Triumph Financial, Inc. - Triumph Financial Ord Shs (TFIN) Institutional Ownership

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

Type / Class
Equity / Triumph Financial Ord Shs
Symbol
TFIN on NYSE
Shares outstanding
23,688,517
Price per share
$70.73
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
23,596,732
Total reported value
$1,477,909,848
% of total 13F portfolios
0.01%
Share change
+1,023,664
Value change
+$67,272,068
Number of holders
201
Price from insider filings
$70.73
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Triumph Financial, Inc. - Triumph Financial Ord Shs (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 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

As of 31 Dec 2025, 201 institutional investors reported holding 23,596,732 shares of Triumph Financial, Inc. - Triumph Financial Ord Shs (TFIN). This represents 100% of the company’s total 23,688,517 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Triumph Financial, Inc. - Triumph Financial Ord Shs (TFIN) together control 84% 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% 3,315,248 +1.8% 0% $207,633,983
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8.9% 2,108,275 -23% 0.35% $132,041,263
VANGUARD GROUP INC 8.6% 2,031,008 +0.71% 0% $127,202,032
AltraVue Capital, LLC 6.4% 1,515,877 +22% 7.8% $94,939,377
Thrivent Financial for Lutherans 5.8% 1,376,855 -7.2% 0.15% $86,232,000
STATE STREET CORP 5.6% 1,321,067 -0.92% 0% $82,738,426
DIMENSIONAL FUND ADVISORS LP 3.5% 828,616 -3% 0.01% $51,896,478
BARROW HANLEY MEWHINNEY & STRAUSS LLC 3.4% 811,480 -6.6% 0.17% $50,822,992
FRONTIER CAPITAL MANAGEMENT CO LLC 3.2% 751,897 +54% 0.5% $47,091,327
Luxor Capital Group, LP 3.1% 739,958 +20% 6.9% $46,343,570
AMERICAN CENTURY COMPANIES INC 3% 716,967 +38% 0.02% $44,903,786
CITADEL ADVISORS LLC 2.5% 585,993 +3908% 0.02% $36,700,742
GEODE CAPITAL MANAGEMENT, LLC 2.2% 532,678 +0.9% 0% $33,368,114
DIAMOND HILL CAPITAL MANAGEMENT INC 1.9% 439,895 +22% 0.14% $27,550,624
BANK OF AMERICA CORP /DE/ 1.7% 406,689 -13% 0% $25,470,933
Ranger Investment Management, L.P. 1.5% 352,380 -2% 1.5% $22,069,559
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 1.4% 340,161 +34% 6% $21,304,283
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 289,427 +9.6% 0% $18,126,813
MORGAN STANLEY 1.1% 250,672 -18% 0% $15,699,656
MARSHALL WACE, LLP 1% 245,460 +17% 0.01% $15,373,159
NORTHERN TRUST CORP 0.95% 226,132 +3.3% 0% $14,162,647
WELLS FARGO & COMPANY/MN 0.95% 225,728 -16% 0% $14,137,282
PEREGRINE CAPITAL MANAGEMENT LLC 0.83% 197,608 +7.8% 0.38% $12,376,189
EARNEST PARTNERS LLC 0.69% 162,468 +32% 0.04% $10,175,371
Legato Capital Management LLC 0.56% 132,714 +22% 0.72% $8,311,878

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 23,596,732 $1,477,909,848 +$67,272,068 $62.63 201
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
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