Tiptree Inc. (TIPT) Institutional Ownership

Institutions by Trading Activity

38,583,747Shares Outstanding

17,134,852Shares held by institutions

$294,548,106Value of institutional holdings

44.41%Institutional ownership %

25.97%Shares Changed QoQ

133No. of institutional investors

Tiptree Inc. (NASDAQ:TIPT) has 133 institutional investors with active 13F positions as of December 2025.

These investors held 43.3% of outstanding shares in December 2025, up from 35.8% in September 2025.
They increased total shares held in TIPT by 24.1% quarter over quarter, and investors in Tiptree increased 9.02% from a year ago.
During the quarter, 77 of these 133 funds increased positions in TIPT, 43 reduced exposure, and 13 held steady.
The aggregate institutional position in Tiptree amounted to 16.71Mn shares as of December 2025, up by 3.24Mn shares quarter on quarter, and up 1.61Mn shares year over year.
Prospera Financial Services Inc is the top holder of Tiptree as of December 31, 2025, with 38.41K shares representing 0.1% of outstanding stock.
The biggest sellers of Tiptree for the quarter ending December 2025 included Sterling Capital Management LLC (412), GAMMA Investing LLC (175), Farther Finance Advisors, LLC (134), True Wealth Design, LLC (20), IFP Advisors, Inc (15).
Per Business Quant, the top 10 investors in TIPT for the quarter ending December 2025 include Prospera Financial Services Inc (38.41K), Steadtrust LLC (36.27K), State of Alaska, Department of Revenue (6.1K), Sterling Capital Management LLC (600), Farther Finance Advisors, LLC (150), GAMMA Investing LLC (104), MassMutual Private Wealth & Trust, FSB (26), SJS Investment Consulting Inc. (16), True Wealth Design, LLC (10), IFP Advisors, Inc (7).

17,134,852 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,113,419	-61,652	-2.83%	$38,612,529.00
BlackRock, Inc.	31 Dec, 2025	2,085,758	-1,803	-0.09%	$38,106,799.00
Veradace Capital Management LLC	31 Dec, 2025	1,423,192	1,423,192	0.00%	$26,001,718.00
VANGUARD GROUP INC	31 Dec, 2025	1,404,273	52,571	3.89%	$25,656,067.00
Goldman Sachs Group Inc	31 Dec, 2025	806,796	708,315	719.24%	$14,740,164.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	601,550	645	0.11%	$10,991,941.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	531,619	212,430	66.55%	$9,712,679.00
State Street Corp	31 Dec, 2025	530,632	2,213	0.42%	$9,694,647.00
Steamboat Capital Partners, LLC	31 Dec, 2025	493,854	97,474	24.59%	$9,022,713.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	482,880	30	0.01%	$8,822,218.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	441,256	-2,005	-0.45%	$8,061,747.00
HEARTLAND ADVISORS INC	31 Dec, 2025	400,000	15,845	4.12%	$7,308,000.00
Morgan Stanley	31 Dec, 2025	291,076	111,581	62.16%	$5,317,965.00
ALGERT GLOBAL LLC	31 Dec, 2025	258,691	207,009	400.54%	$4,726.00
TCW GROUP INC	31 Dec, 2025	244,183	0	0.00%	$4,461,223.00
Empowered Funds, LLC	31 Dec, 2025	238,038	119,019	100.00%	$4,348,954.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	215,231	103,909	93.34%	$3,932,270.00
Qube Research & Technologies Ltd	31 Dec, 2025	209,713	83,792	66.54%	$3,831,457.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	209,019	0	0.00%	$3,818,777.00
Nuveen, LLC	31 Dec, 2025	208,895	23,600	12.74%	$3,816,511.00

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