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 |
|---|---|---|---|---|---|
| Louisiana State Employees Retirement System | 10,300 | $595.3K | 0.01% | −300−2.8% | Reduced |
| US Bancorp | 10,235 | $591.6K | 0.00% | −3,190−23.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,153 | $586.8K | 0.04% | +10,153 | New |
| Victory Capital Management Inc | 9,867 | $570.3K | 0.00% | +205+2.1% | Added |
| Norden Group LLC | 9,415 | $544.2K | 0.06% | −2,892−23.5% | Reduced |
| Portside Wealth Group, LLC | 9,375 | $541.9K | 0.09% | −1,522−14.0% | Reduced |
| Yousif Capital Management, LLC | 8,208 | $474.4K | 0.01% | −93−1.1% | Reduced |
| Amundi | 8,908 | $458.8K | 0.00% | −2,106−19.1% | Reduced |
| Comerica Bank | 7,903 | $456.8K | 0.00% | +269+3.5% | Added |
| LPL Financial LLC | 7,901 | $456.7K | 0.00% | +1,835+30.3% | Added |
| Squarepoint Ops LLC | 7,826 | $452.3K | 0.00% | +7,826 | New |
| HSBC Holdings PLC | 7,564 | $439.5K | 0.00% | −7−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,675 | $385.8K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 6,394 | $369.6K | 0.01% | −1,007−13.6% | Reduced |
| Arizona State Retirement System | 6,359 | $367.6K | 0.00% | −57−0.9% | Reduced |
| Amalgamated Bank | 6,298 | $364.0K | 0.00% | −210−3.2% | Reduced |
| Quest Partners LLC | 6,271 | $362.5K | 0.04% | +6,271 | New |
| State Board of Administration of Florida Retirement System | 6,193 | $358.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 6,063 | $350.4K | 0.00% | −637−9.5% | Reduced |
| CI Private Wealth, LLC | 5,934 | $343.0K | 0.00% | −12−0.2% | Reduced |
| Precision Wealth Strategies, LLC | 5,871 | $339.3K | 0.26% | +517+9.7% | Added |
| AQR Capital Management LLC | 5,760 | $332.9K | 0.00% | +1,794+45.2% | Added |
| Dynamic Technology Lab Private Ltd | 5,740 | $332.0K | 0.05% | +5,740 | New |
| HighTower Advisors, LLC | 5,675 | $328.0K | 0.00% | −864−13.2% | Reduced |
| Aquatic Capital Management LLC | 5,648 | $326.5K | 0.01% | +5,129+988.2% | Added |
| Kings Path Partners LLC | 5,605 | $324.0K | 0.16% | −3,520−38.6% | Reduced |
| State of Tennessee, Treasury Department | 5,582 | $322.6K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 5,421 | $313.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,257 | $303.9K | 0.00% | +573+12.2% | Added |
| ProShare Advisors LLC | 5,202 | $300.7K | 0.00% | −1,455−21.9% | Reduced |
| Oregon Public Employees Retirement Fund | 5,049 | $291.8K | 0.01% | −100−1.9% | Reduced |
| CIBC World Markets Corp | 4,904 | $283.5K | 0.00% | +4,904 | New |
| KLP Kapitalforvaltning AS | 4,900 | $283.2K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 4,861 | $281.0K | 0.00% | +4,861 | New |
| Americana Partners, LLC | 4,807 | $277.8K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 4,735 | $273.7K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,700 | $272.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,648 | $269.0K | 0.00% | −130−2.7% | Reduced |
| Alliance Wealth Advisors, LLC | 4,622 | $267.2K | 0.07% | −96−2.0% | Reduced |
| Inceptionr LLC | 4,555 | $263.3K | 0.08% | +4,555 | New |
| SG Americas Securities, LLC | 4,553 | $263.0K | 0.00% | +4,553 | New |
| Wallace Advisory Group, LLC | 2,837 | $257.8K | 0.18% | −5−0.2% | Reduced |
| Central Pacific Bank - Trust Division | 4,418 | $255.4K | 0.04% | −1,300−22.7% | Reduced |
| First Dallas Securities Inc. | 4,275 | $247.0K | 0.10% | −2,250−34.5% | Reduced |
| Titleist Asset Management, LLC | 4,000 | $231.2K | 0.03% | +4,000 | New |
| Red Door Wealth Management, LLC | 3,725 | $215.3K | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 3,562 | $205.9K | 0.00% | +1,156+48.0% | Added |
| Nisa Investment Advisors, LLC | 3,399 | $196.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,954 | $170.7K | 0.00% | +252+9.3% | Added |
| Public Employees Retirement Association of Colorado | 2,863 | $165.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,650 | $153.0K | 0.01% | +2,647+88,233.3% | Added |
| The PNC Financial Services Group, Inc. | 2,314 | $133.8K | 0.00% | −162−6.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,209 | $127.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,089 | $120.7K | 0.00% | +1,094+109.9% | Added |
| Principia Wealth Advisory, LLC | 1,500 | $80.3K | 0.08% | 00.0% | Unchanged |
| KBC Group NV | 1,368 | $79.0K | 0.00% | +156+12.9% | Added |
| FMR LLC | 1,360 | $78.6K | 0.00% | −231−14.5% | Reduced |
| Shell Asset Management Co | 1,011 | $58.0K | 0.00% | −44−4.2% | Reduced |
| GAMMA Investing LLC | 698 | $40.3K | 0.00% | +320+84.7% | Added |
| CWM, LLC | 589 | $34.0K | 0.00% | +191+48.0% | Added |
| Smartleaf Asset Management LLC | 436 | $25.6K | 0.00% | −127−22.6% | Reduced |
| Quadrant Capital Group LLC | 408 | $23.6K | 0.00% | +405+13,500.0% | Added |
| First Horizon Advisors, Inc. | 377 | $21.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 210 | $19.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 300 | $17.3K | 0.00% | +300 | New |
| Central Trust Co | 272 | $15.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 256 | $14.8K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 248 | $14.3K | 0.00% | +76+44.2% | Added |
| Signaturefd, LLC | 221 | $12.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 215 | $12.4K | 0.00% | −136−38.7% | Reduced |
| Quent Capital, LLC | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 145 | $8.38K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 120 | $6.94K | 0.00% | +22+22.4% | Added |
| Harbor Capital Advisors, Inc. | 110 | $6.00K | 0.00% | +51+86.4% | Added |
| Aster Capital Management (DIFC) Ltd | 76 | $5.23K | 0.00% | +76 | New |
| Bryn Mawr Trust Co | 86 | $4.97K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 81 | $4.68K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 80 | $4.62K | 0.00% | +68+566.7% | Added |
| Public Employees Retirement System of Ohio | 67 | $3.87K | 0.00% | +67 | New |
| EverSource Wealth Advisors, LLC | 59 | $3.41K | 0.00% | +40+210.5% | Added |
| Jones Financial Companies LLLP | 55 | $3.23K | 0.00% | +17+44.7% | Added |
| Sterling Capital Management LLC | 53 | $3.06K | 0.00% | −28−34.6% | Reduced |
| Ancora Advisors, LLC | 50 | $2.89K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $2.89K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 36 | $2.08K | 0.00% | +36 | New |
| Bessemer Group Inc | 37 | $2.00K | 0.00% | −44−54.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 28 | $1.62K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 23 | $1.33K | 0.00% | −3,555−99.4% | Reduced |
| Rothschild Investment LLC | 20 | $1.16K | 0.00% | −10−33.3% | Reduced |
| SRS Capital Advisors, Inc. | 20 | $1.16K | 0.00% | +20 | New |
| Coldstream Capital Management Inc | 19 | $1.10K | 0.00% | +19 | New |
| Allworth Financial LP | 21 | $1.09K | 0.00% | −15−41.7% | Reduced |
| Ronald Blue Trust, Inc. | 18 | $1.04K | 0.00% | −41−69.5% | Reduced |
| Boston Private Wealth LLC | 18 | $1.04K | 0.00% | +18 | New |
| Farmers & Merchants Investments Inc | 16 | $925 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 15 | $867 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $521 | 0.00% | −1−10.0% | Reduced |
| True Wealth Design, LLC | 9 | $521 | 0.00% | +9 | New |
| Parkside Financial Bank & Trust | 7 | $405 | 0.00% | 00.0% | Unchanged |