Triumph Financial Inc (TFIN) Ownership

53.98 ↑2.06 (3.97%)
As of Market Close on January 26th, 2023.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Triumph Financial Inc (TFIN), owning a total of 3.6 million shares. Combined, the top 20 institutional holders of TFIN own 64.86% of the company with a total of 15.9 million shares.

In the latest ownership report on December 31st 2022, the top 20 institutional holders decreased their combined ownership of TFIN by 6 thousand shares. None of the institutional holders bought any additional shares. However 1 institutions sold 5,692 total shares and decreased their ownership by an average of 2.93%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Triumph Financial decreased by a net total of -5,692 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Peregrine Capital Management,LLC0.771%-2.928%188,723-5,6922022-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.515%-0.646%3,552,981-23,1132022-09-30
Vanguard Group Inc8.447%-0.926%2,067,747-19,3232022-09-30
Luxor Capital Group, LP7.457%-0.250%1,825,364-4,5822022-09-30
State Street Corporation4.741%-16.419%1,160,490-227,9782022-09-30
Westwood Holdings Group Inc4.154%20.334%1,016,710171,8042022-09-30
Thrivent Financial For Lutherans3.830%48.896%937,408307,8342022-09-30
Wellington Management Company LLP3.662%-31.281%896,287-407,9892022-09-30
Ameriprise Financial Inc3.183%-34.964%779,177-418,8922022-09-30
Dimensional Fund Advisors, Inc.3.108%0.497%760,7483,7642022-09-30
Royce & Associates, LP1.775%3.711%434,44715,5462022-09-30
Geode Capital Management, LLC1.740%-1.637%425,930-7,0882022-09-30
Banc Funds Co LLC1.354%0.000%331,41802022-09-30
Ranger Investment Management LP1.061%3.566%259,7428,9442022-09-30
Nfc Investments, LLC0.963%-0.053%235,733-1252022-09-30
Loomis, Sayles & Company LP0.941%-5.650%230,429-13,7982022-09-30
Northern Trust Corp0.928%-8.984%227,217-22,4282022-09-30
Bank of New York Mellon Corp0.844%-5.909%206,675-12,9802022-09-30
Peregrine Capital Management,LLC0.771%-2.928%188,723-5,6922022-12-31
Goldman Sachs Group Inc0.699%193.065%171,071112,6982022-09-30
Charles Schwab Investment Management Inc0.691%0.585%169,2079842022-09-30

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 1.7 million shares. Combined, the top 22 mutual fund holders of TFIN own 31.81% of the company with a total of 7.8 million shares.

In the latest ownership report on December 31st 2022, the top 22 fund holders increased their combined ownership of TFIN by 16 thousand shares. 1 funds bought 18,407 total additional shares and increased their ownership by an average of 5.53%. However 1 funds sold 2,360 total shares and decreased their ownership by an average of 0.88%.

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 16,047 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Westwood Quality SmallCap Fund Inst1.435%5.530%351,26818,4072022-12-31
SPDR® S&P Regional Banking ETF1.086%-0.880%265,718-2,3602022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.851%0.000%1,676,91902022-12-30
Vanguard Instl Ttl Stck Mkt Idx Tr2.914%1.458%713,38410,2522022-09-30
Vanguard Total Stock Mkt Idx Inv2.852%0.000%698,18402022-11-30
iShares Russell 2000 ETF2.233%0.000%546,52502022-12-30
Thrivent Small Cap Stock A1.473%4.168%360,45514,4242022-09-30
Westwood Quality SmallCap Fund Inst1.435%5.530%351,26818,4072022-12-31
Westwood Mgt SmallCap Value1.360%33.788%332,86184,0632022-09-30
Vanguard Extended Market Index Investor1.256%0.350%307,4511,0722022-11-30
Vanguard Small Cap Index1.230%0.879%301,1902,6242022-11-30
SPDR® S&P Regional Banking ETF1.086%-0.880%265,718-2,3602022-12-31
Vanguard Tax-Managed Small Cap Adm0.937%0.000%229,36402022-11-30
Ranger Small Cap0.925%4.286%226,4999,3092022-09-30
Threadneedle (Lux) Glb Smlr Coms IE0.824%-49.990%201,678-201,5932022-09-30
DFA US Micro Cap I0.821%0.000%200,88002022-11-30
Royce Pennsylvania Mutual Invmt0.790%0.000%193,40402022-09-30
Fidelity® Small Cap Index0.759%2.523%185,6754,5692022-10-31
Thrivent Small Cap Stock0.745%0.000%182,38602022-09-30
Vanguard Small Cap Growth Index Inv0.711%0.266%174,1144622022-11-30
SPDR® S&P Bank ETF0.686%-0.533%167,889-9002022-12-30
Royce Small-Cap Total Return Invmt0.650%10.097%159,19214,6002022-09-30
iShares S&P Small-Cap 600 Growth ETF0.649%0.000%158,76202022-12-30
iShares Russell 2000 Value ETF0.626%0.000%153,23302022-12-30

Discussions

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JohnDailyTrader

$TFIN wow
looking like it’s going to be a monster day!

0 Like Report