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, Q4 2024
Institutional positions in Triumph Financial, Inc. as of Dec 31, 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
- 214
- +4 vs. Q3 2024
- Shares held
- 21.6M
- −108.9K (−0.5%) vs. Q3 2024
- Total value
- $1.96B
- +$236.4M (+13.7%) vs. Q3 2024
- New holders
- 24
- 69 more added
- Sold out
- 20
- 74 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,341,412 | $303.7M | 0.01% | +53,420+1.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,661,548 | $241.9M | 0.56% | −169,305−6.0% | Reduced |
| Vanguard Group Inc | 2,027,420 | $184.3M | 0.00% | +24,868+1.2% | Added |
| State Street Corp | 1,257,828 | $114.3M | 0.00% | +79,349+6.7% | Added |
| Thrivent Financial for Lutherans | 1,175,616 | $106.8M | 0.21% | +19,286+1.7% | Added |
| Dimensional Fund Advisors LP | 946,084 | $86.0M | 0.02% | −49,654−5.0% | Reduced |
| AltraVue Capital, LLC | 869,976 | $79.1M | 6.59% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 842,467 | $76.6M | 0.26% | −34,162−3.9% | Reduced |
| American Century Companies Inc | 782,198 | $71.1M | 0.04% | +198,611+34.0% | Added |
| Luxor Capital Group, LP | 755,200 | $68.6M | 8.91% | +52,217+7.4% | Added |
| Geode Capital Management, LLC | 516,469 | $46.9M | 0.00% | −1,643−0.3% | Reduced |
| Ranger Investment Management, L.P. | 380,315 | $34.6M | 2.18% | −7,530−1.9% | Reduced |
| Bank of America Corp | 350,573 | $31.9M | 0.00% | −65,208−15.7% | Reduced |
| Wellington Management Group LLP | 326,009 | $29.6M | 0.01% | −64,378−16.5% | Reduced |
| Ameriprise Financial Inc | 251,371 | $22.8M | 0.01% | −45,790−15.4% | Reduced |
| Wells Fargo & Company | 237,882 | $21.6M | 0.01% | −3,777−1.6% | Reduced |
| Northern Trust Corp | 227,875 | $20.7M | 0.00% | +16,061+7.6% | Added |
| Morgan Stanley | 225,541 | $20.5M | 0.00% | +11,730+5.5% | Added |
| Banc Funds Co LLC | 222,894 | $20.3M | 2.23% | −41,349−15.6% | Reduced |
| Charles Schwab Investment Management Inc | 199,071 | $18.1M | 0.00% | +3,539+1.8% | Added |
| Hodges Capital Management Inc. | 148,435 | $13.5M | 0.81% | +44,100+42.3% | Added |
| Envestnet Asset Management Inc | 146,472 | $13.3M | 0.00% | −2,355−1.6% | Reduced |
| Peregrine Capital Management LLC | 145,332 | $13.2M | 0.39% | −13,215−8.3% | Reduced |
| Diamond Hill Capital Management Inc | 142,670 | $13.0M | 0.06% | +30,640+27.3% | Added |
| Woodson Capital Management, LP | 140,000 | $12.7M | 2.41% | −56,481−28.7% | Reduced |
| Bank of New York Mellon Corp | 137,532 | $12.5M | 0.00% | −3,348−2.4% | Reduced |
| NFC Investments, LLC | 135,405 | $12.3M | 3.40% | −2,510−1.8% | Reduced |
| Goldman Sachs Group Inc | 127,890 | $11.6M | 0.00% | +18,640+17.1% | Added |
| Earnest Partners LLC | 111,411 | $10.1M | 0.05% | −10,004−8.2% | Reduced |
| Principal Financial Group Inc | 107,011 | $9.73M | 0.01% | +3,219+3.1% | Added |
| Investment Management Associates Inc | 97,237 | $8.84M | 3.86% | −2,939−2.9% | Reduced |
| SEI Investments Co | 87,569 | $7.96M | 0.01% | −2,741−3.0% | Reduced |
| Russell Investments Group, Ltd. | 84,476 | $7.68M | 0.01% | −11,385−11.9% | Reduced |
| TownSquare Capital, LLC | 78,607 | $7.14M | 0.08% | −3,600−4.4% | Reduced |
| Susquehanna International Group, LLP | 78,548 | $7.14M | 0.01% | +51,411+189.4% | Added |
| RMB Capital Management, LLC | 72,022 | $6.55M | 0.15% | +41,226+133.9% | Added |
| Norges Bank | 67,684 | $6.15M | 0.00% | −8,371−11.0% | Reduced |
| First Sabrepoint Capital Management LP | 67,488 | $6.13M | 2.30% | −32,512−32.5% | Reduced |
| New York State Common Retirement Fund | 66,351 | $6.03M | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 64,363 | $5.85M | 0.76% | 00.0% | Unchanged |
| Legal & General Group Plc | 62,973 | $5.72M | 0.00% | +2,437+4.0% | Added |
| Rhumbline Advisers | 61,508 | $5.59M | 0.01% | +1,497+2.5% | Added |
| Nuveen Asset Management, LLC | 58,977 | $5.36M | 0.00% | −1,084−1.8% | Reduced |
| UBS Asset Management Americas Inc | 57,234 | $5.20M | 0.00% | +5,782+11.2% | Added |
| UBS Group AG | 56,847 | $5.17M | 0.00% | +31,908+127.9% | Added |
| Public Sector Pension Investment Board | 54,675 | $4.97M | 0.02% | +8,135+17.5% | Added |
| Invesco Ltd. | 53,925 | $4.90M | 0.00% | −6,506−10.8% | Reduced |
| Citadel Advisors LLC | 53,457 | $4.86M | 0.00% | +9,339+21.2% | Added |
| Barclays PLC | 49,533 | $4.50M | 0.00% | −1,792−3.5% | Reduced |
| D. E. Shaw & Co., Inc. | 47,506 | $4.32M | 0.00% | +1,148+2.5% | Added |
| Alberta Investment Management Corp | 46,620 | $4.24M | 0.03% | +20,032+75.3% | Added |
| Citigroup Inc | 44,720 | $4.06M | 0.00% | +1,614+3.7% | Added |
| Macquarie Group Ltd | 44,285 | $4.03M | 0.00% | −5,538−11.1% | Reduced |
| Swiss National Bank | 43,700 | $3.97M | 0.00% | +400+0.9% | Added |
| Sippican Capital Advisors | 40,048 | $3.64M | 2.65% | +100+0.3% | Added |
| Stifel Financial Corp | 38,078 | $3.46M | 0.00% | +785+2.1% | Added |
| Kennedy Capital Management, Inc. | 35,257 | $3.20M | 0.07% | −9,018−20.4% | Reduced |
| Womack Financial LLC | 33,476 | $3.04M | 2.70% | +33,476 | New |
| Daiwa Securities Group Inc. | 30,269 | $2.75M | 0.01% | −1,300−4.1% | Reduced |
| Neuberger Berman Group LLC | 28,702 | $2.61M | 0.00% | +280+1.0% | Added |
| Great West Life Assurance Co | 27,541 | $2.49M | 0.00% | −337−1.2% | Reduced |
| Anthracite Investment Company, Inc. | 26,844 | $2.44M | 1.22% | −4,000−13.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,474 | $2.41M | 0.02% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 26,057 | $2.37M | 0.54% | +26,057 | New |
| Alliancebernstein L.P. | 24,836 | $2.26M | 0.00% | +405+1.7% | Added |
| Rafferty Asset Management, LLC | 24,378 | $2.22M | 0.01% | −7,000−22.3% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 24,000 | $2.18M | 2.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 22,173 | $2.18M | 0.00% | −433−1.9% | Reduced |
| Marshall Wace, LLP | 23,685 | $2.15M | 0.00% | +23,685 | New |
| Eight 31 Financial LLC | 23,377 | $2.12M | 1.60% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 23,190 | $2.11M | 0.14% | +474+2.1% | Added |
| California State Teachers Retirement System | 20,740 | $1.88M | 0.00% | −228−1.1% | Reduced |
| Deutsche Bank AG | 20,633 | $1.88M | 0.00% | +6,800+49.2% | Added |
| JPMorgan Chase & Co | 19,187 | $1.74M | 0.00% | −51−0.3% | Reduced |
| State of Wisconsin Investment Board | 19,076 | $1.73M | 0.00% | −4,549−19.3% | Reduced |
| Royal Bank of Canada | 15,847 | $1.44M | 0.00% | −2,718−14.6% | Reduced |
| HRT Financial LP | 15,680 | $1.42M | 0.01% | −4,448−22.1% | Reduced |
| First Trust Advisors LP | 15,648 | $1.42M | 0.00% | +1,513+10.7% | Added |
| 49 Wealth Management, LLC | 15,000 | $1.36M | 0.19% | 00.0% | Unchanged |
| Intech Investment Management LLC | 14,498 | $1.32M | 0.01% | +8,313+134.4% | Added |
| Price T Rowe Associates Inc | 14,198 | $1.29M | 0.00% | +1,750+14.1% | Added |
| M&T Bank Corp | 13,784 | $1.25M | 0.00% | +913+7.1% | Added |
| US Bancorp | 13,425 | $1.22M | 0.00% | +322+2.5% | Added |
| MetLife Investment Management | 13,320 | $1.21M | 0.01% | +946+7.6% | Added |
| Avantax Advisory Services, Inc. | 12,756 | $1.16M | 0.01% | −1,232−8.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,574 | $1.14M | 0.00% | +467+3.9% | Added |
| State of Alaska, Department of Revenue | 12,433 | $1.13M | 0.01% | −74−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 12,326 | $1.12M | 0.02% | +252+2.1% | Added |
| Norden Group LLC | 12,307 | $1.12M | 0.13% | −865−6.6% | Reduced |
| Millennium Management LLC | 11,985 | $1.09M | 0.00% | −4,182−25.9% | Reduced |
| Corebridge Financial, Inc. | 11,761 | $1.07M | 0.01% | −919−7.2% | Reduced |
| Manufacturers Life Insurance Company, The | 11,723 | $1.07M | 0.00% | −341−2.8% | Reduced |
| Portside Wealth Group, LLC | 10,897 | $990.3K | 0.16% | −478−4.2% | Reduced |
| Gibbs Wealth Management | 10,718 | $974.1K | 0.26% | +1,462+15.8% | Added |
| Amundi | 11,014 | $966.7K | 0.00% | +7,149+185.0% | Added |
| Louisiana State Employees Retirement System | 10,600 | $963.3K | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,269 | $932.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 9,876 | $884.0K | 0.01% | +3,419+53.0% | Added |
| Victory Capital Management Inc | 9,662 | $878.1K | 0.00% | −86−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,340 | $848.8K | 0.01% | +9,340 | New |