Latest Period
Q1 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
214
Shares (Excl. Options)
24,155,065
Price
$59.66
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- TFIN on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 24,155,065
- Total 13F value
- $1,440,729,338
- Portfolio coverage rank
- 0.01%
- Share change
- +423,078
- Value change
- +$24,678,366
- Number of holders
- 214
- Shares outstanding
- 23,805,131
- SEC-reported price per share
- $76.31
- Insider filing price
- $76.31
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.
- 214 institutions reported positions in Q1 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 214 to 11 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,440,729,338 to $4,164,275.
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 214 institutions filings for Q1 2026.
Security key
89679E300
Latest holder period
Q1 2026
13F holders
214
13D/G owners
4
CIK / CUSIP context first
Open Q1 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
4
Security
TFIN
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8.9% | -22% | $132,041,451 | -$38,545,696 | 2,108,278 | -23% | Kayne Anderson Rudnick Investment Management, LLC | 31 Dec 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 |
| STATE STREET CORP | 6.1% | $88,172,301 | 1,452,113 | STATE STREET CORPORATION | 31 Mar 2026 |
As of 31 Mar 2026, 214 institutional investors reported holding 24,155,065 shares of Triumph Financial, Inc. - COMMON STOCK (TFIN). This represents 101% of the company’s total 23,805,131 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
80%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | 3,307,986 | -0.22% | 0% | $197,354,445 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8.3% | 1,964,575 | -6.8% | 0.34% | $117,206,545 |
| STATE STREET CORP | 6.1% | 1,452,113 | +9.9% | 0% | $86,633,062 |
| AltraVue Capital, LLC | 6% | 1,431,717 | -5.6% | 7.4% | $85,416,236 |
| Thrivent Financial for Lutherans | 5.6% | 1,339,376 | -2.7% | 0.15% | $79,907,000 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.2% | 998,888 | 0% | 0% | $59,593,658 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7% | 873,584 | 0% | 0% | $52,118,021 |
| DIMENSIONAL FUND ADVISORS LP | 3.5% | 832,146 | +0.43% | 0.01% | $49,641,002 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3.2% | 763,216 | -5.9% | 0.15% | $45,533,466 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 2.7% | 644,777 | -14% | 0.4% | $38,467,371 |
| CITADEL ADVISORS LLC | 2.6% | 615,605 | +5.1% | 0.03% | $36,726,994 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 546,859 | +2.7% | 0% | $32,632,241 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 2.3% | 538,827 | +22% | 0.2% | $32,146,419 |
| Ranger Investment Management, L.P. | 2.2% | 523,251 | +48% | 2.3% | $31,217,155 |
| AMERICAN CENTURY COMPANIES INC | 2% | 478,451 | -33% | 0.01% | $28,544,461 |
| BANK OF AMERICA CORP /DE/ | 1.9% | 460,088 | +13% | 0% | $27,448,850 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 1.5% | 354,002 | +4.1% | 5.7% | $21,119,759 |
| MORGAN STANLEY | 1.4% | 336,413 | +34% | 0% | $20,070,455 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 291,208 | +0.62% | 0% | $17,373,469 |
| UBS Group AG | 1.1% | 269,765 | +163% | 0% | $16,094,179 |
| GOLDMAN SACHS GROUP INC | 1.1% | 268,297 | +107% | 0% | $16,006,599 |
| NORTHERN TRUST CORP | 1% | 238,200 | +5.3% | 0% | $14,211,012 |
| Luxor Capital Group, LP | 0.98% | 232,299 | -69% | 2.2% | $13,858,958 |
| WELLS FARGO & COMPANY/MN | 0.82% | 194,949 | -14% | 0% | $11,630,657 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.76% | 179,922 | -9% | 0.4% | $10,734,147 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
47
Latest
Q1 2026
Rows shown
1-25 of 47
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 54,566 | $4,164,275 | +$809,032 | $76.31 | 11 |
| 2026 Q1 | 24,155,065 | $1,440,729,338 | +$24,678,366 | $59.66 | 214 |
| 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 |