TRIUMPH FINANCIAL INC (TFIN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 23,231,723 shares against 23,894,537 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $259.0M | 3,394,337 | 0.00% | 8q | +2.6%+$6.6M |
| STATE STREET CORP | $112.4M | 1,472,643 | 0.00% | 31q | +1.4%+$1.6M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $108.6M | 1,423,285 | 0.34% | 10q | -27.6%-$41.3M |
| AltraVue Capital, LLC | $107.2M | 1,404,817 | 7.73% | 12q | -1.9%-$2.1M |
| Thrivent Financial for Lutherans | $99.2M | 1,300,194 | 0.17% | 31q | -2.9%-$3.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $77.8M | 1,019,619 | 0.00% | 2q | +2.1%+$1.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $68.6M | 898,978 | 0.00% | 2q | +2.9%+$1.9M |
| DIMENSIONAL FUND ADVISORS LP | $64.1M | 839,369 | 0.01% | 31q | +0.9%+$551.2K |
| CITADEL ADVISORS LLC | $52.4M incl. $5.6M options CALL+PUT | 614,081 | 0.01% | 23q | HELD |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $49.0M | 642,731 | 0.15% | 13q | -15.8%-$9.2M |
| AMERICAN CENTURY COMPANIES INC | $44.8M | 586,991 | 0.02% | 11q | +22.7%+$8.3M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $44.6M | 584,333 | 0.42% | 4q | -9.4%-$4.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $44.3M | 579,887 | 0.00% | 31q | +6.0%+$2.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $38.8M | 508,548 | 0.31% | 23q | -5.6%-$2.3M |
| BANK OF AMERICA CORP /DE/ | $38.3M | 501,324 | 0.00% | 31q | +9.0%+$3.1M |
| Ranger Investment Management, L.P. | $36.9M | 483,810 | 2.34% | 29q | -7.5%-$3.0M |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | $27.0M | 353,851 | 5.54% | 10q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.2M | 291,556 | 0.00% | 31q | HELD |
| Caption Management, LLC | $21.4M CALL | options only | 0.10% | new | OPTIONS |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | $19.5M incl. $7.6M options CALL | 155,000 | 6.40% | 3q | +40.1%+$5.6M |
| NORTHERN TRUST CORP | $18.0M | 236,195 | 0.00% | 31q | -0.8%-$153.0K |
| MORGAN STANLEY | $17.8M | 233,834 | 0.00% | 35q | -30.5%-$7.8M |
| GOLDMAN SACHS GROUP INC | $16.0M | 209,339 | 0.00% | 31q | -22.0%-$4.5M |
| WELLS FARGO & COMPANY/MN | $15.4M | 202,006 | 0.00% | 31q | +3.6%+$538.5K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $13.1M | 171,188 | 0.42% | 31q | -4.9%-$666.5K |
| EARNEST PARTNERS LLC | $13.0M | 171,003 | 0.05% | 15q | +10.8%+$1.3M |
| Walleye Trading LLC | $12.9M CALL+PUT | options only | 0.01% | 3q | OPTIONS |
| Hodges Capital Management Inc. | $12.4M | 162,265 | 0.82% | 31q | +135.3%+$7.1M |
| Russell Investments Group, Ltd. | $12.1M | 158,925 | 0.01% | 30q | +3.8%+$446.4K |
| VANGUARD FIDUCIARY TRUST CO | $11.9M | 156,168 | 0.00% | 2q | +3.1%+$356.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.6M incl. $9.8M options CALL+PUT | 23,006 | 0.00% | 24q | -27.9%-$4.5M |
| Legato Capital Management LLC | $10.1M | 132,714 | 0.84% | 12q | HELD |
| AMERIPRISE FINANCIAL INC | $10.0M | 131,509 | 0.00% | 31q | +27.5%+$2.2M |
| NEW YORK STATE COMMON RETIREMENT FUND | $9.9M | 129,121 | 0.01% | 31q | +1.1%+$106.8K |
| NFC Investments, LLC | $9.7M | 127,238 | 2.47% | 30q | HELD |
| Bank of New York Mellon Corp | $9.6M | 125,462 | 0.00% | 31q | +2.7%+$247.9K |
| MARSHALL WACE, LLP | $9.4M | 123,375 | 0.01% | 7q | -28.9%-$3.8M |
| BANC FUNDS CO LLC | $8.9M | 117,136 | 1.48% | 31q | HELD |
| JANE STREET GROUP, LLC | $8.5M incl. $5.5M options CALL+PUT | 39,076 | 0.00% | 18q | +43.1%+$2.6M |
| ENVESTNET ASSET MANAGEMENT INC | $8.5M | 111,417 | 0.00% | 15q | +4.8%+$389.0K |
| PRINCIPAL FINANCIAL GROUP INC | $8.4M | 109,951 | 0.00% | 31q | HELD |
| ArrowMark Colorado Holdings LLC | $8.2M | 107,836 | 0.34% | 3q | HELD |
| CITIGROUP INC | $8.2M | 107,207 | 0.00% | 31q | +2.7%+$216.6K |
| JACOBS ASSET MANAGEMENT, LLC | $7.1M | 93,217 | 4.48% | 3q | -20.7%-$1.9M |
| UBS Group AG | $7.1M | 92,470 | 0.00% | 31q | -65.7%-$13.5M |
| HRT FINANCIAL LP | $7.0M | 91,420 | 0.01% | new | NEW |
| EIGHT 31 FINANCIAL, LLC | $6.8M | 89,525 | 4.06% | 11q | HELD |
| Philadelphia Financial Management of San Francisco, LLC | $6.2M | 81,781 | 1.26% | 2q | -26.0%-$2.2M |
| TUDOR INVESTMENT CORP ET AL | $6.2M | 81,443 | 0.01% | 2q | +101.1%+$3.1M |
| Cinctive Capital Management LP | $6.0M | 78,423 | 0.22% | new | NEW |
| Public Sector Pension Investment Board | $5.9M | 77,607 | 0.02% | 31q | -4.1%-$252.2K |
| ROYAL BANK OF CANADA | $5.8M | 76,403 | 0.00% | 31q | +24.2%+$1.1M |
| Lighthouse Investment Partners, LLC | $5.8M | 76,078 | 0.16% | new | NEW |
| Hudson Bay Capital Management LP | $5.5M | 72,500 | 0.02% | 3q | +192.8%+$3.6M |
| Sippican Capital Advisors | $5.4M | 70,198 | 3.27% | 20q | HELD |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $5.2M | 68,384 | 0.02% | 6q | -27.0%-$1.9M |
| Invesco Ltd. | $5.1M | 66,480 | 0.00% | 31q | -7.4%-$406.1K |
| SEI INVESTMENTS CO | $5.0M | 65,151 | 0.00% | 31q | -33.4%-$2.5M |
| Nuveen, LLC | $4.9M | 64,022 | 0.00% | 6q | +28.7%+$1.1M |
| IMC-Chicago, LLC | $4.4M incl. $3.7M options CALL+PUT | 9,651 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $4.4M | 57,465 | 0.00% | 31q | -9.1%-$438.5K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $4.2M | 55,399 | 0.01% | 3q | -3.7%-$162.1K |
| Womack Financial LLC | $4.0M | 52,381 | 2.64% | 7q | +1.2%+$47.8K |
| SG Americas Securities, LLC | $3.9M | 50,877 | 0.00% | 6q | +217.1%+$2.7M |
| Legal & General Group Plc | $3.8M | 50,188 | 0.00% | 31q | HELD |
| Empirical Capital Management, LLC | $3.8M | 50,001 | 1.04% | 3q | +64.2%+$1.5M |
| Orchard Capital Management, LLC | $3.8M | 49,633 | 3.69% | 5q | +42.5%+$1.1M |
| Swiss National Bank | $3.5M | 45,300 | 0.00% | 31q | +1.8%+$61.0K |
| FIFTH THIRD BANCORP | $3.4M | 44,804 | 0.01% | 20q | +11.5%+$351.3K |
| LPL Financial LLC | $3.4M | 44,381 | 0.00% | 8q | HELD |
| Financial Gravity Companies, Inc. | $3.2M | 41,557 | 0.51% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.1M | 40,802 | 0.00% | 2q | +35.2%+$811.3K |
| KENNEDY CAPITAL MANAGEMENT LLC | $3.1M | 39,983 | 0.05% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.0M | 39,310 | 0.00% | 14q | -0.7%-$21.1K |
| Sovereign's Capital Management, LLC | $3.0M | 39,250 | 2.00% | 7q | -1.2%-$37.4K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $3.0M | 39,233 | 0.06% | 2q | +66.5%+$1.2M |
| XTX Topco Ltd | $3.0M | 39,103 | 0.04% | 4q | +965.2%+$2.7M |
| Cerity Partners LLC | $2.9M | 38,054 | 0.00% | 3q | -34.8%-$1.5M |
| SIMPLEX TRADING, LLC | $2.6M incl. $2.3M options PUT | 4,826 | 0.00% | 3q | +74.8%+$1.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.6M | 34,096 | 0.00% | 14q | +18.8%+$412.0K |
| D. E. Shaw & Co., Inc. | $2.5M incl. $1.1M options CALL | 18,313 | 0.00% | 19q | +41.0%+$738.9K |
| KBC Group NV | $2.5M | 33,224 | 0.01% | 17q | HELD |
| DEUTSCHE BANK AG\ | $2.5M | 32,857 | 0.00% | 34q | -43.3%-$1.9M |
| TECTONIC ADVISORS LLC | $2.2M | 28,623 | 0.10% | 15q | +0.9%+$18.5K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.9M | 25,297 | 0.00% | 31q | +20.2%+$324.3K |
| AQR CAPITAL MANAGEMENT LLC | $1.9M | 24,971 | 0.00% | 12q | +101.9%+$961.7K |
| Squarepoint Ops LLC | $1.9M | 24,563 | 0.00% | new | NEW |
| Rosenthal | Henry Capital Advisors, Inc. | $1.8M | 24,000 | 1.60% | 18q | HELD |
| ExodusPoint Capital Management, LP | $1.8M | 23,970 | 0.01% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $1.8M | 23,800 | 0.00% | 31q | +1.3%+$24.0K |
| Numerai GP LLC | $1.7M | 22,869 | 0.14% | 6q | +13.0%+$201.0K |
| Quantinno Capital Management LP | $1.7M | 21,872 | 0.00% | 4q | +35.2%+$434.3K |
| Daiwa Securities Group Inc. | $1.6M | 20,735 | 0.00% | 10q | -15.1%-$280.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.6M | 20,388 | 0.00% | 2q | +12.3%+$170.6K |
| ALLIANCEBERNSTEIN L.P. | $1.5M | 25,932 | 0.00% | 31q | HELD |
| Rafferty Asset Management, LLC | $1.5M | 20,182 | 0.00% | 23q | -32.0%-$724.2K |
| Jefferies Financial Group Inc. | $1.5M incl. $1.5M options PUT | 363 | 0.01% | 3q | -92.6%-$19.0M |
| STIFEL FINANCIAL CORP | $1.5M | 19,895 | 0.00% | 21q | -23.0%-$452.4K |
| Americana Partners, LLC | $1.5M | 19,372 | 0.03% | 10q | HELD |
| PEAK6 LLC | $1.4M incl. $1.2M options PUT | 2,113 | 0.00% | new | NEW |
Showing the largest 100 of 235 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-08 | Ritterbusch Todd | President - TBK Bank, SSB | Bought | 7,000 | $469.1K |
| 2026-08-04 | Nelson Adam D | EVP and General Counsel | Sold | 3,750 | $296.4K |
| 2026-08-20 | Schreyer Edward Joseph | EVP, Chief Operating Officer | Sold | 2,900 | $213.9K |
| 2026-05-22 | Schreyer Edward Joseph | EVP, Chief Operating Officer | Sold | 2,900 | $193.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 47 | $44.2M | 736,279 | 9 | 8 | 13 | 0.0% |
| Q2 2026 | 235 | $1.8B | 23,231,723 | 42 | 77 | 61 | 4.0% |
| Q1 2026 | 217 | $1.4B | 24,162,375 | 28 | 71 | 61 | 0.5% |
| Q4 2025 | 211 | $1.5B | 23,774,921 | 40 | 53 | 84 | 1.2% |
| Q3 2025 | 196 | $1.1B | 22,651,002 | 20 | 70 | 63 | 1.0% |
| Q2 2025 | 213 | $1.3B | 22,583,245 | 32 | 84 | 59 | 0.5% |
| Q1 2025 | 209 | $1.3B | 21,727,407 | 26 | 72 | 68 | 0.6% |
| Q4 2024 | 215 | $2.0B | 21,605,302 | 18 | 67 | 69 | 0.4% |
| Q3 2024 | 212 | $1.8B | 21,733,334 | 26 | 62 | 63 | 1.4% |
| Q2 2024 | 194 | $1.8B | 22,304,896 | 34 | 58 | 51 | 0.4% |
| Q1 2024 | 182 | $1.6B | 20,540,085 | 19 | 46 | 71 | 1.2% |
| Q4 2023 | 176 | $1.6B | 19,826,410 | 15 | 53 | 58 | 0.7% |
| Q3 2023 | 165 | $1.3B | 20,270,933 | 17 | 47 | 60 | 2.1% |
| Q2 2023 | 161 | $1.2B | 18,907,321 | 11 | 42 | 66 | 0.8% |
| Q1 2023 | 165 | $1.1B | 18,946,842 | 28 | 51 | 60 | 1.3% |
| Q4 2022 | 163 | $986.0M | 20,132,406 | 19 | 58 | 60 | 0.2% |
| Q3 2022 | 167 | $2.6B | 47,449,677 | 21 | 52 | 62 | 0.1% |
| Q2 2022 | 170 | $4.1B | 66,184,246 | 31 | 49 | 60 | 0.1% |
| Q1 2022 | 165 | $4.8B | 50,479,934 | 18 | 59 | 63 | 0.2% |
| Q4 2021 | 180 | $9.8B | 82,559,411 | 24 | 60 | 58 | 0.1% |
| Q3 2021 | 166 | $2.7B | 27,204,173 | 25 | 50 | 60 | 0.1% |
| Q2 2021 | 167 | $2.0B | 26,627,683 | 31 | 49 | 56 | 0.8% |
| Q1 2021 | 155 | $2.1B | 26,326,501 | 31 | 43 | 63 | 0.9% |
| Q4 2020 | 140 | $1.3B | 26,728,458 | 30 | 34 | 58 | 0.1% |
| Q3 2020 | 111 | $822.3M | 26,363,142 | 13 | 35 | 36 | 0.1% |
| Q2 2020 | 112 | $625.3M | 25,757,209 | 11 | 32 | 44 | 0.0% |
| Q1 2020 | 117 | $981.3M | 37,733,164 | 16 | 34 | 48 | 0.0% |
| Q4 2019 | 118 | $1.1B | 27,939,750 | 14 | 35 | 47 | 0.0% |
| Q3 2019 | 123 | $866.4M | 27,162,968 | 13 | 38 | 44 | 0.0% |
| Q2 2019 | 118 | $822.4M | 28,306,535 | 15 | 47 | 28 | 0.0% |
| Q1 2019 | 117 | $851.7M | 28,972,835 | 10 | 60 | 26 | 0.0% |
| Q4 2018 | 125 | $903.7M | 30,427,978 | 4 | 2 | 2 | 0.0% |
