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, Q3 2025
Institutional positions in Triumph Financial, Inc. as of Sep 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
- 194
- −14 vs. Q2 2025
- Shares held
- 22.6M
- +129.3K (+0.6%) vs. Q2 2025
- Total value
- $1.13B
- −$108.6M (−8.7%) vs. Q2 2025
- New holders
- 19
- 72 more added
- Sold out
- 33
- 66 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 9 | $0 | 0.00% | −6−40.0% | Reduced |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 14 | $0 | 0.00% | +14 | New |
| IFP Advisors, Inc | 1 | $50 | 0.00% | +1 | Added |
| JFS Wealth Advisors, LLC | 1 | $51 | 0.00% | −7−87.5% | Reduced |
| SJS Investment Consulting Inc. | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7 | $350 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $551 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13 | $651 | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13 | $651 | 0.00% | +13 | New |
| Root Financial Partners, LLC | 14 | $701 | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 16 | $801 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 16 | $801 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $1.65K | 0.00% | +27+450.0% | Added |
| Rothschild Investment LLC | 35 | $1.75K | 0.00% | +15+75.0% | Added |
| Ancora Advisors, LLC | 50 | $2.50K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 52 | $2.60K | 0.00% | −1−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 57 | $2.85K | 0.00% | +57 | New |
| Parkside Financial Bank & Trust | 59 | $2.95K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 61 | $3.13K | 0.00% | +16+35.6% | Added |
| Huntington National Bank | 74 | $3.70K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 78 | $3.90K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 79 | $4.00K | 0.00% | +1+1.3% | Added |
| Wolff Wiese Magana LLC | 105 | $5.25K | 0.00% | +24+29.6% | Added |
| Bessemer Group Inc | 124 | $6.00K | 0.00% | +75+153.1% | Added |
| SRS Capital Advisors, Inc. | 135 | $6.75K | 0.00% | +115+575.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 156 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 188 | $9.41K | 0.00% | −60−24.2% | Reduced |
| Quent Capital, LLC | 200 | $10.0K | 0.00% | +200 | New |
| Public Employees Retirement System of Ohio | 215 | $10.8K | 0.00% | +75+53.6% | Added |
| Salomon & Ludwin, LLC | 224 | $11.0K | 0.00% | +224 | New |
| Umb Bank N A | 236 | $11.8K | 0.00% | +7+3.1% | Added |
| Northwestern Mutual Wealth Management Co | 245 | $12.3K | 0.00% | +69+39.2% | Added |
| Signaturefd, LLC | 247 | $12.4K | 0.00% | +4+1.6% | Added |
| Smartleaf Asset Management LLC | 247 | $12.6K | 0.00% | +133+116.7% | Added |
| Shell Asset Management Co | 252 | $13.0K | 0.00% | −658−72.3% | Reduced |
| Principal Securities, Inc. | 267 | $13.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 272 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 300 | $15.0K | 0.00% | +220+275.0% | Added |
| Farther Finance Advisors, LLC | 336 | $16.8K | 0.00% | +43+14.7% | Added |
| Optiver Holding B.V. | 368 | $18.4K | 0.00% | +368 | New |
| ISAM Funds (UK) Ltd | 378 | $18.9K | 0.00% | +378 | New |
| Advisory Services Network, LLC | 429 | $21.5K | 0.00% | +429 | New |
| CWM, LLC | 475 | $24.0K | 0.00% | −5−1.0% | Reduced |
| Fifth Third Bancorp | 497 | $24.9K | 0.00% | +229+85.4% | Added |
| Quadrant Capital Group LLC | 501 | $25.1K | 0.00% | +501 | New |
| EverSource Wealth Advisors, LLC | 522 | $26.1K | 0.00% | +209+66.8% | Added |
| GAMMA Investing LLC | 713 | $35.7K | 0.00% | −31−4.2% | Reduced |
| KBC Group NV | 821 | $41.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 884 | $44.2K | 0.00% | +528+148.3% | Added |
| Creekmur Asset Management LLC | 1,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 1,112 | $55.6K | 0.00% | +1,112 | New |
| Tower Research Capital LLC (TRC) | 1,303 | $65.2K | 0.00% | −981−43.0% | Reduced |
| Principia Wealth Advisory, LLC | 1,500 | $75.1K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,897 | $94.9K | 0.00% | −312−14.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,342 | $117.2K | 0.00% | +514+28.1% | Added |
| Public Employees Retirement Association of Colorado | 2,863 | $143.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,240 | $162.1K | 0.00% | −7,172−68.9% | Reduced |
| Advisor Group Holdings, Inc. | 2,722 | $167.2K | 0.00% | +70+2.6% | Added |
| Nisa Investment Advisors, LLC | 3,481 | $174.2K | 0.00% | +92+2.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,998 | $200.1K | 0.00% | 00.0% | Unchanged |
| Amundi | 4,156 | $202.1K | 0.00% | +550+15.3% | Added |
| Voya Investment Management LLC | 4,189 | $209.6K | 0.00% | −1,924−31.5% | Reduced |
| ProShare Advisors LLC | 4,275 | $213.9K | 0.00% | −722−14.4% | Reduced |
| KLP Kapitalforvaltning AS | 4,300 | $215.2K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 4,700 | $235.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,018 | $251.1K | 0.00% | +5,018 | New |
| Oregon Public Employees Retirement Fund | 5,049 | $252.7K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,100 | $255.2K | 0.02% | +300+6.3% | Added |
| Commonwealth Equity Services, LLC | 5,166 | $259.0K | 0.00% | +5,166 | New |
| Cambridge Investment Research Advisors, Inc. | 5,209 | $261.0K | 0.00% | +561+12.1% | Added |
| New York State Teachers Retirement System | 5,421 | $271.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,582 | $279.3K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 5,605 | $280.5K | 0.10% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,742 | $287.3K | 0.00% | +39+0.7% | Added |
| Atria Investments LLC | 5,755 | $288.0K | 0.00% | +651+12.8% | Added |
| Central Pacific Bank - Trust Division | 6,157 | $308.1K | 0.04% | +552+9.8% | Added |
| State Board of Administration of Florida Retirement System | 6,193 | $309.9K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 6,200 | $310.2K | 0.04% | −1,553−20.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,206 | $310.5K | 0.00% | +987+18.9% | Added |
| Teachers Retirement System of the State of Kentucky | 6,332 | $317.0K | 0.00% | −886−12.3% | Reduced |
| Amalgamated Bank | 6,562 | $328.0K | 0.00% | +219+3.5% | Added |
| Titleist Asset Management, LLC | 6,640 | $332.3K | 0.03% | +40+0.6% | Added |
| Arizona State Retirement System | 6,655 | $333.0K | 0.00% | +189+2.9% | Added |
| Yousif Capital Management, LLC | 6,959 | $348.2K | 0.00% | −1,249−15.2% | Reduced |
| SG Americas Securities, LLC | 7,099 | $355.0K | 0.00% | +3,567+101.0% | Added |
| AQR Capital Management LLC | 7,390 | $369.8K | 0.00% | −277−3.6% | Reduced |
| XTX Topco Ltd | 7,900 | $395.3K | 0.02% | +7,900 | New |
| Norden Group LLC | 8,016 | $401.1K | 0.04% | −1,030−11.4% | Reduced |
| Inceptionr LLC | 8,406 | $420.6K | 0.10% | +3,659+77.1% | Added |
| Aquatic Capital Management LLC | 8,803 | $440.5K | 0.01% | +8,803 | New |
| Balyasny Asset Management LLC | 8,900 | $445.4K | 0.00% | −622−6.5% | Reduced |
| BNP Paribas Arbitrage, SA | 9,066 | $453.7K | 0.00% | +1,129+14.2% | Added |
| Intech Investment Management LLC | 9,241 | $462.4K | 0.00% | −7,299−44.1% | Reduced |
| Millennium Management LLC | 9,920 | $496.4K | 0.00% | −6,311−38.9% | Reduced |
| First Trust Advisors LP | 9,928 | $496.8K | 0.00% | −14,270−59.0% | Reduced |
| Janus Henderson Group PLC | 10,269 | $513.4K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,400 | $520.4K | 0.01% | 00.0% | Unchanged |