Triumph FinancialTFIN

13F holders, Q2 2025 (June 30)
210holders +3
30new positions
29sold out
5famous investors
$55.15avg. 13F price*

At the end of Q2 2025, 210 institutions reported holding Triumph Financial Inc. (TFIN) in their 13F filings, up 3 from Q1 2025. 30 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($180.9M), Kayne Anderson Rudnick Investment Management LLC ($156.9M) and Vanguard Group Inc. ($111.3M). 5 famous investors held it, including Chase Coleman (0.0% of Tiger Global Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions30$14.8M
Exits29$23.4M

All 13F filers, Q1 2025 → Q2 2025: 1,900,031 shares bought and 1,095,898 shares sold, net +804,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 210 holders

BlackRock, Inc. 0.00% Add +1.3% 3,282,796 $180.9M
Kayne Anderson Rudnick Investment Management LLC 0.37% Reduce -4.8% 2,846,955 $156.9M
Vanguard Group Inc. 0.00% Add +1.3% 2,019,412 $111.3M
Thrivent Financial for Lutherans 0.19% Add +0.1% 1,511,750 $83.3M
State Street Corp. 0.00% Add +1.8% 1,311,960 $72.3M
AltraVue Capital, LLC 5.96% Add +33.5% 1,231,709 $67.9M
Dimensional Fund Advisors LP 0.01% Reduce -2.3% 873,903 $48.2M
Barrow Hanley Mewhinney & Strauss LLC 0.15% Add +26.8% 832,902 $45.9M
Luxor Capital Group, LP 4.68% Reduce -18.7% 644,267 $35.5M
American Century Companies Inc. 0.02% Reduce -11.7% 620,224 $34.2M
Geode Capital Management, LLC 0.00% Add +2.7% 544,497 $30.0M
Bank of America Corp. 0.00% Add +20.3% 459,109 $25.3M
Ranger Investment Management, L.P. 1.42% Reduce -2.1% 367,959 $20.3M
Marshall Wace, LLP 0.02% Add +130.2% 303,374 $16.7M
Morgan Stanley 0.00% Add +34.3% 284,776 $15.7M
Investment Management Associates Inc. 4.60% Add +113.6% 247,580 $13.6M
Charles Schwab Investment Management Inc. 0.00% Add +18.4% 244,865 $13.5M
Wells Fargo & Company 0.00% Add +4.6% 241,815 $13.3M
Northern Trust Corp. 0.00% Reduce -2.1% 220,931 $12.2M
Banc Funds Co. LLC 1.58% Reduce -1.6% 189,394 $10.4M
Peregrine Capital Management LLC 0.26% Reduce -13.3% 157,305 $8.7M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.04% Reduce -6.0% 155,943 $8.6M
Envestnet Asset Management Inc. 0.00% Add +5.4% 148,025 $8.2M
NFC Investments, LLC 2.15% Add +5.4% 136,275 $7.5M
Bank of New York Mellon Corp 0.00% Add +3.0% 135,232 $7.5M
Goldman Sachs Group Inc. 0.00% Add +51.9% 132,859 $7.3M
Earnest Partners LLC 0.03% Add +27.4% 131,471 $7.2M
Principal Financial Group Inc. 0.00% Add +0.5% 110,171 $6.1M
Russell Investments Group, Ltd. 0.01% Reduce -3.0% 109,572 $6.0M
Legato Capital Management LLC 0.72% Add +47.1% 109,023 $6.0M
New York State Common Retirement Fund 0.01% Add +42.0% 106,511 $5.9M
D. E. Shaw & Co. 0.01% Add +58.8% 100,324 $5.5M
Sei Investments Co. 0.01% Add +2.6% 98,689 $5.4M
Citadel Advisors 0.00% Reduce -38.9% 85,220 $4.7M
Hodges Capital Management Inc. 0.40% Reduce -0.9% 76,600 $4.2M
Public Sector Pension Investment Board 0.02% Add +8.7% 75,727 $4.2M
Numerai GP LLC 0.58% Add +13.9% 73,591 $4.1M
UBS Group AG 0.00% Add +16.6% 71,207 $3.9M
Jacobs Levy Equity Management, Inc. 0.02% New 70,651 $3.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +43.7% 69,553 $3.8M
Citigroup Inc. 0.00% Add +43.0% 65,965 $3.6M
Rhumbline Advisers 0.00% Add +5.8% 63,592 $3.5M
Voloridge Investment Management, LLC 0.01% Add +73.1% 62,661 $3.5M
Curi Capital, LLC 0.06% Reduce -21.1% 61,067 $3.4M
Legal & General Group Plc 0.00% Add +1.6% 60,853 $3.4M
Royal Bank of Canada 0.00% Add +107.7% 57,213 $3.2M
Invesco Ltd. 0.00% Reduce -0.4% 56,891 $3.1M
Sippican Capital Advisors 2.25% Add +33.2% 56,081 $3.1M
Barclays PLC 0.00% Add +44.0% 55,560 $3.1M
Sovereign's Capital Management, LLC 1.59% Add +33.2% 53,979 $3.0M
Susquehanna International Group, LLP 0.00% Add +22.5% 52,238 $2.9M
Nuveen, LLC 0.00% Reduce -18.1% 48,309 $2.7M
Empirical Capital Management, LLC 1.54% New 45,000 $2.5M
Macquarie Group Ltd. 0.00% Reduce -15.3% 44,299 $2.4M
Tiger Global Management 0.01% New 43,708 $2.4M
Ameriprise Financial Inc. 0.00% Reduce -9.2% 42,564 $2.3M
Swiss National Bank 0.00% Reduce -1.4% 42,500 $2.3M
Prudential Financial Inc. 0.00% Add +6.7% 22,873 $2.2M
Womack Financial LLC 1.74% Add +13.4% 37,923 $2.1M
Verition Fund Management LLC 0.01% Add +56.0% 34,803 $1.9M
Rafferty Asset Management, LLC 0.01% Add +31.3% 34,421 $1.9M
Orchard Capital Management, LLC 2.01% New 33,042 $1.8M
Squarepoint Ops LLC 0.00% Add +296.1% 31,000 $1.7M
Jane Street Group, LLC 0.00% Add +44.7% 30,579 $1.7M
Tectonic Advisors LLC 0.10% Add +13.7% 30,098 $1.7M
Neuberger Berman Group LLC 0.00% Reduce -4.3% 27,790 $1.5M
LPL Financial LLC 0.00% Add +248.0% 27,497 $1.5M
Dark Forest Capital Management LP 0.06% Reduce -54.8% 27,043 $1.5M
Daiwa Securities Group Inc. 0.01% Reduce -7.3% 26,869 $1.5M
Eight 31 Financial, LLC 0.96% Add +3.9% 26,393 $1.5M
State of Wisconsin Investment Board 0.00% Add +25.1% 25,166 $1.4M
Alliancebernstein L.P. 0.00% No change 24,836 $1.4M
CANADA LIFE ASSURANCE Co 0.00% Reduce -4.0% 24,742 $1.4M
Stifel Financial Corp. 0.00% Reduce -16.0% 24,750 $1.4M
First Trust Advisors LP 0.00% Add +59.8% 24,198 $1.3M
Rosenthal | Henry Capital Advisors, Inc. 1.33% No change 24,000 $1.3M
California State Teachers Retirement System 0.00% Reduce -1.0% 20,524 $1.1M
HRT Financial LP 0.00% Add +94.8% 20,290 $1.1M
JPMorgan Chase & Co. 0.00% Reduce -6.8% 19,497 $1.1M
Quantbot Technologies LP 0.03% Add +11.9% 19,374 $1.1M
Americana Partners, LLC 0.04% Add +290.2% 18,757 $1.0M
T. Rowe Price Associates Inc. 0.00% Add +8.0% 17,663 $974K
Avantax Advisory Services, Inc. 0.01% Add +30.2% 16,550 $912K
Intech Investment Management LLC 0.01% Reduce -9.6% 16,540 $912K
Millennium Management 0.00% Reduce -43.2% 16,231 $894K
Deutsche Bank AG 0.00% Reduce -17.0% 15,625 $861K
M&T Bank Corp 0.00% Add +4.2% 13,873 $765K
State of Alaska, Department of Revenue 0.01% Add +8.6% 13,221 $728K
Creative Planning 0.00% New 13,194 $727K
&partners 0.01% Add +26.7% 13,005 $717K
US Bancorp \de 0.00% Add +26.4% 12,939 $713K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -6.5% 12,278 $677K
Illinois Municipal Retirement Fund 0.01% Reduce -9.5% 11,589 $639K
Manufacturers Life Insurance Company, The 0.00% Reduce -5.5% 11,231 $619K
Index Fund Advisors, Inc. 0.03% New 10,843 $598K
West Michigan Advisors, LLC 0.16% No change 10,600 $584K
FMR LLC 0.00% Add +665.6% 10,412 $574K
Louisiana State Employees Retirement System 0.01% Add +1.0% 10,400 $573K
Janus Henderson Group PLC 0.00% No change 10,269 $567K
Dynamic Technology Lab Private Ltd 0.07% Add +73.7% 9,970 $549K
Balyasny Asset Management L.P. 0.00% Reduce -66.7% 9,522 $525K
Norden Group LLC 0.05% Reduce -3.9% 9,046 $499K
Jump Financial, LLC 0.01% New 8,823 $486K
Yousif Capital Management, LLC 0.00% No change 8,208 $452K
BNP Paribas Financial Markets 0.00% Reduce -40.7% 7,937 $437K
Comerica Bank 0.00% Reduce -0.1% 7,899 $435K
Integrated Wealth Concepts LLC 0.00% New 7,791 $429K
Portside Wealth Group, LLC 0.06% Reduce -17.3% 7,753 $427K
AQR Capital Management 0.00% Add +33.1% 7,667 $423K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -56.6% 7,218 $398K
Mangrove Partners Im, LLC 0.04% New 6,735 $371K
Titleist Asset Management, LLC 0.04% Add +65.0% 6,600 $364K
Maryland State Retirement & Pension System 0.01% Add +2.1% 6,528 $360K
Callan Family Office, LLC 0.01% New 6,467 $356K
Arizona State Retirement System 0.00% Add +1.7% 6,466 $356K
Amalgamated Bank 0.00% Add +0.7% 6,343 $350K
State Board of Administration of Florida Retirement System 0.00% No change 6,193 $341K
Voya Investment Management LLC 0.00% Add +0.8% 6,113 $337K
Precision Wealth Strategies, LLC 0.11% Add +0.1% 5,874 $324K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +8.5% 5,703 $314K
HighTower Advisors, LLC 0.00% Reduce -0.4% 5,652 $311K
Kings Path Partners LLC 0.12% No change 5,605 $309K
Central Pacific Bank - Trust Division 0.04% Add +26.9% 5,605 $309K
State of Tennessee, Department of Treasury 0.00% No change 5,582 $308K
Norges Bank 0.00% Reduce -83.2% 5,523 $304K
New York State Teachers Retirement System 0.00% No change 5,421 $299K
Corient Private Wealth LP 0.00% Reduce -11.0% 5,281 $291K
Police & Firemen's Retirement System of New Jersey 0.00% Add +10.2% 5,219 $288K
Atria Investments, Inc 0.00% Add +5.0% 5,104 $281K
Oregon Public Employees Retirement Fund 0.00% No change 5,049 $278K
ProShare Advisors LLC 0.00% Reduce -3.9% 4,997 $275K
Entropy Technologies, LP 0.02% New 4,800 $265K
Inceptionr LLC 0.06% Add +4.2% 4,747 $262K
Handelsbanken Fonder AB 0.00% No change 4,700 $259K
Cambridge Investment Research Advisors, Inc. 0.00% No change 4,648 $256K
KLP Kapitalforvaltning As 0.00% Reduce -12.2% 4,300 $237K
Alliance Wealth Advisors, LLC 0.06% Reduce -8.0% 4,252 $234K
Raymond James Financial Inc. 0.00% New 4,167 $230K
Victory Capital Management Inc. 0.00% Reduce -57.9% 4,150 $229K
Amundi 0.00% Reduce -59.5% 3,606 $227K
First Dallas Securities Inc. 0.09% Reduce -4.7% 4,075 $225K
Virtu Financial LLC 0.01% New 4,008 $221K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -40.1% 3,998 $220K
Walleye Capital LLC 0.00% New 3,975 $219K
Engineers Gate Manager LP 0.00% New 3,747 $206K
Red Door Wealth Management, LLC 0.02% No change 3,725 $205K
SG Americas Securities, LLC 0.00% Reduce -22.4% 3,532 $195K
Nisa Investment Advisors, LLC 0.00% Reduce -0.3% 3,389 $187K
Public Employees Retirement Association of Colorado 0.00% No change 2,863 $158K
Osaic Holdings, Inc. 0.00% Reduce -10.2% 2,652 $146K
Tower Research Capital LLC (TRC) 0.00% Add +9.3% 2,284 $126K
Ameritas Investment Partners, Inc. 0.00% No change 2,209 $122K
PNC Financial Services Group, Inc. 0.00% Reduce -21.0% 1,828 $101K
Principia Wealth Advisory, LLC 0.07% No change 1,500 $83K
Creekmur Asset Management LLC 0.01% New 1,000 $55K
Shell Asset Management Co. 0.00% Reduce -10.0% 910 $50K
KBC Group NV 0.00% Reduce -40.0% 821 $45K
GAMMA Investing LLC 0.00% Add +6.6% 744 $41K
Glenmede Investment Management, LP 0.00% — 564 $31K
Cwm, LLC 0.00% Reduce -18.5% 480 $26K
Brooklyn Investment Group 0.00% Add +78.6% 443 $24K
First Horizon Advisors, Inc. 0.00% No change 377 $21K
Sterling Capital Management LLC 0.00% Add +571.7% 356 $20K
EverSource Wealth Advisors, LLC 0.00% Add +430.5% 313 $17K
Farther Finance Advisors, LLC 0.00% Add +36.3% 293 $16K
CENTRAL TRUST Co 0.00% No change 272 $15K
Fifth Third Bancorp 0.00% Add +123.3% 268 $15K
Principal Securities, Inc. 0.00% Add +27.1% 267 $15K
Versant Capital Management, Inc 0.00% Reduce -17.3% 248 $14K
Signaturefd, LLC 0.00% Add +9.9% 243 $13K
UMB Bank, n.a. 0.00% New 229 $13K
Northwestern Mutual Wealth Management Co. 0.00% Add +21.4% 176 $10K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 156 $9K
Public Employees Retirement System of Ohio 0.00% Add +109.0% 140 $8K
Smartleaf Asset Management LLC 0.00% Reduce -73.8% 114 $6K
Wilmington Savings Fund Society, FSB 0.00% Add +30.2% 112 $6K
Wolff Wiese Magana LLC 0.00% No change 81 $4K
Huntington National Bank 0.00% New 74 $4K
Lanark Financial, Inc. 0.00% Reduce -97.1% 78 $4K
Harbor Capital Advisors, Inc. 0.00% Reduce -29.1% 78 $4K
Hantz Financial Services, Inc. 0.00% Add +3900.0% 80 $4K
Parkside Financial Bank & Trust 0.00% Add +742.9% 59 $3K
Bessemer Group Inc. 0.00% Add +32.4% 49 $3K
Allworth Financial LP 0.00% Add +152.4% 53 $3K
Ancora Advisors LLC 0.00% No change 50 $3K
Jones Financial Companies LLLP 0.00% Reduce -18.2% 45 $3K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $2K
Arax Advisory Partners 0.00% No change 20 $1K
Rothschild Investment LLC 0.00% No change 20 $1K
Blue Trust, Inc. 0.00% No change 18 $992
Clearstead Trust, LLC 0.00% New 16 $882
MAI Capital Management 0.00% New 16 $882
Farmers & Merchants Investments Inc. 0.00% No change 16 $882
Transce3nd, LLC 0.00% No change 15 $827
Steward Partners Investment Advisory, LLC 0.00% New 13 $716
True Wealth Design, LLC 0.00% Add +22.2% 11 $607
JFS Wealth Advisors, LLC 0.00% Reduce -11.1% 8 $441
Twin Peaks Wealth Advisors, LLC 0.00% New 8 $433
Federated Hermes, Inc. 0.00% Reduce -69.6% 7 $386
Bare Financial Services, Inc 0.00% New 6 $331
Larson Financial Group LLC 0.00% Add +100.0% 4 $220
Fortitude Family Office, LLC 0.00% New 3 $165
Ameritas Advisory Services, LLC 0.00% New 3 $165
DiNuzzo Private Wealth, Inc. 0.00% New 2 $111
Bay Harbor Wealth Management, LLC 0.00% New 2 $110
HFM Investment Advisors, LLC 0.00% New 2 $110
SJS Investment Consulting Inc. 0.00% Reduce -66.7% 1 $56
Rialto Wealth Management, LLC 0.00% New 1 $56
Hemington Wealth Management 0.00% Add +275.0% 15 $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.