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 |
|---|---|---|---|---|---|
| EJF Capital LLC | 9,050 | $719.8K | 0.48% | 00.0% | Unchanged |
| First Hawaiian Bank | 8,802 | $700.1K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 8,459 | $672.8K | 0.01% | −197−2.3% | Reduced |
| Comerica Bank | 7,675 | $610.5K | 0.00% | −197−2.5% | Reduced |
| Maryland State Retirement & Pension System | 7,401 | $588.7K | 0.01% | −126−1.7% | Reduced |
| Voya Investment Management LLC | 7,188 | $571.7K | 0.00% | −142−1.9% | Reduced |
| First Dallas Securities Inc. | 6,525 | $519.0K | 0.22% | 00.0% | Unchanged |
| Amalgamated Bank | 6,515 | $518.0K | 0.00% | −99−1.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,457 | $513.6K | 0.01% | +6,457 | New |
| Arizona State Retirement System | 6,383 | $507.7K | 0.00% | +178+2.9% | Added |
| State Board of Administration of Florida Retirement System | 6,243 | $496.6K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 6,185 | $492.0K | 0.01% | +1,906+44.5% | Added |
| HighTower Advisors, LLC | 6,177 | $491.0K | 0.00% | +902+17.1% | Added |
| CI Private Wealth, LLC | 5,949 | $473.2K | 0.00% | +5,949 | New |
| State of Tennessee, Treasury Department | 5,826 | $463.4K | 0.00% | −357−5.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,787 | $460.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,740 | $456.6K | 0.01% | −2,242−28.1% | Reduced |
| Central Pacific Bank - Trust Division | 5,718 | $454.8K | 0.06% | 00.0% | Unchanged |
| Vident Advisory, LLC | 5,598 | $445.3K | 0.01% | +1,410+33.7% | Added |
| New York State Teachers Retirement System | 5,421 | $431.0K | 0.00% | −100−1.8% | Reduced |
| Precision Wealth Strategies, LLC | 5,213 | $414.6K | 0.38% | +5,213 | New |
| Oregon Public Employees Retirement Fund | 5,149 | $409.6K | 0.01% | −100−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 5,058 | $402.0K | 0.00% | −2,721−35.0% | Reduced |
| Everence Capital Management Inc | 5,040 | $401.0K | 0.03% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,033 | $400.3K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,828 | $384.0K | 0.10% | −184−3.7% | Reduced |
| Bares Capital Management, Inc. | 4,759 | $378.5K | 0.03% | −251,476−98.1% | Reduced |
| Handelsbanken Fonder AB | 4,700 | $374.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,685 | $372.6K | 0.00% | +33+0.7% | Added |
| ProShare Advisors LLC | 4,608 | $366.5K | 0.00% | +1,198+35.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,545 | $362.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,853 | $306.5K | 0.00% | +1,182+44.3% | Added |
| AQR Capital Management LLC | 3,784 | $301.0K | 0.00% | +172+4.8% | Added |
| Red Door Wealth Management, LLC | 3,725 | $296.3K | 0.05% | 00.0% | Unchanged |
| Amundi | 3,865 | $294.7K | 0.00% | +425+12.4% | Added |
| Prelude Capital Management, LLC | 3,510 | $279.2K | 0.02% | +10+0.3% | Added |
| Federated Hermes, Inc. | 3,431 | $272.9K | 0.00% | −73−2.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,399 | $270.4K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,297 | $262.2K | 0.00% | −252−7.1% | Reduced |
| Mariner, LLC | 3,120 | $248.0K | 0.00% | +3,120 | New |
| Wallace Advisory Group, LLC | 3,014 | $246.4K | 0.18% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,050 | $242.0K | 0.02% | −250−7.6% | Reduced |
| Howard Financial Services, Ltd. | 3,000 | $238.6K | 0.03% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,890 | $229.9K | 0.00% | +2,890 | New |
| Public Employees Retirement Association of Colorado | 2,863 | $228.0K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 2,826 | $224.8K | 0.00% | +2,826 | New |
| MML Investors Services, LLC | 2,811 | $224.0K | 0.00% | −25−0.9% | Reduced |
| Janney Montgomery Scott LLC | 2,797 | $222.0K | 0.00% | +2,797 | New |
| Advisor Group Holdings, Inc. | 2,755 | $219.1K | 0.00% | −1,326−32.5% | Reduced |
| Pictet Asset Management Holding SA | 2,734 | $217.5K | 0.00% | +2,734 | New |
| Profund Advisors LLC | 2,719 | $216.3K | 0.01% | +167+6.5% | Added |
| HSBC Holdings PLC | 2,653 | $211.7K | 0.00% | +140+5.6% | Added |
| Welch Group, LLC | 2,644 | $210.3K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 2,637 | $209.7K | 0.00% | +2,637 | New |
| The PNC Financial Services Group, Inc. | 2,543 | $202.3K | 0.00% | +99+4.1% | Added |
| Ameritas Investment Partners, Inc. | 2,209 | $175.7K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,476 | $117.4K | 0.00% | +69+4.9% | Added |
| Shell Asset Management Co | 1,055 | $84.0K | 0.00% | +1,055 | New |
| Creekmur Asset Management LLC | 1,000 | $79.5K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 800 | $63.6K | 0.01% | +800 | New |
| KBC Group NV | 798 | $63.0K | 0.00% | +253+46.4% | Added |
| Quantbot Technologies LP | 620 | $49.3K | 0.00% | +620 | New |
| Acadian Asset Management LLC | 584 | $46.0K | 0.00% | +584 | New |
| Aquatic Capital Management LLC | 500 | $39.8K | 0.00% | +500 | New |
| Ronald Blue Trust, Inc. | 470 | $38.4K | 0.00% | +259+122.7% | Added |
| CWM, LLC | 412 | $33.0K | 0.00% | +15+3.8% | Added |
| First Horizon Advisors, Inc. | 377 | $30.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 368 | $29.3K | 0.00% | +4+1.1% | Added |
| Financial Network Wealth Advisors LLC | 315 | $25.1K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 308 | $24.5K | 0.00% | +132+75.0% | Added |
| Central Trust Co | 272 | $21.6K | 0.00% | −273−50.1% | Reduced |
| Riverview Trust Co | 256 | $20.4K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $18.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 211 | $16.8K | 0.00% | +1+0.5% | Added |
| Quent Capital, LLC | 200 | $15.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 160 | $12.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 145 | $11.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 137 | $10.7K | 0.00% | +82+149.1% | Added |
| Fifth Third Bancorp | 98 | $7.79K | 0.00% | +12+14.0% | Added |
| Bryn Mawr Trust Co | 95 | $7.56K | 0.00% | +95 | New |
| Jones Financial Companies LLLP | 86 | $6.74K | 0.00% | +72+514.3% | Added |
| Wolff Wiese Magana LLC | 81 | $6.44K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 56 | $4.45K | 0.00% | +32+133.3% | Added |
| Harbor Capital Advisors, Inc. | 46 | $4.00K | 0.00% | +46 | New |
| GWM Advisors LLC | 50 | $3.98K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $3.98K | 0.00% | +50 | New |
| Venturi Wealth Management, LLC | 45 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 37 | $3.00K | 0.00% | +15+68.2% | Added |
| Allworth Financial LP | 36 | $2.86K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 30 | $2.39K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $2.23K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 27 | $2.15K | 0.00% | +27 | New |
| Rothschild Investment LLC | 25 | $1.99K | 0.00% | +10+66.7% | Added |
| Truvestments Capital LLC | 25 | $1.99K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16 | $1.27K | 0.00% | +16 | New |
| Capital Performance Advisors LLP | 13 | $1.03K | 0.00% | +13 | New |
| Massmutual Trust Co FSB | 12 | $954 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $796 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 8 | $636 | 0.00% | +8 | New |