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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 326,009 | $29.6M | 0.01% | −64,378−16.5% | Reduced |
| Bank of America Corp | 350,573 | $31.9M | 0.00% | −65,208−15.7% | Reduced |
| Ranger Investment Management, L.P. | 380,315 | $34.6M | 2.18% | −7,530−1.9% | Reduced |
| Geode Capital Management, LLC | 516,469 | $46.9M | 0.00% | −1,643−0.3% | Reduced |
| Luxor Capital Group, LP | 755,200 | $68.6M | 8.91% | +52,217+7.4% | Added |
| American Century Companies Inc | 782,198 | $71.1M | 0.04% | +198,611+34.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 842,467 | $76.6M | 0.26% | −34,162−3.9% | Reduced |
| AltraVue Capital, LLC | 869,976 | $79.1M | 6.59% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 946,084 | $86.0M | 0.02% | −49,654−5.0% | Reduced |
| Thrivent Financial for Lutherans | 1,175,616 | $106.8M | 0.21% | +19,286+1.7% | Added |
| State Street Corp | 1,257,828 | $114.3M | 0.00% | +79,349+6.7% | Added |
| Vanguard Group Inc | 2,027,420 | $184.3M | 0.00% | +24,868+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,661,548 | $241.9M | 0.56% | −169,305−6.0% | Reduced |
| BlackRock, Inc. | 3,341,412 | $303.7M | 0.01% | +53,420+1.6% | Added |
| Cercano Management LLC | 0 | $0 | 0.00% | −131,092−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −82,616−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −11,868−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,742−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −9,050−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −5,598−100.0% | Sold out |
| Bares Capital Management, Inc. | 0 | $0 | 0.00% | −4,759−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −584−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |