Triumph Bancorp Inc (TBK) Ownership

58.69 ↑5.00 (9.31%)

As of December 1, 2022, 4:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Triumph Bancorp Inc (TBK), owning a total of 3.6 million shares. Combined, the top 24 institutional holders of TBK own 72.67% of the company with a total of 17 million shares.

In the latest ownership report on December 31st 2022, the top 24 institutional holders increased their combined ownership of TBK by 655 thousand shares. 16 institutions bought 983,223 total additional shares and increased their ownership by an average of 44.38%. However 3 institutions sold 328,390 total shares and decreased their ownership by an average of 19.18%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Triumph Bancorp increased by a net total of 654,833 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.407%	1.117%	3,592,654	39,673	2022-12-31
Vanguard Group Inc	8.882%	0.160%	2,071,051	3,304	2022-12-31
Luxor Capital Group, LP	8.098%	3.451%	1,888,364	63,000	2022-12-31
State Street Corporation	5.306%	6.622%	1,237,342	76,852	2022-12-31
Westwood Holdings Group Inc	4.662%	6.919%	1,087,052	70,342	2022-12-31
Thrivent Financial For Lutherans	4.583%	14.014%	1,068,772	131,364	2022-12-31
Wellington Management Company LLP	3.947%	2.694%	920,431	24,144	2022-12-31
Dimensional Fund Advisors, Inc.	3.563%	9.227%	830,945	70,197	2022-12-31
Ameriprise Financial Inc	2.513%	-24.790%	586,022	-193,155	2022-12-31
Geode Capital Management, LLC	1.855%	1.528%	432,440	6,510	2022-12-31
Banc Funds Co LLC	1.421%	0.000%	331,418	0	2022-12-31
Royce & Associates, LP	1.308%	-29.818%	304,904	-129,543	2022-12-31
Bank of America Corp	1.244%	381.810%	289,963	229,781	2022-12-31
Federated Hermes Inc	1.201%	225.963%	279,986	194,091	2022-12-31
Ranger Investment Management LP	1.146%	2.916%	267,317	7,575	2022-12-31
Nfc Investments, LLC	1.012%	0.127%	236,033	300	2022-12-31
Northern Trust Corp	0.982%	0.737%	228,891	1,674	2022-12-31
Bank of New York Mellon Corp	0.922%	4.072%	215,091	8,416	2022-12-31
Peregrine Capital Management,LLC	0.809%	-2.928%	188,723	-5,692	2022-12-31
FIRST SABREPOINT CAPITAL MANAGEMENT LP	0.733%	48.696%	171,000	56,000	2022-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.407%	1.117%	3,592,654	39,673	2022-12-31
Vanguard Group Inc	8.882%	0.160%	2,071,051	3,304	2022-12-31
Luxor Capital Group, LP	8.098%	3.451%	1,888,364	63,000	2022-12-31
State Street Corporation	5.306%	6.622%	1,237,342	76,852	2022-12-31
Westwood Holdings Group Inc	4.662%	6.919%	1,087,052	70,342	2022-12-31
Thrivent Financial For Lutherans	4.583%	14.014%	1,068,772	131,364	2022-12-31
Wellington Management Company LLP	3.947%	2.694%	920,431	24,144	2022-12-31
Dimensional Fund Advisors, Inc.	3.563%	9.227%	830,945	70,197	2022-12-31
Ameriprise Financial Inc	2.513%	-24.790%	586,022	-193,155	2022-12-31
Geode Capital Management, LLC	1.855%	1.528%	432,440	6,510	2022-12-31
Banc Funds Co LLC	1.421%	0.000%	331,418	0	2022-12-31
Royce & Associates, LP	1.308%	-29.818%	304,904	-129,543	2022-12-31
Bank of America Corp	1.244%	381.810%	289,963	229,781	2022-12-31
Federated Hermes Inc	1.201%	225.963%	279,986	194,091	2022-12-31
Ranger Investment Management LP	1.146%	2.916%	267,317	7,575	2022-12-31
Nfc Investments, LLC	1.012%	0.127%	236,033	300	2022-12-31
Loomis, Sayles & Company LP	0.988%	-5.650%	230,429	-13,798	2022-09-30
Northern Trust Corp	0.982%	0.737%	228,891	1,674	2022-12-31
Bank of New York Mellon Corp	0.922%	4.072%	215,091	8,416	2022-12-31
Peregrine Capital Management,LLC	0.809%	-2.928%	188,723	-5,692	2022-12-31
Goldman Sachs Group Inc	0.711%	193.065%	171,071	112,698	2022-09-30
FIRST SABREPOINT CAPITAL MANAGEMENT LP	0.733%	48.696%	171,000	56,000	2022-12-31
Charles Schwab Investment Management Inc	0.704%	0.585%	169,207	984	2022-09-30
Emerald Advisers, LLC	0.676%	-21.389%	165,406	-45,004	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Triumph Bancorp Inc (TBK), owning a total of 1.7 million shares. Combined, the top 25 mutual fund holders of TBK own 35.61% of the company with a total of 8.3 million shares.

In the latest ownership report on February 28th 2023, the top 25 fund holders increased their combined ownership of TBK by 418 shares. 4 funds bought 6,714 total additional shares and increased their ownership by an average of 0.75%. However 2 funds sold 6,296 total shares and decreased their ownership by an average of 1.31%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Triumph Bancorp increased by a net total of 418 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	7.300%	0.000%	1,702,147	0	2023-02-28
Vanguard Total Stock Mkt Idx Inv	3.026%	0.000%	705,694	0	2023-02-28
iShares Russell 2000 ETF	2.151%	-0.084%	501,651	-424	2023-02-28
Vanguard Extended Market Index Investor	1.316%	0.216%	306,867	660	2023-02-28
Vanguard Small Cap Index	1.304%	0.968%	304,170	2,916	2023-02-28
SPDR® S&P Regional Banking ETF	0.966%	-2.540%	225,311	-5,872	2023-02-28
Vanguard Tax-Managed Small Cap Adm	0.936%	0.000%	218,364	0	2023-02-28
Vanguard Small Cap Growth Index Inv	0.752%	1.642%	175,275	2,832	2023-02-28
Avantis® U.S. Small Cap Value ETF	0.694%	0.190%	161,788	306	2023-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	7.300%	0.000%	1,702,147	0	2023-02-28
Vanguard Total Stock Mkt Idx Inv	3.026%	0.000%	705,694	0	2023-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.026%	-1.078%	705,694	-7,690	2022-12-31
iShares Russell 2000 ETF	2.151%	-0.084%	501,651	-424	2023-02-28
Thrivent Small Cap Stock A	1.649%	-0.148%	384,463	-571	2022-12-31
Westwood Mgt SmallCap Value	1.506%	5.530%	351,268	18,407	2022-12-31
Westwood Quality SmallCap Fund Inst	1.506%	5.530%	351,268	18,407	2022-12-31
Vanguard Extended Market Index Investor	1.316%	0.216%	306,867	660	2023-02-28
Vanguard Small Cap Index	1.304%	0.968%	304,170	2,916	2023-02-28
Ranger Small Cap	1.002%	3.141%	233,614	7,115	2022-12-31
SPDR® S&P Regional Banking ETF	0.966%	-2.540%	225,311	-5,872	2023-02-28
Vanguard Tax-Managed Small Cap Adm	0.936%	0.000%	218,364	0	2023-02-28
Federated Hermes MDT SCC Institutional	0.867%	156.786%	202,121	123,409	2022-12-31
Federated Hermes MDT Small Cap Core IS	0.867%	156.786%	202,121	123,409	2022-12-31
DFA US Micro Cap I	0.862%	0.000%	200,880	0	2023-01-31
Threadneedle (Lux) Glb Smlr Coms IE	0.848%	0.000%	197,617	0	2022-11-30
Royce Pennsylvania Mutual Invmt	0.790%	0.000%	193,404	0	2022-09-30
Fidelity® Small Cap Index	0.814%	1.077%	189,712	2,021	2022-12-31
Thrivent Small Cap Stock	0.805%	2.178%	187,717	4,001	2022-12-31
Vanguard Small Cap Growth Index Inv	0.752%	1.642%	175,275	2,832	2023-02-28
SPDR® S&P Bank ETF	0.679%	-0.275%	163,372	-450	2023-01-31
Avantis® U.S. Small Cap Value ETF	0.694%	0.190%	161,788	306	2023-02-28
Royce Small-Cap Total Return Invmt	0.650%	10.097%	159,192	14,600	2022-09-30
iShares S&P Small-Cap 600 Growth ETF	0.660%	0.000%	158,762	0	2022-12-30
iShares Russell 2000 Value ETF	0.637%	0.000%	153,233	0	2022-12-30