Triumph Financial TFIN Institutional Ownership

NYSE TFIN

$66.18 -2.65 (-3.85%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

229 Institutions

Increased 125 54.6%

Unchanged 37 16.2%

Reduced 67 29.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

97.59%

▲+5.60 pp QoQ

Shares Held by Institutions

23.29Mn

of 23.87Mn outstanding

▲+8.98% QoQ

Shares Outstanding

23.87Mn

575.25K held outside 13F filers

Institutional Investors

229

filed 13F for Jun 2026

▲+24 vs prior quarter

Net Shares Added (QoQ)

+1.92Mn

accumulated since last quarter

Value of Holdings

$1.62Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Triumph Financial, Inc. (NYSE:TFIN) is held by 229 institutional investors per 13F filings through June 2026.

These investors held 97.6% of outstanding shares in June 2026, up from 92.0% in March 2026.
They increased total shares held in TFIN by 8.98% quarter over quarter, and investors in Triumph Financial increased 11.71% from a year ago.
Of these 229 holders, 125 added to their stakes in Triumph Financial, 67 trimmed positions, and 37 made no changes.
Institutional investors collectively held 23.29Mn shares in Triumph Financial as of June 2026, up by 1.92Mn shares quarter on quarter, and up 1.06Mn shares year over year.
BlackRock, Inc. leads ownership in TFIN with 3.39Mn shares as of June 30, 2026, equal to 14.22% of outstanding shares.
The biggest buyers of Triumph Financial for the quarter ending June 2026 included VANGUARD CAPITAL MANAGEMENT LLC (1.02Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (898.98K), Sixth Street Partners Management Company, L.P. (291.56K), VANGUARD FIDUCIARY TRUST CO (156.17K), AMERICAN CENTURY COMPANIES INC (108.54K).
The largest sellers of Triumph Financial for the quarter ending June 2026 were KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (541.29K), UBS Group AG (177.3K), Brevan Howard Capital Management LP (142.22K), BARROW HANLEY MEWHINNEY & STRAUSS LLC (120.48K), Morgan Stanley (102.58K).
Business Quant data shows the 10 biggest positions in Triumph Financial as of June 2026 are held by BlackRock, Inc. (3.39Mn), State Street Corp (1.47Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.42Mn), AltraVue Capital, LLC (1.4Mn), THRIVENT FINANCIAL FOR LUTHERANS (1.3Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.02Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (898.98K), DIMENSIONAL FUND ADVISORS LP (839.37K), BARROW HANLEY MEWHINNEY & STRAUSS LLC (642.73K), CITADEL ADVISORS LLC (614.08K).

Form 13F Holdings

229 Institutional Holders

Report period 30 Jun, 2026

Total shares held 23.29Mn

Of outstanding 97.59%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,394,337	14.22%	▲86,351	+2.61%	$259.02Mn
2	State Street Corp	0000093751	1,472,643	6.17%	▲20,530	+1.41%	$112.38Mn
3	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	1,423,285	5.96%	▼541,290	-27.55%	$108.61Mn
4	AltraVue Capital, LLC	0001740837	1,404,817	5.89%	▼26,900	-1.88%	$107.20Mn
5	THRIVENT FINANCIAL FOR LUTHERANS	0000314984	1,300,194	5.45%	▼39,182	-2.93%	$99.22K
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,019,619	4.27%	▲1,019,619	0.00%	$77.81Mn
7	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	898,978	3.77%	▲898,978	0.00%	$68.60Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	839,369	3.52%	▲7,223	+0.87%	$64.05Mn
9	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0000313028	642,731	2.69%	▼120,485	-15.79%	$49.05Mn
10	CITADEL ADVISORS LLC	0001423053	614,081	2.57%	▼1,524	-0.25%	$46.86Mn
11	AMERICAN CENTURY COMPANIES INC	0000748054	586,991	2.46%	▲108,540	+22.69%	$44.79Mn
12	FRONTIER CAPITAL MANAGEMENT CO LLC	0000351173	584,333	2.45%	▼60,444	-9.37%	$44.59Mn
13	GEODE CAPITAL MANAGEMENT, LLC	0001214717	579,887	2.43%	▲33,028	+6.04%	$44.26Mn
14	Diamond Hill Capital Management, LLC (Investment Advisor)	0001217541	508,548	2.13%	▼30,279	-5.62%	$38.81Mn
15	Bank Of America Corp /De/	0000070858	501,324	2.10%	▲41,236	+8.96%	$38.26Mn
16	Ranger Investment Management, L.P.	0001319691	483,810	2.03%	▼39,441	-7.54%	$36.92Mn
17	INVESTMENT MANAGEMENT ASSOCIATES INC /ADV	0000052024	353,851	1.48%	▼151	-0.04%	$27.00Mn
18	Sixth Street Partners Management Company, L.P.	0001812095	291,556	1.22%	▲291,556	0.00%	$22.25Mn
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	291,556	1.22%	▲348	+0.12%	$22.25Mn
19	Northern Trust Corp	0000073124	236,195	0.99%	▼2,005	-0.84%	$18.02Mn

Showing 1 to 20 of 229 holders