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 |
|---|---|---|---|---|---|
| Kings Path Partners LLC | 9,125 | $829.3K | 0.35% | 00.0% | Unchanged |
| First Hawaiian Bank | 8,802 | $799.9K | 0.03% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 8,301 | $754.4K | 0.01% | −158−1.9% | Reduced |
| Gsa Capital Partners LLP | 7,974 | $725.0K | 0.05% | +7,974 | New |
| Comerica Bank | 7,634 | $693.8K | 0.00% | −41−0.5% | Reduced |
| HSBC Holdings PLC | 7,571 | $689.6K | 0.00% | +4,918+185.4% | Added |
| Maryland State Retirement & Pension System | 7,401 | $672.6K | 0.01% | 00.0% | Unchanged |
| Sovereign's Capital Management, LLC | 7,004 | $636.5K | 0.41% | +7,004 | New |
| Jane Street Group, LLC | 6,755 | $613.9K | 0.00% | −47,076−87.5% | Reduced |
| Voya Investment Management LLC | 6,700 | $608.9K | 0.00% | −488−6.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,675 | $606.6K | 0.00% | +888+15.3% | Added |
| ProShare Advisors LLC | 6,657 | $605.0K | 0.00% | +2,049+44.5% | Added |
| HighTower Advisors, LLC | 6,539 | $594.3K | 0.00% | +362+5.9% | Added |
| First Dallas Securities Inc. | 6,525 | $593.0K | 0.24% | 00.0% | Unchanged |
| Amalgamated Bank | 6,508 | $591.0K | 0.00% | −7−0.1% | Reduced |
| Arizona State Retirement System | 6,416 | $583.1K | 0.00% | +33+0.5% | Added |
| State Board of Administration of Florida Retirement System | 6,193 | $562.8K | 0.00% | −50−0.8% | Reduced |
| LPL Financial LLC | 6,066 | $551.3K | 0.00% | +3,429+130.0% | Added |
| CI Private Wealth, LLC | 5,946 | $540.4K | 0.00% | −3−0.1% | Reduced |
| Central Pacific Bank - Trust Division | 5,718 | $519.7K | 0.07% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,582 | $507.3K | 0.00% | −244−4.2% | Reduced |
| New York State Teachers Retirement System | 5,421 | $493.0K | 0.00% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 5,354 | $486.6K | 0.38% | +141+2.7% | Added |
| Oregon Public Employees Retirement Fund | 5,149 | $467.9K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,984 | $452.9K | 0.03% | +4,984 | New |
| KLP Kapitalforvaltning AS | 4,900 | $445.3K | 0.00% | +4,900 | New |
| Americana Partners, LLC | 4,807 | $436.9K | 0.02% | −226−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,778 | $434.0K | 0.00% | +233+5.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,735 | $430.3K | 0.00% | +4,735 | New |
| Alliance Wealth Advisors, LLC | 4,718 | $428.8K | 0.11% | −110−2.3% | Reduced |
| Handelsbanken Fonder AB | 4,700 | $427.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,684 | $425.7K | 0.00% | −10.0% | Reduced |
| Dark Forest Capital Management LP | 4,507 | $409.6K | 0.06% | +4,507 | New |
| BNP Paribas Arbitrage, SA | 4,362 | $396.4K | 0.00% | −10,718−71.1% | Reduced |
| Verition Fund Management LLC | 4,278 | $388.8K | 0.00% | +425+11.0% | Added |
| AQR Capital Management LLC | 3,966 | $360.4K | 0.00% | +182+4.8% | Added |
| Red Door Wealth Management, LLC | 3,725 | $338.5K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,591 | $326.4K | 0.01% | +872+32.1% | Added |
| Federated Hermes, Inc. | 3,578 | $325.2K | 0.00% | +147+4.3% | Added |
| Janney Montgomery Scott LLC | 3,564 | $324.0K | 0.00% | +767+27.4% | Added |
| Nisa Investment Advisors, LLC | 3,399 | $308.9K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,324 | $302.1K | 0.00% | +27+0.8% | Added |
| Commonwealth Equity Services, LLC | 3,113 | $283.0K | 0.00% | −1,945−38.5% | Reduced |
| Pictet Asset Management Holding SA | 3,004 | $273.0K | 0.00% | +270+9.9% | Added |
| Howard Financial Services, Ltd. | 3,000 | $272.6K | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,960 | $269.0K | 0.02% | −2,080−41.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,930 | $266.3K | 0.01% | +40+1.4% | Added |
| Public Employees Retirement Association of Colorado | 2,863 | $260.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,702 | $245.6K | 0.00% | −53−1.9% | Reduced |
| Welch Group, LLC | 2,644 | $241.0K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 2,610 | $237.2K | 0.00% | +2,610 | New |
| MML Investors Services, LLC | 2,540 | $231.0K | 0.00% | −271−9.6% | Reduced |
| Wallace Advisory Group, LLC | 2,842 | $226.1K | 0.16% | −172−5.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,476 | $225.0K | 0.00% | −67−2.6% | Reduced |
| Bank of Montreal | 2,406 | $218.7K | 0.00% | +2,406 | New |
| Cottonwood Capital Advisors, LLC | 2,364 | $214.8K | 0.15% | +2,364 | New |
| Mechanics Bank Trust Department | 2,223 | $202.0K | 0.03% | +2,223 | New |
| Ameritas Investment Partners, Inc. | 2,209 | $200.8K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,591 | $144.6K | 0.00% | +115+7.8% | Added |
| Principia Wealth Advisory, LLC | 1,500 | $136.3K | 0.13% | +1,500 | New |
| KBC Group NV | 1,212 | $110.0K | 0.00% | +414+51.9% | Added |
| Shell Asset Management Co | 1,055 | $96.0K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,000 | $90.9K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 995 | $90.4K | 0.00% | −4,745−82.7% | Reduced |
| Walleye Capital LLC | 725 | $65.9K | 0.00% | +725 | New |
| Smartleaf Asset Management LLC | 563 | $51.3K | 0.01% | +426+310.9% | Added |
| Aquatic Capital Management LLC | 519 | $47.2K | 0.00% | +19+3.8% | Added |
| MAI Capital Management | 500 | $45.4K | 0.00% | +500 | New |
| CWM, LLC | 398 | $36.0K | 0.00% | −14−3.4% | Reduced |
| GAMMA Investing LLC | 378 | $34.4K | 0.00% | +70+22.7% | Added |
| First Horizon Advisors, Inc. | 377 | $34.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 351 | $31.9K | 0.00% | −17−4.6% | Reduced |
| Central Trust Co | 272 | $24.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 256 | $23.3K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 221 | $20.1K | 0.00% | −15−6.4% | Reduced |
| Principal Securities, Inc. | 210 | $19.1K | 0.00% | −1−0.5% | Reduced |
| Quent Capital, LLC | 200 | $18.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 172 | $15.6K | 0.00% | +172 | New |
| Steward Partners Investment Advisory, LLC | 160 | $14.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 145 | $13.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 98 | $8.91K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 86 | $7.82K | 0.00% | −9−9.5% | Reduced |
| Wolff Wiese Magana LLC | 81 | $7.36K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 81 | $7.36K | 0.00% | +54+200.0% | Added |
| Bessemer Group Inc | 81 | $7.00K | 0.00% | +44+118.9% | Added |
| Ronald Blue Trust, Inc. | 59 | $5.36K | 0.00% | −411−87.4% | Reduced |
| Harbor Capital Advisors, Inc. | 59 | $5.00K | 0.00% | +13+28.3% | Added |
| Simplex Trading, LLC | 66 | $5.00K | 0.00% | +66 | New |
| Ancora Advisors, LLC | 50 | $4.54K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $4.54K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 45 | $4.09K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 38 | $3.45K | 0.00% | −48−55.8% | Reduced |
| Allworth Financial LP | 36 | $3.31K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 33 | $3.00K | 0.00% | +33 | New |
| Umb Bank N A | 31 | $2.82K | 0.00% | −25−44.6% | Reduced |
| Rothschild Investment LLC | 30 | $2.73K | 0.00% | +5+20.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 28 | $2.54K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $2.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 19 | $1.73K | 0.00% | +3+18.8% | Added |
| Farmers & Merchants Investments Inc | 16 | $1.45K | 0.00% | 00.0% | Unchanged |