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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $11.2M |
| Exits | 28 | $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 |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.8% | 10,300 | $595K |
| US Bancorp \de | 0.00% | Reduce -23.8% | 10,235 | $592K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 10,153 | $587K |
| Victory Capital Management Inc. | 0.00% | Add +2.1% | 9,867 | $570K |
| Norden Group LLC | 0.06% | Reduce -23.5% | 9,415 | $544K |
| Portside Wealth Group, LLC | 0.09% | Reduce -14.0% | 9,375 | $542K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.1% | 8,208 | $474K |
| Amundi | 0.00% | Reduce -19.1% | 8,908 | $459K |
| Comerica Bank | 0.00% | Add +3.5% | 7,903 | $457K |
| LPL Financial LLC | 0.00% | Add +30.3% | 7,901 | $457K |
| Squarepoint Ops LLC | 0.00% | New | 7,826 | $452K |
| HSBC Holdings PLC | 0.00% | Reduce -0.1% | 7,564 | $439K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,675 | $386K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -13.6% | 6,394 | $370K |
| Arizona State Retirement System | 0.00% | Reduce -0.9% | 6,359 | $368K |
| Amalgamated Bank | 0.00% | Reduce -3.2% | 6,298 | $364K |
| AlphaQuest LLC | 0.04% | New | 6,271 | $362K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 6,193 | $358K |
| Voya Investment Management LLC | 0.00% | Reduce -9.5% | 6,063 | $350K |
| Corient Private Wealth LP | 0.00% | Reduce -0.2% | 5,934 | $343K |
| Precision Wealth Strategies, LLC | 0.26% | Add +9.7% | 5,871 | $339K |
| AQR Capital Management | 0.00% | Add +45.2% | 5,760 | $333K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 5,740 | $332K |
| HighTower Advisors, LLC | 0.00% | Reduce -13.2% | 5,675 | $328K |
| Aquatic Capital Management LLC | 0.01% | Add +988.3% | 5,648 | $326K |
| Kings Path Partners LLC | 0.16% | Reduce -38.6% | 5,605 | $324K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 5,582 | $323K |
| New York State Teachers Retirement System | 0.00% | No change | 5,421 | $313K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.2% | 5,257 | $304K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 5,202 | $301K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.9% | 5,049 | $292K |
| Cibc World Markets Corp. | 0.00% | New | 4,904 | $283K |
| KLP Kapitalforvaltning As | 0.00% | No change | 4,900 | $283K |
| Atria Investments, Inc | 0.00% | New | 4,861 | $281K |
| Americana Partners, LLC | 0.01% | No change | 4,807 | $278K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 4,735 | $274K |
| Handelsbanken Fonder AB | 0.00% | No change | 4,700 | $272K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.7% | 4,648 | $269K |
| Alliance Wealth Advisors, LLC | 0.07% | Reduce -2.0% | 4,622 | $267K |
| Inceptionr LLC | 0.08% | New | 4,555 | $263K |
| SG Americas Securities, LLC | 0.00% | New | 4,553 | $263K |
| Wallace Advisory Group, LLC | 0.18% | Reduce -0.2% | 2,837 | $258K |
| Central Pacific Bank - Trust Division | 0.04% | Reduce -22.7% | 4,418 | $255K |
| First Dallas Securities Inc. | 0.10% | Reduce -34.5% | 4,275 | $247K |
| Titleist Asset Management, LLC | 0.03% | New | 4,000 | $231K |
| Red Door Wealth Management, LLC | 0.03% | No change | 3,725 | $215K |
| Bank of Montreal | 0.00% | Add +48.0% | 3,562 | $206K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3,399 | $196K |
| Osaic Holdings, Inc. | 0.00% | Add +9.3% | 2,954 | $171K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,863 | $165K |
| Lanark Financial, Inc. | 0.01% | — | 2,650 | $153K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.5% | 2,314 | $134K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,209 | $128K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +110.0% | 2,089 | $121K |
| Principia Wealth Advisory, LLC | 0.08% | No change | 1,500 | $80K |
| KBC Group NV | 0.00% | Add +12.9% | 1,368 | $79K |
| FMR LLC | 0.00% | Reduce -14.5% | 1,360 | $79K |
| Shell Asset Management Co. | 0.00% | Reduce -4.2% | 1,011 | $58K |
| GAMMA Investing LLC | 0.00% | Add +84.7% | 698 | $40K |
| Cwm, LLC | 0.00% | Add +48.0% | 589 | $34K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -22.6% | 436 | $26K |
| Quadrant Capital Group LLC | 0.00% | Add +13500.0% | 408 | $24K |
| First Horizon Advisors, Inc. | 0.00% | No change | 377 | $22K |
| Principal Securities, Inc. | 0.00% | No change | 210 | $19K |
| Versant Capital Management, Inc | 0.00% | New | 300 | $17K |
| CENTRAL TRUST Co | 0.00% | No change | 272 | $16K |
| Riverview Trust Co | 0.01% | No change | 256 | $15K |
| Brooklyn Investment Group | 0.00% | Add +44.2% | 248 | $14K |
| Signaturefd, LLC | 0.00% | No change | 221 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -38.8% | 215 | $12K |
| Quent Capital, LLC | 0.00% | No change | 200 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 145 | $8K |
| Fifth Third Bancorp | 0.00% | Add +22.4% | 120 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +86.4% | 110 | $6K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 76 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 86 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 81 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +566.7% | 80 | $5K |
| Public Employees Retirement System of Ohio | 0.00% | New | 67 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +210.5% | 59 | $3K |
| Jones Financial Companies LLLP | 0.00% | Add +44.7% | 55 | $3K |
| Sterling Capital Management LLC | 0.00% | Reduce -34.6% | 53 | $3K |
| Ancora Advisors LLC | 0.00% | No change | 50 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 50 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 36 | $2K |
| Bessemer Group Inc. | 0.00% | Reduce -54.3% | 37 | $2K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 28 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 25 | $1K |
| Federated Hermes, Inc. | 0.00% | Reduce -99.4% | 23 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -33.3% | 20 | $1K |
| Arax Advisory Partners | 0.00% | New | 20 | $1K |
| Coldstream Capital Management Inc. | 0.00% | New | 19 | $1K |
| Allworth Financial LP | 0.00% | Reduce -41.7% | 21 | $1K |
| SVB Wealth LLC | 0.00% | New | 18 | $1K |
| Blue Trust, Inc. | 0.00% | Reduce -69.5% | 18 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 16 | $925 |
| Transce3nd, LLC | 0.00% | No change | 15 | $867 |
| True Wealth Design, LLC | 0.00% | New | 9 | $521 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -10.0% | 9 | $521 |
| Parkside Financial Bank & Trust | 0.00% | No change | 7 | $405 |
| Stephens Consulting, LLC | 0.00% | New | 5 | $289 |
| Global Financial Private Client, LLC | 0.00% | Add +300.0% | 4 | $231 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $174 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $116 |
| Hantz Financial Services, Inc. | 0.00% | New | 2 | $0 |
| Hemington Wealth Management | 0.00% | Reduce -55.6% | 4 | $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.