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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 7,414 | $464.3K | 0.00% | −1,827−19.8% | Reduced |
| Verition Fund Management LLC | 7,544 | $472.5K | 0.00% | −3,188−29.7% | Reduced |
| Quantinno Capital Management LP | 7,662 | $479.9K | 0.00% | +2,644+52.7% | Added |
| Neuberger Berman Group LLC | 7,939 | $497.2K | 0.00% | −13,266−62.6% | Reduced |
| M&T Bank Corp | 8,403 | $525.9K | 0.00% | −3,706−30.6% | Reduced |
| Foundations Investment Advisors, LLC | 8,636 | $540.9K | 0.01% | +8,636 | New |
| Manufacturers Life Insurance Company, The | 9,516 | $596.0K | 0.00% | −1,136−10.7% | Reduced |
| Janus Henderson Group PLC | 10,269 | $643.6K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,300 | $645.1K | 0.01% | −100−1.0% | Reduced |
| AQR Capital Management LLC | 10,497 | $657.4K | 0.00% | +3,107+42.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,504 | $657.9K | 0.00% | +21+0.2% | Added |
| US Bancorp | 10,789 | $675.7K | 0.00% | −1,366−11.2% | Reduced |
| Illinois Municipal Retirement Fund | 10,922 | $684.0K | 0.01% | −1,095−9.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,044 | $690.1K | 0.00% | −3,164−22.3% | Reduced |
| State of Alaska, Department of Revenue | 11,494 | $719.0K | 0.01% | +148+1.3% | Added |
| Jacobs Asset Management, LLC | 11,497 | $720.1K | 0.40% | +11,497 | 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 |
| Laurion Capital Management LP | 13,404 | $839.5K | 0.06% | +13,404 | New |
| Cetera Investment Advisers | 13,771 | $862.5K | 0.00% | −2,374−14.7% | Reduced |
| State of Wisconsin Investment Board | 13,803 | $864.5K | 0.00% | −751−5.2% | Reduced |
| Hudson Bay Capital Management LP | 15,000 | $939.5K | 0.01% | +15,000 | New |
| Susquehanna International Group, LLP | 16,316 | $1.02M | 0.00% | −5,161−24.0% | Reduced |
| West Michigan Advisors, LLC | 17,600 | $1.10M | 0.25% | +2,500+16.6% | Added |
| JPMorgan Chase & Co | 18,043 | $1.13M | 0.00% | −94−0.5% | Reduced |
| RMB Capital Management, LLC | 18,311 | $1.15M | 0.02% | −99−0.5% | Reduced |
| Great West Life Assurance Co | 18,393 | $1.15M | 0.00% | −6,349−25.7% | Reduced |
| Americana Partners, LLC | 18,757 | $1.17M | 0.03% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 20,278 | $1.27M | 0.00% | +20,278 | New |
| Empirical Capital Management, LLC | 20,725 | $1.30M | 0.85% | +20,725 | New |
| Prudential Financial Inc | 21,345 | $1.34M | 0.00% | −1,428−6.3% | Reduced |
| Tectonic Advisors LLC | 21,888 | $1.37M | 0.07% | −5,789−20.9% | Reduced |
| California State Teachers Retirement System | 22,534 | $1.41M | 0.00% | −10.0% | Reduced |
| Numerai GP LLC | 23,110 | $1.45M | 0.17% | −51,140−68.9% | Reduced |
| HSBC Holdings PLC | 23,525 | $1.47M | 0.00% | −13,762−36.9% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 24,000 | $1.50M | 1.39% | 00.0% | Unchanged |
| Stifel Financial Corp | 24,288 | $1.52M | 0.00% | −6,172−20.3% | Reduced |
| Price T Rowe Associates Inc | 24,888 | $1.56M | 0.00% | +3,606+16.9% | Added |
| Alliancebernstein L.P. | 25,926 | $1.62M | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 29,711 | $1.86M | 0.01% | −3,518−10.6% | Reduced |
| Rafferty Asset Management, LLC | 30,330 | $1.90M | 0.01% | −6,892−18.5% | Reduced |
| Orchard Capital Managment, LLC | 34,821 | $2.18M | 1.89% | +660+1.9% | Added |
| Ameriprise Financial Inc | 37,728 | $2.36M | 0.00% | −2,639−6.5% | Reduced |
| UBS Asset Management Americas Inc | 39,310 | $2.46M | 0.00% | −279−0.7% | Reduced |
| Sovereign's Capital Management, LLC | 41,341 | $2.59M | 1.57% | −10,959−21.0% | Reduced |
| Royal Bank of Canada | 41,349 | $2.59M | 0.00% | −20,187−32.8% | Reduced |
| Sofos Investments, Inc. | 41,557 | $2.60M | 0.50% | +41,557 | New |
| LPL Financial LLC | 43,034 | $2.70M | 0.00% | +9,858+29.7% | Added |
| D. E. Shaw & Co., Inc. | 43,796 | $2.74M | 0.00% | −10,045−18.7% | Reduced |
| Swiss National Bank | 44,500 | $2.79M | 0.00% | +900+2.1% | Added |
| Barclays PLC | 47,145 | $2.95M | 0.00% | +12,805+37.3% | Added |
| Nuveen, LLC | 47,391 | $2.97M | 0.00% | −918−1.9% | Reduced |
| Womack Financial LLC | 48,419 | $3.03M | 2.24% | +7,042+17.0% | Added |
| ArrowMark Colorado Holdings LLC | 50,314 | $3.15M | 0.07% | +50,314 | New |
| Comerica Bank | 53,807 | $3.37M | 0.01% | +7,593+16.4% | Added |
| Nomura Asset Management International Inc. | 54,033 | $3.38M | 0.01% | +54,033 | New |
| Deutsche Bank AG | 55,858 | $3.50M | 0.00% | +11,359+25.5% | Added |
| Legal & General Group Plc | 57,164 | $3.58M | 0.00% | −2,354−4.0% | Reduced |
| Cerity Partners LLC | 58,189 | $3.64M | 0.01% | +58,189 | New |
| Rhumbline Advisers | 62,040 | $3.89M | 0.00% | −1,763−2.8% | Reduced |
| Hodges Capital Management Inc. | 62,115 | $3.89M | 0.33% | −11,585−15.7% | Reduced |
| Invesco Ltd. | 67,480 | $4.23M | 0.00% | +1,594+2.4% | Added |
| Citigroup Inc | 71,355 | $4.47M | 0.00% | +12,169+20.6% | Added |
| Sippican Capital Advisors | 72,948 | $4.57M | 2.94% | +4,585+6.7% | Added |
| Public Sector Pension Investment Board | 78,141 | $4.89M | 0.02% | −9,777−11.1% | Reduced |
| Eight 31 Financial LLC | 89,525 | $5.61M | 3.07% | 00.0% | Unchanged |
| First Sabrepoint Capital Management LP | 89,692 | $5.62M | 2.31% | +89,692 | New |
| WCM Investment Management, LLC | 89,660 | $5.64M | 0.01% | +89,660 | New |
| SG Americas Securities, LLC | 93,553 | $5.86M | 0.01% | +86,454+1,217.8% | Added |
| UBS Group AG | 102,530 | $6.42M | 0.00% | +12,005+13.3% | Added |
| Principal Financial Group Inc | 107,770 | $6.75M | 0.00% | −1,160−1.1% | Reduced |
| Envestnet Asset Management Inc | 109,117 | $6.83M | 0.00% | −30,103−21.6% | Reduced |
| SEI Investments Co | 109,830 | $6.88M | 0.01% | −15,231−12.2% | Reduced |
| Russell Investments Group, Ltd. | 111,239 | $6.97M | 0.01% | +4,119+3.8% | Added |
| Banc Funds Co LLC | 117,136 | $7.34M | 1.45% | −22,709−16.2% | Reduced |
| Voloridge Investment Management, LLC | 126,746 | $7.94M | 0.03% | +11,984+10.4% | Added |
| Bank of New York Mellon Corp | 127,001 | $7.95M | 0.00% | −6,316−4.7% | Reduced |
| NFC Investments, LLC | 127,158 | $7.96M | 2.25% | −717−0.6% | Reduced |
| New York State Common Retirement Fund | 127,721 | $8.00M | 0.01% | +21,210+19.9% | Added |
| Goldman Sachs Group Inc | 129,851 | $8.13M | 0.00% | +29,898+29.9% | Added |
| Legato Capital Management LLC | 132,714 | $8.31M | 0.72% | +23,691+21.7% | Added |
| Earnest Partners LLC | 162,468 | $10.2M | 0.04% | +39,149+31.7% | Added |
| Peregrine Capital Management LLC | 197,608 | $12.4M | 0.38% | +14,340+7.8% | Added |
| Wells Fargo & Company | 225,728 | $14.1M | 0.00% | −42,990−16.0% | Reduced |
| Northern Trust Corp | 226,132 | $14.2M | 0.00% | +7,244+3.3% | Added |
| Marshall Wace, LLP | 245,460 | $15.4M | 0.01% | +35,626+17.0% | Added |
| Morgan Stanley | 250,672 | $15.7M | 0.00% | −54,467−17.8% | Reduced |
| Charles Schwab Investment Management Inc | 289,427 | $18.1M | 0.00% | +25,427+9.6% | Added |
| Investment Management Associates Inc | 340,161 | $21.3M | 5.96% | +86,761+34.2% | Added |
| Ranger Investment Management, L.P. | 352,380 | $22.1M | 1.51% | −7,329−2.0% | Reduced |
| Bank of America Corp | 406,689 | $25.5M | 0.00% | −59,960−12.8% | Reduced |
| Diamond Hill Capital Management Inc | 439,895 | $27.6M | 0.14% | +77,942+21.5% | Added |
| Geode Capital Management, LLC | 532,678 | $33.4M | 0.00% | +4,747+0.9% | Added |
| Citadel Advisors LLC | 585,993 | $36.7M | 0.02% | +571,373+3,908.2% | Added |
| American Century Companies Inc | 716,967 | $44.9M | 0.02% | +197,258+38.0% | Added |
| Luxor Capital Group, LP | 739,958 | $46.3M | 6.90% | +125,126+20.4% | Added |
| Frontier Capital Management Co LLC | 751,897 | $47.1M | 0.50% | +262,719+53.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 811,480 | $50.8M | 0.17% | −57,327−6.6% | Reduced |
| Dimensional Fund Advisors LP | 828,616 | $51.9M | 0.01% | −25,760−3.0% | Reduced |
| State Street Corp | 1,321,067 | $82.7M | 0.00% | −12,219−0.9% | Reduced |