Triumph Financial Ownership | Who Owns Triumph Financial?
Triumph Financial Ownership Summary
Triumph Financial is owned by 98.76% institutional investors, 5.35% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.27% of TFIN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.76% of its assets in Triumph Financial shares.
TFIN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Triumph Financial | 98.76% | 5.35% | -4.11% |
| Industry | Regional Banks Stocks | 54.14% | 12.57% | 33.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.39M | 14.27% | $259.02M |
| State street | 1.47M | 6.19% | $112.38M |
| Kayne anderson rudnick investment management | 1.42M | 5.98% | $108.61M |
| Altravue capital | 1.40M | 5.91% | $107.20M |
| Thrivent financial for lutherans | 1.30M | 5.47% | $99.22M |
| Vanguard capital management | 1.02M | 4.29% | $77.81M |
| Dimensional fund advisors lp | 839.37K | 3.53% | $64.05M |
| Barrow hanley mewhinney & strauss | 642.73K | 2.70% | $49.05M |
| Citadel advisors | 614.08K | 2.58% | $46.86M |
| American century companies | 586.99K | 2.47% | $44.79M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Altravue capital | 1.40M | 7.73% | $107.20M |
| Investment management associates inc /adv | 353.85K | 5.54% | $27.00M |
| Jacobs asset management | 93.22K | 4.48% | $7.11M |
| Eight 31 financial | 89.53K | 4.06% | $6.83M |
| First sabrepoint capital management lp | 155.00K | 3.89% | $11.83M |
| Orchard capital management | 49.63K | 3.69% | $3.79M |
| Sippican capital advisors | 70.20K | 3.27% | $5.36M |
| Nfc investments | 127.24K | 2.47% | $9.71M |
| Ranger investment management | 483.81K | 2.34% | $36.92M |
| Sovereign's capital management | 39.25K | 2.00% | $3.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 291.56K | 0.00% | 291.56K |
| American century companies | 586.99K | 0.02% | 108.54K |
| Hodges capital management | 162.26K | 0.82% | 93.30K |
| Hrt financial lp | 91.42K | 0.01% | 91.42K |
| Blackrock funding, inc. /de | 3.39M | 0.00% | 86.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kayne anderson rudnick investment management | 1.42M | 0.34% | -541.29K |
| Luxor capital group, lp | - | - | -232.30K |
| Ubs group | 92.47K | 0.00% | -177.29K |
| Brevan howard capital management lp | 7.79K | 0.00% | -142.22K |
| Barrow hanley mewhinney & strauss | 642.73K | 0.15% | -120.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 291.56K | 0.00% | 291.56K | $22.25M |
| Hrt financial lp | 91.42K | 0.01% | 91.42K | $6.98M |
| Cinctive capital management lp | 78.42K | 0.22% | 78.42K | $5.98M |
| Lighthouse investment partners | 76.08K | 0.16% | 76.08K | $5.81M |
| Financial gravity companies | 41.56K | 0.51% | 41.56K | $3.17M |
Sold Out
| Holder | Change |
|---|---|
| Twin peaks wealth advisors | -1.00 |
| Mai capital management | -4.00 |
| Root financial partners | -22.00 |
| Allworth financial lp | -65.00 |
| Harbor investment advisory | -105.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 242 | 9.50% | 23,491,946 | -2.75% | 98 | 0.94% | 125 | 17.92% | 68 | - |
| Mar 31, 2026 | 221 | 2.31% | 24,155,065 | 1.70% | 102 | 1.01% | 106 | 11.58% | 68 | -21.84% |
| Dec 31, 2025 | 216 | 6.93% | 23,751,348 | 4.80% | 100 | 1.10% | 95 | 3.26% | 87 | 33.85% |
| Sep 30, 2025 | 202 | -6.91% | 22,664,056 | 0.55% | 95 | 1.05% | 92 | -23.97% | 65 | 3.17% |
| Jun 30, 2025 | 217 | 2.84% | 22,541,172 | 3.67% | 95 | 1.10% | 121 | 26.04% | 63 | -17.11% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.38M | 5.76% | -2.90K |
| Virtus KAR Small-Cap Growth I | 861.66K | 3.61% | -47.00K |
| Vanguard Morn Total Stk Mkt Idx Investor | 719.71K | 3.01% | 11.80K |
| Thrivent Small Cap Stock A | 624.18K | 2.61% | 1.74K |
| iShares Russell 2000 ETF | 588.73K | 2.46% | -10.46K |
| American Century Small Cap Growth Inv | 403.66K | 1.69% | 78.09K |
| American Century U.S. Small Cap Growth | 403.66K | 1.69% | 78.09K |
| Ranger Small Cap | 379.52K | 1.59% | -25.94K |
| State Street® SPDR® S&PRgnllBkgETF | 326.14K | 1.36% | -17.55K |
| Diamond Hill Small-Mid Cap Equity | 268.04K | 1.12% | 4.46K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 04, 2026 | Nelson Adam D | EVP and General Counsel | Sell | $296.44K |
| May 22, 2026 | Schreyer Edward Joseph | EVP, Chief Operating Officer | Sell | $193.43K |
| May 08, 2026 | Ritterbusch Todd | President - TBK Bank, SSB | Buy | $469.07K |
| Mar 10, 2026 | Voss William B. | Chief Financial Officer | Sell | $25.44K |
| Feb 27, 2026 | Graft Aaron P | President & CEO | Buy | $499.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | 1 | 1 |
| 2026 Q1 | 1 | 1 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 4 |
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