Triumph FinancialTFIN

13F holders, Q1 2025 (March 31)
207holders −6
24new positions
28sold out
4famous investors
$57.84avg. 13F price*

At the end of Q1 2025, 207 institutions reported holding Triumph Financial Inc. (TFIN) in their 13F filings, down 6 from Q4 2024. 24 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($187.3M), Kayne Anderson Rudnick Investment Management LLC ($172.9M) and Vanguard Group Inc. ($115.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions24$11.2M
Exits28$25.1M

All 13F filers, Q4 2024 → Q1 2025: 1,663,507 shares bought and 1,524,057 shares sold, net +139,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 207 holders

BlackRock, Inc. 0.00% Reduce -3.0% 3,239,816 $187.3M
Kayne Anderson Rudnick Investment Management LLC 0.42% Add +12.4% 2,991,713 $172.9M
Vanguard Group Inc. 0.00% Reduce -1.6% 1,994,551 $115.3M
Thrivent Financial for Lutherans 0.20% Add +28.5% 1,510,380 $87.3M
State Street Corp. 0.00% Add +2.4% 1,288,282 $74.5M
AltraVue Capital, LLC 5.35% Add +6.1% 922,829 $53.3M
Dimensional Fund Advisors LP 0.01% Reduce -5.4% 894,857 $51.7M
Luxor Capital Group, LP 5.89% Add +5.0% 792,550 $45.8M
American Century Companies Inc. 0.03% Reduce -10.2% 702,249 $40.6M
Barrow Hanley Mewhinney & Strauss LLC 0.14% Reduce -22.0% 656,967 $38.0M
Geode Capital Management, LLC 0.00% Add +2.7% 530,296 $30.7M
Bank of America Corp. 0.00% Add +8.9% 381,719 $22.1M
Ranger Investment Management, L.P. 1.55% Reduce -1.2% 375,869 $21.7M
Wells Fargo & Company 0.00% Reduce -2.8% 231,163 $13.4M
Northern Trust Corp. 0.00% Reduce -0.9% 225,793 $13.1M
Morgan Stanley 0.00% Reduce -6.0% 211,995 $12.3M
Charles Schwab Investment Management Inc. 0.00% Add +3.9% 206,865 $12.0M
Banc Funds Co. LLC 1.47% Reduce -13.7% 192,394 $11.1M
Peregrine Capital Management LLC 0.35% Add +24.8% 181,322 $10.5M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.04% Add +16.3% 165,914 $9.6M
Envestnet Asset Management Inc. 0.00% Reduce -4.2% 140,390 $8.1M
Citadel Advisors 0.01% Add +160.7% 139,354 $8.1M
Marshall Wace, LLP 0.01% Add +456.4% 131,794 $7.6M
Bank of New York Mellon Corp 0.00% Reduce -4.6% 131,258 $7.6M
NFC Investments, LLC 2.22% Reduce -4.5% 129,250 $7.5M
Investment Management Associates Inc. 2.74% Add +19.2% 115,902 $6.7M
Russell Investments Group, Ltd. 0.01% Add +33.8% 112,983 $6.5M
Principal Financial Group Inc. 0.00% Add +2.5% 109,677 $6.3M
Earnest Partners LLC 0.03% Reduce -7.4% 103,188 $6.0M
Wellington Management Group LLP 0.00% Reduce -69.5% 99,454 $5.7M
Sei Investments Co. 0.01% Add +9.8% 96,194 $5.6M
Goldman Sachs Group Inc. 0.00% Reduce -31.6% 87,439 $5.1M
First Sabrepoint Capital Management LP 1.93% Add +18.5% 80,000 $4.6M
Curi Capital, LLC 0.11% Add +7.5% 77,393 $4.5M
Hodges Capital Management Inc. 0.45% Reduce -47.9% 77,300 $4.5M
New York State Common Retirement Fund 0.01% Add +13.1% 75,021 $4.3M
Legato Capital Management LLC 0.58% Add +15.2% 74,123 $4.3M
Townsquare Capital LLC 0.05% Reduce -6.6% 73,413 $4.2M
Public Sector Pension Investment Board 0.02% Add +27.4% 69,685 $4.0M
Numerai GP LLC 0.70% New 64,600 $3.7M
D. E. Shaw & Co. 0.00% Add +33.0% 63,191 $3.7M
UBS Group AG 0.00% Add +7.4% 61,077 $3.5M
Rhumbline Advisers 0.00% Reduce -2.3% 60,123 $3.5M
Legal & General Group Plc 0.00% Reduce -4.9% 59,912 $3.5M
Dark Forest Capital Management LP 0.16% Add +1228.5% 59,875 $3.5M
Nuveen, LLC 0.00% — 58,977 $3.4M
Invesco Ltd. 0.00% Add +5.9% 57,100 $3.3M
Macquarie Group Ltd. 0.00% Add +18.1% 52,316 $3.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -15.4% 48,402 $2.8M
Ameriprise Financial Inc. 0.00% Reduce -81.3% 46,899 $2.7M
Citigroup Inc. 0.00% Add +3.1% 46,122 $2.7M
Swiss National Bank 0.00% Reduce -1.4% 43,100 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -45.7% 42,649 $2.5M
Sippican Capital Advisors 1.83% Add +5.2% 42,111 $2.4M
Sovereign's Capital Management, LLC 1.39% Add +478.5% 40,516 $2.3M
Barclays PLC 0.00% Reduce -22.1% 38,596 $2.2M
Prudential Financial Inc. 0.00% Reduce -3.3% 21,433 $2.1M
Voloridge Investment Management, LLC 0.01% New 36,201 $2.1M
Alberta Investment Management Corp 0.01% Reduce -24.9% 35,020 $2.0M
Womack Financial LLC 1.77% Reduce -0.1% 33,448 $1.9M
Norges Bank 0.00% Reduce -51.5% 32,791 $1.9M
Stifel Financial Corp. 0.00% Reduce -22.6% 29,468 $1.7M
Neuberger Berman Group LLC 0.00% Add +1.2% 29,052 $1.7M
Daiwa Securities Group Inc. 0.01% Reduce -4.3% 28,969 $1.7M
Balyasny Asset Management L.P. 0.00% Add +995.4% 28,591 $1.7M
Millennium Management 0.00% Add +138.6% 28,590 $1.7M
Royal Bank of Canada 0.00% Add +73.8% 27,541 $1.6M
Tectonic Advisors LLC 0.10% Add +14.1% 26,469 $1.5M
Rafferty Asset Management, LLC 0.01% Add +7.5% 26,209 $1.5M
CANADA LIFE ASSURANCE Co 0.00% Reduce -6.4% 25,775 $1.5M
Eight 31 Financial, LLC 0.94% Add +8.6% 25,393 $1.5M
Alliancebernstein L.P. 0.00% No change 24,836 $1.4M
Schonfeld Strategic Advisors LLC 0.01% Add +158.5% 24,140 $1.4M
Rosenthal | Henry Capital Advisors, Inc. 1.40% No change 24,000 $1.4M
Verition Fund Management LLC 0.01% Add +421.6% 22,315 $1.3M
Jane Street Group, LLC 0.00% Add +212.8% 21,127 $1.2M
JPMorgan Chase & Co. 0.00% Add +9.0% 20,912 $1.2M
California State Teachers Retirement System 0.00% No change 20,740 $1.2M
State of Wisconsin Investment Board 0.00% Add +5.5% 20,125 $1.2M
Deutsche Bank AG 0.00% Reduce -8.7% 18,830 $1.1M
Intech Investment Management LLC 0.01% Add +26.1% 18,288 $1.1M
Quantbot Technologies LP 0.03% New 17,320 $1.0M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -37.2% 16,618 $960K
T. Rowe Price Associates Inc. 0.00% Add +15.2% 16,355 $946K
First Trust Advisors LP 0.00% Reduce -3.2% 15,146 $875K
BNP Paribas Financial Markets 0.00% Add +206.7% 13,377 $773K
M&T Bank Corp 0.00% Reduce -3.4% 13,320 $770K
MetLife Investment Management, LLC 0.00% Reduce -1.4% 13,138 $759K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.5% 13,138 $759K
Illinois Municipal Retirement Fund 0.01% Add +3.9% 12,809 $740K
Gibbs Wealth Management 0.18% Add +19.2% 12,776 $738K
Avantax Advisory Services, Inc. 0.00% Reduce -0.3% 12,711 $735K
State of Alaska, Department of Revenue 0.01% Reduce -2.1% 12,173 $703K
XTX Topco Ltd 0.04% New 12,007 $694K
Manufacturers Life Insurance Company, The 0.00% Add +1.3% 11,878 $687K
Corebridge Financial, Inc. 0.00% Reduce -1.9% 11,537 $667K
West Michigan Advisors, LLC 0.20% New 10,600 $613K
Janus Henderson Group PLC 0.00% No change 10,269 $603K
&partners 0.01% Add +3.9% 10,261 $603K
HRT Financial LP 0.00% Reduce -33.6% 10,417 $602K

"% 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 207 holders