Evid Invest
Who owns TFINWhat TFIN owns — n/a

Who owns Triumph Financial, Inc.?

Institutional ownership of TFIN from SEC Form 13F filings across 161 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

161

13F holders

$1.05B

value, 2026 filers

64%

of shares outstanding (15.3M sh)

34

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of TFIN's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.3.4M$259.0M0.0%14.2%+2.6%
2KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1.4M$108.6M0.3%6%-27.6%
3Thrivent Financial for Lutherans1.3M$99,2180.2%5.4%-2.9%
4VANGUARD CAPITAL MANAGEMENT LLC1.0M$77.8M0.0%4.3%+2.1%
5VANGUARD PORTFOLIO MANAGEMENT LLC898,978$68.6M0.0%3.8%+2.9%
6CITADEL ADVISORS LLC614,081$46.9M0.0%2.6%-0.2%
7AMERICAN CENTURY COMPANIES INC586,991$44.8M0.0%2.5%+22.7%
8GEODE CAPITAL MANAGEMENT, LLC579,887$44.3M0.0%2.4%+6.0%
9BANK OF AMERICA CORP /DE/501,324$38.3M0.0%2.1%+9.0%
10Sixth Street Partners Management Company, L.P.NEW291,556$22.2M3.8%1.2%new
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC291,556$22.2M0.0%1.2%+0.1%
12NORTHERN TRUST CORP236,195$18.0M0.0%1%-0.8%
13MORGAN STANLEY233,834$17.8M0.0%1%-30.5%
14GOLDMAN SACHS GROUP INC209,339$16.0M0.0%0.9%-22.0%
15WELLS FARGO & COMPANY/MN202,006$15.4M0.0%0.8%+3.6%
16Hodges Capital Management Inc.162,265$12.4M0.8%0.7%+135.3%
17Russell Investments Group, Ltd.158,925$12.1M0.0%0.7%+3.8%
18VANGUARD FIDUCIARY TRUST CO156,168$11.9M0.0%0.7%+3.1%
19Public Sector Pension Investment Board155,214$11.8M0.0%0.6%+91.8%
20AMERIPRISE FINANCIAL INC131,509$10.0M0.0%0.6%+27.5%
21NEW YORK STATE COMMON RETIREMENT FUND129,121$9.9M0.0%0.5%+1.1%
22Bank of New York Mellon Corp125,462$9.6M0.0%0.5%+2.7%
23MARSHALL WACE, LLP123,375$9.4M0.0%0.5%-28.9%
24ENVESTNET ASSET MANAGEMENT INC111,417$8.5M0.0%0.5%+4.8%
25PRINCIPAL FINANCIAL GROUP INC109,951$8.4M0.0%0.5%-0.2%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.