Triumph Financial, Inc. (TFIN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

23,820,430Shares Outstanding

183,492Shares held by institutions

$11,486,599Value of institutional holdings

98.30%Institutional ownership %

5.71%Shares Changed QoQ

194No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 194 institutional investors hold a position in Triumph Financial, Inc. (NYSE:TFIN).

Institutional ownership in Triumph Financial edged down to 98.3% in December 2025, compared to 99.2% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 5.71%, with a year-over-year a decrease of 8.06% in the count of filers.
The latest 13F cycle for Triumph Financial reveals that of 194 total investors, 85 funds grew their exposure, whereas 85 reduced theirs and 24 made no changes.
This class of investors increased its holdings in Triumph Financial to 23.42Mn shares for the 13F-cycle ending December 2025, up by 1.26Mn shares quarter on quarter, and up 1.90Mn shares year over year.
As of December 31, 2025, BlackRock, Inc. held Triumph Financial's largest shareholding position with over 3.32Mn shares, representing 13.92% of total outstanding shares.
Among the most significant buyers of Triumph Financial during December 2025 were CITADEL ADVISORS LLC (571.37K), AltraVue Capital, LLC (273.72K), FRONTIER CAPITAL MANAGEMENT CO LLC (262.72K), AMERICAN CENTURY COMPANIES INC (197.26K), Luxor Capital Group, LP (125.13K).
Leading sellers of Triumph Financial stock in December 2025 included KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (615.45K), THRIVENT FINANCIAL FOR LUTHERANS (106.55K), BANK OF AMERICA CORP /DE/ (59.96K), BARROW HANLEY MEWHINNEY & STRAUSS LLC (57.33K), MORGAN STANLEY (54.47K).
The top 10 institutional holders of Triumph Financial for the quarter ending December 2025 included BlackRock, Inc. (3.32Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (2.11Mn), VANGUARD GROUP INC (2.03Mn), AltraVue Capital, LLC (1.52Mn), THRIVENT FINANCIAL FOR LUTHERANS (1.38Mn), STATE STREET CORP (1.32Mn), DIMENSIONAL FUND ADVISORS LP (828.62K), BARROW HANLEY MEWHINNEY & STRAUSS LLC (811.48K), FRONTIER CAPITAL MANAGEMENT CO LLC (751.90K), Luxor Capital Group, LP (739.96K).

194 Institutional Holders

183,492 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	3,315,248	59,640	1.83%	$207,633,983.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	2,108,275	-615,454	-22.60%	$132,041,263.00
VANGUARD GROUP INC	31 Dec, 2025	2,031,008	14,355	0.71%	$127,202,032.00
AltraVue Capital, LLC	31 Dec, 2025	1,515,877	273,718	22.04%	$94,939,377.00
THRIVENT FINANCIAL FOR LUTHERANS	31 Dec, 2025	1,376,855	-106,546	-7.18%	$86,232.00
STATE STREET CORP	31 Dec, 2025	1,321,067	-12,219	-0.92%	$82,738,426.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	828,616	-25,760	-3.02%	$51,896,478.00
BARROW HANLEY MEWHINNEY & STRAUSS LLC	31 Dec, 2025	811,480	-57,327	-6.60%	$50,822,992.00
FRONTIER CAPITAL MANAGEMENT CO LLC	31 Dec, 2025	751,897	262,719	53.71%	$47,091,327.00
Luxor Capital Group, LP	31 Dec, 2025	739,958	125,126	20.35%	$46,343,570.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	716,967	197,258	37.96%	$44,903,786.00
CITADEL ADVISORS LLC	31 Dec, 2025	585,993	571,373	3,908.16%	$36,700,742.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	532,678	4,747	0.90%	$33,368,114.00
DIAMOND HILL CAPITAL MANAGEMENT INC	31 Dec, 2025	439,895	77,942	21.53%	$27,550,624.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	406,689	-59,960	-12.85%	$25,470,933.00
Ranger Investment Management, L.P.	31 Dec, 2025	352,380	-7,329	-2.04%	$22,069,559.00
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	31 Dec, 2025	340,161	86,761	34.24%	$21,304,283.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	289,427	25,427	9.63%	$18,126,813.00
MORGAN STANLEY	31 Dec, 2025	250,672	-54,467	-17.85%	$15,699,656.00
MARSHALL WACE, LLP	31 Dec, 2025	245,460	35,626	16.98%	$15,373,159.00

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