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
Kings Path Partners LLC 0.35% No change 9,125 $829K
First Hawaiian Bank 0.03% No change 8,802 $800K
Yousif Capital Management, LLC 0.01% Reduce -1.9% 8,301 $754K
Gsa Capital Partners LLP 0.05% New 7,974 $725K
Comerica Bank 0.00% Reduce -0.5% 7,634 $694K
HSBC Holdings PLC 0.00% Add +185.4% 7,571 $690K
Maryland State Retirement & Pension System 0.01% No change 7,401 $673K
Sovereign's Capital Management, LLC 0.41% — 7,004 $637K
Jane Street Group, LLC 0.00% Reduce -87.5% 6,755 $614K
Voya Investment Management LLC 0.00% Reduce -6.8% 6,700 $609K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +15.3% 6,675 $607K
ProShare Advisors LLC 0.00% Add +44.5% 6,657 $605K
HighTower Advisors, LLC 0.00% Add +5.9% 6,539 $594K
First Dallas Securities Inc. 0.24% No change 6,525 $593K
Amalgamated Bank 0.00% Reduce -0.1% 6,508 $591K
Arizona State Retirement System 0.00% Add +0.5% 6,416 $583K
State Board of Administration of Florida Retirement System 0.00% Reduce -0.8% 6,193 $563K
LPL Financial LLC 0.00% Add +130.0% 6,066 $551K
Corient Private Wealth LP 0.00% Reduce -0.1% 5,946 $540K
Central Pacific Bank - Trust Division 0.07% No change 5,718 $520K
State of Tennessee, Department of Treasury 0.00% Reduce -4.2% 5,582 $507K
New York State Teachers Retirement System 0.00% No change 5,421 $493K
Precision Wealth Strategies, LLC 0.38% Add +2.7% 5,354 $487K
Oregon Public Employees Retirement Fund 0.01% No change 5,149 $468K
Campbell & CO Investment Adviser LLC 0.04% New 4,984 $453K
KLP Kapitalforvaltning As 0.00% — 4,900 $445K
Americana Partners, LLC 0.02% Reduce -4.5% 4,807 $437K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.1% 4,778 $434K
Police & Firemen's Retirement System of New Jersey 0.00% — 4,735 $430K
Alliance Wealth Advisors, LLC 0.11% Reduce -2.3% 4,718 $429K
Handelsbanken Fonder AB 0.00% No change 4,700 $427K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.0% 4,684 $426K
Dark Forest Capital Management LP 0.06% New 4,507 $410K
BNP Paribas Financial Markets 0.00% Reduce -71.1% 4,362 $396K
Verition Fund Management LLC 0.00% Add +11.0% 4,278 $389K
AQR Capital Management 0.00% Add +4.8% 3,966 $360K
Red Door Wealth Management, LLC 0.05% No change 3,725 $339K
Profund Advisors LLC 0.01% Add +32.1% 3,591 $326K
Federated Hermes, Inc. 0.00% Add +4.3% 3,578 $325K
Janney Montgomery Scott LLC 0.00% Add +27.4% 3,564 $324K
Nisa Investment Advisors, LLC 0.00% No change 3,399 $309K
Mutual of America Capital Management LLC 0.00% Add +0.8% 3,324 $302K
Commonwealth Equity Services, LLC 0.00% Reduce -38.5% 3,113 $283K
Pictet Asset Management Holding SA 0.00% Add +9.9% 3,004 $273K
Howard Financial Services, LTD. 0.04% No change 3,000 $273K
Praxis Investment Management Inc. 0.02% Reduce -41.3% 2,960 $269K
Mesirow Financial Investment Management, Inc. 0.01% Add +1.4% 2,930 $266K
Public Employees Retirement Association of Colorado 0.00% No change 2,863 $260K
Osaic Holdings, Inc. 0.00% Reduce -1.9% 2,702 $246K
Welch Group, LLC 0.01% No change 2,644 $241K
Balyasny Asset Management L.P. 0.00% New 2,610 $237K
MML Investors Services, LLC 0.00% Reduce -9.6% 2,540 $231K
Wallace Advisory Group, LLC 0.16% Reduce -5.7% 2,842 $226K
PNC Financial Services Group, Inc. 0.00% Reduce -2.6% 2,476 $225K
Bank of Montreal 0.00% New 2,406 $219K
Cottonwood Capital Advisors, LLC 0.15% New 2,364 $215K
Mechanics Bank Trust Department 0.03% New 2,223 $202K
Ameritas Investment Partners, Inc. 0.01% No change 2,209 $201K
FMR LLC 0.00% Add +7.8% 1,591 $145K
Principia Wealth Advisory, LLC 0.13% — 1,500 $136K
KBC Group NV 0.00% Add +51.9% 1,212 $110K
Shell Asset Management Co. 0.00% No change 1,055 $96K
Creekmur Asset Management LLC 0.02% No change 1,000 $91K
Tower Research Capital LLC (TRC) 0.00% Reduce -82.7% 995 $90K
Walleye Capital LLC 0.00% New 725 $66K
Smartleaf Asset Management LLC 0.01% Add +310.9% 563 $51K
Aquatic Capital Management LLC 0.00% Add +3.8% 519 $47K
MAI Capital Management 0.00% New 500 $45K
Cwm, LLC 0.00% Reduce -3.4% 398 $36K
GAMMA Investing LLC 0.00% Add +22.7% 378 $34K
First Horizon Advisors, Inc. 0.00% No change 377 $34K
Farther Finance Advisors, LLC 0.00% Reduce -4.6% 351 $32K
CENTRAL TRUST Co 0.00% No change 272 $25K
Riverview Trust Co 0.02% No change 256 $23K
Signaturefd, LLC 0.00% Reduce -6.4% 221 $20K
Principal Securities, Inc. 0.00% Reduce -0.5% 210 $19K
Quent Capital, LLC 0.00% No change 200 $18K
Brooklyn Investment Group 0.00% New 172 $16K
Steward Partners Investment Advisory, LLC 0.00% No change 160 $15K
Northwestern Mutual Wealth Management Co. 0.00% No change 145 $13K
Fifth Third Bancorp 0.00% No change 98 $9K
Wilmington Savings Fund Society, FSB 0.00% Reduce -9.5% 86 $8K
Wolff Wiese Magana LLC 0.00% No change 81 $7K
Sterling Capital Management LLC 0.00% Add +200.0% 81 $7K
Bessemer Group Inc. 0.00% Add +118.9% 81 $7K
Blue Trust, Inc. 0.00% Reduce -87.5% 59 $5K
Harbor Capital Advisors, Inc. 0.00% Add +28.3% 59 $5K
Simplex Trading, LLC 0.00% New 66 $5K
Ancora Advisors LLC 0.00% No change 50 $5K
NewEdge Advisors, LLC 0.00% No change 50 $5K
Venturi Wealth Management, LLC 0.00% No change 45 $4K
Jones Financial Companies LLLP 0.00% Reduce -55.8% 38 $3K
Allworth Financial LP 0.00% No change 36 $3K
Huntington National Bank 0.00% New 33 $3K
UMB Bank, n.a. 0.00% Reduce -44.6% 31 $3K
Rothschild Investment LLC 0.00% Add +20.0% 30 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $3K
Truvestments Capital LLC 0.00% No change 25 $2K
EverSource Wealth Advisors, LLC 0.00% Add +18.8% 19 $2K
Farmers & Merchants Investments Inc. 0.00% No change 16 $1K
Transce3nd, LLC 0.00% — 15 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 12 $1K
JFS Wealth Advisors, LLC 0.00% No change 10 $909
Parkside Financial Bank & Trust 0.00% No change 7 $637
Lanark Financial, Inc. 0.03% — 3 $277
Quadrant Capital Group LLC 0.00% No change 3 $273
SJS Investment Consulting Inc. 0.00% Reduce -25.0% 3 $273
Larson Financial Group LLC 0.00% No change 2 $182
DiNuzzo Private Wealth, Inc. 0.00% No change 2 $182
Global Retirement Partners, LLC 0.00% New 1 $91
Global Financial Private Client, LLC 0.00% New 1 $91
Hemington Wealth Management 0.00% Add +50.0% 9 $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.