Triumph Financial Inc (TFIN) Ownership

73.35 ↑0.33 (0.45%)

As of May 7, 2024, 4:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Triumph Financial Inc (TFIN), owning a total of 3.4 million shares. Combined, the top 31 institutional holders of TFIN own 78.93% of the company with a total of 18.4 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders increased their combined ownership of TFIN by 85 thousand shares. 14 institutions bought 944,289 total additional shares and increased their ownership by an average of 15.68%. However 5 institutions sold 859,628 total shares and decreased their ownership by an average of 17.13%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Triumph Financial increased by a net total of 84,661 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.400%	3.381%	3,360,208	109,898	2023-12-31
Vanguard Group Inc	8.412%	1.545%	1,962,856	29,858	2023-12-31
Luxor Capital Group, LP	5.206%	-15.825%	1,214,703	-228,368	2023-12-31
State Street Corporation	4.875%	10.405%	1,137,616	107,216	2023-12-31
Thrivent Financial For Lutherans	4.504%	-16.732%	1,050,997	-211,186	2023-12-31
Dimensional Fund Advisors, Inc.	4.468%	1.432%	1,042,533	14,714	2023-12-31
Barrow Hanley Mewhinney & Strauss LLC	4.066%	-1.237%	948,856	-11,885	2023-12-31
Westwood Holdings Group Inc	3.610%	-15.054%	842,418	-149,292	2023-12-31
AltraVue Capital, LLC	3.273%	18.277%	763,740	118,020	2023-12-31
Wellington Management Company LLP	2.438%	3.151%	568,882	17,380	2023-12-31
Geode Capital Management, LLC	2.058%	4.285%	480,228	19,730	2023-12-31
Ameriprise Financial Inc	1.903%	-36.824%	444,170	-258,897	2023-12-31
Ranger Investment Management LP	1.716%	1.177%	400,509	4,660	2023-12-31
Bank of America Corp	1.494%	6.178%	348,720	20,289	2023-12-31
Banc Funds Co LLC	1.420%	0.000%	331,418	0	2023-12-31
Morgan Stanley - Brokerage Accounts	1.203%	32.083%	280,672	68,176	2023-12-31
American Century Companies Inc	1.080%	0.000%	252,054	252,054	2023-12-31
Goldman Sachs Group Inc	1.069%	103.631%	249,372	126,909	2023-12-31
Northern Trust Corp	0.951%	1.530%	221,969	3,345	2023-12-31
Driehaus Capital Management LLC	0.911%	32.472%	212,302	52,040	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.400%	3.381%	3,360,208	109,898	2023-12-31
Vanguard Group Inc	8.412%	1.545%	1,962,856	29,858	2023-12-31
Luxor Capital Group, LP	5.206%	-15.825%	1,214,703	-228,368	2023-12-31
State Street Corporation	4.875%	10.405%	1,137,616	107,216	2023-12-31
Thrivent Financial For Lutherans	4.504%	-16.732%	1,050,997	-211,186	2023-12-31
Dimensional Fund Advisors, Inc.	4.468%	1.432%	1,042,533	14,714	2023-12-31
Barrow Hanley Mewhinney & Strauss LLC	4.066%	-1.237%	948,856	-11,885	2023-12-31
Westwood Holdings Group Inc	3.610%	-15.054%	842,418	-149,292	2023-12-31
AltraVue Capital, LLC	3.273%	18.277%	763,740	118,020	2023-12-31
Wellington Management Company LLP	2.438%	3.151%	568,882	17,380	2023-12-31
Geode Capital Management, LLC	2.058%	4.285%	480,228	19,730	2023-12-31
Ameriprise Financial Inc	1.903%	-36.824%	444,170	-258,897	2023-12-31
Ranger Investment Management LP	1.716%	1.177%	400,509	4,660	2023-12-31
Bank of America Corp	1.494%	6.178%	348,720	20,289	2023-12-31
Banc Funds Co LLC	1.420%	0.000%	331,418	0	2023-12-31
Morgan Stanley - Brokerage Accounts	1.203%	32.083%	280,672	68,176	2023-12-31
Federated Hermes Inc	1.263%	225.963%	279,986	194,091	2022-12-31
American Century Companies Inc	1.080%	0.000%	252,054	252,054	2023-12-31
Woodson Capital Management, LP	1.073%	0.000%	250,000	250,000	2023-09-30
Goldman Sachs Group Inc	1.069%	103.631%	249,372	126,909	2023-12-31
Nfc Investments, LLC	1.065%	0.127%	236,033	300	2022-12-31
Bares Capital Management Inc	0.992%	192.282%	231,388	152,222	2023-09-30
Loomis, Sayles & Company LP	0.988%	-5.650%	230,429	-13,798	2022-09-30
Northern Trust Corp	0.951%	1.530%	221,969	3,345	2023-12-31
Driehaus Capital Management LLC	0.911%	32.472%	212,302	52,040	2023-12-31
Peregrine Capital Management,LLC	0.835%	-0.028%	194,386	-55	2023-06-30
Kennedy Capital Management Inc	0.793%	9.976%	184,683	16,753	2023-09-30
Bank of New York Mellon Corp	0.773%	-6.138%	180,069	-11,775	2023-09-30
FIRST SABREPOINT CAPITAL MANAGEMENT LP	0.730%	-4.349%	170,000	-7,730	2023-06-30
Charles Schwab Investment Management Inc	0.722%	-2.792%	168,270	-4,833	2023-06-30
Royce & Associates, LP	0.641%	-51.096%	149,109	-155,795	2023-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Triumph Financial Inc (TFIN), owning a total of 1.5 million shares. Combined, the top 34 mutual fund holders of TFIN own 45.13% of the company with a total of 10.5 million shares.

In the latest ownership report on March 31st 2024, the top 34 fund holders increased their combined ownership of TFIN by 205 thousand shares. 6 funds bought 253,234 total additional shares and increased their ownership by an average of 27.41%. However 2 funds sold 48,136 total shares and decreased their ownership by an average of 7.31%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Triumph Financial increased by a net total of 205,098 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.019%	0.515%	704,480	3,607	2024-03-31
Westwood Mgt SmallCap Value	1.412%	5.305%	329,534	16,600	2024-03-31
Westwood Quality SmallCap Fund Inst	1.412%	5.305%	329,534	16,600	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.388%	1.316%	323,772	4,205	2024-03-31
Ranger Small Cap	1.233%	-13.554%	287,604	-45,095	2024-03-31
Vanguard Small Cap Index	1.208%	-1.067%	281,958	-3,041	2024-03-31
American Century Small Cap Growth Inv	1.053%	76.001%	245,729	106,111	2024-03-31
American Century U.S. Small Cap Growth	1.053%	76.001%	245,729	106,111	2024-03-31
BBH Partner Fund Small Cap Equity	0.943%	0.000%	220,000	0	2024-03-31
SPDR® S&P Regional Banking ETF	0.856%	0.000%	199,805	0	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.240%	-0.363%	1,455,995	-5,309	2024-03-28
Vanguard Total Stock Mkt Idx Inv	3.019%	0.515%	704,480	3,607	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.804%	-7.468%	652,994	-52,700	2023-03-31
iShares Russell 2000 ETF	2.356%	0.048%	549,736	264	2024-03-28
Thrivent Small Cap Stock A	1.950%	1.792%	454,960	8,010	2024-01-31
American Beacon Small Cp Val R5	1.658%	-3.460%	386,963	-13,869	2024-02-29
Westwood Mgt SmallCap Value	1.412%	5.305%	329,534	16,600	2024-03-31
Westwood Quality SmallCap Fund Inst	1.412%	5.305%	329,534	16,600	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.388%	1.316%	323,772	4,205	2024-03-31
Vanguard Extended Market Index Investor	1.322%	-0.017%	307,637	-52	2023-08-31
CT (Lux) Glb Smlr Coms IE	1.266%	1.275%	295,375	3,718	2023-12-31
Threadneedle (Lux) Glb Smlr Coms IE	1.264%	0.000%	294,366	0	2023-07-31
Ranger Small Cap	1.233%	-13.554%	287,604	-45,095	2024-03-31
Vanguard Small Cap Index	1.208%	-1.067%	281,958	-3,041	2024-03-31
American Century Small Cap Growth Inv	1.053%	76.001%	245,729	106,111	2024-03-31
American Century U.S. Small Cap Growth	1.053%	76.001%	245,729	106,111	2024-03-31
Fidelity Small Cap Index	0.961%	1.746%	224,289	3,849	2024-01-31
BBH Partner Fund Small Cap Equity	0.943%	0.000%	220,000	0	2024-03-31
Fidelity® Small Cap Index	0.918%	2.893%	213,832	6,013	2023-10-31
iShares S&P Small-Cap 600 Growth ETF	0.903%	0.000%	210,717	0	2024-03-28
iShares Russell 2000 Value ETF	0.900%	-0.063%	210,036	-133	2024-03-28
Federated Hermes MDT Small Cap Core IS	0.865%	156.786%	202,121	123,409	2022-12-31
Federated Hermes MDT SCC Institutional	0.865%	156.786%	202,121	123,409	2022-12-31
DFA US Micro Cap I	0.861%	0.000%	200,880	0	2024-02-29
SPDR® S&P Regional Banking ETF	0.856%	0.000%	199,805	0	2024-03-31
Royce Pennsylvania Mutual Invmt	0.790%	0.000%	193,404	0	2022-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.817%	0.102%	190,634	195	2024-03-28
Vanguard Tax-Managed Small Cap Adm	0.725%	0.000%	169,233	0	2024-02-29
Avantis® U.S. Small Cap Value ETF	0.723%	-0.138%	168,304	-232	2023-07-29
SPDR® S&P Bank ETF	0.679%	-0.275%	163,372	-450	2023-01-31
Thrivent Small Cap Stock	0.693%	0.000%	161,716	0	2024-01-31
Vanguard Small Cap Growth Index Inv	0.686%	0.510%	159,752	810	2023-11-30
Royce Small-Cap Total Return Invmt	0.650%	10.097%	159,192	14,600	2022-09-30
DFA US Small Cap I	0.660%	0.000%	146,154	0	2023-04-30