Triumph FinancialTFIN

13F holders, Q4 2024 (December 31)
213holders +3
18new positions
20sold out
4famous investors
$90.88avg. 13F price*

At the end of Q4 2024, 213 institutions reported holding Triumph Financial Inc. (TFIN) in their 13F filings, up 3 from Q3 2024. 18 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($303.7M), Kayne Anderson Rudnick Investment Management LLC ($241.9M) and Vanguard Group Inc. ($184.3M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions18$8.0M
Exits20$21.4M

All 13F filers, Q3 2024 → Q4 2024: 869,556 shares bought and 1,026,993 shares sold, net −157,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 213 holders

BlackRock, Inc. 0.01% Add +1.6% 3,341,412 $303.7M
Kayne Anderson Rudnick Investment Management LLC 0.56% Reduce -6.0% 2,661,548 $241.9M
Vanguard Group Inc. 0.00% Add +1.2% 2,027,420 $184.3M
State Street Corp. 0.00% Add +6.7% 1,257,828 $114.3M
Thrivent Financial for Lutherans 0.21% Add +1.7% 1,175,616 $106.8M
Dimensional Fund Advisors LP 0.02% Reduce -5.0% 946,084 $86.0M
AltraVue Capital, LLC 6.59% No change 869,976 $79.1M
Barrow Hanley Mewhinney & Strauss LLC 0.26% Reduce -3.9% 842,467 $76.6M
American Century Companies Inc. 0.04% Add +34.0% 782,198 $71.1M
Luxor Capital Group, LP 8.98% Add +7.4% 755,200 $68.6M
Geode Capital Management, LLC 0.00% Reduce -0.3% 516,469 $46.9M
Ranger Investment Management, L.P. 2.18% Reduce -1.9% 380,315 $34.6M
Bank of America Corp. 0.00% Reduce -15.7% 350,573 $31.9M
Wellington Management Group LLP 0.01% Reduce -16.5% 326,009 $29.6M
Ameriprise Financial Inc. 0.01% Reduce -15.4% 251,371 $22.8M
Wells Fargo & Company 0.01% Reduce -1.6% 237,882 $21.6M
Northern Trust Corp. 0.00% Add +7.6% 227,875 $20.7M
Morgan Stanley 0.00% Add +5.5% 225,541 $20.5M
Banc Funds Co. LLC 2.23% Reduce -15.7% 222,894 $20.3M
Charles Schwab Investment Management Inc. 0.00% Add +1.8% 199,071 $18.1M
Hodges Capital Management Inc. 0.81% Add +42.3% 148,435 $13.5M
Envestnet Asset Management Inc. 0.00% Reduce -1.6% 146,472 $13.3M
Peregrine Capital Management LLC 0.39% Reduce -8.3% 145,332 $13.2M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.06% Add +27.4% 142,670 $13.0M
Woodson Capital Management, LP 2.41% Reduce -28.8% 140,000 $12.7M
Bank of New York Mellon Corp 0.00% Reduce -2.4% 137,532 $12.5M
NFC Investments, LLC 3.40% Reduce -1.8% 135,405 $12.3M
Goldman Sachs Group Inc. 0.00% Add +17.1% 127,890 $11.6M
Earnest Partners LLC 0.05% Reduce -8.2% 111,411 $10.1M
Principal Financial Group Inc. 0.01% Add +3.1% 107,011 $9.7M
Investment Management Associates Inc. 3.86% Reduce -2.9% 97,237 $8.8M
Sei Investments Co. 0.01% Reduce -3.0% 87,569 $8.0M
Russell Investments Group, Ltd. 0.01% Reduce -11.9% 84,476 $7.7M
Townsquare Capital LLC 0.08% Reduce -4.4% 78,607 $7.1M
Susquehanna International Group, LLP 0.01% Add +189.4% 78,548 $7.1M
Curi Capital, LLC 0.15% Add +133.9% 72,022 $6.5M
Norges Bank 0.00% Reduce -11.0% 67,684 $6.2M
First Sabrepoint Capital Management LP 2.30% Reduce -32.5% 67,488 $6.1M
New York State Common Retirement Fund 0.01% No change 66,351 $6.0M
Legato Capital Management LLC 0.76% No change 64,363 $5.8M
Legal & General Group Plc 0.00% Add +4.0% 62,973 $5.7M
Rhumbline Advisers 0.01% Add +2.5% 61,508 $5.6M
Nuveen Asset Management, LLC 0.00% Reduce -1.8% 58,977 $5.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +11.2% 57,234 $5.2M
UBS Group AG 0.00% Add +127.9% 56,847 $5.2M
Public Sector Pension Investment Board 0.02% Add +17.5% 54,675 $5.0M
Invesco Ltd. 0.00% Reduce -10.8% 53,925 $4.9M
Citadel Advisors 0.00% Add +21.2% 53,457 $4.9M
Barclays PLC 0.00% Reduce -3.5% 49,533 $4.5M
D. E. Shaw & Co. 0.01% Add +2.5% 47,506 $4.3M
Alberta Investment Management Corp 0.03% Add +75.3% 46,620 $4.2M
Citigroup Inc. 0.00% Add +3.7% 44,720 $4.1M
Macquarie Group Ltd. 0.00% Reduce -11.1% 44,285 $4.0M
Swiss National Bank 0.00% Add +0.9% 43,700 $4.0M
Sippican Capital Advisors 2.65% Add +0.3% 40,048 $3.6M
Stifel Financial Corp. 0.00% Add +2.1% 38,078 $3.5M
Kennedy Capital Management LLC 0.07% Reduce -20.4% 35,257 $3.2M
Womack Financial LLC 2.70% — 33,476 $3.0M
Daiwa Securities Group Inc. 0.01% Reduce -4.1% 30,269 $2.8M
Neuberger Berman Group LLC 0.00% Add +1.0% 28,702 $2.6M
CANADA LIFE ASSURANCE Co 0.00% Reduce -1.2% 27,541 $2.5M
Anthracite Investment Company, Inc. 1.22% Reduce -13.0% 26,844 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% No change 26,474 $2.4M
Financial Gravity Companies, Inc. 0.54% New 26,057 $2.4M
Alliancebernstein L.P. 0.00% Add +1.7% 24,836 $2.3M
Rafferty Asset Management, LLC 0.01% Reduce -22.3% 24,378 $2.2M
Rosenthal | Henry Capital Advisors, Inc. 2.02% No change 24,000 $2.2M
Prudential Financial Inc. 0.00% Reduce -1.9% 22,173 $2.2M
Marshall Wace, LLP 0.00% New 23,685 $2.2M
Eight 31 Financial, LLC 1.61% No change 23,377 $2.1M
Tectonic Advisors LLC 0.14% Add +2.1% 23,190 $2.1M
California State Teachers Retirement System 0.00% Reduce -1.1% 20,740 $1.9M
Deutsche Bank AG 0.00% Add +49.2% 20,633 $1.9M
JPMorgan Chase & Co. 0.00% Reduce -0.3% 19,187 $1.7M
State of Wisconsin Investment Board 0.00% Reduce -19.3% 19,076 $1.7M
Royal Bank of Canada 0.00% Reduce -14.6% 15,847 $1.4M
HRT Financial LP 0.01% Reduce -22.1% 15,680 $1.4M
First Trust Advisors LP 0.00% Add +10.7% 15,648 $1.4M
49 Wealth Management, LLC 0.19% No change 15,000 $1.4M
Intech Investment Management LLC 0.01% Add +134.4% 14,498 $1.3M
T. Rowe Price Associates Inc. 0.00% Add +14.1% 14,198 $1.3M
M&T Bank Corp 0.00% Add +7.1% 13,784 $1.3M
US Bancorp \de 0.00% Add +2.5% 13,425 $1.2M
MetLife Investment Management, LLC 0.01% Add +7.7% 13,320 $1.2M
Avantax Advisory Services, Inc. 0.01% Reduce -8.8% 12,756 $1.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.9% 12,574 $1.1M
State of Alaska, Department of Revenue 0.01% Reduce -0.6% 12,433 $1.1M
Illinois Municipal Retirement Fund 0.02% Add +2.1% 12,326 $1.1M
Norden Group LLC 0.13% Reduce -6.6% 12,307 $1.1M
Millennium Management 0.00% Reduce -25.9% 11,985 $1.1M
Corebridge Financial, Inc. 0.01% Reduce -7.3% 11,761 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.8% 11,723 $1.1M
Portside Wealth Group, LLC 0.16% Reduce -4.2% 10,897 $990K
Gibbs Wealth Management 0.26% Add +15.8% 10,718 $974K
Amundi 0.00% Add +185.0% 11,014 $967K
Louisiana State Employees Retirement System 0.02% No change 10,600 $963K
Janus Henderson Group PLC 0.00% No change 10,269 $932K
&partners 0.01% Add +53.0% 9,876 $884K
Victory Capital Management Inc. 0.00% Reduce -0.9% 9,662 $878K
Schonfeld Strategic Advisors LLC 0.01% New 9,340 $849K

"% 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 213 holders