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, Q4 2025
Institutional positions in Triumph Financial, Inc. as of Dec 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
- 205
- +14 vs. Q3 2025
- Shares held
- 23.7M
- +1.06M (+4.7%) vs. Q3 2025
- Total value
- $1.48B
- +$351.4M (+31.0%) vs. Q3 2025
- New holders
- 38
- 54 more added
- Sold out
- 24
- 86 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,315,248 | $207.6M | 0.00% | +59,640+1.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,108,275 | $132.0M | 0.35% | −615,454−22.6% | Reduced |
| Vanguard Group Inc | 2,031,008 | $127.2M | 0.00% | +14,355+0.7% | Added |
| AltraVue Capital, LLC | 1,515,877 | $94.9M | 7.82% | +273,718+22.0% | Added |
| Thrivent Financial for Lutherans | 1,376,855 | $86.2M | 0.15% | −106,546−7.2% | Reduced |
| State Street Corp | 1,321,067 | $82.7M | 0.00% | −12,219−0.9% | Reduced |
| Dimensional Fund Advisors LP | 828,616 | $51.9M | 0.01% | −25,760−3.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 811,480 | $50.8M | 0.17% | −57,327−6.6% | Reduced |
| Frontier Capital Management Co LLC | 751,897 | $47.1M | 0.50% | +262,719+53.7% | Added |
| Luxor Capital Group, LP | 739,958 | $46.3M | 6.90% | +125,126+20.4% | Added |
| American Century Companies Inc | 716,967 | $44.9M | 0.02% | +197,258+38.0% | Added |
| Citadel Advisors LLC | 585,993 | $36.7M | 0.02% | +571,373+3,908.2% | Added |
| Geode Capital Management, LLC | 532,678 | $33.4M | 0.00% | +4,747+0.9% | Added |
| Diamond Hill Capital Management Inc | 439,895 | $27.6M | 0.14% | +77,942+21.5% | Added |
| Bank of America Corp | 406,689 | $25.5M | 0.00% | −59,960−12.8% | Reduced |
| Ranger Investment Management, L.P. | 352,380 | $22.1M | 1.51% | −7,329−2.0% | Reduced |
| Investment Management Associates Inc | 340,161 | $21.3M | 5.96% | +86,761+34.2% | Added |
| Charles Schwab Investment Management Inc | 289,427 | $18.1M | 0.00% | +25,427+9.6% | Added |
| Morgan Stanley | 250,672 | $15.7M | 0.00% | −54,467−17.8% | Reduced |
| Marshall Wace, LLP | 245,460 | $15.4M | 0.01% | +35,626+17.0% | Added |
| Northern Trust Corp | 226,132 | $14.2M | 0.00% | +7,244+3.3% | Added |
| Wells Fargo & Company | 225,728 | $14.1M | 0.00% | −42,990−16.0% | Reduced |
| Peregrine Capital Management LLC | 197,608 | $12.4M | 0.38% | +14,340+7.8% | Added |
| Earnest Partners LLC | 162,468 | $10.2M | 0.04% | +39,149+31.7% | Added |
| Legato Capital Management LLC | 132,714 | $8.31M | 0.72% | +23,691+21.7% | Added |
| Goldman Sachs Group Inc | 129,851 | $8.13M | 0.00% | +29,898+29.9% | Added |
| New York State Common Retirement Fund | 127,721 | $8.00M | 0.01% | +21,210+19.9% | Added |
| NFC Investments, LLC | 127,158 | $7.96M | 2.25% | −717−0.6% | Reduced |
| Bank of New York Mellon Corp | 127,001 | $7.95M | 0.00% | −6,316−4.7% | Reduced |
| Voloridge Investment Management, LLC | 126,746 | $7.94M | 0.03% | +11,984+10.4% | Added |
| Banc Funds Co LLC | 117,136 | $7.34M | 1.45% | −22,709−16.2% | Reduced |
| Russell Investments Group, Ltd. | 111,239 | $6.97M | 0.01% | +4,119+3.8% | Added |
| SEI Investments Co | 109,830 | $6.88M | 0.01% | −15,231−12.2% | Reduced |
| Envestnet Asset Management Inc | 109,117 | $6.83M | 0.00% | −30,103−21.6% | Reduced |
| Principal Financial Group Inc | 107,770 | $6.75M | 0.00% | −1,160−1.1% | Reduced |
| UBS Group AG | 102,530 | $6.42M | 0.00% | +12,005+13.3% | Added |
| SG Americas Securities, LLC | 93,553 | $5.86M | 0.01% | +86,454+1,217.8% | Added |
| WCM Investment Management, LLC | 89,660 | $5.64M | 0.01% | +89,660 | New |
| First Sabrepoint Capital Management LP | 89,692 | $5.62M | 2.31% | +89,692 | New |
| Eight 31 Financial LLC | 89,525 | $5.61M | 3.07% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 78,141 | $4.89M | 0.02% | −9,777−11.1% | Reduced |
| Sippican Capital Advisors | 72,948 | $4.57M | 2.94% | +4,585+6.7% | Added |
| Citigroup Inc | 71,355 | $4.47M | 0.00% | +12,169+20.6% | Added |
| Invesco Ltd. | 67,480 | $4.23M | 0.00% | +1,594+2.4% | Added |
| Hodges Capital Management Inc. | 62,115 | $3.89M | 0.33% | −11,585−15.7% | Reduced |
| Rhumbline Advisers | 62,040 | $3.89M | 0.00% | −1,763−2.8% | Reduced |
| Cerity Partners LLC | 58,189 | $3.64M | 0.01% | +58,189 | New |
| Legal & General Group Plc | 57,164 | $3.58M | 0.00% | −2,354−4.0% | Reduced |
| Deutsche Bank AG | 55,858 | $3.50M | 0.00% | +11,359+25.5% | Added |
| Nomura Asset Management International Inc. | 54,033 | $3.38M | 0.01% | +54,033 | New |
| Comerica Bank | 53,807 | $3.37M | 0.01% | +7,593+16.4% | Added |
| ArrowMark Colorado Holdings LLC | 50,314 | $3.15M | 0.07% | +50,314 | New |
| Womack Financial LLC | 48,419 | $3.03M | 2.24% | +7,042+17.0% | Added |
| Nuveen, LLC | 47,391 | $2.97M | 0.00% | −918−1.9% | Reduced |
| Barclays PLC | 47,145 | $2.95M | 0.00% | +12,805+37.3% | Added |
| Swiss National Bank | 44,500 | $2.79M | 0.00% | +900+2.1% | Added |
| D. E. Shaw & Co., Inc. | 43,796 | $2.74M | 0.00% | −10,045−18.7% | Reduced |
| LPL Financial LLC | 43,034 | $2.70M | 0.00% | +9,858+29.7% | Added |
| Sofos Investments, Inc. | 41,557 | $2.60M | 0.50% | +41,557 | New |
| Royal Bank of Canada | 41,349 | $2.59M | 0.00% | −20,187−32.8% | Reduced |
| Sovereign's Capital Management, LLC | 41,341 | $2.59M | 1.57% | −10,959−21.0% | Reduced |
| UBS Asset Management Americas Inc | 39,310 | $2.46M | 0.00% | −279−0.7% | Reduced |
| Ameriprise Financial Inc | 37,728 | $2.36M | 0.00% | −2,639−6.5% | Reduced |
| Orchard Capital Managment, LLC | 34,821 | $2.18M | 1.89% | +660+1.9% | Added |
| Rafferty Asset Management, LLC | 30,330 | $1.90M | 0.01% | −6,892−18.5% | Reduced |
| Daiwa Securities Group Inc. | 29,711 | $1.86M | 0.01% | −3,518−10.6% | Reduced |
| Alliancebernstein L.P. | 25,926 | $1.62M | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 24,888 | $1.56M | 0.00% | +3,606+16.9% | Added |
| Stifel Financial Corp | 24,288 | $1.52M | 0.00% | −6,172−20.3% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 24,000 | $1.50M | 1.39% | 00.0% | Unchanged |
| HSBC Holdings PLC | 23,525 | $1.47M | 0.00% | −13,762−36.9% | Reduced |
| Numerai GP LLC | 23,110 | $1.45M | 0.17% | −51,140−68.9% | Reduced |
| California State Teachers Retirement System | 22,534 | $1.41M | 0.00% | −10.0% | Reduced |
| Tectonic Advisors LLC | 21,888 | $1.37M | 0.07% | −5,789−20.9% | Reduced |
| Prudential Financial Inc | 21,345 | $1.34M | 0.00% | −1,428−6.3% | Reduced |
| Empirical Capital Management, LLC | 20,725 | $1.30M | 0.85% | +20,725 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 20,278 | $1.27M | 0.00% | +20,278 | New |
| Americana Partners, LLC | 18,757 | $1.17M | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 18,393 | $1.15M | 0.00% | −6,349−25.7% | Reduced |
| RMB Capital Management, LLC | 18,311 | $1.15M | 0.02% | −99−0.5% | Reduced |
| JPMorgan Chase & Co | 18,043 | $1.13M | 0.00% | −94−0.5% | Reduced |
| West Michigan Advisors, LLC | 17,600 | $1.10M | 0.25% | +2,500+16.6% | Added |
| Susquehanna International Group, LLP | 16,316 | $1.02M | 0.00% | −5,161−24.0% | Reduced |
| Hudson Bay Capital Management LP | 15,000 | $939.5K | 0.01% | +15,000 | New |
| State of Wisconsin Investment Board | 13,803 | $864.5K | 0.00% | −751−5.2% | Reduced |
| Cetera Investment Advisers | 13,771 | $862.5K | 0.00% | −2,374−14.7% | Reduced |
| Laurion Capital Management LP | 13,404 | $839.5K | 0.06% | +13,404 | New |
| First Trust Advisors LP | 12,386 | $775.7K | 0.00% | +2,458+24.8% | Added |
| MetLife Investment Management | 12,386 | $775.7K | 0.00% | +12,386 | New |
| Jacobs Asset Management, LLC | 11,497 | $720.1K | 0.40% | +11,497 | New |
| State of Alaska, Department of Revenue | 11,494 | $719.0K | 0.01% | +148+1.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,044 | $690.1K | 0.00% | −3,164−22.3% | Reduced |
| Illinois Municipal Retirement Fund | 10,922 | $684.0K | 0.01% | −1,095−9.1% | Reduced |
| US Bancorp | 10,789 | $675.7K | 0.00% | −1,366−11.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,504 | $657.9K | 0.00% | +21+0.2% | Added |
| AQR Capital Management LLC | 10,497 | $657.4K | 0.00% | +3,107+42.0% | Added |
| Louisiana State Employees Retirement System | 10,300 | $645.1K | 0.01% | −100−1.0% | Reduced |
| Janus Henderson Group PLC | 10,269 | $643.6K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 9,516 | $596.0K | 0.00% | −1,136−10.7% | Reduced |
| Foundations Investment Advisors, LLC | 8,636 | $540.9K | 0.01% | +8,636 | New |