Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TRIN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | PANORAMIC INVESTMENT ADVISORS, LLC | 1.3M | $19.1M | β | 1.872% | 9.24% |
| 2 | Melia Wealth LLC | 1.3M | $19.1M | +8.7% | 1.872% | 9.24% |
| 3 | Sound Income Strategies, LLC | 1.2M | $17.2M | +22.8% | 1.675% | 0.83% |
| 4 | UBS Group AG | 1.0M | $15.3M | +0.0% | 1.500% | 0.00% |
| 5 | Invesco Ltd. | 951K | $14.0M | -7.3% | 1.373% | 0.00% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 792K | $11.6M | +121.3% | 1.142% | 0.00% |
| 7 | EMERALD ADVISERS, LLC | 766K | $11.3M | -5.4% | 1.106% | 0.36% |
| 8 | FRANKLIN RESOURCES INC | 741K | $10.9M | +10.8% | 1.069% | 0.00% |
| 9 | Eagle Point Credit Management LLC | 727K | $10.7M | 0.0% | 1.050% | 13.99% |
| 10 | Rockefeller Capital Management L.P. | 644K | $9.5M | -55.6% | 0.929% | 0.02% |
| 11 | TWO SIGMA INVESTMENTS, LP | 559K | $8.2M | +43.4% | 0.807% | 0.01% |
| 12 | EMERALD MUTUAL FUND ADVISERS TRUST | 549K | $8.1M | 0.0% | 0.793% | 0.39% |
| 13 | ARES MANAGEMENT LLC | 546K | $8.0M | 0.0% | 0.788% | 0.53% |
| 14 | MORGAN STANLEY | 533K | $7.8M | +77.5% | 0.769% | 0.00% |
| 15 | STIFEL FINANCIAL CORP | 434K | $6.4M | +0.2% | 0.626% | 0.01% |
| 16 | LPL Financial LLC | 421K | $6.2M | +2.9% | 0.607% | 0.00% |
| 17 | AMERIPRISE FINANCIAL INC | 350K | $5.1M | +4.8% | 0.505% | 0.00% |
| 18 | D. E. Shaw & Co., Inc. | 331K | $4.9M | β | 0.478% | 0.00% |
| 19 | KENNEDY CAPITAL MANAGEMENT, INC. | 331K | $4.9M | +3.3% | 0.477% | 0.10% |
| 20 | BlackRock, Inc. | 294K | $4.3M | -39.1% | 0.424% | 0.00% |
| 21 | GROUP ONE TRADING, L.P. | 287K | $4.2M | +6112.5% | 0.414% | 0.14% |
| 22 | CITADEL ADVISORS LLC | 252K | $3.7M | β | 0.363% | 0.00% |
| 23 | BALYASNY ASSET MANAGEMENT LLC | 243K | $3.6M | β | 0.350% | 0.01% |
| 24 | Qube Research & Technologies Ltd | 218K | $3.2M | -46.2% | 0.315% | 0.00% |
| 25 | AWM CAPITAL, LLC | 202K | $3.0M | +13.9% | 0.291% | 0.27% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in TRIN β a direct measure of their conviction.
Filings activity in TRIN during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new TRIN position in Q1 2026
Institutions that fully closed their TRIN position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 159 | 0.6% | 24.44% | 2.67 pp | $286M | 9.9% |
| Q4 2025 | 160 | +27% | 27.11% | 0.80 pp | $317M | 2.9% |
| Q3 2025 | 126 | 3.1% | 27.91% | +7.90 pp | $327M | +40% |
| Q2 2025 | 130 | +4.8% | 20.01% | +2.19 pp | $234M | +12% |
| Q1 2025 | 124 | +9.7% | 17.82% | +1.19 pp | $209M | +7.2% |
| Q4 2024 | 113 | +15% | 16.63% | +4.73 pp | $195M | +40% |
| Q3 2024 | 98 | +17% | 11.90% | +0.29 pp | $139M | +2.5% |
| Q2 2024 | 84 | β | 11.61% | β | $136M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TRIN stock.
Based on Q1 2026 13F filings, institutional ownership of Trinity Capital Inc. stands at 24.4%, held across 159 reporting institutions.
PANORAMIC INVESTMENT ADVISORS, LLC is the largest reported institutional holder of TRIN, with approximately 1,297,480 shares worth $0.02B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of TRIN, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for TRIN is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
33 institutions opened new positions in TRIN during Q1 2026, while 34 fully exited. 94 added to existing positions and 31 trimmed.
TRIN institutional ownership fell by 2.67 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 48.5% of all reported 13F value in TRIN, and the top 25 account for 77.0%.
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.
Trinity Capital Inc. (TRIN) Institutional Ownership