Triumph Financial, Inc. - Triumph Financial Ord Shs (TFIN)

Historical Holders from Q4 2014 to Q4 2025

Type / Class
Equity / Triumph Financial Ord Shs
Symbol
TFIN on NYSE
Shares outstanding
23,684,600
Price per share
$62.63
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
22,583,506
Total reported value
$1,130,126,498
% of total 13F portfolios
0%
Share change
+149,081
Value change
+$6,336,114
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
186
Price from insider filings
$65.18
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Triumph Financial, Inc. - Triumph Financial Ord Shs (TFIN) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12% -7.8% $136,295,399 -$10,312,143 2,723,729 -7% Kayne Anderson Rudnick Investment Management, LLC 30 Sep 2025
THRIVENT FINANCIAL FOR LUTHERANS 6.5% +30% $73,721,648 +$16,339,831 1,510,380 +28% THRIVENT FINANCIAL FOR LUTHERANS 31 Mar 2025
AltraVue Capital, LLC 5.1% $62,871,240 1,210,459 AltraVue Capital, LLC 13 May 2025
As of 30 Sep 2025, Triumph Financial, Inc. - Triumph Financial Ord Shs (TFIN) has 186 institutional shareholders filing 13F forms. They hold 22,583,506 shares. of 23,684,600 outstanding shares (95%) .

Top 25 institutional shareholders own 81% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 3,255,608 -0.83% 0% $162,910,623
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 12% 2,723,729 -4.3% 0.33% $136,295,399
VANGUARD GROUP INC 8.5% 2,016,653 -0.14% 0% $100,913,316
Thrivent Financial for Lutherans 6.3% 1,483,401 -1.9% 0.15% $74,229,000
STATE STREET CORP 5.6% 1,333,286 +1.6% 0% $66,717,631
AltraVue Capital, LLC 5.2% 1,242,159 +0.85% 5.2% $62,157,636
BARROW HANLEY MEWHINNEY & STRAUSS LLC 3.7% 868,807 +4.3% 0.14% $43,475,102
DIMENSIONAL FUND ADVISORS LP 3.6% 854,376 -2.2% 0.01% $42,754,390
Luxor Capital Group, LP 2.6% 614,832 -4.6% 4.2% $30,766,193
GEODE CAPITAL MANAGEMENT, LLC 2.2% 527,931 -3% 0% $26,421,578
AMERICAN CENTURY COMPANIES INC 2.2% 519,709 -16% 0.01% $26,006,325
FRONTIER CAPITAL MANAGEMENT CO LLC 2.1% 489,178 0.22% $24,478,456
BANK OF AMERICA CORP /DE/ 2% 466,649 +1.6% 0% $23,351,116
DIAMOND HILL CAPITAL MANAGEMENT INC 1.5% 361,953 +132% 0.09% $18,112,128
Ranger Investment Management, L.P. 1.5% 359,709 -2.2% 1.3% $17,999,838
MORGAN STANLEY 1.3% 305,139 +7.2% 0% $15,269,181
WELLS FARGO & COMPANY/MN 1.1% 268,718 +11% 0% $13,446,632
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 264,000 +7.8% 0% $13,210,560
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 1.1% 253,400 +2.4% 3.8% $12,680,136
NORTHERN TRUST CORP 0.92% 218,888 -0.92% 0% $10,953,155
MARSHALL WACE, LLP 0.89% 209,834 -31% 0.01% $10,500,093
PEREGRINE CAPITAL MANAGEMENT LLC 0.77% 183,268 +17% 0.28% $9,170,731
BANC FUNDS CO LLC 0.59% 139,845 -26% 1.2% $6,997,844
ENVESTNET ASSET MANAGEMENT INC 0.59% 139,220 -5.9% 0% $6,966,569
Bank of New York Mellon Corp 0.56% 133,317 -1.4% 0% $6,671,183

Institutional Holders of Triumph Financial, Inc. - Triumph Financial Ord Shs (TFIN) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 100,364 $6,285,573 +$5,398,250 6,263% 7
2025 Q3 22,583,506 $1,130,126,498 +$6,336,114 5,004% 186
2025 Q2 22,480,376 $1,238,929,318 +$42,727,128 5,511% 207
2025 Q1 21,633,731 $1,250,327,274 -$4,289,075 5,780% 199
2024 Q4 21,561,157 $1,959,532,854 +$1,186,886 9,088% 209
2024 Q3 21,568,166 $1,715,533,232 -$61,277,292 7,954% 209
2024 Q2 22,299,996 $1,822,820,827 +$220,270,818 8,175% 193
2024 Q1 19,879,572 $1,576,678,516 +$37,348,086 7,932% 176
2023 Q4 23,942 $1,919,670 +$1,192,998 8,018% 2
2023 Q3 20,230,663 $1,310,739,227 +$102,387,965 6,479% 156
2023 Q2 18,710,167 $1,136,057,733 -$4,907,303 6,072% 153
2023 Q1 18,814,732 $1,092,451,798 -$56,948,201 5,806% 159
2022 Q4 20,092,367 $981,959,856 -$23,605,729 4,887% 161
2022 Q3 20,230,030 $1,099,647,551 -$36,508,200 5,435% 166
2022 Q2 20,990,623 $1,313,436,540 -$29,157,525 6,256% 168
2022 Q1 21,660,687 $2,036,011,217 +$19,059,829 9,402% 160
2021 Q4 21,517,464 $2,562,440,542 +$42,606,695 11,907.92% 176
2021 Q3 20,986,926 $2,100,043,199 +$104,739,571 10,012.95% 165
2021 Q2 19,838,271 $1,473,106,947 -$16,493,623 7,425% 167
2021 Q1 20,066,545 $1,553,664,338 +$13,675,208 7,738.98% 158
2020 Q4 20,002,901 $971,140,570 +$71,013,425 4,855% 137
2020 Q3 18,587,350 $578,790,912 +$19,132,844 3,113.94% 107
2020 Q2 17,923,546 $435,051,418 -$11,786,107 2,426.99% 110
2020 Q1 18,404,699 $478,444,278 -$12,581,674 2,600% 111
2019 Q4 19,256,651 $731,239,540 +$18,423,134 3,802% 117
2019 Q3 18,730,437 $597,325,327 -$32,968,455 3,188.95% 121
2019 Q2 19,831,883 $576,060,951 -$29,238,386 2,904.94% 117
2019 Q1 20,924,807 $614,999,733 -$23,457,820 2,938.98% 114
2018 Q4 21,808,842 $647,641,579 -$15,107,680 2,970% 122
2018 Q3 22,120,281 $844,909,501 +$89,274,648 3,820% 129
2018 Q2 19,707,910 $803,091,382 +$267,844,538 4,074.99% 129
2018 Q1 13,142,231 $541,351,304 +$4,669,376 4,120% 116
2017 Q4 13,102,536 $412,723,886 +$3,408,969 3,150% 110
2017 Q3 12,610,217 $406,648,084 +$99,558,306 3,224.99% 109
2017 Q2 9,528,139 $233,911,431 +$5,477,134 2,455.07% 83
2017 Q1 9,277,373 $239,354,941 +$40,755,711 2,580% 80
2016 Q4 8,402,711 $219,696,317 +$7,009,722 2,614.98% 74
2016 Q3 8,148,618 $161,664,825 +$18,414,507 1,984% 69
2016 Q2 7,155,304 $114,480,144 -$3,624,395 1,600% 65
2016 Q1 7,391,738 $116,996,000 +$403,634 1,582.94% 70
2015 Q4 7,349,930 $121,256,770 +$4,692,432 1,650% 68
2015 Q3 7,095,132 $119,168,610 +$13,984,901 1,679.96% 68
2015 Q2 6,149,686 $80,866,763 -$1,677,724 1,315% 53
2015 Q1 6,324,255 $86,377,724 +$1,810,814 1,366.05% 46
2014 Q4 5,927,631 $80,318,650 +$77,204,684 1,355.01% 38