Security Snapshot

Triumph Financial, Inc. - Common Stock (TFIN) Institutional Ownership

CUSIP: 89679E300

13F Institutional Holders and Ownership History from Q4 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

230

Shares (Excl. Options)

23.23MFull value: 23,225,207 · shares · 30 Jun 2026

Price

$76.31

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Common Stock
Symbol
TFIN on NYSE
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
23,225,207
Latest holder snapshot 5 signals
Total 13F value
$1,771,926,186
Portfolio coverage rank
0.01%
Share change
-935,739
Value change
-$64,021,950
Number of holders
230
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
23,721,417
SEC-reported price per share
$63.15
Insider filing price
$63.15
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • TFIN - Triumph Financial, Inc. - Common Stock is tracked under CUSIP 89679E300.
  • 230 institutions reported positions in Q2 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 215 to 230 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $1.44BFull value: $1,441,162,171 · USD · 31 Mar 2026
    to
    $1.77BFull value: $1,771,926,186 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 230 institutions filings for Q2 2026.

Open SEC evidence

Security key

89679E300

13F reference period

Q2 2026

13F holders

230

13D/G owners

5

CIK / CUSIP context first

Open Q2 2026 holders TFIN full holder history Triumph Financial, Inc. SEC filings Triumph Financial, Inc. company facts Triumph Financial, Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
TFIN
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
AltraVue Capital, LLC 6.4% +26% $94,939,983 +$19,128,452 1,515,877 +25% AltraVue Capital, LLC 31 Dec 2025
THRIVENT FINANCIAL FOR LUTHERANS 6.5% +30% $78,449,137 +$17,387,642 1,510,380 +28% THRIVENT FINANCIAL FOR LUTHERANS 31 Mar 2025
STATE STREET CORP 6.1% $88,172,301 1,452,113 STATE STREET CORPORATION 31 Mar 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6% -32% $111,984,064 -$53,895,249 1,423,285 -32% Kayne Anderson Rudnick Investment Management, LLC 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC 5% $93,990,499 1,194,592 Vanguard Capital Management 30 Jun 2026
As of 30 Jun 2026, 230 institutional investors reported holding
23.23MFull value: 23,225,207 · shares · 30 Jun 2026
shares of Triumph Financial, Inc. - Common Stock (TFIN). This represents 98% of the company’s total
23.72MFull value: 23,721,417 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
77%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 3,394,337 +2.6% 0% $259,021,854
STATE STREET CORP 6.2% 1,472,643 +1.4% 0% $112,377,387
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6% 1,423,285 -28% 0.34% $108,610,879
AltraVue Capital, LLC 5.9% 1,404,817 -1.9% 7.7% $107,201,585
Thrivent Financial for Lutherans 5.5% 1,300,194 -2.9% 0.17% $99,218,000
VANGUARD CAPITAL MANAGEMENT LLC 4.3% 1,019,619 +2.1% 0% $77,807,126
VANGUARD PORTFOLIO MANAGEMENT LLC 3.8% 898,978 +2.9% 0% $68,601,011
DIMENSIONAL FUND ADVISORS LP 3.5% 839,369 +0.87% 0.01% $64,051,704
BARROW HANLEY MEWHINNEY & STRAUSS LLC 2.7% 642,731 -16% 0.15% $49,046,802
CITADEL ADVISORS LLC 2.6% 614,081 -0.25% 0.03% $46,860,521
AMERICAN CENTURY COMPANIES INC 2.5% 586,991 +23% 0.02% $44,793,372
FRONTIER CAPITAL MANAGEMENT CO LLC 2.5% 584,333 -9.4% 0.42% $44,590,452
GEODE CAPITAL MANAGEMENT, LLC 2.4% 579,887 +6% 0% $44,260,382
Diamond Hill Capital Management, LLC (Investment Advisor) 2.1% 508,548 -5.6% 0.31% $38,807,298
BANK OF AMERICA CORP /DE/ 2.1% 501,324 +9% 0% $38,256,035
Ranger Investment Management, L.P. 2% 483,810 -7.5% 2.3% $36,919,541
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 1.5% 353,851 -0.04% 6.9% $27,002,370
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 291,556 +0.12% 0% $22,248,638
NORTHERN TRUST CORP 1% 236,195 -0.84% 0% $18,024,040
MORGAN STANLEY 0.99% 233,833 -30% 0% $17,843,866
GOLDMAN SACHS GROUP INC 0.88% 209,339 -22% 0% $15,974,659
WELLS FARGO & COMPANY/MN 0.85% 202,006 +3.6% 0% $15,415,079
PEREGRINE CAPITAL MANAGEMENT LLC 0.72% 171,188 -4.9% 0.42% $13,063,356
EARNEST PARTNERS LLC 0.72% 171,003 +11% 0.05% $13,049,239
Hodges Capital Management Inc. 0.68% 162,265 +135% 0.82% $12,382,442

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
48
Headline period
Q2 2026
Rows shown
1-25 of 48
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 750,830 $45,040,778 -$98,569 $59.99 47
2026 Q2 23,225,207 $1,771,926,186 -$64,021,950 $76.31 230
2026 Q1 24,162,320 $1,441,162,171 +$25,127,846 $59.66 215
2025 Q4 23,745,736 $1,487,235,452 +$70,146,385 $62.63 204
2025 Q3 22,627,205 $1,132,313,113 +$4,866,389 $50.04 190
2025 Q2 22,480,376 $1,238,929,318 +$42,727,118 $55.11 207
2025 Q1 21,646,507 $1,251,065,941 -$4,683,723 $57.80 200
2024 Q4 21,571,770 $1,960,528,585 -$5,087,439 $90.88 210
2024 Q3 21,653,478 $1,722,318,534 -$54,825,316 $79.54 207
2024 Q2 22,306,607 $1,823,361,095 +$192,015,632 $81.75 191
2024 Q1 19,970,475 $1,583,888,807 +$36,769,752 $79.32 175
2023 Q4 19,509,416 $1,564,204,084 -$60,574,674 $80.18 170
2023 Q3 20,270,883 $1,313,344,825 +$100,023,396 $64.79 157
2023 Q2 18,797,099 $1,141,335,984 +$140,045 $60.72 154
2023 Q1 18,814,732 $1,092,451,324 -$56,947,321 $58.06 159
2022 Q4 20,141,636 $984,367,576 -$25,645,941 $48.87 163
2022 Q3 20,611,686 $1,120,393,799 -$34,880,140 $54.35 171
2022 Q2 21,123,970 $1,321,778,540 -$62,164,974 $62.56 170
2022 Q1 22,358,633 $2,101,632,217 +$70,948,776 $94.02 163
2021 Q4 21,526,964 $2,563,571,802 +$42,619,557 $119.08 177
2021 Q3 21,021,031 $2,103,629,199 +$110,619,439 $100.13 164
2021 Q2 19,985,624 $1,484,047,947 -$10,548,478 $74.25 169
2021 Q1 20,117,058 $1,557,483,338 +$12,134,403 $77.39 158
2020 Q4 20,003,286 $971,162,570 +$70,936,636 $48.55 138
2020 Q3 18,587,350 $578,790,912 +$19,137,417 $31.14 107
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