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, Q1 2026
Institutional positions in Triumph Financial, Inc. as of Mar 31, 2026. 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
- 216
- +14 vs. Q4 2025
- Shares held
- 24.2M
- +2.55M (+11.8%) vs. Q4 2025
- Total value
- $1.44B
- +$87.8M (+6.5%) vs. Q4 2025
- New holders
- 36
- 76 more added
- Sold out
- 22
- 64 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Triumph Financial, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,307,986 | $197.4M | 0.00% | −7,262−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,964,575 | $117.2M | 0.34% | −143,700−6.8% | Reduced |
| State Street Corp | 1,452,113 | $86.6M | 0.00% | +131,046+9.9% | Added |
| AltraVue Capital, LLC | 1,431,717 | $85.4M | 7.36% | −84,160−5.6% | Reduced |
| Thrivent Financial for Lutherans | 1,339,376 | $79.9M | 0.15% | −37,479−2.7% | Reduced |
| Vanguard Capital Management LLC | 998,888 | $59.6M | 0.00% | +998,888 | New |
| Vanguard Portfolio Management LLC | 873,584 | $52.1M | 0.00% | +873,584 | New |
| Dimensional Fund Advisors LP | 832,146 | $49.6M | 0.01% | +3,530+0.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 763,216 | $45.5M | 0.15% | −48,264−5.9% | Reduced |
| Frontier Capital Management Co LLC | 644,777 | $38.5M | 0.40% | −107,120−14.2% | Reduced |
| Citadel Advisors LLC | 615,605 | $36.7M | 0.03% | +29,612+5.1% | Added |
| Geode Capital Management, LLC | 546,859 | $32.6M | 0.00% | +14,181+2.7% | Added |
| Diamond Hill Capital Management Inc | 538,827 | $32.1M | 0.20% | +98,932+22.5% | Added |
| Ranger Investment Management, L.P. | 523,251 | $31.2M | 2.26% | +170,871+48.5% | Added |
| American Century Companies Inc | 478,451 | $28.5M | 0.01% | −238,516−33.3% | Reduced |
| Bank of America Corp | 460,088 | $27.4M | 0.00% | +53,399+13.1% | Added |
| Investment Management Associates Inc | 354,002 | $21.1M | 5.72% | +13,841+4.1% | Added |
| Morgan Stanley | 336,413 | $20.1M | 0.00% | +85,741+34.2% | Added |
| Charles Schwab Investment Management Inc | 291,208 | $17.4M | 0.00% | +1,781+0.6% | Added |
| UBS Group AG | 269,765 | $16.1M | 0.00% | +167,235+163.1% | Added |
| Goldman Sachs Group Inc | 268,297 | $16.0M | 0.00% | +138,446+106.6% | Added |
| Northern Trust Corp | 238,200 | $14.2M | 0.00% | +12,068+5.3% | Added |
| Luxor Capital Group, LP | 232,299 | $13.9M | 2.19% | −507,659−68.6% | Reduced |
| Wells Fargo & Company | 194,949 | $11.6M | 0.00% | −30,779−13.6% | Reduced |
| Peregrine Capital Management LLC | 179,922 | $10.7M | 0.40% | −17,686−9.0% | Reduced |
| Marshall Wace, LLP | 173,645 | $10.4M | 0.01% | −71,815−29.3% | Reduced |
| Earnest Partners LLC | 154,299 | $9.21M | 0.04% | −8,169−5.0% | Reduced |
| Russell Investments Group, Ltd. | 153,075 | $9.13M | 0.01% | +41,836+37.6% | Added |
| Vanguard Fiduciary Trust Co | 151,497 | $9.04M | 0.00% | +151,497 | New |
| Brevan Howard Capital Management LP | 150,000 | $8.95M | 0.09% | +150,000 | New |
| Legato Capital Management LLC | 132,714 | $7.92M | 0.72% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 127,721 | $7.62M | 0.01% | 00.0% | Unchanged |
| NFC Investments, LLC | 127,533 | $7.61M | 2.12% | +375+0.3% | Added |
| Bank of New York Mellon Corp | 122,213 | $7.29M | 0.00% | −4,788−3.8% | Reduced |
| Jacobs Asset Management, LLC | 117,500 | $7.01M | 4.20% | +106,003+922.0% | Added |
| Banc Funds Co LLC | 117,136 | $6.99M | 1.30% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 117,512 | $6.65M | 0.02% | +27,852+31.1% | Added |
| First Sabrepoint Capital Management LP | 110,659 | $6.60M | 2.70% | +20,967+23.4% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 110,527 | $6.59M | 2.11% | +110,527 | New |
| Principal Financial Group Inc | 110,172 | $6.57M | 0.00% | +2,402+2.2% | Added |
| ArrowMark Colorado Holdings LLC | 107,836 | $6.43M | 0.17% | +57,522+114.3% | Added |
| Envestnet Asset Management Inc | 106,319 | $6.34M | 0.00% | −2,798−2.6% | Reduced |
| Citigroup Inc | 104,369 | $6.23M | 0.00% | +33,014+46.3% | Added |
| Ameriprise Financial Inc | 103,134 | $6.15M | 0.00% | +65,406+173.4% | Added |
| Boothbay Fund Management, LLC | 97,819 | $5.84M | 0.14% | +97,819 | New |
| SEI Investments Co | 97,815 | $5.84M | 0.01% | −12,015−10.9% | Reduced |
| Voloridge Investment Management, LLC | 93,615 | $5.59M | 0.02% | −33,131−26.1% | Reduced |
| Eight 31 Financial LLC | 89,525 | $5.34M | 3.23% | 00.0% | Unchanged |
| Barclays PLC | 88,803 | $5.30M | 0.00% | +41,658+88.4% | Added |
| Public Sector Pension Investment Board | 80,912 | $4.83M | 0.02% | +2,771+3.5% | Added |
| Invesco Ltd. | 71,802 | $4.28M | 0.00% | +4,322+6.4% | Added |
| Sippican Capital Advisors | 70,423 | $4.20M | 2.88% | −2,525−3.5% | Reduced |
| Hodges Capital Management Inc. | 68,965 | $4.11M | 0.34% | +6,850+11.0% | Added |
| Rhumbline Advisers | 63,211 | $3.77M | 0.00% | +1,171+1.9% | Added |
| Royal Bank of Canada | 61,529 | $3.67M | 0.00% | +20,180+48.8% | Added |
| Cerity Partners LLC | 58,333 | $3.48M | 0.00% | +144+0.2% | Added |
| Deutsche Bank AG | 57,972 | $3.46M | 0.00% | +2,114+3.8% | Added |
| Nomura Asset Management International Inc. | 57,523 | $3.43M | 0.01% | +3,490+6.5% | Added |
| Womack Financial LLC | 51,755 | $3.09M | 2.27% | +3,336+6.9% | Added |
| Legal & General Group Plc | 50,299 | $3.00M | 0.00% | −6,865−12.0% | Reduced |
| Nuveen, LLC | 49,764 | $2.97M | 0.00% | +2,373+5.0% | Added |
| LPL Financial LLC | 44,554 | $2.66M | 0.00% | +1,520+3.5% | Added |
| Swiss National Bank | 44,500 | $2.65M | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 41,557 | $2.48M | 0.44% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 40,505 | $2.42M | 0.01% | +40,505 | New |
| Fifth Third Bancorp | 40,200 | $2.40M | 0.00% | +39,901+13,344.8% | Added |
| Sovereign's Capital Management, LLC | 39,740 | $2.37M | 1.75% | −1,601−3.9% | Reduced |
| UBS Asset Management Americas Inc | 39,587 | $2.36M | 0.00% | +277+0.7% | Added |
| PMC FIG Opportunities LLC | 37,988 | $2.27M | 3.51% | +37,988 | New |
| Orchard Capital Managment, LLC | 34,821 | $2.08M | 2.72% | 00.0% | Unchanged |
| KBC Group NV | 33,224 | $1.98M | 0.00% | +32,403+3,946.8% | Added |
| Susquehanna International Group, LLP | 31,908 | $1.90M | 0.00% | +15,592+95.6% | Added |
| Empirical Capital Management, LLC | 30,450 | $1.82M | 1.09% | +9,725+46.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 30,170 | $1.80M | 0.00% | +30,170 | New |
| Rafferty Asset Management, LLC | 29,672 | $1.77M | 0.01% | −658−2.2% | Reduced |
| Price T Rowe Associates Inc | 28,697 | $1.71M | 0.00% | +3,809+15.3% | Added |
| Tectonic Advisors LLC | 28,381 | $1.69M | 0.09% | +6,493+29.7% | Added |
| Jane Street Group, LLC | 27,298 | $1.63M | 0.00% | +27,298 | New |
| Alliancebernstein L.P. | 25,932 | $1.62M | 0.00% | +60.0% | Added |
| Stifel Financial Corp | 25,823 | $1.54M | 0.00% | +1,535+6.3% | Added |
| Hudson Bay Capital Management LP | 24,764 | $1.48M | 0.01% | +9,764+65.1% | Added |
| Daiwa Securities Group Inc. | 24,411 | $1.46M | 0.00% | −5,300−17.8% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 24,000 | $1.43M | 1.40% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 23,557 | $1.41M | 0.05% | +23,557 | New |
| Prudential Financial Inc | 23,485 | $1.40M | 0.00% | +2,140+10.0% | Added |
| California State Teachers Retirement System | 21,047 | $1.26M | 0.00% | −1,487−6.6% | Reduced |
| Numerai GP LLC | 20,235 | $1.21M | 0.12% | −2,875−12.4% | Reduced |
| Americana Partners, LLC | 19,296 | $1.15M | 0.03% | +539+2.9% | Added |
| Great West Life Assurance Co | 18,393 | $1.10M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 19,402 | $1.10M | 0.00% | +1,359+7.5% | Added |
| Vanguard Asset Management, Ltd | 18,152 | $1.08M | 0.00% | +18,152 | New |
| West Michigan Advisors, LLC | 17,600 | $1.05M | 0.23% | 00.0% | Unchanged |
| Vident Advisory, LLC | 16,746 | $999.1K | 0.01% | +16,746 | New |
| Quantinno Capital Management LP | 16,181 | $965.4K | 0.00% | +8,519+111.2% | Added |
| SG Americas Securities, LLC | 16,043 | $957.0K | 0.00% | −77,510−82.9% | Reduced |
| Cetera Investment Advisers | 14,423 | $860.5K | 0.00% | +652+4.7% | Added |
| Persistent Asset Partners Ltd | 14,193 | $846.8K | 0.33% | +14,193 | New |
| State of Wisconsin Investment Board | 13,708 | $817.8K | 0.00% | −95−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 12,990 | $775.0K | 0.00% | −30,806−70.3% | Reduced |
| Gsa Capital Partners LLP | 12,374 | $738.0K | 0.05% | +12,374 | New |