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
EJF Capital LP 0.48% No change 9,050 $720K
First Hawaiian Bank 0.02% No change 8,802 $700K
Yousif Capital Management, LLC 0.01% Reduce -2.3% 8,459 $673K
Comerica Bank 0.00% Reduce -2.5% 7,675 $610K
Maryland State Retirement & Pension System 0.01% Reduce -1.7% 7,401 $589K
Voya Investment Management LLC 0.00% Reduce -1.9% 7,188 $572K
First Dallas Securities Inc. 0.22% No change 6,525 $519K
Amalgamated Bank 0.00% Reduce -1.5% 6,515 $518K
&partners 0.01% New 6,457 $514K
Arizona State Retirement System 0.00% Add +2.9% 6,383 $508K
State Board of Administration of Florida Retirement System 0.00% No change 6,243 $497K
Intech Investment Management LLC 0.01% Add +44.5% 6,185 $492K
HighTower Advisors, LLC 0.00% Add +17.1% 6,177 $491K
Corient Private Wealth LP 0.00% New 5,949 $473K
State of Tennessee, Department of Treasury 0.00% Reduce -5.8% 5,826 $463K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 5,787 $460K
Tower Research Capital LLC (TRC) 0.01% Reduce -28.1% 5,740 $457K
Central Pacific Bank - Trust Division 0.06% No change 5,718 $455K
Vident Advisory, LLC 0.01% Add +33.7% 5,598 $445K
New York State Teachers Retirement System 0.00% Reduce -1.8% 5,421 $431K
Precision Wealth Strategies, LLC 0.38% New 5,213 $415K
Oregon Public Employees Retirement Fund 0.01% Reduce -1.9% 5,149 $410K
Commonwealth Equity Services, LLC 0.00% Reduce -35.0% 5,058 $402K
Praxis Investment Management Inc. 0.03% No change 5,040 $401K
Americana Partners, LLC 0.03% No change 5,033 $400K
Alliance Wealth Advisors, LLC 0.10% Reduce -3.7% 4,828 $384K
Bares Capital Management, Inc. 0.03% Reduce -98.1% 4,759 $379K
Handelsbanken Fonder AB 0.00% No change 4,700 $374K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.7% 4,685 $373K
ProShare Advisors LLC 0.00% Add +35.1% 4,608 $367K
Cambridge Investment Research Advisors, Inc. 0.00% No change 4,545 $362K
Verition Fund Management LLC 0.00% Add +44.3% 3,853 $306K
AQR Capital Management 0.00% Add +4.8% 3,784 $301K
Red Door Wealth Management, LLC 0.05% No change 3,725 $296K
Amundi 0.00% Add +12.3% 3,865 $295K
Prelude Capital Management, LLC 0.02% Add +0.3% 3,510 $279K
Federated Hermes, Inc. 0.00% Reduce -2.1% 3,431 $273K
Nisa Investment Advisors, LLC 0.00% No change 3,399 $270K
Mutual of America Capital Management LLC 0.00% Reduce -7.1% 3,297 $262K
Mariner, LLC 0.00% New 3,120 $248K
Wallace Advisory Group, LLC 0.18% No change 3,014 $246K
Lanark Financial, Inc. 0.02% Reduce -7.6% 3,050 $242K
Howard Financial Services, LTD. 0.03% No change 3,000 $239K
Mesirow Financial Investment Management, Inc. 0.00% New 2,890 $230K
Public Employees Retirement Association of Colorado 0.00% No change 2,863 $228K
LMR Partners LLP 0.01% New 2,826 $225K
MML Investors Services, LLC 0.00% Reduce -0.9% 2,811 $224K
Janney Montgomery Scott LLC 0.00% New 2,797 $222K
Osaic Holdings, Inc. 0.00% Reduce -32.5% 2,755 $219K
Pictet Asset Management Holding SA 0.00% New 2,734 $217K
Profund Advisors LLC 0.01% Add +6.5% 2,719 $216K
HSBC Holdings PLC 0.00% Add +5.6% 2,653 $212K
Welch Group, LLC 0.01% No change 2,644 $210K
LPL Financial LLC 0.00% New 2,637 $210K
PNC Financial Services Group, Inc. 0.00% Add +4.0% 2,543 $202K
Ameritas Investment Partners, Inc. 0.01% No change 2,209 $176K
FMR LLC 0.00% Add +4.9% 1,476 $117K
Shell Asset Management Co. 0.00% — 1,055 $84K
Creekmur Asset Management LLC 0.02% No change 1,000 $80K
Catalyst Funds Management Pty Ltd 0.01% New 800 $64K
KBC Group NV 0.00% Add +46.4% 798 $63K
Quantbot Technologies LP 0.00% New 620 $49K
Acadian Asset Management LLC 0.00% New 584 $46K
Aquatic Capital Management LLC 0.00% New 500 $40K
Blue Trust, Inc. 0.00% Add +122.8% 470 $38K
Cwm, LLC 0.00% Add +3.8% 412 $33K
First Horizon Advisors, Inc. 0.00% No change 377 $30K
Farther Finance Advisors, LLC 0.00% Add +1.1% 368 $29K
Financial Network Wealth Advisors LLC 0.02% No change 315 $25K
GAMMA Investing LLC 0.00% Add +75.0% 308 $24K
CENTRAL TRUST Co 0.00% Reduce -50.1% 272 $22K
Riverview Trust Co 0.02% No change 256 $20K
Signaturefd, LLC 0.00% No change 236 $19K
Principal Securities, Inc. 0.00% Add +0.5% 211 $17K
Quent Capital, LLC 0.00% No change 200 $16K
Steward Partners Investment Advisory, LLC 0.00% No change 160 $13K
Northwestern Mutual Wealth Management Co. 0.00% No change 145 $12K
Smartleaf Asset Management LLC 0.00% Add +149.1% 137 $11K
Fifth Third Bancorp 0.00% Add +13.9% 98 $8K
Wilmington Savings Fund Society, FSB 0.00% New 95 $8K
Jones Financial Companies LLLP 0.00% Add +514.3% 86 $7K
Wolff Wiese Magana LLC 0.00% No change 81 $6K
UMB Bank, n.a. 0.00% Add +133.3% 56 $4K
Harbor Capital Advisors, Inc. 0.00% New 46 $4K
Ancora Advisors LLC 0.00% New 50 $4K
NewEdge Advisors, LLC 0.00% No change 50 $4K
Venturi Wealth Management, LLC 0.00% No change 45 $4K
Bessemer Group Inc. 0.00% Add +68.2% 37 $3K
Allworth Financial LP 0.00% No change 36 $3K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 30 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $2K
Sterling Capital Management LLC 0.00% — 27 $2K
Truvestments Capital LLC 0.00% New 25 $2K
Rothschild Investment LLC 0.00% Add +66.7% 25 $2K
EverSource Wealth Advisors, LLC 0.00% New 16 $1K
Farmers & Merchants Investments Inc. 0.00% No change 16 $1K
Earned Wealth Advisors, LLC 0.00% New 13 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 12 $954
JFS Wealth Advisors, LLC 0.00% No change 10 $796
AlphaQuest LLC 0.00% New 8 $636
Parkside Financial Bank & Trust 0.00% No change 7 $557
SJS Investment Consulting Inc. 0.00% No change 4 $319
Quadrant Capital Group LLC 0.00% No change 3 $239
DiNuzzo Private Wealth, Inc. 0.00% No change 2 $160
Larson Financial Group LLC 0.00% No change 2 $159
Claris Advisors, LLC / Mo / 0.00% New 1 $80
Mendota Financial Group, LLC 0.00% New 1 $80
Hemington Wealth Management 0.00% New 6 $0
Coppell Advisory Solutions LLC 0.00% New 8 $0
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.