Triumph Financial Ownership | Who Owns Triumph Financial?
Triumph Financial Ownership Summary
Triumph Financial is owned by 75.06% institutional investors, 5.46% insiders, and 19.49% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.71% of TFIN shares. Virtus KAR Small-Cap Growth I is the top mutual fund, with 6.42% of its assets in Triumph Financial shares.
TFIN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Triumph Financial | 75.06% | 5.46% | 19.49% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.26M | 13.71% | $162.91M |
| Kayne anderson rudnick investment management | 2.72M | 11.47% | $136.30M |
| Vanguard group | 2.02M | 8.49% | $100.91M |
| Thrivent financial for lutherans | 1.48M | 6.25% | $74.23M |
| State street | 1.33M | 5.61% | $66.72M |
| Altravue capital | 1.24M | 5.23% | $62.16M |
| Barrow hanley mewhinney & strauss | 868.81K | 3.66% | $43.48M |
| Dimensional fund advisors lp | 854.38K | 3.60% | $42.75M |
| Luxor capital group, lp | 614.83K | 2.59% | $30.77M |
| Geode capital management | 527.93K | 2.22% | $26.42M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Altravue capital | 1.24M | 5.15% | $62.16M |
| Investment management associates inc /adv | 253.40K | 3.74% | $12.68M |
| Eight 31 financial | 89.53K | 2.53% | $4.48M |
| Sippican capital advisors | 68.36K | 2.26% | $3.42M |
| Nfc investments | 127.88K | 1.85% | $6.40M |
| Empirical capital management | 45.00K | 1.54% | $2.48M |
| Orchard capital management | 34.16K | 1.48% | $1.71M |
| Luxor capital group, lp | 614.83K | 1.45% | $30.77M |
| Sovereign's capital management | 52.30K | 1.42% | $2.62M |
| Ranger investment management | 359.71K | 1.25% | $18.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Frontier capital management | 489.18K | 0.22% | 489.18K |
| Diamond hill capital management | 361.95K | 0.09% | 206.01K |
| Norges bank | 67.68K | 0.00% | 67.68K |
| Eight 31 financial | 89.53K | 2.53% | 63.13K |
| Voloridge investment management | 114.76K | 0.02% | 52.10K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Woodson capital management, lp | - | - | -140.00K |
| Cercano management | - | - | -131.09K |
| Kayne anderson rudnick investment management | 2.72M | 0.33% | -123.23K |
| American century companies | 519.71K | 0.01% | -100.52K |
| Wellington management group llp | - | - | -99.45K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Frontier capital management | 489.18K | 0.22% | 489.18K | $24.48M |
| Norges bank | 67.68K | 0.00% | 67.68K | $6.15M |
| Empirical capital management | 45.00K | 1.54% | 45.00K | $2.48M |
| Financial gravity companies | 26.06K | 0.54% | 26.06K | $2.37M |
| Cetera investment advisers | 16.14K | 0.00% | 16.14K | $807.90K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Bay harbor wealth management | -2.00 |
| Dinuzzo private wealth | -2.00 |
| Hfm investment advisors | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 126 | -41.67% | 17,827,659 | -20.78% | 75 | 0.82% | 60 | -50.41% | 41 | -33.87% |
| Jun 30, 2025 | 215 | 3.37% | 20,991,676 | 0.74% | 88 | 1.12% | 120 | 27.66% | 62 | -17.33% |
| Mar 31, 2025 | 208 | -4.59% | 20,906,514 | -3.04% | 89 | 1.04% | 94 | 1.08% | 75 | 4.17% |
| Dec 31, 2024 | 123 | -43.32% | 12,124,220 | -43.01% | 51 | 0.62% | 49 | -46.74% | 38 | -46.48% |
| Sep 30, 2024 | 217 | 8.50% | 21,275,270 | -4.61% | 91 | 0.99% | 92 | -8.00% | 71 | 24.56% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Virtus KAR Small-Cap Growth I | 1.52M | 6.42% | -49.72K |
| iShares Core S&P Small-Cap ETF | 1.32M | 5.56% | - |
| Thrivent Small Cap Stock A | 767.08K | 3.23% | 20.76K |
| Vanguard US Total Market Shares ETF | 707.33K | 3.02% | 803.00 |
| Vanguard Total Stock Mkt Idx Inv | 700.11K | 2.95% | -14.66K |
| iShares Russell 2000 ETF | 537.44K | 2.26% | - |
| American Century U.S. Small Cap Growth | 452.59K | 1.91% | 72.16K |
| American Century Small Cap Growth Inv | 452.59K | 1.91% | 72.16K |
| American Beacon Small Cp Val R5 | 321.52K | 1.35% | -6.45K |
| Virtus GF US Small Cap Focus I USD Acc | 286.50K | 1.21% | -20.47K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 02, 2025 | Schreyer Edward Joseph | EVP, Chief Operating Officer | Sell | $439.63K |
| Aug 25, 2025 | Nelson Adam D | EVP and General Counsel | Sell | $211.37K |
| Aug 22, 2025 | Graft Aaron P | President & CEO | Sell | $391.17K |
| Jul 01, 2025 | Nelson Adam D | EVP and General Counsel | Sell | $210.56K |
| Jun 09, 2025 | Schreyer Edward Joseph | EVP, Chief Operating Officer | Sell | $436.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 4 |
| 2025 Q2 | 10 | 2 |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 5 |
TFIN Ownership FAQ
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