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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 9,522 | $524.8K | 0.00% | −19,069−66.7% | Reduced |
| Norden Group LLC | 9,046 | $498.5K | 0.05% | −369−3.9% | Reduced |
| Jump Financial, LLC | 8,823 | $486.2K | 0.01% | +8,823 | New |
| Yousif Capital Management, LLC | 8,208 | $452.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,937 | $437.4K | 0.00% | −5,440−40.7% | Reduced |
| Comerica Bank | 7,899 | $435.3K | 0.00% | −4−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 7,791 | $429.4K | 0.00% | +7,791 | New |
| Portside Wealth Group, LLC | 7,753 | $427.3K | 0.06% | −1,622−17.3% | Reduced |
| AQR Capital Management LLC | 7,667 | $422.5K | 0.00% | +1,907+33.1% | Added |
| Teachers Retirement System of the State of Kentucky | 7,218 | $398.0K | 0.00% | −9,400−56.6% | Reduced |
| Mangrove Partners | 6,735 | $371.2K | 0.04% | +6,735 | New |
| Titleist Asset Management, LLC | 6,600 | $363.7K | 0.04% | +2,600+65.0% | Added |
| Maryland State Retirement & Pension System | 6,528 | $359.8K | 0.01% | +134+2.1% | Added |
| Callan Family Office, LLC | 6,467 | $356.4K | 0.01% | +6,467 | New |
| Arizona State Retirement System | 6,466 | $356.3K | 0.00% | +107+1.7% | Added |
| Amalgamated Bank | 6,343 | $350.0K | 0.00% | +45+0.7% | Added |
| State Board of Administration of Florida Retirement System | 6,193 | $341.3K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 6,113 | $336.9K | 0.00% | +50+0.8% | Added |
| Precision Wealth Strategies, LLC | 5,874 | $323.7K | 0.11% | +3+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,703 | $314.3K | 0.00% | +446+8.5% | Added |
| HighTower Advisors, LLC | 5,652 | $311.5K | 0.00% | −23−0.4% | Reduced |
| Kings Path Partners LLC | 5,605 | $308.9K | 0.12% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,605 | $308.9K | 0.04% | +1,187+26.9% | Added |
| State of Tennessee, Treasury Department | 5,582 | $307.6K | 0.00% | 00.0% | Unchanged |
| Norges Bank | 5,523 | $304.4K | 0.00% | −27,268−83.2% | Reduced |
| New York State Teachers Retirement System | 5,421 | $299.0K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 5,281 | $291.0K | 0.00% | −653−11.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,219 | $287.6K | 0.00% | +484+10.2% | Added |
| Atria Investments LLC | 5,104 | $281.3K | 0.00% | +243+5.0% | Added |
| Oregon Public Employees Retirement Fund | 5,049 | $278.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,997 | $275.4K | 0.00% | −205−3.9% | Reduced |
| Entropy Technologies, LP | 4,800 | $264.5K | 0.02% | +4,800 | New |
| Inceptionr LLC | 4,747 | $261.6K | 0.06% | +192+4.2% | Added |
| Handelsbanken Fonder AB | 4,700 | $259.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,648 | $256.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 4,300 | $237.0K | 0.00% | −600−12.2% | Reduced |
| Alliance Wealth Advisors, LLC | 4,252 | $234.3K | 0.06% | −370−8.0% | Reduced |
| Raymond James Financial Inc | 4,167 | $229.6K | 0.00% | +4,167 | New |
| Victory Capital Management Inc | 4,150 | $228.7K | 0.00% | −5,717−57.9% | Reduced |
| Amundi | 3,606 | $226.6K | 0.00% | −5,302−59.5% | Reduced |
| First Dallas Securities Inc. | 4,075 | $224.6K | 0.09% | −200−4.7% | Reduced |
| Virtu Financial LLC | 4,008 | $221.0K | 0.01% | +4,008 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,998 | $220.3K | 0.00% | −2,677−40.1% | Reduced |
| Walleye Capital LLC | 3,975 | $219.1K | 0.00% | +3,975 | New |
| Engineers Gate Manager LP | 3,747 | $206.5K | 0.00% | +3,747 | New |
| Red Door Wealth Management, LLC | 3,725 | $205.3K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,532 | $195.0K | 0.00% | −1,021−22.4% | Reduced |
| Nisa Investment Advisors, LLC | 3,389 | $186.8K | 0.00% | −10−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 2,863 | $158.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,652 | $146.2K | 0.00% | −302−10.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,284 | $125.9K | 0.00% | +195+9.3% | Added |
| Ameritas Investment Partners, Inc. | 2,209 | $121.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,828 | $100.7K | 0.00% | −486−21.0% | Reduced |
| Principia Wealth Advisory, LLC | 1,500 | $82.7K | 0.07% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,000 | $55.1K | 0.01% | +1,000 | New |
| Shell Asset Management Co | 910 | $50.0K | 0.00% | −101−10.0% | Reduced |
| KBC Group NV | 821 | $45.0K | 0.00% | −547−40.0% | Reduced |
| GAMMA Investing LLC | 744 | $41.0K | 0.00% | +46+6.6% | Added |
| Glenmede Investment Management, LP | 564 | $31.1K | 0.00% | +564 | New |
| CWM, LLC | 480 | $26.0K | 0.00% | −109−18.5% | Reduced |
| Skopos Labs, Inc. | 443 | $24.4K | 0.00% | +195+78.6% | Added |
| First Horizon Advisors, Inc. | 377 | $20.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 356 | $19.6K | 0.00% | +303+571.7% | Added |
| EverSource Wealth Advisors, LLC | 313 | $17.2K | 0.00% | +254+430.5% | Added |
| Farther Finance Advisors, LLC | 293 | $16.1K | 0.00% | +78+36.3% | Added |
| Central Trust Co | 272 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 268 | $14.8K | 0.00% | +148+123.3% | Added |
| Principal Securities, Inc. | 267 | $14.7K | 0.00% | +57+27.1% | Added |
| Versant Capital Management, Inc | 248 | $13.7K | 0.00% | −52−17.3% | Reduced |
| Signaturefd, LLC | 243 | $13.4K | 0.00% | +22+10.0% | Added |
| Umb Bank N A | 229 | $12.6K | 0.00% | +229 | New |
| IFP Advisors, Inc | 0 | $12.6K | 0.00% | 0 | Unchanged |
| Northwestern Mutual Wealth Management Co | 176 | $9.70K | 0.00% | +31+21.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 156 | $9.00K | 0.00% | +156 | New |
| Public Employees Retirement System of Ohio | 140 | $7.71K | 0.00% | +73+109.0% | Added |
| Smartleaf Asset Management LLC | 114 | $6.43K | 0.00% | −322−73.9% | Reduced |
| Bryn Mawr Trust Co | 112 | $6.17K | 0.00% | +26+30.2% | Added |
| Wolff Wiese Magana LLC | 81 | $4.46K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 74 | $4.08K | 0.00% | +74 | New |
| NBC Securities, Inc. | 78 | $4.00K | 0.00% | −2,572−97.1% | Reduced |
| Harbor Capital Advisors, Inc. | 78 | $4.00K | 0.00% | −32−29.1% | Reduced |
| Hantz Financial Services, Inc. | 80 | $4.00K | 0.00% | +78+3,900.0% | Added |
| Parkside Financial Bank & Trust | 59 | $3.25K | 0.00% | +52+742.9% | Added |
| Bessemer Group Inc | 49 | $3.00K | 0.00% | +12+32.4% | Added |
| Allworth Financial LP | 53 | $2.92K | 0.00% | +32+152.4% | Added |
| Ancora Advisors, LLC | 50 | $2.75K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 45 | $2.54K | 0.00% | −10−18.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 28 | $1.54K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 18 | $992 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $882 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 16 | $882 | 0.00% | +16 | New |
| Atlantic Trust, LLC | 16 | $882 | 0.00% | +16 | New |
| Transce3nd, LLC | 15 | $827 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13 | $716 | 0.00% | +13 | New |
| True Wealth Design, LLC | 11 | $607 | 0.00% | +2+22.2% | Added |
| JFS Wealth Advisors, LLC | 8 | $441 | 0.00% | −1−11.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 8 | $433 | 0.00% | +8 | New |
| Federated Hermes, Inc. | 7 | $386 | 0.00% | −16−69.6% | Reduced |