Triumph Financial Ownership | Who Owns Triumph Financial?
Triumph Financial Ownership Summary
Triumph Financial is owned by 88.99% institutional investors, 5.59% insiders, and 5.42% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.92% of TFIN shares. Virtus KAR Small-Cap Growth I is the top mutual fund, with 6.64% of its assets in Triumph Financial shares.
TFIN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Triumph Financial | 88.99% | 5.59% | 5.42% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 54.08% | 12.36% | 33.57% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.28M | 13.92% | $180.91M |
| Kayne anderson rudnick investment management | 2.85M | 12.07% | $156.90M |
| Vanguard group | 2.03M | 8.69% | $184.25M |
| State street | 1.26M | 5.39% | $114.31M |
| Thrivent financial for lutherans | 1.18M | 5.04% | $106.84M |
| Dimensional fund advisors lp | 946.08K | 4.05% | $85.98M |
| Altravue capital | 869.98K | 3.73% | $79.06M |
| Barrow hanley mewhinney & strauss | 832.90K | 3.53% | $45.90M |
| Luxor capital group, lp | 644.27K | 2.73% | $35.51M |
| American century companies | 620.22K | 2.63% | $34.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Altravue capital | 869.98K | 6.59% | $79.06M |
| Investment management associates inc /adv | 247.58K | 4.57% | $13.64M |
| Nfc investments | 135.41K | 3.40% | $12.31M |
| Sippican capital advisors | 40.05K | 2.65% | $3.64M |
| Luxor capital group, lp | 644.27K | 2.62% | $35.51M |
| Ranger investment management | 380.31K | 2.18% | $34.56M |
| Orchard capital management | 33.04K | 2.01% | $1.82M |
| Sovereign's capital management | 53.98K | 1.59% | $2.97M |
| Banc funds | 189.39K | 1.58% | $10.44M |
| Empirical capital management | 45.00K | 1.54% | $2.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Barrow hanley mewhinney & strauss | 832.90K | 0.15% | 175.94K |
| Marshall wace, llp | 303.37K | 0.02% | 171.58K |
| Investment management associates inc /adv | 247.58K | 4.57% | 131.68K |
| State street | 1.26M | 0.00% | 79.35K |
| Norges bank | 67.68K | 0.00% | 67.68K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Luxor capital group, lp | 644.27K | 2.62% | -148.28K |
| Kayne anderson rudnick investment management | 2.85M | 0.37% | -144.76K |
| Woodson capital management, lp | - | - | -140.00K |
| Cercano management | - | - | -131.09K |
| Wellington management group llp | - | - | -99.45K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 67.68K | 0.00% | 67.68K | $6.15M |
| Empirical capital management | 45.00K | 1.54% | 45.00K | $2.48M |
| Tiger global management | 43.71K | 0.01% | 43.71K | $2.41M |
| Orchard capital management | 33.04K | 2.01% | 33.04K | $1.82M |
| Financial gravity companies | 26.06K | 0.54% | 26.06K | $2.37M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -1.00 |
| Mendota financial group | -1.00 |
| Global financial private client | -4.00 |
| Stephens consulting | -5.00 |
| Capital performance advisors llp | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 200 | 8.70% | 22,303,488 | 8.96% | 95 | 1.23% | 100 | 44.93% | 57 | -25.97% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Virtus KAR Small-Cap Growth I | 1.57M | 6.64% | - |
| iShares Core S&P Small-Cap ETF | 1.33M | 5.60% | 212.00 |
| Thrivent Small Cap Stock A | 746.32K | 3.14% | 8.94K |
| 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 | 525.95K | 2.22% | -9.97K |
| 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 | 327.96K | 1.38% | 14.42K |
| Virtus GF US Small Cap Focus I USD Acc | 286.50K | 1.21% | -20.47K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Jun 09, 2025 | Graft Aaron P | President & CEO | Sell | $390.98K |
| May 05, 2025 | Deadman Davis R | - | Buy | $8.58K |
| May 02, 2025 | Deadman Davis R | - | Buy | $13.04K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 1 |
| 2025 Q2 | 10 | 2 |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 5 |
TFIN Ownership FAQ
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