Triumph Group Inc
TGIDelisted Jul 25, 2025- Industry
- Aircraft & Parts
- SEC CIK
- 0001021162
Triumph Group Inc was delisted on Jul 25, 2025; its insiders filed their last Form 4 on Jul 29, 2025; 239 institutions reported holding it in 13F filings for Q2 2025, worth $2.14B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Triumph Group Inc as of Sep 30, 2023. 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
- 175
- −10 vs. Q2 2023
- Shares held
- 72.3M
- +4.94M (+7.3%) vs. Q2 2023
- Total value
- $554.2M
- −$279.4M (−33.5%) vs. Q2 2023
- New holders
- 21
- 86 more added
- Sold out
- 31
- 45 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TGI 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 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 1 | $58.0K |
| Q3 2025 | 4 | $15.0M |
| Q2 2025 | 239 | $2.14B |
| Q1 2025 | 223 | $1.97B |
| Q4 2024 | 187 | $1.50B |
| Q3 2024 | 179 | $1.03B |
| Q2 2024 | 191 | $1.14B |
| Q1 2024 | 188 | $1.12B |
| Q4 2023 | 182 | $1.20B |
| Q3 2023 | 175 | $554.2M |
| Q2 2023 | 185 | $833.5M |
| Q1 2023 | 177 | $765.5M |
| Q4 2022 | 178 | $652.9M |
| Q3 2022 | 166 | $545.6M |
| Q2 2022 | 176 | $823.3M |
| Q1 2022 | 193 | $1.58B |
| Q4 2021 | 178 | $1.14B |
| Q3 2021 | 176 | $1.12B |
| Q2 2021 | 169 | $1.22B |
| Q1 2021 | 174 | $1.05B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Triumph Group Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| Gradient Investments LLC | 11 | $84 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 25 | $192 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 29 | $222 | 0.00% | −63−68.5% | Reduced |
| Coppell Advisory Solutions LLC | 26 | $274 | 0.00% | +14+116.7% | Added |
| Glassman Wealth Services | 36 | $276 | 0.00% | −19−34.5% | Reduced |
| Farmers & Merchants Investments Inc | 44 | $337 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 71 | $544 | 0.00% | +16+29.1% | Added |
| Baker Avenue Asset Management, LP | 88 | $674 | 0.00% | +88 | New |
| Bessemer Group Inc | 175 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 142 | $1.09K | 0.00% | +142 | New |
| Lindbrook Capital, LLC | 198 | $1.52K | 0.00% | −323−62.0% | Reduced |
| EverSource Wealth Advisors, LLC | 232 | $1.78K | 0.00% | +138+146.8% | Added |
| Parkside Financial Bank & Trust | 238 | $1.82K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 366 | $2.80K | 0.00% | +345+1,642.9% | Added |
| US Bancorp | 455 | $3.48K | 0.00% | −898−66.4% | Reduced |
| Prestige Wealth Management Group LLC | 476 | $3.65K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $3.83K | 0.00% | +500 | New |
| CWM, LLC | 462 | $4.00K | 0.00% | +305+194.3% | Added |
| Signaturefd, LLC | 629 | $4.82K | 0.00% | −1,227−66.1% | Reduced |
| Spire Wealth Management | 710 | $5.44K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 872 | $7.00K | 0.00% | +307+54.3% | Added |
| UBS Group AG | 1,002 | $7.67K | 0.00% | −24,054−96.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,300 | $9.96K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,408 | $10.8K | 0.00% | +334+31.1% | Added |
| Byrne Asset Management LLC | 1,800 | $14.0K | 0.01% | +600+50.0% | Added |
| Aquatic Capital Management LLC | 1,900 | $15.0K | 0.00% | −500−20.8% | Reduced |
| Lazard Asset Management LLC | 2,332 | $17.0K | 0.00% | +2,332 | New |
| KBC Group NV | 3,067 | $23.0K | 0.00% | −2,992−49.4% | Reduced |
| Tower Research Capital LLC (TRC) | 3,193 | $24.5K | 0.00% | +1,939+154.6% | Added |
| Metropolitan Life Insurance Co | 4,168 | $31.9K | 0.00% | +781+23.1% | Added |
| Fifth Third Bancorp | 6,303 | $48.3K | 0.00% | +6,000+1,980.2% | Added |
| Ameritas Investment Partners, Inc. | 6,405 | $49.1K | 0.00% | +1,521+31.1% | Added |
| Amundi | 9,699 | $69.5K | 0.00% | +1,440+17.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,641 | $73.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 9,788 | $75.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,081 | $77.2K | 0.00% | −10.0% | Reduced |
| Algert Global LLC | 11,110 | $85.1K | 0.00% | −6,957−38.5% | Reduced |
| First Trust Advisors LP | 11,350 | $86.9K | 0.00% | +11,350 | New |
| Nisa Investment Advisors, LLC | 11,858 | $90.8K | 0.00% | −11,730−49.7% | Reduced |
| Victory Capital Management Inc | 12,351 | $94.6K | 0.00% | +1,285+11.6% | Added |
| Sherbrooke Park Advisers LLC | 12,633 | $96.8K | 0.03% | +12,633 | New |
| Susquehanna International Group, LLP | 13,041 | $99.9K | 0.00% | −85,161−86.7% | Reduced |
| Centiva Capital, LP | 13,162 | $100.8K | 0.01% | +13,162 | New |
| Mutual of America Capital Management LLC | 13,444 | $103.0K | 0.00% | +746+5.9% | Added |
| Royal Bank of Canada | 14,497 | $111.0K | 0.00% | +1,967+15.7% | Added |
| Susquehanna Fundamental Investments, LLC | 14,573 | $111.6K | 0.01% | +14,573 | New |
| NJ State Employees Deferred Compensation Plan | 15,000 | $114.9K | 0.02% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 15,284 | $117.1K | 0.01% | +15,284 | New |
| Earnest Partners LLC | 15,289 | $117.1K | 0.00% | −6,870−31.0% | Reduced |
| Capstone Investment Advisors, LLC | 16,534 | $126.7K | 0.00% | +16,534 | New |
| Cornerstone Wealth Management, LLC | 17,384 | $133.2K | 0.01% | −400−2.2% | Reduced |
| Counterpoint Mutual Funds LLC | 17,652 | $135.2K | 0.11% | +17,652 | New |
| State Board of Administration of Florida Retirement System | 18,399 | $140.9K | 0.00% | +90+0.5% | Added |
| Arizona State Retirement System | 18,647 | $142.8K | 0.00% | +387+2.1% | Added |
| NinePointTwo Capital | 19,368 | $148.0K | 0.06% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 20,000 | $153.2K | 0.00% | −60,000−75.0% | Reduced |
| Rathbone Brothers plc | 20,000 | $153.2K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 20,420 | $157.0K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 22,088 | $169.2K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 22,673 | $173.7K | 0.00% | +2,400+11.8% | Added |
| Rafferty Asset Management, LLC | 24,583 | $188.3K | 0.00% | +4,999+25.5% | Added |
| Manufacturers Life Insurance Company, The | 25,093 | $192.2K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 25,887 | $198.4K | 0.00% | −35,666−57.9% | Reduced |
| Janus Henderson Group PLC | 26,811 | $205.5K | 0.00% | +69+0.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 27,116 | $208.0K | 0.00% | +27,116 | New |
| Mirae Asset Global Investments Co., Ltd. | 27,685 | $212.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 28,187 | $215.9K | 0.01% | +28,187 | New |
| Maryland State Retirement & Pension System | 28,256 | $216.4K | 0.00% | +2,928+11.6% | Added |
| Amalgamated Bank | 28,390 | $217.0K | 0.00% | +2,328+8.9% | Added |
| Allspring Global Investments Holdings, LLC | 28,665 | $219.6K | 0.00% | +5,015+21.2% | Added |
| LPL Financial LLC | 29,096 | $222.9K | 0.00% | +9,449+48.1% | Added |
| Squarepoint Ops LLC | 29,138 | $223.2K | 0.00% | −12,930−30.7% | Reduced |
| The PNC Financial Services Group, Inc. | 29,258 | $224.1K | 0.00% | −1,685−5.4% | Reduced |
| Deutsche Bank AG | 30,561 | $234.1K | 0.00% | +3,905+14.6% | Added |
| Investors Research Corp | 31,885 | $244.2K | 0.06% | +300+0.9% | Added |
| CSS LLC | 32,178 | $246.5K | 0.02% | +32,178 | New |
| MetLife Investment Management | 34,124 | $261.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 35,970 | $275.5K | 0.00% | +1,328+3.8% | Added |
| Yousif Capital Management, LLC | 37,659 | $288.5K | 0.00% | +2,740+7.8% | Added |
| Millennium Management LLC | 37,822 | $289.7K | 0.00% | −1,576,689−97.7% | Reduced |
| Louisiana State Employees Retirement System | 39,000 | $298.7K | 0.01% | +4,900+14.4% | Added |
| Wells Fargo & Company | 42,259 | $323.7K | 0.00% | −12,119−22.3% | Reduced |
| Sasco Capital Inc | 43,623 | $334.2K | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 47,154 | $361.2K | 0.00% | −984−2.0% | Reduced |
| Comerica Bank | 47,626 | $364.8K | 0.00% | +47,626 | New |
| State of Alaska, Department of Revenue | 47,816 | $366.0K | 0.00% | +5,040+11.8% | Added |
| Barclays PLC | 48,545 | $371.9K | 0.00% | −2,183−4.3% | Reduced |
| Greenland Capital Management LP | 50,000 | $383.0K | 0.05% | −45,794−47.8% | Reduced |
| Trexquant Investment LP | 50,804 | $389.2K | 0.01% | −98,181−65.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,287 | $392.9K | 0.00% | −22,200−30.2% | Reduced |
| Alliancebernstein L.P. | 51,500 | $394.5K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 52,180 | $399.7K | 0.00% | −5,982−10.3% | Reduced |
| Engineers Gate Manager LP | 56,734 | $434.6K | 0.02% | +29,495+108.3% | Added |
| Wealthcare Advisory Partners LLC | 58,096 | $445.0K | 0.02% | +250.0% | Added |
| Old West Investment Management, LLC | 61,856 | $473.8K | 0.24% | +8,747+16.5% | Added |
| Great West Life Assurance Co | 63,195 | $484.0K | 0.00% | +5,391+9.3% | Added |
| Voya Investment Management LLC | 63,333 | $485.1K | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 64,528 | $494.3K | 0.00% | +7,762+13.7% | Added |
| Thrivent Financial for Lutherans | 70,177 | $538.0K | 0.00% | +7,986+12.8% | Added |