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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $126 | 0.00% | +2 | New |
| Root Financial Partners, LLC | 4 | $251 | 0.00% | −10−71.4% | Reduced |
| Federated Hermes, Inc. | 5 | $313 | 0.00% | −2−28.6% | Reduced |
| CIBC Private Wealth Group, LLC | 5 | $313 | 0.00% | +5 | New |
| Ankerstar Wealth, LLC | 5 | $313 | 0.00% | +5 | New |
| Flagship Harbor Advisors, LLC | 6 | $376 | 0.00% | +6 | New |
| True Wealth Design, LLC | 11 | $689 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13 | $814 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 18 | $1.13K | 0.00% | +18 | New |
| Massmutual Trust Co FSB | 36 | $2.25K | 0.00% | +36 | New |
| Versant Capital Management, Inc | 37 | $2.32K | 0.00% | −151−80.3% | Reduced |
| Huntington National Bank | 41 | $2.57K | 0.00% | −33−44.6% | Reduced |
| Rothschild Investment LLC | 41 | $2.57K | 0.00% | +6+17.1% | Added |
| Ancora Advisors, LLC | 50 | $3.13K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 55 | $3.44K | 0.00% | −80−59.3% | Reduced |
| Optiver Holding B.V. | 58 | $3.63K | 0.00% | −310−84.2% | Reduced |
| Parkside Financial Bank & Trust | 58 | $3.63K | 0.00% | −1−1.7% | Reduced |
| Jones Financial Companies LLLP | 61 | $3.82K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 64 | $4.01K | 0.00% | +64 | New |
| Bare Financial Services, Inc | 73 | $4.57K | 0.00% | +40+121.2% | Added |
| NBC Securities, Inc. | 78 | $4.88K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 78 | $5.00K | 0.00% | −1−1.3% | Reduced |
| Larson Financial Group LLC | 96 | $6.01K | 0.00% | +96 | New |
| Aster Capital Management (DIFC) Ltd | 102 | $6.39K | 0.00% | +102 | New |
| Wolff Wiese Magana LLC | 105 | $6.58K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 145 | $9.08K | 0.00% | −100−40.8% | Reduced |
| Smartleaf Asset Management LLC | 148 | $9.31K | 0.00% | −99−40.1% | Reduced |
| Salomon & Ludwin, LLC | 164 | $10.7K | 0.00% | −60−26.8% | Reduced |
| Hantz Financial Services, Inc. | 169 | $11.0K | 0.00% | −131−43.7% | Reduced |
| Bessemer Group Inc | 174 | $11.0K | 0.00% | +50+40.3% | Added |
| Eurizon Capital SGR S.p.A. | 190 | $11.9K | 0.00% | +190 | New |
| Umb Bank N A | 196 | $12.3K | 0.00% | −40−16.9% | Reduced |
| Quent Capital, LLC | 200 | $12.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 243 | $15.2K | 0.00% | −4−1.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 260 | $16.0K | 0.00% | +104+66.7% | Added |
| EverSource Wealth Advisors, LLC | 258 | $16.2K | 0.00% | −264−50.6% | Reduced |
| Central Trust Co | 272 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 285 | $17.9K | 0.00% | −216−43.1% | Reduced |
| Public Employees Retirement System of Ohio | 288 | $18.0K | 0.00% | +73+34.0% | Added |
| Fifth Third Bancorp | 299 | $18.7K | 0.00% | −198−39.8% | Reduced |
| Rockefeller Capital Management L.P. | 315 | $19.7K | 0.00% | +258+452.6% | Added |
| CWM, LLC | 423 | $26.0K | 0.00% | −52−10.9% | Reduced |
| Farther Finance Advisors, LLC | 491 | $30.8K | 0.00% | +155+46.1% | Added |
| Quest Partners LLC | 523 | $32.8K | 0.00% | −589−53.0% | Reduced |
| GAMMA Investing LLC | 552 | $34.6K | 0.00% | −161−22.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 671 | $42.0K | 0.00% | +671 | New |
| Sterling Capital Management LLC | 788 | $49.4K | 0.00% | −96−10.9% | Reduced |
| KBC Group NV | 821 | $51.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 930 | $58.2K | 0.00% | −373−28.6% | Reduced |
| Simplex Trading, LLC | 1,522 | $95.3K | 0.00% | +1,508+10,771.4% | Added |
| Ameritas Investment Partners, Inc. | 1,897 | $118.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,947 | $121.9K | 0.00% | −395−16.9% | Reduced |
| Los Angeles Capital Management LLC | 2,777 | $151.8K | 0.00% | +2,777 | New |
| Advisor Group Holdings, Inc. | 2,741 | $171.7K | 0.00% | +19+0.7% | Added |
| Walleye Trading LLC | 2,803 | $175.6K | 0.00% | +2,803 | New |
| Public Employees Retirement Association of Colorado | 2,863 | $179.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 3,228 | $202.2K | 0.00% | +3,228 | New |
| Portside Wealth Group, LLC | 3,246 | $203.3K | 0.03% | −2,954−47.6% | Reduced |
| Maryland State Retirement & Pension System | 3,288 | $205.9K | 0.00% | +3,288 | New |
| Benjamin Edwards Inc | 3,314 | $207.5K | 0.00% | +3,314 | New |
| DRW Securities, LLC | 3,384 | $211.9K | 0.02% | +3,384 | New |
| Nisa Investment Advisors, LLC | 3,499 | $219.1K | 0.00% | +18+0.5% | Added |
| Red Door Wealth Management, LLC | 3,725 | $233.3K | 0.02% | +3,725 | New |
| Janney Montgomery Scott LLC | 3,742 | $234.0K | 0.00% | +3,742 | New |
| FMR LLC | 3,965 | $248.3K | 0.00% | +725+22.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,998 | $250.4K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 4,137 | $259.1K | 0.00% | −52−1.2% | Reduced |
| Jefferies Financial Group Inc. | 4,178 | $261.7K | 0.00% | +4,178 | New |
| Profund Advisors LLC | 4,380 | $274.3K | 0.01% | +4,380 | New |
| Balyasny Asset Management LLC | 4,409 | $276.1K | 0.00% | −4,491−50.5% | Reduced |
| ProShare Advisors LLC | 4,414 | $276.4K | 0.00% | +139+3.3% | Added |
| Schonfeld Strategic Advisors LLC | 4,417 | $276.6K | 0.00% | +4,417 | New |
| Dark Forest Capital Management LP | 4,574 | $286.5K | 0.01% | +4,574 | New |
| Handelsbanken Fonder AB | 4,700 | $294.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,791 | $300.1K | 0.01% | −3,109−39.4% | Reduced |
| KLP Kapitalforvaltning AS | 4,800 | $300.6K | 0.00% | +500+11.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,823 | $302.0K | 0.00% | −386−7.4% | Reduced |
| Quantbot Technologies LP | 4,983 | $312.1K | 0.01% | −9,639−65.9% | Reduced |
| Callan Family Office, LLC | 5,034 | $315.3K | 0.01% | +5,034 | New |
| BNP Paribas Arbitrage, SA | 5,060 | $316.9K | 0.00% | −4,006−44.2% | Reduced |
| Oregon Public Employees Retirement Fund | 5,149 | $322.5K | 0.00% | +100+2.0% | Added |
| State of Tennessee, Treasury Department | 5,173 | $326.4K | 0.00% | −409−7.3% | Reduced |
| Millennium Management LLC | 5,274 | $330.3K | 0.00% | −4,646−46.8% | Reduced |
| New York State Teachers Retirement System | 5,421 | $340.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,589 | $350.0K | 0.00% | −153−2.7% | Reduced |
| Kings Path Partners LLC | 5,605 | $351.0K | 0.12% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,675 | $355.0K | 0.00% | −657−10.4% | Reduced |
| Atria Investments LLC | 5,876 | $368.0K | 0.00% | +121+2.1% | Added |
| Creative Planning | 6,048 | $378.8K | 0.00% | −5,563−47.9% | Reduced |
| Central Pacific Bank - Trust Division | 6,157 | $385.6K | 0.05% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 6,193 | $387.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 6,206 | $388.7K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,378 | $399.5K | 0.00% | −277−4.2% | Reduced |
| Yousif Capital Management, LLC | 6,050 | $407.5K | 0.00% | −909−13.1% | Reduced |
| Amalgamated Bank | 6,556 | $411.0K | 0.00% | −6−0.1% | Reduced |
| Skopos Labs, Inc. | 6,670 | $423.8K | 0.02% | +6,670 | New |