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, Q2 2025
Institutional positions in Triumph Financial, Inc. as of Jun 30, 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
- 211
- +3 vs. Q1 2025
- Shares held
- 22.5M
- +804.7K (+3.7%) vs. Q1 2025
- Total value
- $1.24B
- −$14.0M (−1.1%) vs. Q1 2025
- New holders
- 31
- 90 more added
- Sold out
- 28
- 62 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,282,796 | $180.9M | 0.00% | +42,980+1.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,846,955 | $156.9M | 0.37% | −144,758−4.8% | Reduced |
| Vanguard Group Inc | 2,019,412 | $111.3M | 0.00% | +24,861+1.2% | Added |
| Thrivent Financial for Lutherans | 1,511,750 | $83.3M | 0.18% | +1,370+0.1% | Added |
| State Street Corp | 1,311,960 | $72.3M | 0.00% | +23,678+1.8% | Added |
| AltraVue Capital, LLC | 1,231,709 | $67.9M | 5.96% | +308,880+33.5% | Added |
| Dimensional Fund Advisors LP | 873,903 | $48.2M | 0.01% | −20,954−2.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 832,902 | $45.9M | 0.15% | +175,935+26.8% | Added |
| Luxor Capital Group, LP | 644,267 | $35.5M | 4.62% | −148,283−18.7% | Reduced |
| American Century Companies Inc | 620,224 | $34.2M | 0.02% | −82,025−11.7% | Reduced |
| Geode Capital Management, LLC | 544,497 | $30.0M | 0.00% | +14,201+2.7% | Added |
| Bank of America Corp | 459,109 | $25.3M | 0.00% | +77,390+20.3% | Added |
| Ranger Investment Management, L.P. | 367,959 | $20.3M | 1.42% | −7,910−2.1% | Reduced |
| Marshall Wace, LLP | 303,374 | $16.7M | 0.02% | +171,580+130.2% | Added |
| Morgan Stanley | 284,776 | $15.7M | 0.00% | +72,781+34.3% | Added |
| Investment Management Associates Inc | 247,580 | $13.6M | 4.60% | +131,678+113.6% | Added |
| Charles Schwab Investment Management Inc | 244,865 | $13.5M | 0.00% | +38,000+18.4% | Added |
| Wells Fargo & Company | 241,815 | $13.3M | 0.00% | +10,652+4.6% | Added |
| Northern Trust Corp | 220,931 | $12.2M | 0.00% | −4,862−2.2% | Reduced |
| Banc Funds Co LLC | 189,394 | $10.4M | 1.58% | −3,000−1.6% | Reduced |
| Peregrine Capital Management LLC | 157,305 | $8.67M | 0.26% | −24,017−13.2% | Reduced |
| Diamond Hill Capital Management Inc | 155,943 | $8.59M | 0.04% | −9,971−6.0% | Reduced |
| Envestnet Asset Management Inc | 148,025 | $8.16M | 0.00% | +7,635+5.4% | Added |
| NFC Investments, LLC | 136,275 | $7.51M | 2.15% | +7,025+5.4% | Added |
| Bank of New York Mellon Corp | 135,232 | $7.45M | 0.00% | +3,974+3.0% | Added |
| Goldman Sachs Group Inc | 132,859 | $7.32M | 0.00% | +45,420+51.9% | Added |
| Earnest Partners LLC | 131,471 | $7.25M | 0.03% | +28,283+27.4% | Added |
| Principal Financial Group Inc | 110,171 | $6.07M | 0.00% | +494+0.5% | Added |
| Russell Investments Group, Ltd. | 109,572 | $6.04M | 0.01% | −3,411−3.0% | Reduced |
| Legato Capital Management LLC | 109,023 | $6.01M | 0.72% | +34,900+47.1% | Added |
| New York State Common Retirement Fund | 106,511 | $5.87M | 0.01% | +31,490+42.0% | Added |
| D. E. Shaw & Co., Inc. | 100,324 | $5.53M | 0.01% | +37,133+58.8% | Added |
| SEI Investments Co | 98,689 | $5.44M | 0.01% | +2,495+2.6% | Added |
| Citadel Advisors LLC | 85,220 | $4.70M | 0.00% | −54,134−38.8% | Reduced |
| Hodges Capital Management Inc. | 76,600 | $4.22M | 0.40% | −700−0.9% | Reduced |
| Public Sector Pension Investment Board | 75,727 | $4.17M | 0.02% | +6,042+8.7% | Added |
| Numerai GP LLC | 73,591 | $4.06M | 0.58% | +8,991+13.9% | Added |
| UBS Group AG | 71,207 | $3.92M | 0.00% | +10,130+16.6% | Added |
| Jacobs Levy Equity Management, Inc | 70,651 | $3.89M | 0.02% | +70,651 | New |
| UBS Asset Management Americas Inc | 69,553 | $3.83M | 0.00% | +21,151+43.7% | Added |
| Citigroup Inc | 65,965 | $3.64M | 0.00% | +19,843+43.0% | Added |
| Rhumbline Advisers | 63,592 | $3.50M | 0.00% | +3,469+5.8% | Added |
| Voloridge Investment Management, LLC | 62,661 | $3.45M | 0.01% | +26,460+73.1% | Added |
| RMB Capital Management, LLC | 61,067 | $3.37M | 0.06% | −16,326−21.1% | Reduced |
| Legal & General Group Plc | 60,853 | $3.35M | 0.00% | +941+1.6% | Added |
| Royal Bank of Canada | 57,213 | $3.15M | 0.00% | +29,672+107.7% | Added |
| Invesco Ltd. | 56,891 | $3.14M | 0.00% | −209−0.4% | Reduced |
| Sippican Capital Advisors | 56,081 | $3.09M | 2.25% | +13,970+33.2% | Added |
| Barclays PLC | 55,560 | $3.06M | 0.00% | +16,964+44.0% | Added |
| Sovereign's Capital Management, LLC | 53,979 | $2.97M | 1.59% | +13,463+33.2% | Added |
| Susquehanna International Group, LLP | 52,238 | $2.88M | 0.00% | +9,589+22.5% | Added |
| Nuveen, LLC | 48,309 | $2.66M | 0.00% | −10,668−18.1% | Reduced |
| Empirical Capital Management, LLC | 45,000 | $2.48M | 1.54% | +45,000 | New |
| Macquarie Group Ltd | 44,299 | $2.44M | 0.00% | −8,017−15.3% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 43,708 | $2.41M | 0.01% | +43,708 | New |
| Ameriprise Financial Inc | 42,564 | $2.35M | 0.00% | −4,335−9.2% | Reduced |
| Swiss National Bank | 42,500 | $2.34M | 0.00% | −600−1.4% | Reduced |
| Prudential Financial Inc | 22,873 | $2.19M | 0.00% | +1,440+6.7% | Added |
| Womack Financial LLC | 37,923 | $2.09M | 1.74% | +4,475+13.4% | Added |
| Verition Fund Management LLC | 34,803 | $1.92M | 0.01% | +12,488+56.0% | Added |
| Rafferty Asset Management, LLC | 34,421 | $1.90M | 0.01% | +8,212+31.3% | Added |
| Orchard Capital Managment, LLC | 33,042 | $1.82M | 2.01% | +33,042 | New |
| Squarepoint Ops LLC | 31,000 | $1.71M | 0.00% | +23,174+296.1% | Added |
| Jane Street Group, LLC | 30,579 | $1.69M | 0.00% | +9,452+44.7% | Added |
| Tectonic Advisors LLC | 30,098 | $1.66M | 0.10% | +3,629+13.7% | Added |
| Neuberger Berman Group LLC | 27,790 | $1.53M | 0.00% | −1,262−4.3% | Reduced |
| LPL Financial LLC | 27,497 | $1.52M | 0.00% | +19,596+248.0% | Added |
| Dark Forest Capital Management LP | 27,043 | $1.49M | 0.06% | −32,832−54.8% | Reduced |
| Daiwa Securities Group Inc. | 26,869 | $1.48M | 0.01% | −2,100−7.2% | Reduced |
| Eight 31 Financial LLC | 26,393 | $1.45M | 0.96% | +1,000+3.9% | Added |
| State of Wisconsin Investment Board | 25,166 | $1.39M | 0.00% | +5,041+25.0% | Added |
| Alliancebernstein L.P. | 24,836 | $1.37M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 24,742 | $1.36M | 0.00% | −1,033−4.0% | Reduced |
| Stifel Financial Corp | 24,750 | $1.36M | 0.00% | −4,718−16.0% | Reduced |
| First Trust Advisors LP | 24,198 | $1.33M | 0.00% | +9,052+59.8% | Added |
| John W. Rosenthal Capital Management, Inc. | 24,000 | $1.32M | 1.33% | 00.0% | Unchanged |
| California State Teachers Retirement System | 20,524 | $1.13M | 0.00% | −216−1.0% | Reduced |
| HRT Financial LP | 20,290 | $1.12M | 0.00% | +9,873+94.8% | Added |
| JPMorgan Chase & Co | 19,497 | $1.07M | 0.00% | −1,415−6.8% | Reduced |
| Quantbot Technologies LP | 19,374 | $1.07M | 0.03% | +2,054+11.9% | Added |
| Americana Partners, LLC | 18,757 | $1.03M | 0.04% | +13,950+290.2% | Added |
| Price T Rowe Associates Inc | 17,663 | $974.0K | 0.00% | +1,308+8.0% | Added |
| Avantax Advisory Services, Inc. | 16,550 | $912.1K | 0.01% | +3,839+30.2% | Added |
| Intech Investment Management LLC | 16,540 | $911.5K | 0.01% | −1,748−9.6% | Reduced |
| Millennium Management LLC | 16,231 | $894.5K | 0.00% | −12,359−43.2% | Reduced |
| Deutsche Bank AG | 15,625 | $861.1K | 0.00% | −3,205−17.0% | Reduced |
| M&T Bank Corp | 13,873 | $764.9K | 0.00% | +553+4.2% | Added |
| State of Alaska, Department of Revenue | 13,221 | $728.0K | 0.01% | +1,048+8.6% | Added |
| Creative Planning | 13,194 | $727.1K | 0.00% | +13,194 | New |
| Wiley Bros.-Aintree Capital, LLC | 13,005 | $716.7K | 0.01% | +2,744+26.7% | Added |
| US Bancorp | 12,939 | $713.1K | 0.00% | +2,704+26.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 12,278 | $676.6K | 0.00% | −860−6.5% | Reduced |
| Illinois Municipal Retirement Fund | 11,589 | $638.7K | 0.01% | −1,220−9.5% | Reduced |
| Manufacturers Life Insurance Company, The | 11,231 | $618.9K | 0.00% | −647−5.4% | Reduced |
| Index Fund Advisors, Inc. | 10,843 | $597.6K | 0.03% | +10,843 | New |
| West Michigan Advisors, LLC | 10,600 | $584.2K | 0.16% | 00.0% | Unchanged |
| FMR LLC | 10,412 | $573.8K | 0.00% | +9,052+665.6% | Added |
| Louisiana State Employees Retirement System | 10,400 | $573.1K | 0.01% | +100+1.0% | Added |
| Janus Henderson Group PLC | 10,269 | $566.7K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,970 | $549.0K | 0.07% | +4,230+73.7% | Added |