TRIUMPH FINANCIAL INC (TFIN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
215
Reporting holders
$1.7B
Reported value
91.5%
Of shares outstanding
4.2%
Held as options
+18
Holder change
Institutions report 21,859,340 shares against 23,894,537 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $259.0M | 3,394,337 | 0.00% | 8q | +2.6%+$6.6M |
| STATE STREET CORP | $112.4M | 1,472,643 | 0.00% | 31q | +1.4%+$1.6M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $108.6M | 1,423,285 | 0.34% | 10q | -27.6%-$41.3M |
| AltraVue Capital, LLC | $107.2M | 1,404,817 | 7.73% | 12q | -1.9%-$2.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $77.8M | 1,019,619 | 0.00% | 2q | +2.1%+$1.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $68.6M | 898,978 | 0.00% | 2q | +2.9%+$1.9M |
| DIMENSIONAL FUND ADVISORS LP | $64.1M | 839,369 | 0.01% | 31q | +0.9%+$551.2K |
| CITADEL ADVISORS LLC | $52.4M | 614,081 | 0.01% | 23q | HELD |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $49.0M | 642,731 | 0.15% | 13q | -15.8%-$9.2M |
| AMERICAN CENTURY COMPANIES INC | $44.8M | 586,991 | 0.02% | 11q | +22.7%+$8.3M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $44.6M | 584,333 | 0.42% | 4q | -9.4%-$4.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $44.3M | 579,887 | 0.00% | 31q | +6.0%+$2.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $38.8M | 508,548 | 0.31% | 23q | -5.6%-$2.3M |
| BANK OF AMERICA CORP /DE/ | $38.3M | 501,324 | 0.00% | 31q | +9.0%+$3.1M |
| Ranger Investment Management, L.P. | $36.9M | 483,810 | 2.34% | 29q | -7.5%-$3.0M |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | $27.0M | 353,851 | 5.54% | 10q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.2M | 291,556 | 0.00% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $22.2M | 291,556 | 0.00% | new | NEW |
| Caption Management, LLC | $21.4M | options only | 0.10% | new | OPTIONS |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | $19.5M | 155,000 | 6.40% | 3q | +40.1%+$5.6M |
| NORTHERN TRUST CORP | $18.0M | 236,195 | 0.00% | 31q | -0.8%-$153.0K |
| MORGAN STANLEY | $17.8M | 233,834 | 0.00% | 35q | -30.5%-$7.8M |
| GOLDMAN SACHS GROUP INC | $16.0M | 209,339 | 0.00% | 31q | -22.0%-$4.5M |
| WELLS FARGO & COMPANY/MN | $15.4M | 202,006 | 0.00% | 31q | -48.2%-$14.3M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $13.1M | 171,188 | 0.42% | 31q | -4.9%-$666.5K |
| EARNEST PARTNERS LLC | $13.0M | 171,003 | 0.05% | 15q | +10.8%+$1.3M |
| Walleye Trading LLC | $12.9M | options only | 0.01% | 3q | OPTIONS |
| Hodges Capital Management Inc. | $12.4M | 162,265 | 0.82% | 31q | +135.3%+$7.1M |
| Russell Investments Group, Ltd. | $12.1M | 158,925 | 0.01% | 30q | +3.8%+$446.4K |
| VANGUARD FIDUCIARY TRUST CO | $11.9M | 156,168 | 0.00% | 2q | +3.1%+$356.4K |
| Public Sector Pension Investment Board | $11.8M | 155,214 | 0.02% | 31q | +91.8%+$5.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.6M | 23,006 | 0.00% | 24q | -27.9%-$4.5M |
| Legato Capital Management LLC | $10.1M | 132,714 | 0.84% | 12q | HELD |
| AMERIPRISE FINANCIAL INC | $10.0M | 131,509 | 0.00% | 31q | -36.2%-$5.7M |
| NEW YORK STATE COMMON RETIREMENT FUND | $9.9M | 129,121 | 0.01% | 31q | +1.1%+$106.8K |
| Bank of New York Mellon Corp | $9.6M | 125,462 | 0.00% | 31q | +2.7%+$247.9K |
| MARSHALL WACE, LLP | $9.4M | 123,375 | 0.01% | 7q | -28.9%-$3.8M |
| BANC FUNDS CO LLC | $8.9M | 117,136 | 1.48% | 31q | HELD |
| JANE STREET GROUP, LLC | $8.5M | 39,076 | 0.00% | 18q | +43.1%+$2.6M |
| ENVESTNET ASSET MANAGEMENT INC | $8.5M | 111,417 | 0.00% | 15q | +4.8%+$389.0K |
| PRINCIPAL FINANCIAL GROUP INC | $8.4M | 109,951 | 0.00% | 31q | HELD |
| ArrowMark Colorado Holdings LLC | $8.2M | 107,836 | 0.34% | 3q | HELD |
| CITIGROUP INC | $8.2M | 107,207 | 0.00% | 31q | +2.7%+$216.6K |
| JACOBS ASSET MANAGEMENT, LLC | $7.1M | 93,217 | 4.48% | 3q | -20.7%-$1.9M |
| UBS Group AG | $7.1M | 92,470 | 0.00% | 31q | -65.7%-$13.5M |
| EIGHT 31 FINANCIAL, LLC | $6.8M | 89,525 | 4.06% | 11q | HELD |
| Philadelphia Financial Management of San Francisco, LLC | $6.2M | 81,781 | 1.26% | 2q | -26.0%-$2.2M |
| TUDOR INVESTMENT CORP ET AL | $6.2M | 81,443 | 0.01% | 2q | +101.1%+$3.1M |
| Cinctive Capital Management LP | $6.0M | 78,423 | 0.22% | new | NEW |
| ROYAL BANK OF CANADA | $5.8M | 76,403 | 0.00% | 31q | +24.2%+$1.1M |
| Lighthouse Investment Partners, LLC | $5.8M | 76,078 | 0.16% | new | NEW |
| Hudson Bay Capital Management LP | $5.5M | 72,500 | 0.02% | 3q | +192.8%+$3.6M |
| Sippican Capital Advisors | $5.4M | 70,198 | 3.27% | 20q | HELD |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $5.2M | 68,384 | 0.02% | 6q | -27.0%-$1.9M |
| Invesco Ltd. | $5.1M | 66,480 | 0.00% | 31q | -7.4%-$406.1K |
| SEI INVESTMENTS CO | $5.0M | 65,151 | 0.00% | 31q | -33.4%-$2.5M |
| Nuveen, LLC | $4.9M | 64,022 | 0.00% | 6q | +28.7%+$1.1M |
| IMC-Chicago, LLC | $4.4M | 9,651 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $4.4M | 57,465 | 0.00% | 31q | -9.1%-$438.5K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $4.2M | 55,399 | 0.01% | 3q | -3.7%-$162.1K |
| Womack Financial LLC | $4.0M | 52,381 | 2.64% | 7q | +1.2%+$47.8K |
| Legal & General Group Plc | $3.8M | 50,188 | 0.00% | 31q | HELD |
| Orchard Capital Management, LLC | $3.8M | 49,633 | 3.69% | 5q | +42.5%+$1.1M |
| Swiss National Bank | $3.5M | 45,300 | 0.00% | 31q | +1.8%+$61.0K |
| FIFTH THIRD BANCORP | $3.4M | 44,804 | 0.01% | 20q | +11.5%+$351.3K |
| LPL Financial LLC | $3.4M | 44,381 | 0.00% | 8q | HELD |
| Financial Gravity Companies, Inc. | $3.2M | 41,557 | 0.51% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.1M | 40,802 | 0.00% | 2q | +35.2%+$811.3K |
| KENNEDY CAPITAL MANAGEMENT LLC | $3.1M | 39,983 | 0.05% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.0M | 39,310 | 0.00% | 14q | -0.7%-$21.1K |
| Sovereign's Capital Management, LLC | $3.0M | 39,250 | 2.00% | 7q | -1.2%-$37.4K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $3.0M | 39,233 | 0.06% | 2q | +66.5%+$1.2M |
| XTX Topco Ltd | $3.0M | 39,103 | 0.04% | 4q | +965.2%+$2.7M |
| Cerity Partners LLC | $2.9M | 38,054 | 0.00% | 3q | -34.8%-$1.5M |
| SIMPLEX TRADING, LLC | $2.6M | 4,826 | 0.00% | 3q | +74.8%+$1.1M |
| D. E. Shaw & Co., Inc. | $2.5M | 18,313 | 0.00% | 19q | +41.0%+$738.9K |
| DEUTSCHE BANK AG\ | $2.5M | 32,857 | 0.00% | 34q | -43.3%-$1.9M |
| WEST MICHIGAN ADVISORS, LLC | $2.4M | 35,200 | 0.24% | 6q | +100.0%+$1.2M |
| TECTONIC ADVISORS LLC | $2.2M | 28,623 | 0.10% | 15q | +0.9%+$18.5K |
| AQR CAPITAL MANAGEMENT LLC | $1.9M | 24,971 | 0.00% | 12q | +101.9%+$961.7K |
| Squarepoint Ops LLC | $1.9M | 24,563 | 0.00% | new | NEW |
| Rosenthal | Henry Capital Advisors, Inc. | $1.8M | 24,000 | 1.60% | 18q | HELD |
| ExodusPoint Capital Management, LP | $1.8M | 23,970 | 0.01% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $1.8M | 23,800 | 0.00% | 31q | +1.3%+$24.0K |
| Numerai GP LLC | $1.7M | 22,869 | 0.14% | 6q | +13.0%+$201.0K |
| Quantinno Capital Management LP | $1.7M | 21,872 | 0.00% | 4q | +35.2%+$434.3K |
| Daiwa Securities Group Inc. | $1.6M | 20,735 | 0.00% | 10q | -15.1%-$280.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.6M | 20,388 | 0.00% | 2q | +12.3%+$170.6K |
| ALLIANCEBERNSTEIN L.P. | $1.5M | 25,932 | 0.00% | 31q | HELD |
| Rafferty Asset Management, LLC | $1.5M | 20,182 | 0.00% | 23q | -32.0%-$724.2K |
| Jefferies Financial Group Inc. | $1.5M | 363 | 0.01% | 3q | -92.6%-$19.0M |
| STIFEL FINANCIAL CORP | $1.5M | 19,895 | 0.00% | 21q | -23.0%-$452.4K |
| Americana Partners, LLC | $1.5M | 19,372 | 0.03% | 10q | HELD |
| PEAK6 LLC | $1.4M | 2,113 | 0.00% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.4M | 18,151 | 0.00% | 31q | +32.4%+$339.0K |
| Louisiana State Employees Retirement System | $1.4M | 19,900 | 0.01% | 24q | +99.0%+$672.6K |
| JPMORGAN CHASE & CO | $1.3M | 16,550 | 0.00% | 31q | -14.7%-$229.2K |
| Cetera Investment Advisers | $1.2M | 15,934 | 0.00% | 4q | +10.5%+$115.3K |
| WCM INVESTMENT MANAGEMENT, LLC | $1.1M | 15,013 | 0.00% | 3q | -87.2%-$7.8M |
| Vident Advisory, LLC | $1.1M | 14,690 | 0.01% | 2q | -12.3%-$156.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Kayne Anderson Rudnick Investment Management, LLC | 6.0% |
| 2026-07-31 | 13G | Vanguard Capital Management | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 215 | $1.7B | 21,859,340 | 43 | 72 | 55 | 4.2% |
| Q1 2026 | 197 | $1.4B | 22,809,543 | 27 | 66 | 54 | 0.5% |
| Q4 2025 | 189 | $1.4B | 22,036,384 | 38 | 48 | 75 | 1.3% |
| Q3 2025 | 173 | $1.1B | 20,892,965 | 19 | 62 | 56 | 1.0% |
| Q2 2025 | 188 | $1.2B | 20,754,818 | 28 | 78 | 50 | 0.5% |
| Q1 2025 | 188 | $1.2B | 19,943,167 | 25 | 66 | 58 | 0.6% |
| Q4 2024 | 191 | $1.8B | 20,120,339 | 16 | 60 | 60 | 0.4% |
| Q3 2024 | 187 | $1.6B | 20,250,611 | 22 | 55 | 54 | 1.4% |
| Q2 2024 | 173 | $1.7B | 20,856,884 | 34 | 54 | 41 | 0.4% |
| Q1 2024 | 155 | $1.5B | 18,734,515 | 16 | 39 | 57 | 1.2% |
| Q4 2023 | 150 | $1.5B | 17,977,164 | 13 | 46 | 49 | 0.7% |
| Q3 2023 | 139 | $1.2B | 17,416,067 | 12 | 42 | 50 | 2.2% |
| Q2 2023 | 138 | $1.0B | 16,912,497 | 8 | 35 | 58 | 0.9% |
| Q1 2023 | 138 | $984.7M | 16,728,496 | 24 | 45 | 50 | 1.4% |
| Q4 2022 | 125 | $742.9M | 15,158,436 | 18 | 46 | 37 | 0.3% |
| Q3 2022 | 174 | $1.1B | 20,606,482 | 22 | 55 | 63 | 0.3% |
| Q2 2022 | 175 | $1.3B | 21,124,032 | 31 | 51 | 61 | 0.4% |
| Q1 2022 | 170 | $2.1B | 22,367,135 | 19 | 61 | 65 | 0.4% |
| Q4 2021 | 183 | $2.6B | 21,626,583 | 24 | 61 | 59 | 0.2% |
| Q3 2021 | 170 | $2.1B | 21,030,712 | 25 | 52 | 61 | 0.2% |
| Q2 2021 | 171 | $1.5B | 19,986,423 | 31 | 51 | 57 | 1.1% |
| Q1 2021 | 159 | $1.6B | 20,123,272 | 32 | 45 | 63 | 1.2% |
| Q4 2020 | 144 | $975.2M | 20,045,411 | 30 | 34 | 61 | 0.2% |
| Q3 2020 | 114 | $580.3M | 18,593,267 | 13 | 36 | 37 | 0.1% |
| Q2 2020 | 115 | $436.6M | 17,983,328 | 11 | 32 | 46 | 0.0% |
| Q1 2020 | 119 | $481.2M | 18,497,367 | 16 | 35 | 49 | 0.0% |
| Q4 2019 | 121 | $743.7M | 19,580,921 | 14 | 37 | 47 | 0.0% |
| Q3 2019 | 126 | $599.7M | 18,799,548 | 13 | 40 | 44 | 0.0% |
| Q2 2019 | 121 | $579.2M | 19,936,566 | 15 | 48 | 29 | 0.0% |
| Q1 2019 | 120 | $618.8M | 21,048,749 | 10 | 62 | 26 | 0.0% |
| Q4 2018 | 128 | $656.1M | 22,091,516 | 4 | 2 | 2 | 0.0% |