Triumph Financial Ownership | Who Owns Triumph Financial?


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Triumph Financial Ownership Summary


Triumph Financial is owned by 72.21% institutional investors, 5.42% insiders, and 22.37% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.95% 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


TypeName% Inst% Insiders% Retail
StockTriumph Financial72.21%5.42%22.37%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryRegional Banks Stocks31.54%12.70%55.76%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de3.32M13.95%$207.63M
Kayne anderson rudnick investment management2.72M11.47%$136.30M
Vanguard group2.03M8.60%$127.20M
Altravue capital1.52M6.42%$94.94M
Thrivent financial for lutherans1.38M5.83%$86.23M
State street1.33M5.61%$66.72M
Dimensional fund advisors lp828.62K3.49%$51.90M
Barrow hanley mewhinney & strauss811.48K3.41%$50.82M
Luxor capital group, lp614.83K2.59%$30.77M
Geode capital management532.68K2.24%$33.37M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Altravue capital1.52M7.82%$94.94M
Investment management associates inc /adv340.16K5.88%$21.30M
Eight 31 financial89.53K3.07%$5.61M
Sippican capital advisors72.95K2.94%$4.57M
Nfc investments127.16K2.25%$7.96M
Orchard capital management34.82K1.89%$2.18M
Ranger investment management352.38K1.51%$22.07M
Banc funds117.14K1.45%$7.34M
Luxor capital group, lp614.83K1.45%$30.77M
Sovereign's capital management52.30K1.42%$2.62M

Top Buyers

HolderShares% AssetsChange
Frontier capital management489.18K0.22%489.18K
Altravue capital1.52M7.82%273.72K
Wcm investment management89.66K0.01%89.66K
Investment management associates inc /adv340.16K5.88%86.76K
Sg americas securities93.55K0.01%86.45K

Top Sellers

HolderShares% AssetsChange
Woodson capital management, lp---140.00K
Cercano management---131.09K
Kayne anderson rudnick investment management2.72M0.33%-123.23K
Thrivent financial for lutherans1.38M0.15%-106.55K
American century companies519.71K0.01%-100.52K

New Positions

HolderShares% AssetsChangeValue
Frontier capital management489.18K0.22%489.18K$24.48M
Wcm investment management89.66K0.01%89.66K$5.64M
Norges bank67.68K0.00%67.68K$6.15M
Cerity partners58.19K0.01%58.19K$3.64M
Financial gravity companies26.06K0.54%26.06K$2.37M

Sold Out

HolderChange
Sjs investment consulting-1.00
Mendota financial group-1.00
Jfs wealth advisors-1.00
Claris advisors, llc / mo /-1.00
Dinuzzo private wealth-2.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025150-25.37%17,055,186-24.73%720.79%66-28.26%60-7.69%
Sep 30, 2025126-41.67%17,827,659-20.78%750.82%60-50.41%41-33.87%
Jun 30, 20252153.37%20,991,6760.74%881.12%12027.66%62-17.33%
Mar 31, 2025208-4.59%20,906,514-3.04%891.04%941.08%754.17%
Dec 31, 2024123-43.32%12,124,220-43.01%510.62%49-46.74%38-46.48%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF1.37M5.76%-75.41K
Virtus KAR Small-Cap Growth I1.30M5.48%-219.28K
Thrivent Small Cap Stock A818.91K3.44%-
Vanguard US Total Market Shares ETF707.33K3.02%803.00
Vanguard Total Stock Mkt Idx Inv707.91K2.98%-
iShares Russell 2000 ETF546.34K2.30%26.55K
American Century U.S. Small Cap Growth514.83K2.16%138.22K
American Century Small Cap Growth Inv514.83K2.16%138.22K
State Street® SPDR® S&PRgnllBkgETF292.19K1.23%15.88K
SPDR® S&P Regional Banking ETF279.02K1.18%-

Recent Insider Transactions


DateNameRoleActivityValue
Feb 27, 2026Graft Aaron P President & CEOBuy$499.98K
Dec 18, 2025Nelson Adam D EVP and General CounselSell$195.54K
Sep 02, 2025Schreyer Edward Joseph EVP, Chief Operating OfficerSell$439.63K
Aug 25, 2025Nelson Adam D EVP and General CounselSell$211.37K
Aug 22, 2025Graft Aaron P President & CEOSell$391.17K

Insider Transactions Trends


DateBuySell
2025 Q4-1
2025 Q3-4
2025 Q2102
2025 Q1-1
2024 Q4-2

TFIN Ownership FAQ


Who Owns Triumph Financial?

Triumph Financial shareholders are primarily institutional investors at 72.21%, followed by 5.42% insiders and 22.37% retail investors. The average institutional ownership in Triumph Financial's industry, Regional Banks Stocks, is 31.54%, which Triumph Financial exceeds.

Who owns the most shares of Triumph Financial?

Triumph Financial’s largest shareholders are Blackrock funding, inc. /de (3.32M shares, 13.95%), Kayne anderson rudnick investment management (2.72M shares, 11.47%), and Vanguard group (2.03M shares, 8.60%). Together, they hold 34.02% of Triumph Financial’s total shares outstanding.

Does Blackrock own Triumph Financial?

BlackRock is not among the top 10 institutional shareholders of Triumph Financial.

Who is Triumph Financial’s biggest shareholder by percentage of total assets invested?

Altravue capital is Triumph Financial’s biggest shareholder by percentage of total assets invested, with 7.82% of its assets in 1.52M Triumph Financial shares, valued at 94.94M$.

Who is the top mutual fund holder of Triumph Financial shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Triumph Financial shares, with 5.76% of its total shares outstanding invested in 1.37M Triumph Financial shares.

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