Ranked by reported Q2 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. | 3.4M | $259.0M | +2.6% | 14.205% | 0.00% |
| 2 | STATE STREET CORP | 1.5M | $112.4M | +1.4% | 6.163% | 0.00% |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.4M | $108.6M | -27.6% | 5.957% | 0.34% |
| 4 | AltraVue Capital, LLC | 1.4M | $107.2M | -1.9% | 5.879% | 7.73% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | $77.8M | +2.1% | 4.267% | 0.00% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 899K | $68.6M | +2.9% | 3.762% | 0.00% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 839K | $64.1M | +0.9% | 3.513% | 0.01% |
| 8 | CITADEL ADVISORS LLC | 687K | $52.4M | +6.3% | 2.876% | 0.00% |
| 9 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 643K | $49.0M | -15.8% | 2.690% | 0.15% |
| 10 | AMERICAN CENTURY COMPANIES INC | 587K | $44.8M | +22.7% | 2.457% | 0.02% |
| 11 | FRONTIER CAPITAL MANAGEMENT CO LLC | 584K | $44.6M | -9.4% | 2.446% | 0.42% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 580K | $44.3M | +6.0% | 2.427% | 0.00% |
| 13 | Diamond Hill Capital Management, LLC (Investment Advisor) | 509K | $38.8M | -5.6% | 2.128% | 0.31% |
| 14 | BANK OF AMERICA CORP /DE/ | 501K | $38.3M | +9.0% | 2.098% | 0.00% |
| 15 | Ranger Investment Management, L.P. | 484K | $36.9M | -7.5% | 2.025% | 2.34% |
| 16 | INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 354K | $27.0M | -0.0% | 1.481% | 5.54% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 292K | $22.2M | +0.1% | 1.220% | 0.00% |
| 18 | Caption Management, LLC | 280K | $21.4M | — | 1.172% | 0.10% |
| 19 | NORTHERN TRUST CORP | 236K | $18.0M | -0.8% | 0.988% | 0.00% |
| 20 | MORGAN STANLEY | 234K | $17.8M | -30.5% | 0.979% | 0.00% |
| 21 | GOLDMAN SACHS GROUP INC | 209K | $16.0M | -22.0% | 0.876% | 0.00% |
| 22 | WELLS FARGO & COMPANY/MN | 202K | $15.4M | +3.6% | 0.845% | 0.00% |
| 23 | PEREGRINE CAPITAL MANAGEMENT LLC | 171K | $13.1M | -4.9% | 0.716% | 0.42% |
| 24 | EARNEST PARTNERS LLC | 171K | $13.0M | +10.8% | 0.716% | 0.05% |
| 25 | Walleye Trading LLC | 169K | $12.9M | +480.2% | 0.707% | 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 Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 229 | +7.0% | 99.47% | 1.45 pp | $1.68B | +26% |
| Q1 2026 | 214 | +5.4% | 100.92% | +0.93 pp | $1.33B | 3.2% |
| Q4 2025 | 203 | +8.0% | 99.99% | +4.95 pp | $1.38B | +32% |
| Q3 2025 | 188 | 8.3% | 95.04% | +7.10 pp | $1.04B | 7.2% |
| Q2 2025 | 205 | +1.0% | 87.94% | 0.39 pp | $1.12B | 1.1% |
| Q1 2025 | 203 | 2.4% | 88.33% | 3.26 pp | $1.14B | 37% |
| Q4 2024 | 208 | +2.0% | 91.59% | +1.05 pp | $1.80B | +16% |
| Q3 2024 | 204 | — | 90.54% | — | $1.56B | — |
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 Q2 2026 13F filings, institutional ownership of Triumph Financial, Inc. stands at 99.5%, held across 229 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of TFIN, with approximately 3,394,337 shares worth $0.26B as of Q2 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 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
36 institutions opened new positions in TFIN during Q2 2026, while 20 fully exited. 163 added to existing positions and 24 trimmed.
TFIN institutional ownership fell by 1.45 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 56.2% of all reported 13F value in TFIN, and the top 25 account for 78.8%.
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