Triumph FinancialTFIN

13F holders, Q4 2025 (December 31)
205holders +11
33new positions
24sold out
4famous investors
$62.63avg. 13F price*

At the end of Q4 2025, 205 institutions reported holding Triumph Financial Inc. (TFIN) in their 13F filings, up 11 from Q3 2025. 33 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($207.6M), Kayne Anderson Rudnick Investment Management LLC ($132.0M) and Vanguard Group Inc. ($127.2M). 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 Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions33$30.6M
Exits24$12.5M

All 13F filers, Q3 2025 → Q4 2025: 2,559,437 shares bought and 1,551,954 shares sold, net +1,007,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 205 holders

BlackRock, Inc. 0.00% Add +1.8% 3,315,248 $207.6M
Kayne Anderson Rudnick Investment Management LLC 0.35% Reduce -22.6% 2,108,275 $132.0M
Vanguard Group Inc. 0.00% Add +0.7% 2,031,008 $127.2M
AltraVue Capital, LLC 7.82% Add +22.0% 1,515,877 $94.9M
Thrivent Financial for Lutherans 0.16% Reduce -7.2% 1,376,855 $86.2M
State Street Corp. 0.00% Reduce -0.9% 1,321,067 $82.7M
Dimensional Fund Advisors LP 0.01% Reduce -3.0% 828,616 $51.9M
Barrow Hanley Mewhinney & Strauss LLC 0.17% Reduce -6.6% 811,480 $50.8M
Frontier Capital Management Co. LLC 0.50% Add +53.7% 751,897 $47.1M
Luxor Capital Group, LP 7.04% Add +20.4% 739,958 $46.3M
American Century Companies Inc. 0.02% Add +38.0% 716,967 $44.9M
Citadel Advisors 0.03% Add +3908.2% 585,993 $36.7M
Geode Capital Management, LLC 0.00% Add +0.9% 532,678 $33.4M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.14% Add +21.5% 439,895 $27.6M
Bank of America Corp. 0.00% Reduce -12.8% 406,689 $25.5M
Ranger Investment Management, L.P. 1.51% Reduce -2.0% 352,380 $22.1M
Investment Management Associates Inc. 5.96% Add +34.2% 340,161 $21.3M
Charles Schwab Investment Management Inc. 0.00% Add +9.6% 289,427 $18.1M
Morgan Stanley 0.00% Reduce -17.9% 250,672 $15.7M
Marshall Wace, LLP 0.01% Add +17.0% 245,460 $15.4M
Northern Trust Corp. 0.00% Add +3.3% 226,132 $14.2M
Wells Fargo & Company 0.00% Reduce -16.0% 225,728 $14.1M
Peregrine Capital Management LLC 0.38% Add +7.8% 197,608 $12.4M
Earnest Partners LLC 0.04% Add +31.8% 162,468 $10.2M
Legato Capital Management LLC 0.72% Add +21.7% 132,714 $8.3M
Goldman Sachs Group Inc. 0.00% Add +29.9% 129,851 $8.1M
New York State Common Retirement Fund 0.01% Add +19.9% 127,721 $8.0M
NFC Investments, LLC 2.25% Reduce -0.6% 127,158 $8.0M
Bank of New York Mellon Corp 0.00% Reduce -4.7% 127,001 $8.0M
Voloridge Investment Management, LLC 0.03% Add +10.4% 126,746 $7.9M
Banc Funds Co. LLC 1.45% Reduce -16.2% 117,136 $7.3M
Russell Investments Group, Ltd. 0.01% Add +3.9% 111,239 $7.0M
Sei Investments Co. 0.01% Reduce -12.2% 109,830 $6.9M
Envestnet Asset Management Inc. 0.00% Reduce -21.6% 109,117 $6.8M
Principal Financial Group Inc. 0.00% Reduce -1.1% 107,770 $6.7M
UBS Group AG 0.00% Add +13.3% 102,530 $6.4M
SG Americas Securities, LLC 0.01% Add +1217.8% 93,553 $5.9M
WCM Investment Management, LLC 0.01% New 89,660 $5.6M
First Sabrepoint Capital Management LP 2.31% New 89,692 $5.6M
Eight 31 Financial, LLC 3.07% No change 89,525 $5.6M
Public Sector Pension Investment Board 0.02% Reduce -11.1% 78,141 $4.9M
Sippican Capital Advisors 2.94% Add +6.7% 72,948 $4.6M
Citigroup Inc. 0.00% Add +20.6% 71,355 $4.5M
Invesco Ltd. 0.00% Add +2.4% 67,480 $4.2M
Hodges Capital Management Inc. 0.33% Reduce -15.7% 62,115 $3.9M
Rhumbline Advisers 0.00% Reduce -2.8% 62,040 $3.9M
Cerity Partners LLC 0.01% New 58,189 $3.6M
Legal & General Group Plc 0.00% Reduce -4.0% 57,164 $3.6M
Deutsche Bank AG 0.00% Add +25.5% 55,858 $3.5M
Nomura Asset Management International Inc. 0.01% — 54,033 $3.4M
Comerica Bank 0.01% Add +16.4% 53,807 $3.4M
ArrowMark Colorado Holdings LLC 0.07% New 50,314 $3.2M
Womack Financial LLC 2.24% Add +17.0% 48,419 $3.0M
Nuveen, LLC 0.00% Reduce -1.9% 47,391 $3.0M
Barclays PLC 0.00% Add +37.3% 47,145 $3.0M
Swiss National Bank 0.00% Add +2.1% 44,500 $2.8M
D. E. Shaw & Co. 0.00% Reduce -18.7% 43,796 $2.7M
LPL Financial LLC 0.00% Add +29.7% 43,034 $2.7M
Financial Gravity Asset Management, Inc. 0.50% New 41,557 $2.6M
Royal Bank of Canada 0.00% Reduce -32.8% 41,349 $2.6M
Sovereign's Capital Management, LLC 1.57% Reduce -20.9% 41,341 $2.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.7% 39,310 $2.5M
Ameriprise Financial Inc. 0.00% Reduce -6.5% 37,728 $2.4M
Orchard Capital Management, LLC 1.89% Add +1.9% 34,821 $2.2M
Rafferty Asset Management, LLC 0.01% Reduce -18.5% 30,330 $1.9M
Daiwa Securities Group Inc. 0.01% Reduce -10.6% 29,711 $1.9M
Alliancebernstein L.P. 0.00% No change 25,926 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +16.9% 24,888 $1.6M
Stifel Financial Corp. 0.00% Reduce -20.3% 24,288 $1.5M
Rosenthal | Henry Capital Advisors, Inc. 1.39% No change 24,000 $1.5M
HSBC Holdings PLC 0.00% Reduce -36.9% 23,525 $1.5M
Numerai GP LLC 0.17% Reduce -68.9% 23,110 $1.4M
California State Teachers Retirement System 0.00% Reduce 0.0% 22,534 $1.4M
Tectonic Advisors LLC 0.07% Reduce -20.9% 21,888 $1.4M
Prudential Financial Inc. 0.00% Reduce -6.3% 21,345 $1.3M
Empirical Capital Management, LLC 0.85% New 20,725 $1.3M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 20,278 $1.3M
Americana Partners, LLC 0.03% No change 18,757 $1.2M
CANADA LIFE ASSURANCE Co 0.00% Reduce -25.7% 18,393 $1.2M
Curi Capital, LLC 0.02% Reduce -0.5% 18,311 $1.1M
JPMorgan Chase & Co. 0.00% Reduce -0.5% 18,043 $1.1M
West Michigan Advisors, LLC 0.25% Add +16.6% 17,600 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -24.0% 16,316 $1.0M
Hudson Bay Capital Management LP 0.01% New 15,000 $939K
State of Wisconsin Investment Board 0.00% Reduce -5.2% 13,803 $864K
Cetera Investment Advisers 0.00% Reduce -14.7% 13,771 $862K
Laurion Capital Management LP 0.06% New 13,404 $839K
MetLife Investment Management, LLC 0.00% New 12,386 $776K
First Trust Advisors LP 0.00% Add +24.8% 12,386 $776K
Jacobs Asset Management, LLC 0.40% New 11,497 $720K
State of Alaska, Department of Revenue 0.01% Add +1.3% 11,494 $719K
&partners 0.00% Reduce -22.3% 11,044 $690K
Illinois Municipal Retirement Fund 0.01% Reduce -9.1% 10,922 $684K
US Bancorp \de 0.00% Reduce -11.2% 10,789 $676K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.2% 10,504 $658K
AQR Capital Management 0.00% Add +42.0% 10,497 $657K
Louisiana State Employees Retirement System 0.01% Reduce -1.0% 10,300 $645K
Janus Henderson Group PLC 0.00% No change 10,269 $644K
Manufacturers Life Insurance Company, The 0.00% Reduce -10.7% 9,516 $596K
Foundations Investment Advisors, LLC 0.01% New 8,636 $541K
M&T Bank Corp 0.00% Reduce -30.6% 8,403 $526K
Neuberger Berman Group LLC 0.00% Reduce -62.6% 7,939 $497K
Quantinno Capital Management LP 0.00% Add +52.7% 7,662 $480K
Verition Fund Management LLC 0.00% Reduce -29.7% 7,544 $472K
Intech Investment Management LLC 0.00% Reduce -19.8% 7,414 $464K
Brooklyn Investment Group 0.02% New 6,670 $424K
Amalgamated Bank 0.00% Reduce -0.1% 6,556 $411K
Yousif Capital Management, LLC 0.00% Reduce -13.1% 6,050 $408K
Arizona State Retirement System 0.00% Reduce -4.2% 6,378 $399K
Police & Firemen's Retirement System of New Jersey 0.00% No change 6,206 $389K
State Board of Administration of Florida Retirement System 0.00% No change 6,193 $388K
Central Pacific Bank - Trust Division 0.05% No change 6,157 $386K
Creative Planning 0.00% Reduce -47.9% 6,048 $379K
Atria Investments, Inc 0.00% Add +2.1% 5,876 $368K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -10.4% 5,675 $355K
Kings Path Partners LLC 0.12% No change 5,605 $351K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.7% 5,589 $350K
New York State Teachers Retirement System 0.00% No change 5,421 $340K
Millennium Management 0.00% Reduce -46.8% 5,274 $330K
State of Tennessee, Department of Treasury 0.00% Reduce -7.3% 5,173 $326K
Oregon Public Employees Retirement Fund 0.00% Add +2.0% 5,149 $322K
BNP Paribas Financial Markets 0.00% Reduce -44.2% 5,060 $317K
Callan Family Office, LLC 0.01% New 5,034 $315K
Quantbot Technologies LP 0.01% Reduce -65.9% 4,983 $312K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -7.4% 4,823 $302K
KLP Kapitalforvaltning As 0.00% Add +11.6% 4,800 $301K
XTX Topco Ltd 0.01% Reduce -39.4% 4,791 $300K
Handelsbanken Fonder AB 0.00% No change 4,700 $294K
Dark Forest Capital Management LP 0.01% New 4,574 $286K
Schonfeld Strategic Advisors LLC 0.00% New 4,417 $277K
ProShare Advisors LLC 0.00% Add +3.3% 4,414 $276K
Balyasny Asset Management L.P. 0.00% Reduce -50.5% 4,409 $276K
Profund Advisors LLC 0.01% New 4,380 $274K
Jefferies Financial Group Inc. 0.00% New 4,178 $262K
Voya Investment Management LLC 0.00% Reduce -1.2% 4,137 $259K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 3,998 $250K
FMR LLC 0.00% Add +22.4% 3,965 $248K
Janney Montgomery Scott LLC 0.00% New 3,742 $234K
Red Door Wealth Management, LLC 0.02% New 3,725 $233K
Nisa Investment Advisors, LLC 0.00% Add +0.5% 3,499 $219K
DRW Securities, LLC 0.02% New 3,384 $212K
Benjamin Edwards Inc. 0.00% New 3,314 $208K
Maryland State Retirement & Pension System 0.00% New 3,288 $206K
Portside Wealth Group, LLC 0.03% Reduce -47.6% 3,246 $203K
Victory Capital Management Inc. 0.00% New 3,228 $202K
Public Employees Retirement Association of Colorado 0.00% No change 2,863 $179K
Walleye Trading LLC 0.00% New 2,803 $176K
Osaic Holdings, Inc. 0.00% Add +0.7% 2,741 $172K
Los Angeles Capital Management LLC 0.00% New 2,777 $152K
PNC Financial Services Group, Inc. 0.00% Reduce -16.9% 1,947 $122K
Ameritas Investment Partners, Inc. 0.00% No change 1,897 $119K
Simplex Trading, LLC 0.00% Add +10771.4% 1,522 $95K
Tower Research Capital LLC (TRC) 0.00% Reduce -28.6% 930 $58K
KBC Group NV 0.00% No change 821 $51K
Sterling Capital Management LLC 0.00% Reduce -10.9% 788 $49K
Pinnacle Wealth Planning Services, Inc. 0.00% New 671 $42K
GAMMA Investing LLC 0.00% Reduce -22.6% 552 $35K
AlphaQuest LLC 0.00% Reduce -53.0% 523 $33K
Farther Finance Advisors, LLC 0.00% Add +46.1% 491 $31K
Cwm, LLC 0.00% Reduce -10.9% 423 $26K
Rockefeller Capital Management L.P. 0.00% Add +452.6% 315 $20K
Fifth Third Bancorp 0.00% Reduce -39.8% 299 $19K
Public Employees Retirement System of Ohio 0.00% Add +34.0% 288 $18K
Quadrant Capital Group LLC 0.00% Reduce -43.1% 285 $18K
CENTRAL TRUST Co 0.00% No change 272 $17K
EverSource Wealth Advisors, LLC 0.00% Reduce -50.6% 258 $16K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +66.7% 260 $16K
Signaturefd, LLC 0.00% Reduce -1.6% 243 $15K
Quent Capital, LLC 0.00% No change 200 $13K
UMB Bank, n.a. 0.00% Reduce -16.9% 196 $12K
Eurizon Capital SGR S.p.A. 0.00% — 190 $12K
Hantz Financial Services, Inc. 0.00% Reduce -43.7% 169 $11K
Bessemer Group Inc. 0.00% Add +40.3% 174 $11K
Salomon & Ludwin, LLC 0.00% Reduce -26.8% 164 $11K
Smartleaf Asset Management LLC 0.00% Reduce -40.1% 148 $9K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -40.8% 145 $9K
Wolff Wiese Magana LLC 0.00% No change 105 $7K
Aster Capital Management (DIFC) Ltd 0.00% New 102 $6K
Larson Financial Group LLC 0.00% New 96 $6K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.3% 78 $5K
Lanark Financial, Inc. 0.00% No change 78 $5K
Bare Financial Services, Inc 0.00% Add +121.2% 73 $5K
Hilton Head Capital Partners, LLC 0.00% — 64 $4K
Jones Financial Companies LLLP 0.00% No change 61 $4K
Parkside Financial Bank & Trust 0.00% Reduce -1.7% 58 $4K
Optiver Holding B.V. 0.00% Reduce -84.2% 58 $4K
Arax Advisory Partners 0.00% Reduce -59.3% 55 $3K
Ancora Advisors LLC 0.00% No change 50 $3K
Rothschild Investment LLC 0.00% Add +17.1% 41 $3K
Huntington National Bank 0.00% Reduce -44.6% 41 $3K
Versant Capital Management, Inc 0.00% Reduce -80.3% 37 $2K
MassMutual Private Wealth & Trust, FSB 0.00% New 36 $2K
Tompkins Financial Corp. 0.00% New 18 $1K
Farmers & Merchants Investments Inc. 0.00% No change 16 $1K
Steward Partners Investment Advisory, LLC 0.00% No change 13 $814
True Wealth Design, LLC 0.00% No change 11 $689
Flagship Harbor Advisors, LLC 0.00% New 6 $376
Ankerstar Wealth, LLC 0.00% — 5 $313
Federated Hermes, Inc. 0.00% Reduce -28.6% 5 $313
CIBC Private Wealth Group LLC 0.00% New 5 $313
Root Financial Partners, LLC 0.00% Reduce -71.4% 4 $251
Gilpin Wealth Management, LLC 0.00% — 2 $126
IFP Advisors, Inc 0.00% No change 1 $63
Rialto Wealth Management, LLC 0.00% No change 1 $63
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.