Triumph Financial Inc (TFIN) Ownership

74.88 ↓1.43 (-1.87%)
As of February 23, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Triumph Financial Inc (TFIN), owning a total of 3.3 million shares. Combined, the top 30 institutional holders of TFIN own 79.01% of the company with a total of 18.4 million shares.

In the latest ownership report on September 30th 2023, the top 30 institutional holders increased their combined ownership of TFIN by 744 thousand shares. 11 institutions bought 1,269,539 total additional shares and increased their ownership by an average of 24.50%. However 9 institutions sold 525,377 total shares and decreased their ownership by an average of 5.42%.

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 744,162 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc13.948%-1.053%3,250,310-34,6002023-09-30
Vanguard Group Inc8.295%-0.359%1,932,998-6,9552023-09-30
Luxor Capital Group, LP6.193%-11.095%1,443,071-180,0912023-09-30
Thrivent Financial For Lutherans5.417%2.161%1,262,18326,6932023-09-30
State Street Corporation4.422%-12.786%1,030,400-151,0622023-09-30
Dimensional Fund Advisors, Inc.4.411%4.997%1,027,81948,9142023-09-30
Westwood Holdings Group Inc4.256%-9.857%991,710-108,4422023-09-30
Barrow Hanley Mewhinney & Strauss LLC4.123%2.103%960,74119,7912023-09-30
Ameriprise Financial Inc3.017%2.136%703,06714,7032023-09-30
AltraVue Capital, LLC2.771%0.000%645,720645,7202023-09-30
Wellington Management Company LLP2.367%-2.457%551,502-13,8902023-09-30
Geode Capital Management, LLC1.976%3.041%460,49813,5922023-09-30
Ranger Investment Management LP1.699%-3.894%395,849-16,0392023-09-30
Banc Funds Co LLC1.422%0.000%331,41802023-09-30
Bank of America Corp1.409%3.433%328,43110,9022023-09-30
Woodson Capital Management, LP1.073%0.000%250,000250,0002023-09-30
Bares Capital Management Inc0.993%192.282%231,388152,2222023-09-30
Northern Trust Corp0.938%-1.141%218,624-2,5232023-09-30
Morgan Stanley - Brokerage Accounts0.912%49.385%212,49670,2492023-09-30
Kennedy Capital Management Inc0.793%9.976%184,68316,7532023-09-30
Bank of New York Mellon Corp0.773%-6.138%180,069-11,7752023-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc13.948%-1.053%3,250,310-34,6002023-09-30
Vanguard Group Inc8.295%-0.359%1,932,998-6,9552023-09-30
Luxor Capital Group, LP6.193%-11.095%1,443,071-180,0912023-09-30
Thrivent Financial For Lutherans5.417%2.161%1,262,18326,6932023-09-30
State Street Corporation4.422%-12.786%1,030,400-151,0622023-09-30
Dimensional Fund Advisors, Inc.4.411%4.997%1,027,81948,9142023-09-30
Westwood Holdings Group Inc4.256%-9.857%991,710-108,4422023-09-30
Barrow Hanley Mewhinney & Strauss LLC4.123%2.103%960,74119,7912023-09-30
Ameriprise Financial Inc3.017%2.136%703,06714,7032023-09-30
AltraVue Capital, LLC2.771%0.000%645,720645,7202023-09-30
Wellington Management Company LLP2.367%-2.457%551,502-13,8902023-09-30
Geode Capital Management, LLC1.976%3.041%460,49813,5922023-09-30
Ranger Investment Management LP1.699%-3.894%395,849-16,0392023-09-30
Banc Funds Co LLC1.422%0.000%331,41802023-09-30
Bank of America Corp1.409%3.433%328,43110,9022023-09-30
Federated Hermes Inc1.263%225.963%279,986194,0912022-12-31
Woodson Capital Management, LP1.073%0.000%250,000250,0002023-09-30
Nfc Investments, LLC1.065%0.127%236,0333002022-12-31
Bares Capital Management Inc0.993%192.282%231,388152,2222023-09-30
Loomis, Sayles & Company LP0.988%-5.650%230,429-13,7982022-09-30
Northern Trust Corp0.938%-1.141%218,624-2,5232023-09-30
Morgan Stanley - Brokerage Accounts0.912%49.385%212,49670,2492023-09-30
American Century Companies Inc0.851%1.103%198,1302,1622023-06-30
Peregrine Capital Management,LLC0.835%-0.028%194,386-552023-06-30
Kennedy Capital Management Inc0.793%9.976%184,68316,7532023-09-30
Bank of New York Mellon Corp0.773%-6.138%180,069-11,7752023-09-30
Goldman Sachs Group Inc0.711%193.065%171,071112,6982022-09-30
FIRST SABREPOINT CAPITAL MANAGEMENT LP0.730%-4.349%170,000-7,7302023-06-30
Charles Schwab Investment Management Inc0.722%-2.792%168,270-4,8332023-06-30
Royce & Associates, LP0.641%-51.096%149,109-155,7952023-03-31

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 32 mutual fund holders of TFIN own 43.79% of the company with a total of 10.2 million shares.

In the latest ownership report on January 31st 2024, the top 32 fund holders increased their combined ownership of TFIN by 1 thousand shares. 1 funds bought 120 total additional shares and increased their ownership by an average of 0.07%. However 1 funds sold 1,152 total shares and decreased their ownership by an average of 0.61%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Triumph Financial decreased by a net total of -1,032 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SPDR® S&P Regional Banking ETF0.806%-0.610%187,828-1,1522024-01-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.790%0.065%184,0491202024-01-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.338%-0.087%1,476,875-1,2802024-01-29
Vanguard Total Stock Mkt Idx Inv3.012%0.137%701,7949632023-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.804%-7.468%652,994-52,7002023-03-31
iShares Russell 2000 ETF2.416%-0.420%562,936-2,3762024-01-29
Thrivent Small Cap Stock A2.275%0.000%530,00202023-11-30
American Beacon Small Cp Val R51.892%0.000%440,94102023-11-30
Ranger Small Cap1.428%0.491%332,6991,6252023-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.371%2.736%319,4188,5052023-12-31
Westwood Quality SmallCap Fund Inst1.343%-10.337%312,934-36,0782023-12-31
Westwood Mgt SmallCap Value1.343%-6.399%312,934-21,3952023-12-31
Vanguard Extended Market Index Investor1.322%-0.017%307,637-522023-08-31
Threadneedle (Lux) Glb Smlr Coms IE1.264%0.000%294,36602023-07-31
CT (Lux) Glb Smlr Coms IE1.252%0.000%291,65702023-10-31
Vanguard Small Cap Index1.209%-2.011%281,737-5,7832023-12-31
BBH Partner Fund Small Cap Equity0.944%0.000%220,00002023-12-31
Fidelity Small Cap Index0.935%1.895%217,8834,0512023-11-30
Fidelity® Small Cap Index0.918%2.893%213,8326,0132023-10-31
iShares S&P Small-Cap 600 Growth ETF0.902%0.000%210,22302024-01-29
iShares Russell 2000 Value ETF0.896%-0.441%208,713-9242024-01-29
Federated Hermes MDT Small Cap Core IS0.865%156.786%202,121123,4092022-12-31
Federated Hermes MDT SCC Institutional0.865%156.786%202,121123,4092022-12-31
DFA US Micro Cap I0.862%0.000%200,88002023-12-31
Royce Pennsylvania Mutual Invmt0.790%0.000%193,40402022-09-30
Thrivent Small Cap Stock0.830%0.000%193,33202023-11-30
SPDR® S&P Regional Banking ETF0.806%-0.610%187,828-1,1522024-01-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.790%0.065%184,0491202024-01-31
Vanguard Tax-Managed Small Cap Adm0.726%-4.010%169,233-7,0692023-12-31
Avantis® U.S. Small Cap Value ETF0.723%-0.138%168,304-2322023-07-29
SPDR® S&P Bank ETF0.679%-0.275%163,372-4502023-01-31
Vanguard Small Cap Growth Index Inv0.686%0.510%159,7528102023-11-30
Royce Small-Cap Total Return Invmt0.650%10.097%159,19214,6002022-09-30
DFA US Small Cap I0.660%0.000%146,15402023-04-30

Discussions

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iburnmoney

$TFIN Shorts are calling in all the favors

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StocksOverBTC11

$TFIN money comes and goes but your story stays with you the rest of your life. Apes for life ??

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bulls_only

$TFIN Come on.. Let it fall.. buy later bulls

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