Triumph FinancialTFIN

13F holders, Q3 2024 (September 30)
210holders +19
26new positions
8sold out
4famous investors
$79.54avg. 13F price*

At the end of Q3 2024, 210 institutions reported holding Triumph Financial Inc. (TFIN) in their 13F filings, up 19 from Q2 2024. 26 opened new positions and 8 sold out. The largest holders were BlackRock, Inc. ($261.5M), Kayne Anderson Rudnick Investment Management LLC ($225.2M) and Vanguard Group Inc. ($159.3M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions26$5.9M
Exits8$2.1M

All 13F filers, Q2 2024 → Q3 2024: 577,932 shares bought and 1,179,525 shares sold, net −601,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 210 holders

BlackRock, Inc. 0.01% — 3,287,992 $261.5M
Kayne Anderson Rudnick Investment Management LLC 0.50% Add +7.6% 2,830,853 $225.2M
Vanguard Group Inc. 0.00% Reduce -0.1% 2,002,552 $159.3M
State Street Corp. 0.00% Reduce -2.4% 1,178,479 $93.7M
Thrivent Financial for Lutherans 0.18% Add +1.2% 1,156,330 $92.0M
Dimensional Fund Advisors LP 0.02% Reduce -4.9% 995,738 $79.2M
Barrow Hanley Mewhinney & Strauss LLC 0.23% Reduce -0.5% 876,629 $69.7M
AltraVue Capital, LLC 6.23% Reduce -0.1% 869,976 $69.2M
Luxor Capital Group, LP 7.49% Reduce -28.1% 702,983 $55.9M
American Century Companies Inc. 0.03% Add +2.3% 583,587 $46.4M
Geode Capital Management, LLC 0.00% Add +1.7% 518,112 $41.2M
Bank of America Corp. 0.00% Add +1.4% 415,781 $33.1M
Wellington Management Group LLP 0.01% Reduce -6.0% 390,387 $31.1M
Ranger Investment Management, L.P. 1.98% Add +4.1% 387,845 $30.8M
Ameriprise Financial Inc. 0.01% Reduce -33.2% 297,161 $23.6M
Banc Funds Co. LLC 2.28% Reduce -10.0% 264,243 $21.0M
Wells Fargo & Company 0.00% Reduce -2.7% 241,659 $19.2M
Morgan Stanley 0.00% Add +37.9% 213,811 $17.0M
Northern Trust Corp. 0.00% Add +0.7% 211,814 $16.8M
Woodson Capital Management, LP 3.40% Reduce -10.7% 196,481 $15.6M
Charles Schwab Investment Management Inc. 0.00% Add +3.7% 195,532 $15.6M
Peregrine Capital Management LLC 0.38% Add +0.2% 158,547 $12.6M
Envestnet Asset Management Inc. 0.00% Reduce -0.2% 148,827 $11.8M
Bank of New York Mellon Corp 0.00% Reduce -12.3% 140,880 $11.2M
NFC Investments, LLC 3.15% Add +0.0% 137,915 $11.0M
Cercano Management LLC 0.25% Reduce -2.3% 131,092 $10.4M
Earnest Partners LLC 0.04% Reduce -3.6% 121,415 $9.7M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.04% Reduce -1.7% 112,030 $8.9M
Goldman Sachs Group Inc. 0.00% Add +24.3% 109,250 $8.7M
Hodges Capital Management Inc. 0.53% Add +0.5% 104,335 $8.3M
Principal Financial Group Inc. 0.00% Reduce -16.4% 103,792 $8.3M
Investment Management Associates Inc. 3.14% Reduce -6.2% 100,176 $8.0M
First Sabrepoint Capital Management LP 3.07% Reduce -38.8% 100,000 $8.0M
Russell Investments Group, Ltd. 0.01% Add +13.0% 95,861 $7.6M
Sei Investments Co. 0.01% Add +0.4% 90,310 $7.2M
Driehaus Capital Management LLC 0.06% Add +5.9% 82,616 $6.6M
Townsquare Capital LLC 0.08% Reduce -2.5% 82,207 $6.5M
Norges Bank 0.00% Reduce -12.5% 76,055 $6.0M
New York State Common Retirement Fund 0.01% Reduce -2.2% 66,351 $5.3M
Legato Capital Management LLC 0.63% No change 64,363 $5.1M
Legal & General Group Plc 0.00% Reduce -0.6% 60,536 $4.8M
Invesco Ltd. 0.00% Add +5.0% 60,431 $4.8M
Nuveen Asset Management, LLC 0.00% No change 60,061 $4.8M
Rhumbline Advisers 0.00% Reduce -2.4% 60,011 $4.8M
Jane Street Group, LLC 0.01% Add +93.6% 53,831 $4.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -21.2% 51,452 $4.1M
Barclays PLC 0.00% Add +88.8% 51,325 $4.1M
Macquarie Group Ltd. 0.00% Add +0.7% 49,823 $4.0M
Public Sector Pension Investment Board 0.02% Reduce -2.1% 46,540 $3.7M
D. E. Shaw & Co. 0.01% Reduce -0.9% 46,358 $3.7M
Kennedy Capital Management LLC 0.08% Reduce -63.2% 44,275 $3.5M
Citadel Advisors 0.00% Add +44.0% 44,118 $3.5M
Swiss National Bank 0.00% Reduce -0.7% 43,300 $3.4M
Citigroup Inc. 0.00% Reduce -1.0% 43,106 $3.4M
Sippican Capital Advisors 2.22% Add +1.8% 39,948 $3.2M
Stifel Financial Corp. 0.00% Reduce -12.9% 37,293 $3.0M
Daiwa Securities Group Inc. 0.01% Reduce -10.2% 31,569 $2.5M
Rafferty Asset Management, LLC 0.01% Reduce -33.8% 31,378 $2.5M
Anthracite Investment Company, Inc. 1.16% Add +14.9% 30,844 $2.5M
Curi Capital, LLC 0.06% Add +3.5% 30,796 $2.4M
Neuberger Berman Group LLC 0.00% Reduce -6.3% 28,422 $2.3M
CANADA LIFE ASSURANCE Co 0.00% Reduce -2.3% 27,878 $2.2M
Susquehanna International Group, LLP 0.00% Add +111.0% 27,137 $2.2M
Alberta Investment Management Corp 0.02% Add +15.4% 26,588 $2.1M
Teachers Retirement System of the State of Kentucky 0.02% Add +5.5% 26,474 $2.1M
UBS Group AG 0.00% Reduce -1.8% 24,939 $2.0M
Alliancebernstein L.P. 0.00% Reduce -12.6% 24,431 $1.9M
Rosenthal | Henry Capital Advisors, Inc. 1.92% No change 24,000 $1.9M
State of Wisconsin Investment Board 0.00% Reduce -58.1% 23,625 $1.9M
Eight 31 Financial, LLC 1.44% Reduce -0.2% 23,377 $1.9M
Tectonic Advisors LLC 0.12% Add +3.7% 22,716 $1.8M
Prudential Financial Inc. 0.00% Reduce -2.5% 22,606 $1.8M
California State Teachers Retirement System 0.00% Reduce -3.0% 20,968 $1.7M
HRT Financial LP 0.01% New 20,128 $1.6M
JPMorgan Chase & Co. 0.00% Add +2.9% 19,238 $1.5M
Royal Bank of Canada 0.00% Add +15.2% 18,565 $1.5M
Millennium Management 0.00% New 16,167 $1.3M
BNP Paribas Financial Markets 0.00% Add +77.8% 15,080 $1.2M
49 Wealth Management, LLC 0.19% No change 15,000 $1.2M
First Trust Advisors LP 0.00% Add +72.9% 14,135 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +0.3% 13,988 $1.1M
Deutsche Bank AG 0.00% Add +26.1% 13,833 $1.1M
Norden Group LLC 0.12% Add +79.9% 13,172 $1.0M
US Bancorp \de 0.00% Add +43.7% 13,103 $1.0M
M&T Bank Corp 0.00% Reduce -6.5% 12,871 $1.0M
Corebridge Financial, Inc. 0.01% Reduce -0.9% 12,680 $1.0M
State of Alaska, Department of Revenue 0.01% Reduce -1.3% 12,507 $994K
T. Rowe Price Associates Inc. 0.00% Add +1.6% 12,448 $991K
MetLife Investment Management, LLC 0.01% Reduce -2.5% 12,374 $984K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +6.3% 12,107 $963K
Illinois Municipal Retirement Fund 0.01% Add +2.3% 12,074 $960K
Manufacturers Life Insurance Company, The 0.00% Reduce -4.8% 12,064 $960K
Callan Family Office, LLC 0.16% Add +1.7% 11,868 $944K
SG Americas Securities, LLC 0.00% Add +759.6% 11,742 $934K
Portside Wealth Group, LLC 0.15% Add +0.0% 11,375 $905K
Louisiana State Employees Retirement System 0.02% Reduce -2.8% 10,600 $843K
Janus Henderson Group PLC 0.00% No change 10,269 $817K
Victory Capital Management Inc. 0.00% Reduce -0.6% 9,748 $775K
Gibbs Wealth Management 0.24% Add +12.1% 9,256 $736K
Kings Path Partners LLC 0.30% Add +2.4% 9,125 $726K

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

Show all 210 holders