Triumph FinancialTFIN

13F holders, Q3 2025 (September 30)
194holders −16
19new positions
33sold out
5famous investors
$50.04avg. 13F price*

At the end of Q3 2025, 194 institutions reported holding Triumph Financial Inc. (TFIN) in their 13F filings, down 16 from Q2 2025. 19 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($162.9M), Kayne Anderson Rudnick Investment Management LLC ($136.3M) and Vanguard Group Inc. ($100.9M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions19$29.5M
Exits33$13.6M

All 13F filers, Q2 2025 → Q3 2025: 1,328,557 shares bought and 1,199,266 shares sold, net +129,291 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 194 holders

BlackRock, Inc. 0.00% Reduce -0.8% 3,255,608 $162.9M
Kayne Anderson Rudnick Investment Management LLC 0.33% Reduce -4.3% 2,723,729 $136.3M
Vanguard Group Inc. 0.00% Reduce -0.1% 2,016,653 $100.9M
Thrivent Financial for Lutherans 0.15% Reduce -1.9% 1,483,401 $74.2M
State Street Corp. 0.00% Add +1.6% 1,333,286 $66.7M
AltraVue Capital, LLC 5.15% Add +0.8% 1,242,159 $62.2M
Barrow Hanley Mewhinney & Strauss LLC 0.14% Add +4.3% 868,807 $43.5M
Dimensional Fund Advisors LP 0.01% Reduce -2.2% 854,376 $42.8M
Luxor Capital Group, LP 4.29% Reduce -4.6% 614,832 $30.8M
Geode Capital Management, LLC 0.00% Reduce -3.0% 527,931 $26.4M
American Century Companies Inc. 0.01% Reduce -16.2% 519,709 $26.0M
Frontier Capital Management Co. LLC 0.22% New 489,178 $24.5M
Bank of America Corp. 0.00% Add +1.6% 466,649 $23.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.09% Add +132.1% 361,953 $18.1M
Ranger Investment Management, L.P. 1.25% Reduce -2.2% 359,709 $18.0M
Morgan Stanley 0.00% Add +7.2% 305,139 $15.3M
Wells Fargo & Company 0.00% Add +11.1% 268,718 $13.4M
Charles Schwab Investment Management Inc. 0.00% Add +7.8% 264,000 $13.2M
Investment Management Associates Inc. 3.77% Add +2.4% 253,400 $12.7M
Northern Trust Corp. 0.00% Reduce -0.9% 218,888 $11.0M
Marshall Wace, LLP 0.01% Reduce -30.8% 209,834 $10.5M
Peregrine Capital Management LLC 0.28% Add +16.5% 183,268 $9.2M
Banc Funds Co. LLC 1.22% Reduce -26.2% 139,845 $7.0M
Envestnet Asset Management Inc. 0.00% Reduce -6.0% 139,220 $7.0M
Bank of New York Mellon Corp 0.00% Reduce -1.4% 133,317 $6.7M
NFC Investments, LLC 1.85% Reduce -6.2% 127,875 $6.4M
Sei Investments Co. 0.01% Add +26.7% 125,061 $6.3M
Earnest Partners LLC 0.03% Reduce -6.2% 123,319 $6.2M
Voloridge Investment Management, LLC 0.02% Add +83.2% 114,762 $5.7M
Legato Capital Management LLC 0.59% No change 109,023 $5.5M
Principal Financial Group Inc. 0.00% Reduce -1.1% 108,930 $5.5M
Russell Investments Group, Ltd. 0.01% Reduce -2.2% 107,120 $5.4M
New York State Common Retirement Fund 0.01% No change 106,511 $5.3M
Goldman Sachs Group Inc. 0.00% Reduce -24.8% 99,953 $5.0M
UBS Group AG 0.00% Add +27.1% 90,525 $4.5M
Eight 31 Financial, LLC 2.53% Add +239.2% 89,525 $4.5M
Public Sector Pension Investment Board 0.02% Add +16.1% 87,918 $4.4M
Numerai GP LLC 0.52% Add +0.9% 74,250 $3.7M
Hodges Capital Management Inc. 0.32% Reduce -3.8% 73,700 $3.7M
Sippican Capital Advisors 2.26% Add +21.9% 68,363 $3.4M
Invesco Ltd. 0.00% Add +15.8% 65,886 $3.3M
Rhumbline Advisers 0.00% Add +0.3% 63,803 $3.2M
Royal Bank of Canada 0.00% Add +7.6% 61,536 $3.1M
Legal & General Group Plc 0.00% Reduce -2.2% 59,518 $3.0M
Citigroup Inc. 0.00% Reduce -10.3% 59,186 $3.0M
D. E. Shaw & Co. 0.00% Reduce -46.3% 53,841 $2.7M
Sovereign's Capital Management, LLC 1.42% Reduce -3.1% 52,300 $2.6M
Macquarie Group Ltd. 0.00% Add +15.0% 50,953 $2.5M
Nuveen, LLC 0.00% No change 48,309 $2.4M
Comerica Bank 0.01% Add +485.1% 46,214 $2.3M
Deutsche Bank AG 0.00% Add +184.8% 44,499 $2.2M
Tiger Global Management 0.01% No change 43,708 $2.2M
Swiss National Bank 0.00% Add +2.6% 43,600 $2.2M
Womack Financial LLC 1.57% Add +9.1% 41,377 $2.1M
Ameriprise Financial Inc. 0.00% Reduce -5.2% 40,367 $2.0M
Jane Street Group, LLC 0.00% Add +30.6% 39,945 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -43.1% 39,589 $2.0M
HSBC Holdings PLC 0.00% New 37,287 $1.9M
Rafferty Asset Management, LLC 0.01% Add +8.1% 37,222 $1.9M
Barclays PLC 0.00% Reduce -38.2% 34,340 $1.7M
Orchard Capital Management, LLC 2.26% Add +3.4% 34,161 $1.7M
Daiwa Securities Group Inc. 0.01% Add +23.7% 33,229 $1.7M
LPL Financial LLC 0.00% Add +20.6% 33,176 $1.7M
Stifel Financial Corp. 0.00% Add +23.1% 30,460 $1.5M
Tectonic Advisors LLC 0.08% Reduce -8.0% 27,677 $1.4M
Walleye Capital LLC 0.01% Add +581.4% 27,087 $1.4M
Alliancebernstein L.P. 0.00% Add +4.4% 25,926 $1.3M
CANADA LIFE ASSURANCE Co 0.00% No change 24,742 $1.3M
Rosenthal | Henry Capital Advisors, Inc. 1.15% No change 24,000 $1.2M
Prudential Financial Inc. 0.00% Reduce -0.4% 22,773 $1.1M
California State Teachers Retirement System 0.00% Add +9.8% 22,535 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -58.9% 21,477 $1.1M
T. Rowe Price Associates Inc. 0.00% Add +20.5% 21,282 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -23.7% 21,205 $1.1M
Americana Partners, LLC 0.03% No change 18,757 $939K
Curi Capital, LLC 0.02% Reduce -69.8% 18,410 $921K
JPMorgan Chase & Co. 0.00% Reduce -7.0% 18,137 $908K
Y-Intercept (Hong Kong) Ltd 0.02% New 16,446 $823K
Cetera Investment Advisers 0.00% New 16,145 $808K
West Michigan Advisors, LLC 0.18% Add +42.5% 15,100 $756K
Quantbot Technologies LP 0.02% Reduce -24.5% 14,622 $732K
Citadel Advisors 0.00% Reduce -82.8% 14,620 $732K
State of Wisconsin Investment Board 0.00% Reduce -42.2% 14,554 $728K
&partners 0.00% Add +9.3% 14,208 $708K
Squarepoint Ops LLC 0.00% Reduce -59.7% 12,500 $626K
US Bancorp \de 0.00% Reduce -6.1% 12,155 $608K
M&T Bank Corp 0.00% Reduce -12.7% 12,109 $606K
Illinois Municipal Retirement Fund 0.01% Add +3.7% 12,017 $601K
Creative Planning 0.00% Reduce -12.0% 11,611 $581K
State of Alaska, Department of Revenue 0.01% Reduce -14.2% 11,346 $567K
Verition Fund Management LLC 0.00% Reduce -69.2% 10,732 $537K
Manufacturers Life Insurance Company, The 0.00% Reduce -5.2% 10,652 $533K
HRT Financial LP 0.00% Reduce -48.0% 10,548 $527K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.6% 10,483 $525K
Louisiana State Employees Retirement System 0.01% No change 10,400 $520K
Janus Henderson Group PLC 0.00% No change 10,269 $513K
First Trust Advisors LP 0.00% Reduce -59.0% 9,928 $497K
Millennium Management 0.00% Reduce -38.9% 9,920 $496K
Intech Investment Management LLC 0.00% Reduce -44.1% 9,241 $462K
BNP Paribas Financial Markets 0.00% Add +14.2% 9,066 $454K
Balyasny Asset Management L.P. 0.00% Reduce -6.5% 8,900 $445K
Aquatic Capital Management LLC 0.01% New 8,803 $441K
Inceptionr LLC 0.10% Add +77.1% 8,406 $421K
Norden Group LLC 0.04% Reduce -11.4% 8,016 $401K
XTX Topco Ltd 0.02% New 7,900 $395K
AQR Capital Management 0.00% Reduce -3.6% 7,390 $370K
SG Americas Securities, LLC 0.00% Add +101.0% 7,099 $355K
Yousif Capital Management, LLC 0.00% Reduce -15.2% 6,959 $348K
Arizona State Retirement System 0.00% Add +2.9% 6,655 $333K
Titleist Asset Management, LLC 0.03% Add +0.6% 6,640 $332K
Amalgamated Bank 0.00% Add +3.5% 6,562 $328K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -12.3% 6,332 $317K
Police & Firemen's Retirement System of New Jersey 0.00% Add +18.9% 6,206 $311K
Portside Wealth Group, LLC 0.04% Reduce -20.0% 6,200 $310K
State Board of Administration of Florida Retirement System 0.00% No change 6,193 $310K
Central Pacific Bank - Trust Division 0.04% Add +9.8% 6,157 $308K
Atria Investments, Inc 0.00% Add +12.8% 5,755 $288K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.7% 5,742 $287K
Kings Path Partners LLC 0.10% No change 5,605 $280K
State of Tennessee, Department of Treasury 0.00% No change 5,582 $279K
New York State Teachers Retirement System 0.00% No change 5,421 $271K
Cambridge Investment Research Advisors, Inc. 0.00% Add +12.1% 5,209 $261K
Commonwealth Equity Services, LLC 0.00% New 5,166 $259K
Entropy Technologies, LP 0.02% Add +6.3% 5,100 $255K
Oregon Public Employees Retirement Fund 0.00% No change 5,049 $253K
Quantinno Capital Management LP 0.00% New 5,018 $251K
Handelsbanken Fonder AB 0.00% No change 4,700 $235K
KLP Kapitalforvaltning As 0.00% No change 4,300 $215K
ProShare Advisors LLC 0.00% Reduce -14.4% 4,275 $214K
Voya Investment Management LLC 0.00% Reduce -31.5% 4,189 $210K
Amundi 0.00% Add +15.3% 4,156 $202K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 3,998 $200K
Nisa Investment Advisors, LLC 0.00% Add +2.7% 3,481 $174K
Osaic Holdings, Inc. 0.00% Add +2.6% 2,722 $167K
FMR LLC 0.00% Reduce -68.9% 3,240 $162K
Public Employees Retirement Association of Colorado 0.00% No change 2,863 $143K
PNC Financial Services Group, Inc. 0.00% Add +28.1% 2,342 $117K
Ameritas Investment Partners, Inc. 0.00% Reduce -14.1% 1,897 $95K
Principia Wealth Advisory, LLC 0.05% No change 1,500 $75K
Tower Research Capital LLC (TRC) 0.00% Reduce -43.0% 1,303 $65K
AlphaQuest LLC 0.00% New 1,112 $56K
Creekmur Asset Management LLC 0.01% No change 1,000 $50K
Sterling Capital Management LLC 0.00% Add +148.3% 884 $44K
KBC Group NV 0.00% No change 821 $41K
GAMMA Investing LLC 0.00% Reduce -4.2% 713 $36K
EverSource Wealth Advisors, LLC 0.00% Add +66.8% 522 $26K
Quadrant Capital Group LLC 0.00% New 501 $25K
Fifth Third Bancorp 0.00% Add +85.5% 497 $25K
Cwm, LLC 0.00% Reduce -1.0% 475 $24K
Advisory Services Network, LLC 0.00% New 429 $21K
iSAM Funds (UK) Ltd 0.00% New 378 $19K
Optiver Holding B.V. 0.00% New 368 $18K
Farther Finance Advisors, LLC 0.00% Add +14.7% 336 $17K
Hantz Financial Services, Inc. 0.00% Add +275.0% 300 $15K
CENTRAL TRUST Co 0.00% No change 272 $14K
Principal Securities, Inc. 0.00% No change 267 $13K
Shell Asset Management Co. 0.00% Reduce -72.3% 252 $13K
Smartleaf Asset Management LLC 0.00% Add +116.7% 247 $13K
Signaturefd, LLC 0.00% Add +1.6% 247 $12K
Northwestern Mutual Wealth Management Co. 0.00% Add +39.2% 245 $12K
UMB Bank, n.a. 0.00% Add +3.1% 236 $12K
Salomon & Ludwin, LLC 0.00% New 224 $11K
Public Employees Retirement System of Ohio 0.00% Add +53.6% 215 $11K
Quent Capital, LLC 0.00% New 200 $10K
Versant Capital Management, Inc 0.00% Reduce -24.2% 188 $9K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 156 $8K
Arax Advisory Partners 0.00% Add +575.0% 135 $7K
Bessemer Group Inc. 0.00% Add +153.1% 124 $6K
Wolff Wiese Magana LLC 0.00% Add +29.6% 105 $5K
Harbor Capital Advisors, Inc. 0.00% Add +1.3% 79 $4K
Lanark Financial, Inc. 0.00% No change 78 $4K
Huntington National Bank 0.00% No change 74 $4K
Jones Financial Companies LLLP 0.00% Add +35.6% 61 $3K
Parkside Financial Bank & Trust 0.00% No change 59 $3K
Rockefeller Capital Management L.P. 0.00% New 57 $3K
Allworth Financial LP 0.00% Reduce -1.9% 52 $3K
Ancora Advisors LLC 0.00% No change 50 $3K
Rothschild Investment LLC 0.00% Add +75.0% 35 $2K
Bare Financial Services, Inc 0.00% Add +450.0% 33 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 28 $1K
Clearstead Trust, LLC 0.00% No change 16 $801
Farmers & Merchants Investments Inc. 0.00% No change 16 $801
Root Financial Partners, LLC 0.00% New 14 $701
Wealthspire Advisors, LLC 0.00% New 13 $651
Steward Partners Investment Advisory, LLC 0.00% No change 13 $651
True Wealth Design, LLC 0.00% No change 11 $551
Federated Hermes, Inc. 0.00% No change 7 $350
JFS Wealth Advisors, LLC 0.00% Reduce -87.5% 1 $51
SJS Investment Consulting Inc. 0.00% No change 1 $51
Rialto Wealth Management, LLC 0.00% No change 1 $51
IFP Advisors, Inc 0.00% Add +0.0% 1 $50
Simplex Trading, LLC 0.00% New 14 $0
Hemington Wealth Management 0.00% Reduce -40.0% 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.