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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 2,378,665 | $142M | 9.5% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,964,575 | $117M | 7.8% | 2026-Q1 |
| STATE STREET CORP added | 1,452,113 | $87M | 5.8% | 2026-Q1 |
| AltraVue Capital, LLC trimmed | 1,431,717 | $85M | 5.7% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 1,339,376 | $80M | 5.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 998,888 | $60M | 4.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 873,584 | $52M | 3.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 832,146 | $50M | 3.3% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 763,216 | $46M | 3.0% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 644,777 | $38M | 2.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 615,605 | $37M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 546,859 | $33M | 2.2% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC added | 538,827 | $32M | 2.1% | 2026-Q1 |
| Ranger Investment Management, L.P. added | 523,251 | $31M | 2.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 478,451 | $29M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 460,088 | $27M | 1.8% | 2026-Q1 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV added | 354,002 | $21M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 336,413 | $20M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 291,208 | $17M | 1.2% | 2026-Q1 |
| UBS Group AG added | 269,765 | $16M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 268,297 | $16M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 238,200 | $14M | 0.9% | 2026-Q1 |
| Luxor Capital Group, LP trimmed | 232,299 | $14M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 194,949 | $12M | 0.8% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 179,922 | $11M | 0.7% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 173,645 | $10M | 0.7% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 154,299 | $9M | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 153,075 | $9M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 151,497 | $9M | 0.6% | 2026-Q1 |
| Brevan Howard Capital Management LP new | 150,000 | $9M | 0.6% | 2026-Q1 |
| Legato Capital Management LLC | 132,714 | $8M | 0.5% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 127,721 | $8M | 0.5% | 2026-Q1 |
| NFC Investments, LLC added | 127,533 | $8M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 122,213 | $7M | 0.5% | 2026-Q1 |
| JACOBS ASSET MANAGEMENT, LLC added | 117,500 | $7M | 0.5% | 2026-Q1 |
| BANC FUNDS CO LLC | 117,136 | $7M | 0.5% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC added | 117,512 | $7M | 0.4% | 2026-Q1 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP added | 110,659 | $7M | 0.4% | 2026-Q1 |
| Philadelphia Financial Management of San Francisco, LLC new | 110,527 | $7M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 110,172 | $7M | 0.4% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC added | 107,836 | $6M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 106,319 | $6M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 104,369 | $6M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 103,134 | $6M | 0.4% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 97,819 | $6M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 97,815 | $6M | 0.4% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 93,615 | $6M | 0.4% | 2026-Q1 |
| EIGHT 31 FINANCIAL, LLC | 89,525 | $5M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 88,803 | $5M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 80,912 | $5M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 71,802 | $4M | 0.3% | 2026-Q1 |
| Sippican Capital Advisors trimmed | 70,423 | $4M | 0.3% | 2026-Q1 |
| Hodges Capital Management Inc. added | 68,965 | $4M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 63,211 | $4M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 61,529 | $4M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 58,333 | $3M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 57,972 | $3M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 57,523 | $3M | 0.2% | 2026-Q1 |
| Womack Financial LLC added | 51,755 | $3M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 50,299 | $3M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 49,764 | $3M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 44,554 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 44,500 | $3M | 0.2% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. | 41,557 | $2M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 40,505 | $2M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 40,200 | $2M | 0.2% | 2026-Q1 |
| Sovereign's Capital Management, LLC trimmed | 39,740 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 39,587 | $2M | 0.2% | 2026-Q1 |
| PMC FIG Opportunities LLC added | 37,988 | $2M | 0.2% | 2026-Q1 |
| Orchard Capital Management, LLC | 34,821 | $2M | 0.1% | 2026-Q1 |
| KBC Group NV added | 33,224 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,908 | $2M | 0.1% | 2026-Q1 |
| NORGES BANK trimmed | 32,791 | $2M | 0.1% | 2026-Q1 |
| Empirical Capital Management, LLC added | 30,450 | $2M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 30,170 | $2M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 29,672 | $2M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 28,697 | $2M | 0.1% | 2026-Q1 |
| TECTONIC ADVISORS LLC added | 28,381 | $2M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 27,298 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 25,932 | $2M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 25,823 | $2M | 0.1% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 24,764 | $1M | 0.1% | 2026-Q1 |
| Daiwa Securities Group Inc. trimmed | 24,411 | $1M | 0.1% | 2026-Q1 |
| Rosenthal | Henry Capital Advisors, Inc. | 24,000 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 23,557 | $1M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 23,485 | $1M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 21,047 | $1M | 0.1% | 2026-Q1 |
| Numerai GP LLC trimmed | 20,235 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,848,985 | $116M | 7.7% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 99,454 | $6M | 0.4% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 73,413 | $4M | 0.3% | 2025-Q1 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 70,651 | $4M | 0.3% | 2025-Q2 stale |
| Corient Private Wealth LLC added | 57,999 | $4M | 0.2% | 2025-Q4 stale |
| COMERICA BANK added | 53,807 | $3M | 0.2% | 2025-Q4 stale |
| MACQUARIE GROUP LTD added | 50,953 | $3M | 0.2% | 2025-Q3 stale |
| Financial Gravity Companies, Inc. added | 41,557 | $2M | 0.2% | 2025-Q2 stale |
| TIGER GLOBAL MANAGEMENT LLC | 43,708 | $2M | 0.1% | 2025-Q3 stale |
| Alberta Investment Management Corp trimmed | 35,020 | $2M | 0.1% | 2025-Q1 stale |
| Walleye Capital LLC added | 27,087 | $1M | 0.1% | 2025-Q3 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 20,278 | $1M | 0.1% | 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.
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.