Latest Period
Q2 2026
Security Snapshot
Triumph Financial, Inc. - Common Stock (TFIN) Institutional Ownership
CUSIP: 89679E300
13F Institutional Holders and Ownership History from Q4 2014 to Q2 2026
Institutions Reporting
230
Shares (Excl. Options)
23,225,686
Price
$76.31
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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
- 23,225,686
- Total 13F value
- $1,771,962,737
- Portfolio coverage rank
- 0.01%
- Share change
- -929,979
- Value change
- -$63,669,350
- Number of holders
- 230
- Shares outstanding
- 23,721,417
- SEC-reported price per share
- $73.83
- Insider filing price
- $73.83
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
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 $1,441,162,171 to $1,771,962,737.
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
Open SEC evidence
Latest holder context comes from 230 institutions filings for Q2 2026.
Security key
89679E300
Latest holder 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
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 89679E300:
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 23,225,686 shares of Triumph Financial, Inc. - Common Stock (TFIN). This represents 98% of the company’s total 23,721,417 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
47
Latest
Q2 2026
Rows shown
1-25 of 47
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 23,225,686 | $1,771,962,737 | -$63,669,350 | $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 |
| 2020 Q2 | 17,980,144 | $436,418,418 | -$12,106,426 | $24.27 | 112 |