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, Q1 2025
Institutional positions in Triumph Financial, Inc. as of Mar 31, 2025. 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
- 208
- −3 vs. Q4 2024
- Shares held
- 21.7M
- +201.1K (+0.9%) vs. Q4 2024
- Total value
- $1.26B
- −$699.4M (−35.8%) vs. Q4 2024
- New holders
- 25
- 71 more added
- Sold out
- 28
- 75 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,239,816 | $187.3M | 0.00% | −101,596−3.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,991,713 | $172.9M | 0.42% | +330,165+12.4% | Added |
| Vanguard Group Inc | 1,994,551 | $115.3M | 0.00% | −32,869−1.6% | Reduced |
| Thrivent Financial for Lutherans | 1,510,380 | $87.3M | 0.19% | +334,764+28.5% | Added |
| State Street Corp | 1,288,282 | $74.5M | 0.00% | +30,454+2.4% | Added |
| AltraVue Capital, LLC | 922,829 | $53.3M | 5.35% | +52,853+6.1% | Added |
| Dimensional Fund Advisors LP | 894,857 | $51.7M | 0.01% | −51,227−5.4% | Reduced |
| Luxor Capital Group, LP | 792,550 | $45.8M | 5.85% | +37,350+4.9% | Added |
| American Century Companies Inc | 702,249 | $40.6M | 0.02% | −79,949−10.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 656,967 | $38.0M | 0.14% | −185,500−22.0% | Reduced |
| Geode Capital Management, LLC | 530,296 | $30.7M | 0.00% | +13,827+2.7% | Added |
| Bank of America Corp | 381,719 | $22.1M | 0.00% | +31,146+8.9% | Added |
| Ranger Investment Management, L.P. | 375,869 | $21.7M | 1.55% | −4,446−1.2% | Reduced |
| Wells Fargo & Company | 231,163 | $13.4M | 0.00% | −6,719−2.8% | Reduced |
| Northern Trust Corp | 225,793 | $13.1M | 0.00% | −2,082−0.9% | Reduced |
| Morgan Stanley | 211,995 | $12.3M | 0.00% | −13,546−6.0% | Reduced |
| Charles Schwab Investment Management Inc | 206,865 | $12.0M | 0.00% | +7,794+3.9% | Added |
| Banc Funds Co LLC | 192,394 | $11.1M | 1.47% | −30,500−13.7% | Reduced |
| Peregrine Capital Management LLC | 181,322 | $10.5M | 0.35% | +35,990+24.8% | Added |
| Diamond Hill Capital Management Inc | 165,914 | $9.59M | 0.04% | +23,244+16.3% | Added |
| Envestnet Asset Management Inc | 140,390 | $8.11M | 0.00% | −6,082−4.2% | Reduced |
| Citadel Advisors LLC | 139,354 | $8.05M | 0.01% | +85,897+160.7% | Added |
| Marshall Wace, LLP | 131,794 | $7.62M | 0.01% | +108,109+456.4% | Added |
| Bank of New York Mellon Corp | 131,258 | $7.59M | 0.00% | −6,274−4.6% | Reduced |
| NFC Investments, LLC | 129,250 | $7.47M | 2.22% | −6,155−4.5% | Reduced |
| Investment Management Associates Inc | 115,902 | $6.70M | 2.74% | +18,665+19.2% | Added |
| Russell Investments Group, Ltd. | 112,983 | $6.53M | 0.01% | +28,507+33.7% | Added |
| Principal Financial Group Inc | 109,677 | $6.34M | 0.00% | +2,666+2.5% | Added |
| Earnest Partners LLC | 103,188 | $5.96M | 0.03% | −8,223−7.4% | Reduced |
| Wellington Management Group LLP | 99,454 | $5.75M | 0.00% | −226,555−69.5% | Reduced |
| SEI Investments Co | 96,194 | $5.56M | 0.01% | +8,625+9.8% | Added |
| Goldman Sachs Group Inc | 87,439 | $5.05M | 0.00% | −40,451−31.6% | Reduced |
| First Sabrepoint Capital Management LP | 80,000 | $4.62M | 1.93% | +12,512+18.5% | Added |
| RMB Capital Management, LLC | 77,393 | $4.47M | 0.11% | +5,371+7.5% | Added |
| Hodges Capital Management Inc. | 77,300 | $4.47M | 0.45% | −71,135−47.9% | Reduced |
| New York State Common Retirement Fund | 75,021 | $4.34M | 0.01% | +8,670+13.1% | Added |
| Legato Capital Management LLC | 74,123 | $4.28M | 0.58% | +9,760+15.2% | Added |
| TownSquare Capital, LLC | 73,413 | $4.24M | 0.05% | −5,194−6.6% | Reduced |
| Public Sector Pension Investment Board | 69,685 | $4.03M | 0.02% | +15,010+27.5% | Added |
| Numerai GP LLC | 64,600 | $3.73M | 0.70% | +64,600 | New |
| D. E. Shaw & Co., Inc. | 63,191 | $3.65M | 0.00% | +15,685+33.0% | Added |
| UBS Group AG | 61,077 | $3.53M | 0.00% | +4,230+7.4% | Added |
| Rhumbline Advisers | 60,123 | $3.48M | 0.00% | −1,385−2.3% | Reduced |
| Legal & General Group Plc | 59,912 | $3.46M | 0.00% | −3,061−4.9% | Reduced |
| Dark Forest Capital Management LP | 59,875 | $3.46M | 0.16% | +55,368+1,228.5% | Added |
| Nuveen, LLC | 58,977 | $3.41M | 0.00% | +58,977 | New |
| Invesco Ltd. | 57,100 | $3.30M | 0.00% | +3,175+5.9% | Added |
| Macquarie Group Ltd | 52,316 | $3.02M | 0.00% | +8,031+18.1% | Added |
| UBS Asset Management Americas Inc | 48,402 | $2.80M | 0.00% | −8,832−15.4% | Reduced |
| Ameriprise Financial Inc | 46,899 | $2.71M | 0.00% | −204,472−81.3% | Reduced |
| Citigroup Inc | 46,122 | $2.67M | 0.00% | +1,402+3.1% | Added |
| Swiss National Bank | 43,100 | $2.49M | 0.00% | −600−1.4% | Reduced |
| Susquehanna International Group, LLP | 42,649 | $2.47M | 0.00% | −35,899−45.7% | Reduced |
| Sippican Capital Advisors | 42,111 | $2.43M | 1.83% | +2,063+5.2% | Added |
| Sovereign's Capital Management, LLC | 40,516 | $2.34M | 1.39% | +33,512+478.5% | Added |
| Barclays PLC | 38,596 | $2.23M | 0.00% | −10,937−22.1% | Reduced |
| Prudential Financial Inc | 21,433 | $2.10M | 0.00% | −740−3.3% | Reduced |
| Voloridge Investment Management, LLC | 36,201 | $2.09M | 0.01% | +36,201 | New |
| Alberta Investment Management Corp | 35,020 | $2.02M | 0.01% | −11,600−24.9% | Reduced |
| Womack Financial LLC | 33,448 | $1.93M | 1.77% | −28−0.1% | Reduced |
| Norges Bank | 32,791 | $1.90M | 0.00% | −34,893−51.6% | Reduced |
| Stifel Financial Corp | 29,468 | $1.70M | 0.00% | −8,610−22.6% | Reduced |
| Neuberger Berman Group LLC | 29,052 | $1.68M | 0.00% | +350+1.2% | Added |
| Daiwa Securities Group Inc. | 28,969 | $1.67M | 0.01% | −1,300−4.3% | Reduced |
| Balyasny Asset Management LLC | 28,591 | $1.65M | 0.00% | +25,981+995.4% | Added |
| Millennium Management LLC | 28,590 | $1.65M | 0.00% | +16,605+138.5% | Added |
| Royal Bank of Canada | 27,541 | $1.59M | 0.00% | +11,694+73.8% | Added |
| Tectonic Advisors LLC | 26,469 | $1.53M | 0.10% | +3,279+14.1% | Added |
| Rafferty Asset Management, LLC | 26,209 | $1.51M | 0.01% | +1,831+7.5% | Added |
| Great West Life Assurance Co | 25,775 | $1.49M | 0.00% | −1,766−6.4% | Reduced |
| Eight 31 Financial LLC | 25,393 | $1.47M | 0.94% | +2,016+8.6% | Added |
| Alliancebernstein L.P. | 24,836 | $1.44M | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 24,140 | $1.40M | 0.01% | +14,800+158.5% | Added |
| John W. Rosenthal Capital Management, Inc. | 24,000 | $1.39M | 1.40% | 00.0% | Unchanged |
| Verition Fund Management LLC | 22,315 | $1.29M | 0.01% | +18,037+421.6% | Added |
| Jane Street Group, LLC | 21,127 | $1.22M | 0.00% | +14,372+212.8% | Added |
| JPMorgan Chase & Co | 20,912 | $1.21M | 0.00% | +1,725+9.0% | Added |
| California State Teachers Retirement System | 20,740 | $1.20M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 20,125 | $1.16M | 0.00% | +1,049+5.5% | Added |
| Deutsche Bank AG | 18,830 | $1.09M | 0.00% | −1,803−8.7% | Reduced |
| Intech Investment Management LLC | 18,288 | $1.06M | 0.01% | +3,790+26.1% | Added |
| Quantbot Technologies LP | 17,320 | $1.00M | 0.03% | +17,320 | New |
| Teachers Retirement System of the State of Kentucky | 16,618 | $960.0K | 0.01% | −9,856−37.2% | Reduced |
| Price T Rowe Associates Inc | 16,355 | $946.0K | 0.00% | +2,157+15.2% | Added |
| First Trust Advisors LP | 15,146 | $875.4K | 0.00% | −502−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 13,377 | $773.2K | 0.00% | +9,015+206.7% | Added |
| M&T Bank Corp | 13,320 | $770.1K | 0.00% | −464−3.4% | Reduced |
| MetLife Investment Management | 13,138 | $759.4K | 0.00% | −182−1.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,138 | $759.4K | 0.00% | +564+4.5% | Added |
| Illinois Municipal Retirement Fund | 12,809 | $740.4K | 0.01% | +483+3.9% | Added |
| Gibbs Wealth Management | 12,776 | $738.5K | 0.18% | +2,058+19.2% | Added |
| Avantax Advisory Services, Inc. | 12,711 | $734.7K | 0.00% | −45−0.4% | Reduced |
| State of Alaska, Department of Revenue | 12,173 | $703.0K | 0.01% | −260−2.1% | Reduced |
| XTX Topco Ltd | 12,007 | $694.0K | 0.04% | +12,007 | New |
| Manufacturers Life Insurance Company, The | 11,878 | $686.5K | 0.00% | +155+1.3% | Added |
| Corebridge Financial, Inc. | 11,537 | $666.8K | 0.00% | −224−1.9% | Reduced |
| West Michigan Advisors, LLC | 10,600 | $612.7K | 0.20% | +10,600 | New |
| Janus Henderson Group PLC | 10,269 | $603.4K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,261 | $603.3K | 0.01% | +385+3.9% | Added |
| HRT Financial LP | 10,417 | $602.0K | 0.00% | −5,263−33.6% | Reduced |