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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 8,900 | $445.4K | 0.00% | −622−6.5% | Reduced |
| Aquatic Capital Management LLC | 8,803 | $440.5K | 0.01% | +8,803 | New |
| Inceptionr LLC | 8,406 | $420.6K | 0.10% | +3,659+77.1% | Added |
| Norden Group LLC | 8,016 | $401.1K | 0.04% | −1,030−11.4% | Reduced |
| XTX Topco Ltd | 7,900 | $395.3K | 0.02% | +7,900 | New |
| AQR Capital Management LLC | 7,390 | $369.8K | 0.00% | −277−3.6% | Reduced |
| SG Americas Securities, LLC | 7,099 | $355.0K | 0.00% | +3,567+101.0% | Added |
| Yousif Capital Management, LLC | 6,959 | $348.2K | 0.00% | −1,249−15.2% | Reduced |
| Arizona State Retirement System | 6,655 | $333.0K | 0.00% | +189+2.9% | Added |
| Titleist Asset Management, LLC | 6,640 | $332.3K | 0.03% | +40+0.6% | Added |
| Amalgamated Bank | 6,562 | $328.0K | 0.00% | +219+3.5% | Added |
| Teachers Retirement System of the State of Kentucky | 6,332 | $317.0K | 0.00% | −886−12.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,206 | $310.5K | 0.00% | +987+18.9% | Added |
| Portside Wealth Group, LLC | 6,200 | $310.2K | 0.04% | −1,553−20.0% | Reduced |
| State Board of Administration of Florida Retirement System | 6,193 | $309.9K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 6,157 | $308.1K | 0.04% | +552+9.8% | Added |
| Atria Investments LLC | 5,755 | $288.0K | 0.00% | +651+12.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,742 | $287.3K | 0.00% | +39+0.7% | Added |
| Kings Path Partners LLC | 5,605 | $280.5K | 0.10% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,582 | $279.3K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 5,421 | $271.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,209 | $261.0K | 0.00% | +561+12.1% | Added |
| Commonwealth Equity Services, LLC | 5,166 | $259.0K | 0.00% | +5,166 | New |
| Entropy Technologies, LP | 5,100 | $255.2K | 0.02% | +300+6.3% | Added |
| Oregon Public Employees Retirement Fund | 5,049 | $252.7K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,018 | $251.1K | 0.00% | +5,018 | New |
| Handelsbanken Fonder AB | 4,700 | $235.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 4,300 | $215.2K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 4,275 | $213.9K | 0.00% | −722−14.4% | Reduced |
| Voya Investment Management LLC | 4,189 | $209.6K | 0.00% | −1,924−31.5% | Reduced |
| Amundi | 4,156 | $202.1K | 0.00% | +550+15.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,998 | $200.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,481 | $174.2K | 0.00% | +92+2.7% | Added |
| Advisor Group Holdings, Inc. | 2,722 | $167.2K | 0.00% | +70+2.6% | Added |
| FMR LLC | 3,240 | $162.1K | 0.00% | −7,172−68.9% | Reduced |
| Public Employees Retirement Association of Colorado | 2,863 | $143.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,342 | $117.2K | 0.00% | +514+28.1% | Added |
| Ameritas Investment Partners, Inc. | 1,897 | $94.9K | 0.00% | −312−14.1% | Reduced |
| Principia Wealth Advisory, LLC | 1,500 | $75.1K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,303 | $65.2K | 0.00% | −981−43.0% | Reduced |
| Quest Partners LLC | 1,112 | $55.6K | 0.00% | +1,112 | New |
| Creekmur Asset Management LLC | 1,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 884 | $44.2K | 0.00% | +528+148.3% | Added |
| KBC Group NV | 821 | $41.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 713 | $35.7K | 0.00% | −31−4.2% | Reduced |
| EverSource Wealth Advisors, LLC | 522 | $26.1K | 0.00% | +209+66.8% | Added |
| Quadrant Capital Group LLC | 501 | $25.1K | 0.00% | +501 | New |
| Fifth Third Bancorp | 497 | $24.9K | 0.00% | +229+85.4% | Added |
| CWM, LLC | 475 | $24.0K | 0.00% | −5−1.0% | Reduced |
| Advisory Services Network, LLC | 429 | $21.5K | 0.00% | +429 | New |
| ISAM Funds (UK) Ltd | 378 | $18.9K | 0.00% | +378 | New |
| Optiver Holding B.V. | 368 | $18.4K | 0.00% | +368 | New |
| Farther Finance Advisors, LLC | 336 | $16.8K | 0.00% | +43+14.7% | Added |
| Hantz Financial Services, Inc. | 300 | $15.0K | 0.00% | +220+275.0% | Added |
| Central Trust Co | 272 | $13.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 267 | $13.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 252 | $13.0K | 0.00% | −658−72.3% | Reduced |
| Smartleaf Asset Management LLC | 247 | $12.6K | 0.00% | +133+116.7% | Added |
| Signaturefd, LLC | 247 | $12.4K | 0.00% | +4+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 245 | $12.3K | 0.00% | +69+39.2% | Added |
| Umb Bank N A | 236 | $11.8K | 0.00% | +7+3.1% | Added |
| Salomon & Ludwin, LLC | 224 | $11.0K | 0.00% | +224 | New |
| Public Employees Retirement System of Ohio | 215 | $10.8K | 0.00% | +75+53.6% | Added |
| Quent Capital, LLC | 200 | $10.0K | 0.00% | +200 | New |
| Versant Capital Management, Inc | 188 | $9.41K | 0.00% | −60−24.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 156 | $8.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 135 | $6.75K | 0.00% | +115+575.0% | Added |
| Bessemer Group Inc | 124 | $6.00K | 0.00% | +75+153.1% | Added |
| Wolff Wiese Magana LLC | 105 | $5.25K | 0.00% | +24+29.6% | Added |
| Harbor Capital Advisors, Inc. | 79 | $4.00K | 0.00% | +1+1.3% | Added |
| NBC Securities, Inc. | 78 | $3.90K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 74 | $3.70K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 61 | $3.13K | 0.00% | +16+35.6% | Added |
| Parkside Financial Bank & Trust | 59 | $2.95K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 57 | $2.85K | 0.00% | +57 | New |
| Allworth Financial LP | 52 | $2.60K | 0.00% | −1−1.9% | Reduced |
| Ancora Advisors, LLC | 50 | $2.50K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $1.75K | 0.00% | +15+75.0% | Added |
| Bare Financial Services, Inc | 33 | $1.65K | 0.00% | +27+450.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 28 | $1.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $801 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 16 | $801 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 14 | $701 | 0.00% | +14 | New |
| Steward Partners Investment Advisory, LLC | 13 | $651 | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13 | $651 | 0.00% | +13 | New |
| True Wealth Design, LLC | 11 | $551 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 7 | $350 | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 1 | $50 | 0.00% | +1 | Added |
| 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 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −70,651−100.0% | Sold out |
| Empirical Capital Management, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −27,043−100.0% | Sold out |
| Index Fund Advisors, Inc. | 0 | $0 | 0.00% | −10,843−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,970−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,823−100.0% | Sold out |