Go Pro

Triumph Financial (TFIN) Institutional Ownership

Triumph Financial logo
$73.67 +0.17 (+0.23%)
As of 08/26/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Triumph Financial (NYSE:TFIN)

Current
Institutional Ownership
Percentage
91.11%
Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$707.17M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$67.50M
Get TFIN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Triumph Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

TFIN Institutional Buying and Selling by Quarter

Triumph Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 HighTower Advisors LLC2,827$216K0.0%N/A0.012%
8/24/2026 California State Teachers Retirement System1,930,414$147.31M0.0%+9,071.9%8.077%
8/21/2026 Nykredit A S1,376$105K0.0%N/A0.006%
8/20/2026 Susquehanna Fundamental Investments LLC39,233$2.99M0.1%+66.5%0.164%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC39,310$3M0.0%-0.7%0.164%
8/17/2026 Corient Private Wealth LP2,981$227K0.0%N/A0.012%
8/17/2026 Philadelphia Financial Management of San Francisco LLC81,781$6.24B1.3%N/A0.342%
8/17/2026 Bank of America Corp DE501,324$38.26M0.0%N/A2.098%
8/15/2026 Jupiter Topco LLC10,269$785K0.0%N/A0.043%
8/14/2026 Legal & General Group Plc50,188$3.83M0.0%N/A0.210%
8/14/2026 The Manufacturers Life Insurance Company 9,078$693K0.0%N/A0.038%
8/14/2026 Womack Financial LLC52,381$4.00M2.6%N/A0.219%
8/13/2026 Ranger Investment Management L.P.483,810$36.92M2.3%N/A2.024%
8/13/2026 Barrow Hanley Mewhinney & Strauss LLC642,731$49.05M0.1%N/A2.689%
8/12/2026 Quantbot Technologies LP527$40K0.0%N/A0.002%
8/12/2026 Orchard Capital Management LLC49,633$3.79M3.7%N/A0.208%
8/12/2026 Callan Family Office LLC6,467$493K0.0%N/A0.027%
8/7/2026 BlackRock Inc.3,394,337$259.02M0.0%N/A14.202%
8/7/2026 Deutsche Bank AG32,857$2.51M0.0%N/A0.137%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor508,548$38.81M0.3%N/A2.128%
8/6/2026 Bank of New York Mellon Corp125,462$9.57M0.0%N/A0.525%
7/7/2026 Howard Financial Services LTD.3,000$229K0.0%N/A0.013%
5/19/2026 Bank of America Corp DE460,088$27.45M0.0%+13.1%1.932%
5/18/2026 California State Teachers Retirement System21,047$1.26M0.0%-6.6%0.088%
5/18/2026 Royal Bank of Canada61,529$3.67M0.0%+48.8%0.258%
5/18/2026 Ranger Investment Management L.P.523,251$31.22M2.3%+48.5%2.198%
5/16/2026 The Manufacturers Life Insurance Company9,281$554K0.0%-2.5%0.039%
5/16/2026 Quantinno Capital Management LP16,181$965K0.0%+111.2%0.068%
5/15/2026 Luxor Capital Group LP232,299$13.86M1.0%-68.6%0.976%
5/15/2026 Jacobs Asset Management LLC117,500$7.01M4.2%+922.0%0.493%
5/14/2026Gibbs Wealth Management5,222$312K0.0%N/A0.022%
5/14/2026 Sei Investments Co.97,815$5.84M0.0%-10.9%0.411%
5/13/2026 Cetera Investment Advisers14,423$860K0.0%+4.7%0.061%
5/13/2026 First Trust Advisors LP11,139$665K0.0%-10.1%0.047%
5/8/2026 PNC Financial Services Group Inc.1,686$101K0.0%-13.4%0.007%
5/7/2026 WCM Investment Management LLC117,512$6.65M0.0%+31.1%0.494%
5/7/2026 Investment Management Associates Inc. ADV354,002$21.12M5.0%+4.1%1.487%
5/7/2026 Dimensional Fund Advisors LP832,146$49.64M0.0%+0.4%3.495%
5/7/2026 KBC Group NV33,224$1.98M0.0%+3,946.8%0.140%
5/5/2026 Bank of New York Mellon Corp122,213$7.29M0.0%-3.8%0.513%
My top 3 AI picks for the next decade (Ad)

Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade.tc pixel

Click here to get all three AI stock names from Alexander Green
5/5/2026 Illinois Municipal Retirement Fund11,319$675K0.0%+3.6%0.048%
5/4/2026 Principal Financial Group Inc.110,172$6.57M0.0%+2.2%0.463%
5/1/2026 Fifth Third Bancorp40,200$2.40M0.0%+13,344.8%0.169%
4/30/2026 Hsbc Holdings PLC9,000$532K0.0%-61.7%0.038%
4/28/2026 Hodges Capital Management Inc.68,965$4.11M0.3%+11.0%0.290%
4/27/2026 New York State Teachers Retirement System4,670$279K0.0%-13.9%0.020%
4/24/2026 Peregrine Capital Management LLC179,922$10.73M0.4%-9.0%0.756%
4/23/2026 Sippican Capital Advisors70,423$4.20M2.9%-3.5%0.296%
4/22/2026 Sterling Capital Management LLC481$29K0.0%-39.0%0.002%
4/21/2026 Louisiana State Employees Retirement System10,000$597K0.0%N/A0.042%
4/16/2026 SG Americas Securities LLC16,043$957K0.0%-82.9%0.067%
3/20/2026 Hsbc Holdings PLC23,525$1.47M0.0%-36.9%0.099%
3/9/2026 Corient Private Wealth LLC57,999$3.63M0.0%N/A0.244%
3/6/2026 Hsbc Holdings PLC23,525$1.47M0.0%-36.9%0.099%
2/19/2026 Invesco Ltd.67,480$4.23M0.0%+2.4%0.284%
2/19/2026 Corient Private Wealth LLC57,999$3.63M0.0%N/A0.244%
2/18/2026 State of Tennessee Department of Treasury5,173$326K0.0%-7.3%0.022%
2/18/2026 XTX Topco Ltd4,791$300K0.0%-39.4%0.020%
2/18/2026 Voloridge Investment Management LLC126,746$7.94M0.0%+10.4%0.533%
2/18/2026 Numerai GP LLC23,110$1.45M0.2%-68.9%0.097%
2/18/2026 Millennium Management LLC5,274$330K0.0%-46.8%0.022%
2/18/2026 Balyasny Asset Management L.P.4,409$276K0.0%-50.5%0.019%
2/17/2026 Schonfeld Strategic Advisors LLC4,417$277K0.0%N/A0.019%
2/17/2026 AQR Capital Management LLC10,497$657K0.0%+42.0%0.044%
2/17/2026 Cetera Investment Advisers13,771$862K0.0%-14.7%0.058%
2/17/2026 ArrowMark Colorado Holdings LLC50,314$3.15M0.1%N/A0.211%
2/17/2026 Laurion Capital Management LP13,404$839K0.0%N/A0.056%
2/17/2026 Price T Rowe Associates Inc. MD24,888$1.56M0.0%+16.9%0.105%
2/17/2026 Russell Investments Group Ltd.111,239$6.97M0.0%+3.8%0.468%
2/17/2026 Maryland State Retirement & Pension System3,288$206K0.0%N/A0.014%
2/17/2026 State of Wisconsin Investment Board13,803$864K0.0%-5.2%0.058%
2/17/2026 &PARTNERS11,044$690K0.0%-22.3%0.046%
2/17/2026 Royal Bank of Canada41,349$2.59M0.0%-32.8%0.174%
2/17/2026 Sovereign s Capital Management LLC41,341$2.59M1.6%-21.0%0.174%
2/16/2026 Verition Fund Management LLC7,544$472K0.0%-29.7%0.032%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund20,278$1.27M0.0%N/A0.085%
2/16/2026 Jacobs Asset Management LLC11,497$720K0.4%N/A0.048%
2/16/2026 Barclays PLC47,145$2.95M0.0%+37.3%0.198%
2/13/2026 Marshall Wace LLP245,460$15.37M0.0%+17.0%1.033%
2/13/2026 The Manufacturers Life Insurance Company 9,516$596K0.0%-10.7%0.040%
2/13/2026 CANADA LIFE ASSURANCE Co18,393$1.15M0.0%-25.7%0.077%
2/13/2026 Stifel Financial Corp24,288$1.52M0.0%-20.3%0.102%
2/13/2026 Hudson Bay Capital Management LP15,000$939K0.0%N/A0.063%
2/13/2026 Public Sector Pension Investment Board78,141$4.89M0.0%-11.1%0.329%
2/13/2026 Rafferty Asset Management LLC30,330$1.90M0.0%-18.5%0.128%
2/13/2026 First Trust Advisors LP12,386$776K0.0%+24.8%0.052%
2/13/2026 Charles Schwab Investment Management Inc.289,427$18.13M0.0%+9.6%1.218%
2/13/2026 State Street Corp1,321,067$82.74M0.0%-0.9%5.559%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC39,310$2.46M0.0%-0.7%0.165%
2/13/2026 Wells Fargo & Company MN225,728$14.14M0.0%-16.0%0.950%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

2/12/2026 DRW Securities LLC3,384$212K0.0%N/A0.014%
2/12/2026Brooklyn Investment Group6,670$424K0.0%+58.7%0.028%
2/12/2026 MetLife Investment Management LLC12,386$776K0.0%-5.7%0.052%
2/12/2026 Banc Funds Co. LLC117,136$7.34M1.5%-16.2%0.493%
2/12/2026 Dimensional Fund Advisors LP828,616$51.90M0.0%-3.0%3.487%
2/12/2026 New York State Common Retirement Fund127,721$8.00M0.0%+19.9%0.537%
2/12/2026 Earnest Partners LLC162,468$10.18M0.0%+31.7%0.684%
2/12/2026 Swiss National Bank44,500$2.79M0.0%+2.1%0.187%
2/12/2026 Nuveen LLC47,391$2.97M0.0%-1.9%0.199%
2/11/2026 Barrow Hanley Mewhinney & Strauss LLC811,480$50.82M0.2%-6.6%3.415%


TFIN Institutional Ownership - Frequently Asked Questions

During the previous two years, 196 institutional investors and hedge funds held shares of Triumph Financial. The most heavily invested institutionals were Philadelphia Financial Management of San Francisco LLC ($6.24B), BlackRock Inc. ($259.02M), Kayne Anderson Rudnick Investment Management LLC ($172.92M), California State Teachers Retirement System ($147.31M), Vanguard Group Inc. ($127.20M), AltraVue Capital LLC ($94.94M), and Thrivent Financial for Lutherans ($86.23M).Learn more on Triumph Financial's institutional investors.

91.11% of Triumph Financial's stock is owned by institutional investors. Learn more on TFIN's institutional investor holdings.

Of the 160 institutional investors that purchased Triumph Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($3.39M), California State Teachers Retirement System ($1.91M), Bank of America Corp DE ($929.61K), Barrow Hanley Mewhinney & Strauss LLC ($678.64K), Ranger Investment Management L.P. ($654.68K), Diamond Hill Capital Management LLC Investment Advisor ($508.55K), and Diamond Hill Capital Management Inc. ($337.84K).

Institutional investors have bought a total of 10,131,576 shares in the last 24 months. This purchase volume represents approximately $707.17M in transactions.

Of the 76 institutional investors that sold Triumph Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Luxor Capital Group LP ($537.09K), Thrivent Financial for Lutherans ($134.90K), American Century Companies Inc. ($100.52K), Marshall Wace LLP ($93.54K), SG Americas Securities LLC ($77.51K), Banc Funds Co. LLC ($72.26K), and Barrow Hanley Mewhinney & Strauss LLC ($57.33K).

Institutional investors have sold a total of 1,627,907 shares in the last 24 months. This volume of shares sold represents approximately $67.50M in transactions.



Institutional ownership data for NYSE:TFIN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
From Our Partners