Triumph FinancialTFIN

13F holders, Q2 2024 (June 30)
191holders +14
32new positions
19sold out
3famous investors
$81.74avg. 13F price*

At the end of Q2 2024, 191 institutions reported holding Triumph Financial Inc. (TFIN) in their 13F filings, up 14 from Q1 2024. 32 opened new positions and 19 sold out. The largest holders were BlackRock Inc. ($264.3M), Kayne Anderson Rudnick Investment Management LLC ($215.1M) and Vanguard Group Inc. ($163.8M). 3 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 Cliff Asness (0.0% of AQR Capital 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 → Q2 2024

InstitutionsTotal Value
New Positions32$31.0M
Exits19$18.6M

All 13F filers, Q1 2024 → Q2 2024: 3,191,892 shares bought and 930,345 shares sold, net +2,261,547 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 191 holders

BlackRock Inc. 0.01% Reduce -2.7% 3,233,565 $264.3M
Kayne Anderson Rudnick Investment Management LLC 0.52% Add +258.3% 2,630,607 $215.1M
Vanguard Group Inc. 0.00% Add +1.5% 2,003,681 $163.8M
State Street Corp. 0.00% Add +8.2% 1,207,765 $98.7M
Thrivent Financial for Lutherans 0.19% Add +7.5% 1,142,820 $93.4M
Dimensional Fund Advisors LP 0.02% Add +0.8% 1,047,240 $85.6M
Luxor Capital Group, LP 12.99% Reduce -21.2% 978,251 $80.0M
Barrow Hanley Mewhinney & Strauss LLC 0.25% Add +1.0% 881,323 $72.0M
AltraVue Capital, LLC 7.08% Reduce -0.5% 871,296 $71.2M
American Century Companies Inc. 0.03% Add +12.6% 570,688 $46.7M
Geode Capital Management, LLC 0.00% Add +3.2% 509,503 $41.7M
Ameriprise Financial Inc. 0.01% Reduce -0.5% 444,860 $36.4M
Wellington Management Group LLP 0.01% Add +0.8% 415,103 $33.9M
Bank of America Corp. 0.00% Add +8.7% 410,236 $33.5M
Ranger Investment Management, L.P. 2.07% Add +9.1% 372,629 $30.5M
Banc Funds Co. LLC 2.85% Reduce -3.5% 293,743 $24.0M
Bares Capital Management, Inc. 1.01% No change 256,235 $20.9M
Wells Fargo & Company 0.01% Add +228.6% 248,296 $20.3M
Woodson Capital Management, LP 3.52% Add +10.0% 220,000 $18.0M
Northern Trust Corp. 0.00% Reduce -3.6% 210,402 $17.2M
Charles Schwab Investment Management Inc. 0.00% Add +3.2% 188,511 $15.4M
First Sabrepoint Capital Management LP 5.65% Reduce -1.0% 163,400 $13.4M
Bank of New York Mellon Corp 0.00% Reduce -0.5% 160,723 $13.1M
Peregrine Capital Management LLC 0.38% Add +1.3% 158,196 $12.9M
Morgan Stanley 0.00% Reduce -31.4% 155,014 $12.7M
Envestnet Asset Management Inc. 0.00% Add +108.3% 149,150 $12.2M
NFC Investments, LLC 3.23% Add +0.5% 137,880 $11.3M
Cercano Management LLC 0.29% New 134,176 $11.0M
Earnest Partners LLC 0.05% Reduce -2.3% 125,895 $10.3M
Principal Financial Group Inc. 0.01% Reduce -1.5% 124,081 $10.1M
Kennedy Capital Management LLC 0.21% Reduce -5.3% 120,394 $9.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.04% Reduce -2.9% 114,018 $9.3M
Investment Management Associates Inc. 3.00% Reduce -0.6% 106,823 $8.7M
Hodges Capital Management Inc. 0.57% Reduce -0.3% 103,835 $8.5M
Sei Investments Co. 0.01% Add +96.7% 89,974 $7.4M
Goldman Sachs Group Inc. 0.00% Add +1.4% 87,868 $7.2M
Norges Bank 0.00% Add +45.3% 86,920 $7.1M
Russell Investments Group, Ltd. 0.01% Add +19.5% 84,801 $6.9M
Townsquare Capital LLC 0.09% New 84,339 $6.9M
Driehaus Capital Management LLC 0.06% Reduce -50.0% 77,982 $6.4M
New York State Common Retirement Fund 0.01% Add +0.3% 67,851 $5.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +145.6% 65,258 $5.3M
Legato Capital Management LLC 0.71% No change 64,363 $5.3M
Rhumbline Advisers 0.00% Reduce -7.5% 61,464 $5.0M
Legal & General Group Plc 0.00% Reduce -0.4% 60,869 $5.0M
Nuveen Asset Management, LLC 0.00% Add +2.1% 60,061 $4.9M
Invesco Ltd. 0.00% Reduce -1.2% 57,524 $4.7M
State of Wisconsin Investment Board 0.01% Add +8.7% 56,425 $4.6M
Macquarie Group Ltd. 0.00% Reduce -0.1% 49,483 $4.0M
Public Sector Pension Investment Board 0.02% Add +7.6% 47,540 $3.9M
Rafferty Asset Management, LLC 0.01% Add +40.1% 47,387 $3.9M
D. E. Shaw & Co. 0.01% Add +15.7% 46,804 $3.8M
Swiss National Bank 0.00% No change 43,600 $3.6M
Citigroup Inc. 0.00% Add +13.7% 43,544 $3.6M
Stifel Financial Corp. 0.00% Add +323.7% 42,830 $3.5M
Sippican Capital Advisors 2.54% Add +3.1% 39,230 $3.2M
Daiwa Securities Group Inc. 0.02% Add +182.3% 35,169 $2.9M
Citadel Advisors 0.00% Reduce -0.9% 30,631 $2.5M
Neuberger Berman Group LLC 0.00% New 30,336 $2.5M
Curi Capital, LLC 0.06% Reduce -29.6% 29,769 $2.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -7.9% 28,543 $2.3M
Alliancebernstein L.P. 0.00% No change 27,967 $2.3M
Jane Street Group, LLC 0.00% Add +93.2% 27,807 $2.3M
Barclays PLC 0.00% Reduce -33.9% 27,181 $2.2M
Anthracite Investment Company, Inc. 1.17% Add +59.4% 26,844 $2.2M
Financial Gravity Asset Management, Inc. 0.53% New 26,000 $2.1M
UBS Group AG 0.00% Add +13.8% 25,384 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% No change 25,106 $2.1M
Rosenthal | Henry Capital Advisors, Inc. 2.78% No change 24,000 $2.0M
Eight 31 Financial, LLC 1.48% No change 23,434 $1.9M
Prudential Financial Inc. 0.00% Reduce -4.0% 23,178 $1.9M
Alberta Investment Management Corp 0.02% Add +20.3% 23,045 $1.9M
Tectonic Advisors LLC 0.13% Add +6.7% 21,907 $1.8M
California State Teachers Retirement System 0.00% Reduce -2.3% 21,620 $1.8M
JPMorgan Chase & Co. 0.00% Reduce -57.6% 18,702 $1.5M
Royal Bank of Canada 0.00% Reduce -27.5% 16,120 $1.3M
49 Wealth Management, LLC 0.24% Reduce -63.4% 15,000 $1.2M
Avantax Advisory Services, Inc. 0.01% New 13,943 $1.1M
M&T Bank Corp 0.00% New 13,772 $1.1M
Susquehanna International Group, LLP 0.00% Add +37.8% 12,862 $1.1M
Corebridge Financial, Inc. 0.01% — 12,799 $1.0M
MetLife Investment Management, LLC 0.01% Add +13.2% 12,686 $1.0M
State of Alaska, Department of Revenue 0.01% Reduce -3.5% 12,675 $1.0M
Manufacturers Life Insurance Company, The 0.00% Add +3.7% 12,671 $1.0M
T. Rowe Price Associates Inc. 0.00% Add +2.3% 12,254 $1.0M
Illinois Municipal Retirement Fund 0.01% Reduce -4.8% 11,799 $965K
Callan Family Office, LLC 0.18% Add +1.1% 11,667 $954K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 11,389 $931K
Portside Wealth Group, LLC 0.18% New 11,372 $930K
Mendon Capital Advisors Corp. 0.56% New 12,500 $912K
Deutsche Bank AG 0.00% Reduce -5.2% 10,966 $896K
Louisiana State Employees Retirement System 0.02% Add +1.9% 10,900 $891K
Janus Henderson Group PLC 0.00% Reduce -1.1% 10,269 $839K
Victory Capital Management Inc. 0.00% Add +4.2% 9,802 $801K
US Bancorp \de 0.00% Add +266.3% 9,116 $745K
EJF Capital LP 0.55% No change 9,050 $740K
Kings Path Partners LLC 0.34% — 8,909 $728K
First Hawaiian Bank 0.02% New 8,802 $720K
Yousif Capital Management, LLC 0.01% Reduce -10.8% 8,656 $708K
BNP Paribas Financial Markets 0.00% Reduce -23.1% 8,479 $693K
Gibbs Wealth Management 0.27% New 8,259 $675K
First Trust Advisors LP 0.00% Reduce -55.5% 8,177 $668K
Gsa Capital Partners LLP 0.05% Reduce -46.7% 8,037 $657K
Tower Research Capital LLC (TRC) 0.01% Add +810.1% 7,982 $653K
Comerica Bank 0.00% Reduce -11.2% 7,872 $644K
Commonwealth Equity Services, LLC 0.00% No change 7,779 $636K
Maryland State Retirement & Pension System 0.01% Reduce -3.1% 7,527 $615K
Voya Investment Management LLC 0.00% Reduce -1.2% 7,330 $599K
Norden Group LLC 0.12% New 7,323 $599K
Amalgamated Bank 0.00% Reduce -1.2% 6,614 $541K
First Dallas Securities Inc. 0.23% Reduce -54.6% 6,525 $533K
State Board of Administration of Florida Retirement System 0.00% Add +15.1% 6,243 $510K
Arizona State Retirement System 0.00% Add +2.0% 6,205 $507K
State of Tennessee, Department of Treasury 0.00% No change 6,183 $505K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +8.3% 5,787 $473K
Central Pacific Bank - Trust Division 0.06% No change 5,718 $467K
New York State Teachers Retirement System 0.00% No change 5,521 $451K
Sequoia Financial Advisors, LLC 0.01% New 5,469 $447K
HighTower Advisors, LLC 0.00% New 5,275 $430K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.7% 5,249 $429K
Americana Partners, LLC 0.03% No change 5,033 $411K
Alliance Wealth Advisors, LLC 0.12% New 5,012 $410K
Handelsbanken Fonder AB 0.00% Reduce -38.2% 4,700 $384K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 4,652 $380K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.9% 4,545 $372K
Praxis Investment Management Inc. 0.02% No change 5,040 $355K
Intech Investment Management LLC 0.00% New 4,279 $350K
Vident Advisory, LLC 0.01% Reduce -63.7% 4,188 $342K
Osaic Holdings, Inc. 0.00% Reduce -2.8% 4,081 $334K
Red Door Wealth Management, LLC 0.05% No change 3,725 $305K
AQR Capital Management 0.00% Add +2.8% 3,612 $295K
Mutual of America Capital Management LLC 0.00% Reduce -4.4% 3,549 $290K
Federated Hermes, Inc. 0.00% Add +8.2% 3,504 $286K
Prelude Capital Management, LLC 0.02% No change 3,500 $286K
ProShare Advisors LLC 0.00% Reduce -23.7% 3,410 $279K
Nisa Investment Advisors, LLC 0.00% No change 3,399 $278K
Amundi 0.00% Reduce -10.5% 3,440 $274K
Lanark Financial, Inc. 0.02% Reduce -3.6% 3,300 $269K
Wallace Advisory Group, LLC 0.18% New 3,014 $246K
Howard Financial Services, LTD. 0.04% No change 3,000 $245K
Public Employees Retirement Association of Colorado 0.00% Reduce -60.7% 2,863 $234K
MML Investors Services, LLC 0.00% Reduce -15.8% 2,836 $232K
Verition Fund Management LLC 0.00% New 2,671 $218K
Welch Group, LLC 0.01% No change 2,644 $216K
Profund Advisors LLC 0.01% New 2,552 $209K
HSBC Holdings PLC 0.00% Reduce -20.6% 2,513 $202K
PNC Financial Services Group, Inc. 0.00% Reduce -49.2% 2,444 $200K
Ameritas Investment Partners, Inc. 0.01% No change 2,209 $181K
FMR LLC 0.00% Add +5.2% 1,407 $115K
SG Americas Securities, LLC 0.00% Reduce -49.0% 1,366 $112K
Creekmur Asset Management LLC 0.02% New 1,000 $82K
nVerses Capital, LLC 0.04% Add +200.0% 900 $74K
KBC Group NV 0.00% No change 545 $45K
CENTRAL TRUST Co 0.00% No change 545 $45K
Cwm, LLC 0.00% Reduce -23.5% 397 $32K
First Horizon Advisors, Inc. 0.00% Reduce -28.2% 377 $31K
Farther Finance Advisors, LLC 0.00% Add +1720.0% 364 $29K
Financial Network Wealth Advisors LLC 0.02% New 315 $26K
Riverview Trust Co 0.02% No change 256 $21K
Crewe Advisors LLC 0.00% New 241 $20K
Signaturefd, LLC 0.00% No change 236 $19K
State of Wyoming 0.00% New 222 $18K
Principal Securities, Inc. 0.00% No change 210 $17K
Blue Trust, Inc. 0.00% Add +257.6% 211 $17K
Quent Capital, LLC 0.00% No change 200 $16K
GAMMA Investing LLC 0.00% Add +0.6% 176 $14K
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% Add +21.1% 86 $7K
Wolff Wiese Magana LLC 0.01% New 81 $7K
Smartleaf Asset Management LLC 0.00% New 55 $4K
NewEdge Advisors, LLC 0.00% No change 50 $4K
Triad Wealth Partners, LLC 0.00% New 47 $4K
Venturi Wealth Management, LLC 0.00% New 45 $4K
Allworth Financial LP 0.00% Add +125.0% 36 $3K
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
UMB Bank, n.a. 0.00% New 24 $2K
Farmers & Merchants Investments Inc. 0.00% No change 16 $1K
Rothschild Investment LLC 0.00% New 15 $1K
Jones Financial Companies LLLP 0.00% New 14 $1K
MassMutual Private Wealth & Trust, FSB 0.00% New 12 $981
JFS Wealth Advisors, LLC 0.00% No change 10 $818
Parkside Financial Bank & Trust 0.00% No change 7 $573
Innealta Capital, LLC 0.00% New 5 $409
SJS Investment Consulting Inc. 0.00% No change 4 $327
Quadrant Capital Group LLC 0.00% No change 3 $246
Larson Financial Group LLC 0.00% New 2 $164
DiNuzzo Private Wealth, Inc. 0.00% Add +100.0% 2 $164
Covestor Ltd 0.00% No change 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.