| 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.
| 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.
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