Triumph Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 3.31 M | $197.35 M | -0.22% | 13.91% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 1.96 M | $117.21 M | -6.82% | 8.26% |
| STATE STREET CORP | 05/15/2026 | 1.45 M | $86.63 M | 9.92% | 6.10% |
| ALTRAVUE CAPITAL, LLC | 05/13/2026 | 1.43 M | $85.42 M | -5.55% | 6.02% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 1.34 M | $79.91 M | -2.72% | 5.63% |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 998.89 K | $59.59 M | 100.00% | 4.20% |
| 05/15/2026 | 873.58 K | $52.12 M | 100.00% | 3.67% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 832.15 K | $49.64 M | 0.43% | 3.50% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 05/13/2026 | 763.22 K | $45.53 M | -5.95% | 3.21% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 05/15/2026 | 644.78 K | $38.47 M | -14.25% | 2.71% |
| CITADEL ADVISORS LLC | 05/15/2026 | 615.61 K | $36.73 M | 5.05% | 2.59% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 546.86 K | $32.63 M | 2.66% | 2.30% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 05/07/2026 | 538.83 K | $32.15 M | 22.49% | 2.27% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 05/15/2026 | 523.25 K | $31.22 M | 48.49% | 2.20% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 478.45 K | $28.54 M | -33.27% | 2.01% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 460.09 K | $27.45 M | 13.13% | 1.93% |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 05/07/2026 | 354.00 K | $21.12 M | 4.07% | 1.49% |
| MORGAN STANLEY | 05/15/2026 | 336.41 K | $20.07 M | 34.20% | 1.41% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 291.21 K | $17.37 M | 0.62% | 1.22% |
| UBS GROUP AG | 05/05/2026 | 269.77 K | $16.09 M | 163.11% | 1.13% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 268.30 K | $16.01 M | 106.62% | 1.13% |
| NORTHERN TRUST CORP | 05/14/2026 | 238.20 K | $14.21 M | 5.34% | 1.00% |
| LUXOR CAPITAL GROUP, LP | 05/15/2026 | 232.30 K | $13.86 M | -68.61% | 0.98% |
| WELLS FARGO & COMPANY/MN | 07/08/2026 | 194.95 K | $11.63 M | -13.64% | 0.82% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 04/23/2026 | 179.92 K | $10.73 M | -8.95% | 0.76% |
| MARSHALL WACE, LLP | 05/15/2026 | 173.65 K | $10.36 M | -29.26% | 0.73% |
| EARNEST PARTNERS LLC | 05/15/2026 | 154.30 K | $9.21 M | -5.03% | 0.65% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 153.08 K | $9.13 M | 37.61% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 05/15/2026 | 151.50 K | $9.04 M | 100.00% | 0.64% |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 05/15/2026 | 150.00 K | $8.95 M | 100.00% | 0.63% |
| LEGATO CAPITAL MANAGEMENT LLC | 05/14/2026 | 132.71 K | $7.92 M | 0.00% | 0.56% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 127.72 K | $7.62 M | 0.00% | 0.54% |
| NFC INVESTMENTS, LLC | 05/12/2026 | 127.53 K | $7.61 M | 0.29% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 122.21 K | $7.29 M | -3.77% | 0.51% |
| WCM INVESTMENT MANAGEMENT, LLC | 05/07/2026 | 117.51 K | $6.65 M | 31.06% | 0.49% |
| JACOBS ASSET MANAGEMENT, LLC | 05/15/2026 | 117.50 K | $7.01 M | 922.01% | 0.49% |
| BANC FUNDS CO LLC | 05/14/2026 | 117.14 K | $6.99 M | 0.00% | 0.49% |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | 05/15/2026 | 110.66 K | $6.60 M | 23.38% | 0.47% |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 05/14/2026 | 110.53 K | $6.59 M | 100.00% | 0.46% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 110.17 K | $6.57 M | 2.23% | 0.46% |
| ARROWMARK COLORADO HOLDINGS LLC | 05/15/2026 | 107.84 K | $6.43 M | 114.33% | 0.45% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 106.32 K | $6.34 M | -2.56% | 0.45% |
| CITIGROUP INC | 05/11/2026 | 104.37 K | $6.23 M | 46.27% | 0.44% |
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 103.13 K | $6.15 M | 173.36% | 0.44% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 97.82 K | $5.84 M | 100.00% | 0.41% |
| SEI INVESTMENTS CO | 05/13/2026 | 97.82 K | $5.84 M | -10.94% | 0.41% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 93.62 K | $5.59 M | -26.14% | 0.39% |
| EIGHT 31 FINANCIAL LLC | 05/15/2026 | 89.53 K | $5.34 M | 0.00% | 0.38% |
| BARCLAYS PLC | 05/15/2026 | 88.80 K | $5.30 M | 88.36% | 0.37% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 80.91 K | $4.83 M | 3.55% | 0.34% |
Triumph Financial Inc institutional Ownership - FAQ's
During the previous two years, 258 institutional investors and hedge funds held shares of Triumph Financial Inc. The most heavily invested institutionals were:
DIAMOND HILL CAPITAL MANAGEMENT INC: 508,548
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV: 353,851
PEREGRINE CAPITAL MANAGEMENT LLC: 171,188
Hodges Capital Management Inc.: 162,265
Russell Investments Group, Ltd.: 158,925
Legato Capital Management LLC: 132,714
102.27% of Triumph Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 28.70 M shares in the last 24 months. This purchase volume represents approximately $1.68 B in transactions.