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

13F Institutional Holders and Ownership History from Q4 2014 to Q4 2025

Type / Class
Equity / Common
Symbol
TFIN on NYSE
Shares outstanding
23,685,578
Price per share
$62.63
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
22,584,327
Total reported value
$1,130,167,498
% of total 13F portfolios
0%
Share change
+149,081
Value change
+$6,336,105
Number of holders
187
Price from insider filings
$62.63
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Triumph Financial, Inc. - Common (TFIN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12% -7.8% $136,295,399 -$10,312,143 2,723,729 -7% Kayne Anderson Rudnick Investment Management, LLC 30 Sep 2025
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

As of 30 Sep 2025, 187 institutional investors reported holding 22,584,327 shares of Triumph Financial, Inc. - Common (TFIN). This represents 95% of the company’s total 23,685,578 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Triumph Financial, Inc. - Common (TFIN) together control 81% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 3,255,608 -0.83% 0% $162,910,623
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11% 2,723,729 -4.3% 0.33% $136,295,399
VANGUARD GROUP INC 8.5% 2,016,653 -0.14% 0% $100,913,316
Thrivent Financial for Lutherans 6.3% 1,483,401 -1.9% 0.15% $74,229,000
STATE STREET CORP 5.6% 1,333,286 +1.6% 0% $66,717,631
AltraVue Capital, LLC 5.2% 1,242,159 +0.85% 5.2% $62,157,636
BARROW HANLEY MEWHINNEY & STRAUSS LLC 3.7% 868,807 +4.3% 0.14% $43,475,102
DIMENSIONAL FUND ADVISORS LP 3.6% 854,376 -2.2% 0.01% $42,754,390
Luxor Capital Group, LP 2.6% 614,832 -4.6% 4.2% $30,766,193
GEODE CAPITAL MANAGEMENT, LLC 2.2% 527,931 -3% 0% $26,421,578
AMERICAN CENTURY COMPANIES INC 2.2% 519,709 -16% 0.01% $26,006,325
FRONTIER CAPITAL MANAGEMENT CO LLC 2.1% 489,178 0.22% $24,478,456
BANK OF AMERICA CORP /DE/ 2% 466,649 +1.6% 0% $23,351,116
DIAMOND HILL CAPITAL MANAGEMENT INC 1.5% 361,953 +132% 0.09% $18,112,128
Ranger Investment Management, L.P. 1.5% 359,709 -2.2% 1.3% $17,999,838
MORGAN STANLEY 1.3% 305,139 +7.2% 0% $15,269,181
WELLS FARGO & COMPANY/MN 1.1% 268,718 +11% 0% $13,446,632
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 264,000 +7.8% 0% $13,210,560
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 1.1% 253,400 +2.4% 3.8% $12,680,136
NORTHERN TRUST CORP 0.92% 218,888 -0.92% 0% $10,953,155
MARSHALL WACE, LLP 0.89% 209,834 -31% 0.01% $10,500,093
PEREGRINE CAPITAL MANAGEMENT LLC 0.77% 183,268 +17% 0.28% $9,170,731
BANC FUNDS CO LLC 0.59% 139,845 -26% 1.2% $6,997,844
ENVESTNET ASSET MANAGEMENT INC 0.59% 139,220 -5.9% 0% $6,966,569
Bank of New York Mellon Corp 0.56% 133,317 -1.4% 0% $6,671,183

Institutional Holders of Triumph Financial, Inc. - Common (TFIN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 127,617 $8,021,161 +$4,977,607 $62.63 17
2025 Q3 22,584,327 $1,130,167,498 +$6,336,105 $50.04 187
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
2020 Q1 18,472,491 $480,207,278 -$12,301,650 $26.00 113
2019 Q4 19,257,451 $731,269,540 +$18,449,098 $38.02 118
2019 Q3 18,796,455 $599,431,327 -$32,443,789 $31.89 124
2019 Q2 19,831,883 $576,060,951 -$29,234,838 $29.05 117
2019 Q1 20,994,603 $617,051,733 -$25,191,099 $29.39 118
2018 Q4 21,809,717 $647,667,579 -$15,096,519 $29.70 123
2018 Q3 22,120,281 $844,909,501 +$89,275,303 $38.20 129
2018 Q2 19,711,618 $803,242,382 +$267,606,316 $40.75 130
2018 Q1 13,142,231 $541,351,304 +$4,670,072 $41.20 116
2017 Q4 13,110,569 $412,976,886 +$3,584,091 $31.50 111
2017 Q3 12,610,217 $406,648,084 +$99,558,345 $32.25 109
2017 Q2 9,528,139 $233,911,431 +$5,477,160 $24.55 83
2017 Q1 9,277,373 $239,354,941 +$41,125,170 $25.80 80
2016 Q4 8,469,261 $221,435,317 +$8,579,959 $26.15 76
2016 Q3 8,148,618 $161,664,825 +$18,414,485 $19.84 69
2016 Q2 7,155,304 $114,480,144 -$3,624,387 $16.00 65
2016 Q1 7,391,738 $116,996,000 +$384,382 $15.83 70
2015 Q4 7,358,544 $121,397,770 +$4,352,026 $16.50 70
2015 Q3 7,095,132 $119,168,610 +$11,705,285 $16.80 68
2015 Q2 6,417,562 $84,388,763 +$908,629 $13.15 55
2015 Q1 6,324,385 $86,379,724 +$1,803,699 $13.66 47
2014 Q4 6,191,426 $83,892,650 +$80,778,650 $13.55 39