Company · Ownership research

Triumph Financial, Inc. TFIN

CIK 0001539638 · CUSIP 89679E300

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 89679E300 (TFIN), not CUSIP 89679E950 (TFIN), CUSIP 89679E900 (TFIN), and does not merge CUSIPs.

This page lists the top 20 of 210 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	BlackRock, Inc. CIK 2012383 · View history	$187.26M 3,239,816 shares	0.00%	-101.60K(-3.00%)Reduced	SEC filing ↗ May 2, 2025	▾
02	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 1021223 · View history	$172.92M 2,991,713 shares	0.42%	+330.17K(+12.40%)Added	SEC filing ↗ May 14, 2025	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$115.29M 1,994,551 shares	0.00%	-32.87K(-1.60%)Reduced	SEC filing ↗ May 9, 2025	▾
04	Thrivent Financial for Lutherans CIK 314984 · Amended · View history	$87.30M 1,510,380 shares	0.19%	+334.76K(+28.50%)Added	SEC filing ↗ Aug 26, 2025	▾
05	STATE STREET CORP CIK 93751 · View history	$74.46M 1,288,282 shares	0.00%	+30.45K(+2.40%)Added	SEC filing ↗ May 15, 2025	▾
06	AltraVue Capital, LLC CIK 1740837 · View history	$53.34M 922,829 shares	5.35%	+52.85K(+6.10%)Added	SEC filing ↗ May 13, 2025	▾
07	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$51.72M 894,857 shares	0.01%	-51.23K(-5.40%)Reduced	SEC filing ↗ May 13, 2025	▾
08	Luxor Capital Group, LP CIK 1316580 · View history	$45.81M 792,550 shares	5.85%	+37.35K(+4.90%)Added	SEC filing ↗ May 15, 2025	▾
09	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$40.59M 702,249 shares	0.02%	-79.95K(-10.20%)Reduced	SEC filing ↗ May 13, 2025	▾
10	BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 313028 · View history	$37.97M 656,967 shares	0.14%	-185.50K(-22.00%)Reduced	SEC filing ↗ May 12, 2025	▾
11	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$30.66M 530,296 shares	0.00%	+13.83K(+2.70%)Added	SEC filing ↗ May 13, 2025	▾
12	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$22.06M 381,719 shares	0.00%	+31.15K(+8.90%)Added	SEC filing ↗ May 15, 2025	▾
13	Ranger Investment Management, L.P. CIK 1319691 · View history	$21.73M 375,869 shares	1.55%	-4.45K(-1.20%)Reduced	SEC filing ↗ May 15, 2025	▾
14	WELLS FARGO & COMPANY/MN CIK 72971 · View history	$13.36M 231,163 shares	0.00%	-6.72K(-2.80%)Reduced	SEC filing ↗ May 13, 2025	▾
15	NORTHERN TRUST CORP CIK 73124 · View history	$13.05M 225,793 shares	0.00%	-2.08K(-0.90%)Reduced	SEC filing ↗ May 13, 2025	▾
16	MORGAN STANLEY CIK 895421 · View history	$12.25M 211,995 shares	0.00%	-13.55K(-6.00%)Reduced	SEC filing ↗ May 15, 2025	▾
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · Amended · View history	$11.96M 206,865 shares	0.00%	+7.79K(+3.90%)Added	SEC filing ↗ Sep 15, 2025	▾
18	BANC FUNDS CO LLC CIK 1029311 · View history	$11.12M 192,394 shares	1.47%	-30.50K(-13.70%)Reduced	SEC filing ↗ May 14, 2025	▾
19	PEREGRINE CAPITAL MANAGEMENT LLC CIK 764529 · View history	$10.48M 181,322 shares	0.35%	+35.99K(+24.80%)Added	SEC filing ↗ Apr 25, 2025	▾
20	DIAMOND HILL CAPITAL MANAGEMENT INC CIK 1217541 · View history	$9.59M 165,914 shares	0.04%	+23.24K(+16.30%)Added	SEC filing ↗ May 6, 2025	▾

Showing 20 / 210 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

210

Cancelled or null records excluded

Disclosed shares

21,721,296

Not deduplicated across managers

Disclosed value

$1.26B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Triumph Financial, Inc. · Q1 2025

Explore all 210 reporting institutions.

This page includes 20 of 210 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 210 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"89679E300","quarter":"2025Q1","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.