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Triumph Financial, Inc.
$77.01 -2.30 (-2.90%) At close · Jul 2
Market Cap
$1.83B
Shares
23,806,253

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 215
Total Value: $1,446,418,857
Total Shares: 24,244,241
Showing 1–100 of 222 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 215 13F filers
Top Holder
13.6%
Jun 2023 → Mar 2026 · range 13.6% – 17.2%
of institutional value
Top 5
39.2%
Jun 2023 → Mar 2026 · range 39.2% – 50.6%
of institutional value
Top 10
56.1%
Jun 2023 → Mar 2026 · range 56.1% – 68.8%
of institutional value
HHI
460
Jun 2023 → Mar 2026 · range 460 – 669
Broadly held
Showing 100 of 222
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $197,354,438 13.64% 3,307,986
Large KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $117,206,543 8.10% 1,964,575
Mega STATE STREET CORP $86,633,061 5.99% 1,452,113
Mid AltraVue Capital, LLC $85,416,235 5.91% 1,431,717
Large Thrivent Financial for Lutherans $79,907,171 5.52% 1,339,376
Mega VANGUARD CAPITAL MANAGEMENT LLC $59,593,658 4.12% 998,888
Large VANGUARD PORTFOLIO MANAGEMENT LLC $52,118,021 3.60% 873,584
Mega DIMENSIONAL FUND ADVISORS LP $49,645,828 3.43% 832,146
Large BARROW HANLEY MEWHINNEY & STRAUSS LLC $45,533,466 3.15% 763,216
Mid FRONTIER CAPITAL MANAGEMENT CO LLC $38,467,395 2.66% 644,777
Mega CITADEL ADVISORS LLC $36,726,994 2.54% 615,605
Mega GEODE CAPITAL MANAGEMENT, LLC $32,625,607 2.26% 546,859
Large DIAMOND HILL CAPITAL MANAGEMENT INC $32,146,418 2.22% 538,827
Mid Ranger Investment Management, L.P. $31,217,154 2.16% 523,251
Mega AMERICAN CENTURY COMPANIES INC $28,544,386 1.97% 478,451
Mega BANK OF AMERICA CORP /DE/ Bank $27,448,849 1.90% 460,088
Small INVESTMENT MANAGEMENT ASSOCIATES INC /ADV $21,119,759 1.46% 354,002
Mega MORGAN STANLEY $20,070,394 1.39% 336,413
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $17,373,469 1.20% 291,208
Mega UBS Group AG $16,094,179 1.11% 269,765
Mega GOLDMAN SACHS GROUP INC $16,006,598 1.11% 268,297
Mega NORTHERN TRUST CORP Bank $14,211,009 0.98% 238,200
Small Luxor Capital Group, LP $13,858,958 0.96% 232,299
Mega WELLS FARGO & COMPANY/MN $11,630,655 0.80% 194,949
Mid PEREGRINE CAPITAL MANAGEMENT LLC $10,734,146 0.74% 179,922
Large MARSHALL WACE, LLP $10,359,660 0.72% 173,645
Large EARNEST PARTNERS LLC $9,205,478 0.64% 154,299
Large Russell Investments Group, Ltd. $9,132,452 0.63% 153,075
Mega VANGUARD FIDUCIARY TRUST CO Bank $9,038,311 0.62% 151,497
Mid Brevan Howard Capital Management LP $8,949,000 0.62% 150,000
Mid Legato Capital Management LLC $7,917,717 0.55% 132,714
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $7,619,834 0.53% 127,721
Small NFC Investments, LLC $7,608,618 0.53% 127,533
Mega Bank of New York Mellon Corp Bank $7,291,224 0.50% 122,213
Large WCM INVESTMENT MANAGEMENT, LLC $7,010,765 0.48% 117,512
Small JACOBS ASSET MANAGEMENT, LLC $7,010,050 0.48% 117,500
Small BANC FUNDS CO LLC $6,988,333 0.48% 117,136
Small FIRST SABREPOINT CAPITAL MANAGEMENT LP $6,601,915 0.46% 110,659
Small Philadelphia Financial Management of San Francisco, LLC $6,594,040 0.46% 110,527
Mega PRINCIPAL FINANCIAL GROUP INC $6,572,861 0.45% 110,172
Mid ArrowMark Colorado Holdings LLC $6,433,495 0.44% 107,836
Mega ENVESTNET ASSET MANAGEMENT INC $6,342,991 0.44% 106,319
Mega CITIGROUP INC $6,226,653 0.43% 104,369
Mega AMERIPRISE FINANCIAL INC $6,152,973 0.43% 103,134
Mid BOOTHBAY FUND MANAGEMENT, LLC $5,835,881 0.40% 97,819
Large SEI INVESTMENTS CO $5,835,642 0.40% 97,815
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $5,585,070 0.39% 93,615
Micro EIGHT 31 FINANCIAL, LLC $5,341,061 0.37% 89,525
Mega BARCLAYS PLC $5,297,985 0.37% 88,803
Large Public Sector Pension Investment Board Pension $4,827,209 0.33% 80,912
Mega Invesco Ltd. $4,283,705 0.30% 71,802
Small Sippican Capital Advisors $4,201,436 0.29% 70,423
Mid Hodges Capital Management Inc. $4,114,451 0.28% 68,965
Mega RHUMBLINE ADVISERS $3,771,168 0.26% 63,211
Mega ROYAL BANK OF CANADA Bank $3,670,819 0.25% 61,529
Large Cerity Partners LLC $3,480,145 0.24% 58,333
Mega DEUTSCHE BANK AG\ Bank $3,458,608 0.24% 57,972
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $3,431,822 0.24% 57,523
Micro Womack Financial LLC $3,087,703 0.21% 51,755
Mega Legal & General Group Plc $3,000,837 0.21% 50,299
Mega Nuveen, LLC $2,968,919 0.21% 49,764
Mega LPL Financial LLC $2,658,091 0.18% 44,554
Mega Swiss National Bank Bank $2,654,870 0.18% 44,500
Small Financial Gravity Asset Management, Inc. $2,479,290 0.17% 41,557
Large TUDOR INVESTMENT CORP ET AL $2,416,528 0.17% 40,505
Large FIFTH THIRD BANCORP Bank $2,398,332 0.17% 40,200
Small Sovereign's Capital Management, LLC $2,370,888 0.16% 39,740
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,361,755 0.16% 39,587
Micro PMC FIG Opportunities LLC $2,266,364 0.16% 37,988
Micro Orchard Capital Management, LLC $2,077,420 0.14% 34,821
Large KBC Group NV $1,982,143 0.14% 33,224
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,903,631 0.13% 31,908
Small Empirical Capital Management, LLC $1,816,647 0.13% 30,450
Large Universal- Beteiligungs- und Servicegesellschaft mbH $1,799,942 0.12% 30,170
Large Rafferty Asset Management, LLC $1,770,231 0.12% 29,672
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,712,063 0.12% 28,697
Small TECTONIC ADVISORS LLC $1,693,210 0.12% 28,381
Mega CITADEL ADVISORS LLC $1,640,650 0.11% 27,500
Mega JANE STREET GROUP, LLC $1,628,598 0.11% 27,298
Mega ALLIANCEBERNSTEIN L.P. $1,547,103 0.11% 25,932
Large STIFEL FINANCIAL CORP $1,540,600 0.11% 25,823
Large Walleye Trading LLC $1,497,466 0.10% 25,100
Large Hudson Bay Capital Management LP $1,477,419 0.10% 24,764
Large Daiwa Securities Group Inc. Broker-Dealer $1,456,360 0.10% 24,411
Micro Rosenthal | Henry Capital Advisors, Inc. $1,431,840 0.10% 24,000
Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $1,405,410 0.10% 23,557
Large PRUDENTIAL FINANCIAL INC $1,401,115 0.10% 23,485
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $1,255,664 0.09% 21,047
Small Numerai GP LLC $1,207,220 0.08% 20,235
Large Jefferies Financial Group Inc. $1,193,200 0.08% 20,000
Mega JPMORGAN CHASE & CO $1,157,521 0.08% 19,402
Mid Americana Partners, LLC $1,151,199 0.08% 19,296
Large CANADA LIFE ASSURANCE Co Insurance $1,097,326 0.08% 18,393
Mega VANGUARD ASSET MANAGEMENT, Ltd $1,082,948 0.07% 18,152
Small WEST MICHIGAN ADVISORS, LLC $1,050,016 0.07% 17,600
Large Vident Advisory, LLC $999,065 0.07% 16,746
Large Quantinno Capital Management LP $965,358 0.07% 16,181
Large SG Americas Securities, LLC Broker-Dealer $957,125 0.07% 16,043
Large Cetera Investment Advisers $860,476 0.06% 14,423
Small Persistent Asset Partners Ltd $846,754 0.06% 14,193
Key facts CIK 1539638 CUSIP 89679E300 13F (30d) 2 filings 2 filers Visit website Investor relations

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