Triumph FinancialTFIN
13F holders, Q4 2024 (December 31)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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $8.0M |
| Exits | 20 | $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.