 49 Wealth Management, LLC | 15,000 | $1.19M | 0.19% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 15,080 | $1.20M | 0.00% | +6,601+77.9% | Added |
| Millennium Management LLC | 16,167 | $1.29M | 0.00% | +16,167 | New |
| Royal Bank of Canada | 18,565 | $1.48M | 0.00% | +2,445+15.2% | Added |
| JPMorgan Chase & Co | 19,238 | $1.53M | 0.00% | +536+2.9% | Added |
| HRT Financial LP | 20,128 | $1.60M | 0.01% | +20,128 | New |
| California State Teachers Retirement System | 20,968 | $1.67M | 0.00% | −652−3.0% | Reduced |
| Prudential Financial Inc | 22,606 | $1.80M | 0.00% | −572−2.5% | Reduced |
| Tectonic Advisors LLC | 22,716 | $1.81M | 0.12% | +809+3.7% | Added |
| Eight 31 Financial LLC | 23,377 | $1.86M | 1.43% | −57−0.2% | Reduced |
| State of Wisconsin Investment Board | 23,625 | $1.88M | 0.00% | −32,800−58.1% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 24,000 | $1.91M | 1.92% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 24,431 | $1.94M | 0.00% | −3,536−12.6% | Reduced |
| UBS Group AG | 24,939 | $1.98M | 0.00% | −445−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,474 | $2.11M | 0.02% | +1,368+5.4% | Added |
| Alberta Investment Management Corp | 26,588 | $2.11M | 0.02% | +3,543+15.4% | Added |
| Susquehanna International Group, LLP | 27,137 | $2.16M | 0.00% | +14,275+111.0% | Added |
| Great West Life Assurance Co | 27,878 | $2.22M | 0.00% | −665−2.3% | Reduced |
| Neuberger Berman Group LLC | 28,422 | $2.26M | 0.00% | −1,914−6.3% | Reduced |
| RMB Capital Management, LLC | 30,796 | $2.45M | 0.06% | +1,027+3.4% | Added |
| Anthracite Investment Company, Inc. | 30,844 | $2.45M | 1.16% | +4,000+14.9% | Added |
| Rafferty Asset Management, LLC | 31,378 | $2.50M | 0.01% | −16,009−33.8% | Reduced |
| Daiwa Securities Group Inc. | 31,569 | $2.51M | 0.01% | −3,600−10.2% | Reduced |
| Stifel Financial Corp | 37,293 | $2.97M | 0.00% | −5,537−12.9% | Reduced |
| Sippican Capital Advisors | 39,948 | $3.18M | 2.22% | +718+1.8% | Added |
| Citigroup Inc | 43,106 | $3.43M | 0.00% | −438−1.0% | Reduced |
| Swiss National Bank | 43,300 | $3.44M | 0.00% | −300−0.7% | Reduced |
| Citadel Advisors LLC | 44,118 | $3.51M | 0.00% | +13,487+44.0% | Added |
| Kennedy Capital Management, Inc. | 44,275 | $3.52M | 0.08% | −76,119−63.2% | Reduced |
| D. E. Shaw & Co., Inc. | 46,358 | $3.69M | 0.00% | −446−1.0% | Reduced |
| Public Sector Pension Investment Board | 46,540 | $3.70M | 0.02% | −1,000−2.1% | Reduced |
| Macquarie Group Ltd | 49,823 | $3.96M | 0.00% | +340+0.7% | Added |
| Barclays PLC | 51,325 | $4.08M | 0.00% | +24,144+88.8% | Added |
| UBS Asset Management Americas Inc | 51,452 | $4.09M | 0.00% | −13,806−21.2% | Reduced |
| Jane Street Group, LLC | 53,831 | $4.28M | 0.01% | +26,024+93.6% | Added |
| Rhumbline Advisers | 60,011 | $4.77M | 0.00% | −1,453−2.4% | Reduced |
| Nuveen Asset Management, LLC | 60,061 | $4.78M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 60,431 | $4.81M | 0.00% | +2,907+5.1% | Added |
| Legal & General Group Plc | 60,536 | $4.82M | 0.00% | −333−0.5% | Reduced |
| Legato Capital Management LLC | 64,363 | $5.12M | 0.63% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 66,351 | $5.28M | 0.01% | −1,500−2.2% | Reduced |
| Norges Bank | 76,055 | $6.05M | 0.00% | −10,865−12.5% | Reduced |
| TownSquare Capital, LLC | 82,207 | $6.54M | 0.08% | −2,132−2.5% | Reduced |
| Driehaus Capital Management LLC | 82,616 | $6.57M | 0.06% | +4,634+5.9% | Added |
| SEI Investments Co | 90,310 | $7.18M | 0.01% | +336+0.4% | Added |
| Russell Investments Group, Ltd. | 95,861 | $7.62M | 0.01% | +11,060+13.0% | Added |
| First Sabrepoint Capital Management LP | 100,000 | $7.95M | 3.07% | −63,400−38.8% | Reduced |
| Investment Management Associates Inc | 100,176 | $7.97M | 3.14% | −6,647−6.2% | Reduced |
| Principal Financial Group Inc | 103,792 | $8.26M | 0.00% | −20,289−16.4% | Reduced |
| Hodges Capital Management Inc. | 104,335 | $8.30M | 0.53% | +500+0.5% | Added |
| Goldman Sachs Group Inc | 109,250 | $8.69M | 0.00% | +21,382+24.3% | Added |
| Diamond Hill Capital Management Inc | 112,030 | $8.91M | 0.04% | −1,988−1.7% | Reduced |
| Earnest Partners LLC | 121,415 | $9.66M | 0.04% | −4,480−3.6% | Reduced |
| Cercano Management LLC | 131,092 | $10.4M | 0.25% | −3,084−2.3% | Reduced |
| NFC Investments, LLC | 137,915 | $11.0M | 3.15% | +350.0% | Added |
| Bank of New York Mellon Corp | 140,880 | $11.2M | 0.00% | −19,843−12.3% | Reduced |
| Envestnet Asset Management Inc | 148,827 | $11.8M | 0.00% | −323−0.2% | Reduced |
| Peregrine Capital Management LLC | 158,547 | $12.6M | 0.38% | +351+0.2% | Added |
| Charles Schwab Investment Management Inc | 195,532 | $15.6M | 0.00% | +7,021+3.7% | Added |
| Woodson Capital Management, LP | 196,481 | $15.6M | 3.40% | −23,519−10.7% | Reduced |
| Northern Trust Corp | 211,814 | $16.8M | 0.00% | +1,412+0.7% | Added |
| Morgan Stanley | 213,811 | $17.0M | 0.00% | +58,797+37.9% | Added |
| Wells Fargo & Company | 241,659 | $19.2M | 0.00% | −6,637−2.7% | Reduced |
| Banc Funds Co LLC | 264,243 | $21.0M | 2.28% | −29,500−10.0% | Reduced |
| Ameriprise Financial Inc | 297,161 | $23.6M | 0.01% | −147,699−33.2% | Reduced |
| Ranger Investment Management, L.P. | 387,845 | $30.8M | 1.98% | +15,216+4.1% | Added |
| Wellington Management Group LLP | 390,387 | $31.1M | 0.01% | −24,716−6.0% | Reduced |
| Bank of America Corp | 415,781 | $33.1M | 0.00% | +5,545+1.4% | Added |
| Geode Capital Management, LLC | 518,112 | $41.2M | 0.00% | +8,609+1.7% | Added |