Triumph FinancialTFIN

13F holders, Q1 2024 (March 31)
177holders
4famous investors
$79.28avg. 13F price*

At the end of Q1 2024, 177 institutions reported holding Triumph Financial Inc. (TFIN) in their 13F filings. The largest holders were BlackRock Inc. ($263.6M), Vanguard Group Inc. ($156.6M) and Luxor Capital Group, LP ($98.5M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Triumph Financial Inc.
CUSIP
89679E300
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 177Q1 2024Q2 2024: 191Q2 2024Q3 2024: 210Q3 2024Q4 2024: 213Q4 2024Q1 2025: 207Q1 2025Q2 2025: 210Q2 2025Q3 2025: 194Q3 2025Q4 2025: 205Q4 2025Q1 2026: 216Q1 2026Q2 2026: 231Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions18$75.5M
Exits12$17.9M

Ownership 177 holders

BlackRock Inc. 0.01% Reduce -1.1% 3,323,336 $263.6M
Vanguard Group Inc. 0.00% Add +0.6% 1,974,578 $156.6M
Luxor Capital Group, LP 15.09% Add +2.2% 1,241,803 $98.5M
State Street Corp. 0.00% Reduce -1.8% 1,116,769 $88.6M
Thrivent Financial for Lutherans 0.17% Add +1.1% 1,063,043 $84.3M
Dimensional Fund Advisors LP 0.02% Reduce -0.4% 1,038,699 $82.4M
AltraVue Capital, LLC 7.53% Add +14.6% 875,386 $69.4M
Barrow Hanley Mewhinney & Strauss LLC 0.23% Reduce -8.1% 872,333 $69.2M
Kayne Anderson Rudnick Investment Management LLC 0.14% New 734,259 $58.2M
American Century Companies Inc. 0.03% Add +101.1% 506,928 $40.2M
Geode Capital Management, LLC 0.00% Add +2.8% 493,502 $39.1M
Ameriprise Financial Inc. 0.01% Add +0.6% 446,909 $35.4M
Wellington Management Group LLP 0.01% Reduce -27.6% 411,797 $32.7M
Bank of America Corp. 0.00% Add +8.2% 377,420 $29.9M
Ranger Investment Management, L.P. 1.74% Reduce -14.7% 341,569 $27.1M
Banc Funds Co. LLC 2.73% Reduce -8.2% 304,243 $24.1M
Bares Capital Management, Inc. 0.81% No change 256,235 $20.3M
Morgan Stanley 0.00% Reduce -19.5% 225,819 $17.9M
Northern Trust Corp. 0.00% Reduce -1.7% 218,288 $17.3M
Woodson Capital Management, LP 2.90% Add +3.0% 200,000 $15.9M
Charles Schwab Investment Management Inc. 0.00% Add +3.1% 182,602 $14.5M
First Sabrepoint Capital Management LP 5.83% No change 165,000 $13.1M
Bank of New York Mellon Corp 0.00% Reduce -5.2% 161,523 $12.8M
Peregrine Capital Management LLC 0.35% Add +0.0% 156,136 $12.4M
Driehaus Capital Management LLC 0.12% Reduce -26.5% 156,073 $12.4M
NFC Investments, LLC 3.13% Reduce -0.8% 137,230 $10.9M
Earnest Partners LLC 0.05% Reduce -2.5% 128,801 $10.2M
Kennedy Capital Management LLC 0.21% Reduce -24.5% 127,172 $10.1M
Principal Financial Group Inc. 0.01% Add +11.5% 125,946 $10.0M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.04% Reduce -8.3% 117,362 $9.3M
Investment Management Associates Inc. 2.95% New 107,427 $8.5M
Hodges Capital Management Inc. 0.52% Reduce -24.3% 104,100 $8.3M
Goldman Sachs Group Inc. 0.00% Reduce -30.5% 86,614 $6.9M
Wells Fargo & Company 0.00% Add +0.6% 75,555 $6.0M
Envestnet Asset Management Inc. 0.00% Reduce -1.7% 71,604 $5.7M
Russell Investments Group, Ltd. 0.01% Reduce -9.3% 70,968 $5.6M
New York State Common Retirement Fund 0.01% Add +3.2% 67,663 $5.4M
Rhumbline Advisers 0.01% Reduce -0.2% 66,451 $5.3M
Legato Capital Management LLC 0.62% Add +3.9% 64,363 $5.1M
Legal & General Group Plc 0.00% Reduce -0.2% 61,126 $4.8M
Norges Bank 0.00% No change 59,820 $4.7M
Nuveen Asset Management, LLC 0.00% Reduce -2.1% 58,844 $4.7M
Invesco Ltd. 0.00% Reduce -18.5% 58,207 $4.6M
State of Wisconsin Investment Board 0.01% Add +1.1% 51,899 $4.1M
Credit Suisse AG/ 0.00% Reduce -14.6% 51,593 $4.1M
Boothbay Fund Management, LLC 0.12% Add +0.5% 50,229 $4.0M
Macquarie Group Ltd. 0.00% Reduce -1.7% 49,541 $3.9M
Sei Investments Co. 0.01% Add +77.9% 45,741 $3.6M
Public Employees Retirement System of Ohio 0.01% Reduce -16.2% 44,747 $3.5M
Public Sector Pension Investment Board 0.03% Reduce -1.7% 44,187 $3.5M
JPMorgan Chase & Co. 0.00% Add +21.5% 44,116 $3.5M
Swiss National Bank 0.00% No change 43,600 $3.5M
Curi Capital, LLC 0.08% Add +21.7% 42,269 $3.4M
Barclays PLC 0.00% Reduce -24.8% 41,100 $3.3M
D. E. Shaw & Co. 0.00% Add +2.5% 40,449 $3.2M
49 Wealth Management, LLC 0.68% No change 41,000 $3.2M
Citigroup Inc. 0.00% Add +11.7% 38,289 $3.0M
Sippican Capital Advisors 2.35% Add +6.7% 38,039 $3.0M
Senvest Management, LLC 0.11% New 37,000 $2.9M
Rafferty Asset Management, LLC 0.01% Reduce -5.0% 33,832 $2.7M
Citadel Advisors 0.00% Reduce -37.7% 30,925 $2.5M
CANADA LIFE ASSURANCE Co 0.00% Add +5.7% 30,997 $2.5M
Alliancebernstein L.P. 0.00% No change 27,967 $2.2M
PMC FIG Opportunities LLC 3.30% Add +84.5% 27,677 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 26,571 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -4.4% 25,106 $2.0M
Prudential Financial Inc. 0.00% Reduce -3.3% 24,144 $1.9M
Rosenthal | Henry Capital Advisors, Inc. 2.56% Reduce -31.4% 24,000 $1.9M
Eight 31 Financial, LLC 1.17% Add +698.7% 23,434 $1.9M
UBS Group AG 0.00% Reduce -22.6% 22,306 $1.8M
Royal Bank of Canada 0.00% Reduce -30.4% 22,226 $1.8M
California State Teachers Retirement System 0.00% Reduce -5.2% 22,139 $1.8M
Tectonic Advisors LLC 0.12% Reduce -14.7% 20,529 $1.6M
Alberta Investment Management Corp 0.02% New 19,163 $1.5M
Texas Permanent School Fund Corp. 0.01% Add +0.8% 18,866 $1.5M
First Trust Advisors LP 0.00% Reduce -6.3% 18,375 $1.5M
Anthracite Investment Company, Inc. 0.67% Add +13.5% 16,844 $1.3M
Gsa Capital Partners LLP 0.10% Reduce -7.4% 15,088 $1.2M
Jane Street Group, LLC 0.00% Add +45.5% 14,395 $1.1M
First Dallas Securities Inc. 0.52% Reduce -19.9% 14,385 $1.1M
Millennium Management 0.00% Add +59.6% 13,693 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -1.5% 13,132 $1.0M
Daiwa Securities Group Inc. 0.01% New 12,458 $988K
Illinois Municipal Retirement Fund 0.01% Add +3.5% 12,392 $983K
Manufacturers Life Insurance Company, The 0.00% Add +9.6% 12,216 $969K
T. Rowe Price Associates Inc. 0.00% Add +7.2% 11,975 $950K
American International Group, Inc. 0.00% Reduce -0.9% 11,960 $949K
Deutsche Bank AG 0.00% Add +5.1% 11,564 $917K
Vident Advisory, LLC 0.02% Add +28.6% 11,547 $916K
Callan Family Office, LLC 0.21% New 11,541 $915K
MetLife Investment Management, LLC 0.01% Reduce -4.8% 11,203 $889K
BNP Paribas Financial Markets 0.00% Add +77.8% 11,028 $875K
Louisiana State Employees Retirement System 0.02% Reduce -0.9% 10,700 $849K
Janus Henderson Group PLC 0.00% Reduce -57.8% 10,382 $822K
Stifel Financial Corp. 0.00% Reduce -1.7% 10,109 $802K
Yousif Capital Management, LLC 0.01% Reduce -13.9% 9,706 $770K
Victory Capital Management Inc. 0.00% Add +14.0% 9,409 $746K
Susquehanna International Group, LLP 0.00% Reduce -45.8% 9,335 $740K
EJF Capital LP 0.50% Add +9.2% 9,050 $718K
Comerica Bank 0.00% Reduce -10.5% 8,860 $703K
Commonwealth Equity Services, LLC 0.00% Add +112.4% 7,779 $617K
Handelsbanken Fonder AB 0.00% Add +22.6% 7,600 $603K
Voya Investment Management LLC 0.00% Reduce -17.1% 7,417 $588K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 10,156 $582K
Maryland State Retirement & Pension System 0.01% Reduce -1.3% 7,768 $579K
Amalgamated Bank 0.00% Reduce -19.0% 6,695 $531K
State of Tennessee, Department of Treasury 0.00% Reduce -19.6% 6,183 $490K
Arizona State Retirement System 0.00% Reduce -1.6% 6,081 $482K
Oregon Public Employees Retirement Fund 0.01% Reduce -9.0% 5,749 $456K
Central Pacific Bank - Trust Division 0.06% — 5,718 $443K
Dark Forest Capital Management LP 0.07% New 5,528 $438K
New York State Teachers Retirement System 0.00% Reduce -3.5% 5,521 $438K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 5,343 $424K
HRT Financial LP 0.00% New 5,255 $416K
Praxis Investment Management Inc. 0.03% No change 5,040 $400K
Americana Partners, LLC 0.03% New 5,033 $399K
PNC Financial Services Group, Inc. 0.00% Reduce -0.9% 4,807 $381K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.4% 4,655 $369K
Cambridge Investment Research Advisors, Inc. 0.00% New 4,506 $357K
Susquehanna Portfolio Strategies, LLC 0.01% No change 4,479 $355K
ProShare Advisors LLC 0.00% Add +7.3% 4,468 $354K
Osaic Holdings, Inc. 0.00% Reduce -10.3% 4,197 $333K
State Board of Administration of Florida Retirement System 0.00% Reduce -14.5% 5,423 $315K
Public Employees Retirement Association of Colorado 0.00% Add +95.8% 7,283 $306K
Red Door Wealth Management, LLC 0.06% No change 3,725 $295K
Mutual of America Capital Management LLC 0.00% Reduce -2.0% 3,714 $295K
AQR Capital Management 0.00% Add +8.1% 3,513 $279K
Prelude Capital Management, LLC 0.02% New 3,500 $278K
Lanark Financial, Inc. 0.03% No change 3,425 $271K
Nisa Investment Advisors, LLC 0.00% No change 3,399 $270K
MML Investors Services, LLC 0.00% Reduce -6.5% 3,367 $267K
Amundi 0.00% Add +34.0% 3,845 $262K
Federated Hermes, Inc. 0.00% Add +10.0% 3,240 $257K
HSBC Holdings PLC 0.00% New 3,167 $251K
Howard Financial Services, LTD. 0.04% No change 3,000 $238K
SG Americas Securities, LLC 0.00% Reduce -81.7% 2,676 $212K
Welch Group, LLC 0.01% No change 2,644 $210K
XTX Topco Ltd 0.03% New 2,558 $203K
Bank of Montreal 0.00% Reduce -4.7% 2,507 $199K
US Bancorp \de 0.00% Reduce -19.7% 2,489 $197K
Ameritas Investment Partners, Inc. 0.01% No change 2,209 $175K
FMR LLC 0.00% Add +15.7% 1,338 $106K
Metropolitan Life Insurance Co 0.00% Reduce -6.7% 1,176 $93K
Emerald Mutual Fund Advisers Trust 0.00% No change 1,163 $92K
Shell Asset Management Co. 0.00% Reduce -10.1% 1,117 $91K
Tower Research Capital LLC (TRC) 0.00% Reduce -89.8% 877 $70K
CENTRAL TRUST Co 0.00% No change 545 $43K
KBC Group NV 0.00% Reduce -29.2% 545 $43K
First Horizon Advisors, Inc. 0.00% No change 525 $42K
Cwm, LLC 0.00% Reduce -12.6% 519 $41K
nVerses Capital, LLC 0.06% New 300 $24K
Riverview Trust Co 0.02% New 256 $20K
Signaturefd, LLC 0.00% No change 236 $19K
Principal Securities, Inc. 0.00% Add +5.0% 210 $17K
Quent Capital, LLC 0.00% No change 200 $16K
GAMMA Investing LLC 0.00% Reduce -20.4% 175 $14K
Elevation Wealth Partners, LLC 0.01% Reduce -33.3% 170 $13K
Steward Partners Investment Advisory, LLC 0.00% No change 160 $13K
Northwestern Mutual Wealth Management Co. 0.00% No change 145 $12K
Fifth Third Bancorp 0.00% No change 71 $6K
Blue Trust, Inc. 0.00% Reduce -41.0% 59 $5K
Quarry LP 0.00% New 52 $4K
NewEdge Advisors, LLC 0.00% No change 50 $4K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 30 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $2K
Bessemer Group Inc. 0.00% No change 22 $2K
Farther Finance Advisors, LLC 0.00% No change 20 $2K
Allworth Financial LP 0.00% No change 16 $1K
AlphaQuest LLC 0.00% Reduce -98.3% 16 $1K
Farmers & Merchants Investments Inc. 0.00% No change 16 $1K
JFS Wealth Advisors, LLC 0.00% No change 10 $794
Parkside Financial Bank & Trust 0.00% No change 7 $556
Avior Wealth Management, LLC 0.00% New 5 $396
SJS Investment Consulting Inc. 0.00% Reduce -20.0% 4 $318
Quadrant Capital Group LLC 0.00% No change 3 $238
DiNuzzo Private Wealth, Inc. 0.00% Reduce -50.0% 1 $80
Covestor Ltd 0.00% Reduce -50.0% 1 $0

"% of holder's portfolio" is TFIN's weight in each manager's 13F, not the share of Triumph Financial Inc. the manager owns.