Triumph Financial Ownership | Who Owns Triumph Financial?
Triumph Financial Ownership Summary
Triumph Financial is owned by 51.95% institutional investors, 5.49% insiders, and 42.56% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.32% of TFIN shares. Virtus KAR Small-Cap Growth I is the top mutual fund, with 6.71% of its assets in Triumph Financial shares.
TFIN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Triumph Financial | 51.95% | 5.49% | 42.56% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.34M | 14.32% | $303.67M |
| Kayne anderson rudnick investment management | 2.66M | 11.40% | $241.88M |
| Vanguard group | 2.03M | 8.69% | $184.25M |
| State street | 1.26M | 5.39% | $114.31M |
| Thrivent financial for lutherans | 1.18M | 5.04% | $106.84M |
| Dimensional fund advisors lp | 946.08K | 4.05% | $85.98M |
| Altravue capital | 869.98K | 3.73% | $79.06M |
| Barrow hanley mewhinney & strauss | 842.47K | 3.61% | $76.56M |
| American century companies | 782.20K | 3.35% | $71.09M |
| Luxor capital group, lp | 755.20K | 3.24% | $68.63M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Altravue capital | 869.98K | 6.59% | $79.06M |
| Luxor capital group, lp | 755.20K | 4.93% | $68.63M |
| Investment management associates inc /adv | 97.24K | 3.86% | $8.84M |
| Nfc investments | 135.41K | 3.40% | $12.31M |
| Sippican capital advisors | 40.05K | 2.65% | $3.64M |
| Banc funds | 222.89K | 2.23% | $20.26M |
| Ranger investment management | 380.31K | 2.18% | $34.56M |
| Woodson capital management, lp | 140.00K | 2.05% | $12.72M |
| John w. rosenthal capital management | 24.00K | 2.02% | $2.18M |
| First sabrepoint capital management lp | 67.49K | 1.65% | $6.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 782.20K | 0.04% | 198.61K |
| State street | 1.26M | 0.00% | 79.35K |
| Norges bank | 67.68K | 0.00% | 67.68K |
| Blackrock funding, inc. /de | 3.34M | 0.01% | 53.42K |
| Luxor capital group, lp | 755.20K | 4.93% | 52.22K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kayne anderson rudnick investment management | 2.66M | 0.56% | -169.31K |
| Cercano management | - | - | -131.09K |
| Driehaus capital management | - | - | -82.62K |
| Wellington management group llp | 326.01K | 0.01% | -64.38K |
| Woodson capital management, lp | 140.00K | 2.05% | -56.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 67.68K | 0.00% | 67.68K | $6.15M |
| Financial gravity companies | 26.06K | 0.54% | 26.06K | $2.37M |
| Marshall wace, llp | 23.68K | 0.00% | 23.68K | $2.15M |
| Schonfeld strategic advisors | 9.34K | 0.00% | 9.34K | $848.82K |
| Sovereign's capital management | 7.00K | 0.41% | 7.00K | $636.52K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Claris advisors, llc / mo / | -1.00 |
| Quest partners | -8.00 |
| Capital performance advisors llp | -13.00 |
| Carsonallaria wealth management | -30.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 123 | -43.32% | 12,124,220 | -43.01% | 51 | 0.62% | 49 | -46.74% | 38 | -46.48% |
| Sep 30, 2024 | 217 | 8.50% | 21,275,270 | -4.61% | 91 | 0.99% | 92 | -8.00% | 71 | 24.56% |
| Jun 30, 2024 | 200 | 8.70% | 22,303,488 | 8.96% | 95 | 1.23% | 100 | 44.93% | 57 | -25.97% |
| Mar 31, 2024 | 184 | 3.95% | 20,469,273 | 5.05% | 88 | 1.25% | 69 | -10.39% | 77 | 28.33% |
| Dec 31, 2023 | 177 | 6.63% | 19,486,025 | -3.89% | 83 | 1.10% | 77 | 13.24% | 60 | -3.23% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Virtus KAR Small-Cap Growth I | 1.57M | 6.71% | -142.00K |
| iShares Core S&P Small-Cap ETF | 1.36M | 5.80% | 928.00 |
| Vanguard US Total Market Shares ETF | 707.33K | 3.02% | 803.00 |
| Vanguard Total Stock Mkt Idx Inv | 702.67K | 3.00% | 660.00 |
| iShares Russell 2000 ETF | 579.72K | 2.48% | -5.00K |
| Thrivent Small Cap Stock A | 536.15K | 2.29% | - |
| American Century U.S. Small Cap Growth | 380.43K | 1.63% | 23.25K |
| American Century Small Cap Growth Inv | 380.43K | 1.63% | 23.25K |
| Vanguard Institutional Extnd Mkt Idx Tr | 336.97K | 1.44% | 480.00 |
| American Beacon Small Cp Val R5 | 323.77K | 1.38% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 21, 2025 | Graft Aaron P | President & CEO | Sell | $620.64K |
| Nov 29, 2024 | Graft Aaron P | President & CEO | Sell | $1.44M |
| Nov 01, 2024 | Schreyer Edward Joseph | EVP, Chief Operating Officer | Sell | $545.11K |
| Aug 27, 2024 | Voss William B. | Chief Financial Officer | Sell | $792.50K |
| Aug 28, 2024 | Voss William B. | Chief Financial Officer | Sell | $169.27K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 5 |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 3 |
TFIN Ownership FAQ
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