Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TFIN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.3M | $197.4M | -0.2% | 13.896% | 0.00% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.0M | $117.2M | -6.8% | 8.252% | 0.34% |
| 3 | STATE STREET CORP | 1.5M | $86.6M | +9.9% | 6.100% | 0.00% |
| 4 | AltraVue Capital, LLC | 1.4M | $85.4M | -5.5% | 6.014% | 7.36% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 832K | $49.6M | +0.4% | 3.495% | 0.01% |
| 6 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 763K | $45.5M | -5.9% | 3.206% | 0.15% |
| 7 | CITADEL ADVISORS LLC | 647K | $38.6M | +1.5% | 2.716% | 0.02% |
| 8 | FRONTIER CAPITAL MANAGEMENT CO LLC | 645K | $38.5M | -14.2% | 2.708% | 0.40% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 547K | $32.6M | +2.7% | 2.297% | 0.00% |
| 10 | DIAMOND HILL CAPITAL MANAGEMENT INC | 539K | $32.1M | +22.5% | 2.263% | 0.20% |
| 11 | Ranger Investment Management, L.P. | 523K | $31.2M | +48.5% | 2.198% | 2.26% |
| 12 | AMERICAN CENTURY COMPANIES INC | 478K | $28.5M | -33.3% | 2.010% | 0.01% |
| 13 | BANK OF AMERICA CORP /DE/ | 460K | $27.4M | +13.1% | 1.933% | 0.00% |
| 14 | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 354K | $21.1M | +4.1% | 1.487% | 5.72% |
| 15 | MORGAN STANLEY | 336K | $20.1M | +34.2% | 1.413% | 0.00% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 291K | $17.4M | +0.6% | 1.223% | 0.00% |
| 17 | UBS Group AG | 270K | $16.1M | +163.1% | 1.133% | 0.00% |
| 18 | GOLDMAN SACHS GROUP INC | 268K | $16.0M | +106.6% | 1.127% | 0.00% |
| 19 | NORTHERN TRUST CORP | 238K | $14.2M | +5.3% | 1.001% | 0.00% |
| 20 | Luxor Capital Group, LP | 232K | $13.9M | -68.6% | 0.976% | 2.64% |
| 21 | WELLS FARGO & COMPANY/MN | 195K | $11.6M | -13.6% | 0.819% | 0.00% |
| 22 | PEREGRINE CAPITAL MANAGEMENT LLC | 180K | $10.7M | -8.9% | 0.756% | 0.40% |
| 23 | MARSHALL WACE, LLP | 174K | $10.4M | -29.3% | 0.729% | 0.01% |
| 24 | EARNEST PARTNERS LLC | 154K | $9.2M | -5.0% | 0.648% | 0.04% |
| 25 | Russell Investments Group, Ltd. | 153K | $9.1M | +37.6% | 0.643% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TFIN — a direct measure of their conviction.
Filings activity in TFIN during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 202 | +1.0% | 67.07% | 9.20 pp | $1.21B | 12% |
| Q4 2025 | 200 | +8.1% | 76.27% | +18.75 pp | $1.37B | +33% |
| Q3 2025 | 185 | 9.8% | 57.52% | 4.85 pp | $1.04B | 7.8% |
| Q2 2025 | 205 | +1.0% | 62.37% | 0.70 pp | $1.12B | 1.1% |
| Q1 2025 | 203 | 2.4% | 63.07% | 36.93 pp | $1.14B | 37% |
| Q4 2024 | 208 | +2.0% | 100.00% | +13.57 pp | $1.80B | +16% |
| Q3 2024 | 204 | +7.4% | 86.43% | 7.14 pp | $1.56B | 7.6% |
| Q2 2024 | 190 | — | 93.57% | — | $1.69B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TFIN stock.
Based on Q1 2026 13F filings, institutional ownership of Triumph Financial, Inc. stands at 67.1%, held across 202 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of TFIN, with approximately 3,307,986 shares worth $0.20B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of TFIN, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for TFIN is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
29 institutions opened new positions in TFIN during Q1 2026, while 27 fully exited. 51 added to existing positions and 119 trimmed.
TFIN institutional ownership fell by 9.20 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 59.9% of all reported 13F value in TFIN, and the top 25 account for 81.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Triumph Financial, Inc. (TFIN) Institutional Ownership