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Institutional Ownership · SEC Form 13F

Who owns Triumph Financial, Inc. (TFIN)


Which tracked institutional funds hold TFIN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TFIN company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

216
Institutional holders
23M
Shares held (tracked funds)
97.9%
Of shares outstanding

How the tape is positioned

40 tracked funds added or opened TFIN while 38 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

TFIN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes TFIN more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in TFIN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 216 tracked filers holding TFIN, 113 increased or opened the position and 90 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in TFIN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 17

  • VANGUARD CAPITAL MANAGEMENT LLC$60M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$52M
  • VANGUARD FIDUCIARY TRUST CO$9M
  • Brevan Howard Capital Management LP$9M
  • Philadelphia Financial Management of San Francisco, LLC$7M
  • BOOTHBAY FUND MANAGEMENT, LLC$6M

Full exits 7

  • VANGUARD GROUP INC$116M
  • Corient Private Wealth LLC$4M
  • COMERICA BANK$3M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1M
  • Curi Capital, LLC$1M
  • Laurion Capital Management LP$839K

Largest adds

  • UBS Group AG$10M
  • Ranger Investment Management, L.P.$9M
  • GOLDMAN SACHS GROUP INC$8M
  • JACOBS ASSET MANAGEMENT, LLC$6M
  • DIAMOND HILL CAPITAL MANAGEMENT INC$5M
  • MORGAN STANLEY$4M

Largest trims

  • BlackRock, Inc.$66M
  • Luxor Capital Group, LP$32M
  • AMERICAN CENTURY COMPANIES INC$16M
  • KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$15M
  • AltraVue Capital, LLC$10M
  • FRONTIER CAPITAL MANAGEMENT CO LLC$9M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed2,378,665$142M9.5%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed1,964,575$117M7.8%2026-Q1
STATE STREET CORP added1,452,113$87M5.8%2026-Q1
AltraVue Capital, LLC trimmed1,431,717$85M5.7%2026-Q1
Thrivent Financial for Lutherans trimmed1,339,376$80M5.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new998,888$60M4.0%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new873,584$52M3.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added832,146$50M3.3%2026-Q1
BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed763,216$46M3.0%2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLC trimmed644,777$38M2.6%2026-Q1
CITADEL ADVISORS LLC added615,605$37M2.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added546,859$33M2.2%2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INC added538,827$32M2.1%2026-Q1
Ranger Investment Management, L.P. added523,251$31M2.1%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed478,451$29M1.9%2026-Q1
BANK OF AMERICA CORP /DE/ added460,088$27M1.8%2026-Q1
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV added354,002$21M1.4%2026-Q1
MORGAN STANLEY added336,413$20M1.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added291,208$17M1.2%2026-Q1
UBS Group AG added269,765$16M1.1%2026-Q1
GOLDMAN SACHS GROUP INC added268,297$16M1.1%2026-Q1
NORTHERN TRUST CORP added238,200$14M0.9%2026-Q1
Luxor Capital Group, LP trimmed232,299$14M0.9%2026-Q1
WELLS FARGO & COMPANY/MN trimmed194,949$12M0.8%2026-Q1
PEREGRINE CAPITAL MANAGEMENT LLC trimmed179,922$11M0.7%2026-Q1
MARSHALL WACE, LLP trimmed173,645$10M0.7%2026-Q1
EARNEST PARTNERS LLC trimmed154,299$9M0.6%2026-Q1
Russell Investments Group, Ltd. added153,075$9M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new151,497$9M0.6%2026-Q1
Brevan Howard Capital Management LP new150,000$9M0.6%2026-Q1
Legato Capital Management LLC132,714$8M0.5%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND127,721$8M0.5%2026-Q1
NFC Investments, LLC added127,533$8M0.5%2026-Q1
Bank of New York Mellon Corp trimmed122,213$7M0.5%2026-Q1
JACOBS ASSET MANAGEMENT, LLC added117,500$7M0.5%2026-Q1
BANC FUNDS CO LLC117,136$7M0.5%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC added117,512$7M0.4%2026-Q1
FIRST SABREPOINT CAPITAL MANAGEMENT LP added110,659$7M0.4%2026-Q1
Philadelphia Financial Management of San Francisco, LLC new110,527$7M0.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added110,172$7M0.4%2026-Q1
ArrowMark Colorado Holdings LLC added107,836$6M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed106,319$6M0.4%2026-Q1
CITIGROUP INC added104,369$6M0.4%2026-Q1
AMERIPRISE FINANCIAL INC added103,134$6M0.4%2026-Q1
BOOTHBAY FUND MANAGEMENT, LLC added97,819$6M0.4%2026-Q1
SEI INVESTMENTS CO trimmed97,815$6M0.4%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed93,615$6M0.4%2026-Q1
EIGHT 31 FINANCIAL, LLC89,525$5M0.4%2026-Q1
BARCLAYS PLC added88,803$5M0.4%2026-Q1
Public Sector Pension Investment Board added80,912$5M0.3%2026-Q1
Invesco Ltd. added71,802$4M0.3%2026-Q1
Sippican Capital Advisors trimmed70,423$4M0.3%2026-Q1
Hodges Capital Management Inc. added68,965$4M0.3%2026-Q1
RHUMBLINE ADVISERS added63,211$4M0.3%2026-Q1
ROYAL BANK OF CANADA added61,529$4M0.2%2026-Q1
Cerity Partners LLC added58,333$3M0.2%2026-Q1
DEUTSCHE BANK AG\ added57,972$3M0.2%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added57,523$3M0.2%2026-Q1
Womack Financial LLC added51,755$3M0.2%2026-Q1
Legal & General Group Plc trimmed50,299$3M0.2%2026-Q1
Nuveen, LLC added49,764$3M0.2%2026-Q1
LPL Financial LLC added44,554$3M0.2%2026-Q1
Swiss National Bank44,500$3M0.2%2026-Q1
Financial Gravity Asset Management, Inc.41,557$2M0.2%2026-Q1
TUDOR INVESTMENT CORP ET AL added40,505$2M0.2%2026-Q1
FIFTH THIRD BANCORP added40,200$2M0.2%2026-Q1
Sovereign's Capital Management, LLC trimmed39,740$2M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added39,587$2M0.2%2026-Q1
PMC FIG Opportunities LLC added37,988$2M0.2%2026-Q1
Orchard Capital Management, LLC34,821$2M0.1%2026-Q1
KBC Group NV added33,224$2M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added31,908$2M0.1%2026-Q1
NORGES BANK trimmed32,791$2M0.1%2026-Q1
Empirical Capital Management, LLC added30,450$2M0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH new30,170$2M0.1%2026-Q1
Rafferty Asset Management, LLC trimmed29,672$2M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added28,697$2M0.1%2026-Q1
TECTONIC ADVISORS LLC added28,381$2M0.1%2026-Q1
JANE STREET GROUP, LLC trimmed27,298$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added25,932$2M0.1%2026-Q1
STIFEL FINANCIAL CORP added25,823$2M0.1%2026-Q1
Hudson Bay Capital Management LP added24,764$1M0.1%2026-Q1
Daiwa Securities Group Inc. trimmed24,411$1M0.1%2026-Q1
Rosenthal | Henry Capital Advisors, Inc.24,000$1M0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added23,557$1M0.1%2026-Q1
PRUDENTIAL FINANCIAL INC added23,485$1M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed21,047$1M0.1%2026-Q1
Numerai GP LLC trimmed20,235$1M0.1%2026-Q1
VANGUARD GROUP INC trimmed1,848,985$116M7.7%2025-Q4 stale
WELLINGTON MANAGEMENT GROUP LLP trimmed99,454$6M0.4%2025-Q1 stale
TOWNSQUARE CAPITAL LLC trimmed73,413$4M0.3%2025-Q1 stale
JACOBS LEVY EQUITY MANAGEMENT, INC added70,651$4M0.3%2025-Q2 stale
Corient Private Wealth LLC added57,999$4M0.2%2025-Q4 stale
COMERICA BANK added53,807$3M0.2%2025-Q4 stale
MACQUARIE GROUP LTD added50,953$3M0.2%2025-Q3 stale
Financial Gravity Companies, Inc. added41,557$2M0.2%2025-Q2 stale
TIGER GLOBAL MANAGEMENT LLC43,708$2M0.1%2025-Q3 stale
Alberta Investment Management Corp trimmed35,020$2M0.1%2025-Q1 stale
Walleye Capital LLC added27,087$1M0.1%2025-Q3 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new20,278$1M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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