Tiptree TIPT Institutional Ownership

NASDAQ TIPT

$17.52 -0.02 (-0.11%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

141 Institutions

Increased 83 58.9%

Unchanged 24 17.0%

Reduced 34 24.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

45.07%

▲+0.75 pp QoQ

Shares Held by Institutions

16.93Mn

of 37.57Mn outstanding

▲+5.68% QoQ

Shares Outstanding

37.57Mn

20.64Mn held outside 13F filers

Institutional Investors

141

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+909.86K

accumulated since last quarter

Value of Holdings

$296.60Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Tiptree Inc. (NASDAQ:TIPT) showed up in the 13F filings of 141 institutional investors as of June 2026.

These investors held 45.1% of outstanding shares in June 2026, up from 44.3% in March 2026.
They increased total shares held in TIPT by 5.68% quarter over quarter, and investors in Tiptree increased 1.44% from a year ago.
Of these 141 funds, 83 grew their exposure to Tiptree, 34 cut back, and 24 maintained positions.
Institutional investors collectively held 16.93Mn shares in Tiptree as of June 2026, up by 909.86K shares quarter on quarter, and up 2.87Mn shares year over year.
As of June 30, 2026, DIMENSIONAL FUND ADVISORS LP held the largest stake in Tiptree with 2.21Mn shares, accounting for 5.89% of total shares outstanding.
The most significant purchases of TIPT for the quarter ending June 2026 came from ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (238.82K), AQR CAPITAL MANAGEMENT LLC (226.04K), GABELLI FUNDS LLC (222.8K), Sixth Street Partners Management Company, L.P. (190.07K), RENAISSANCE TECHNOLOGIES LLC (172.6K).
Top sellers of TIPT stock for the quarter ending June 2026 included Veradace Capital Management LLC (540.83K), Steamboat Capital Partners, LLC (504.74K), UBS Group AG (159.45K), MILLENNIUM MANAGEMENT LLC (145.57K), Russell Investments Group, Ltd. (65.47K).
Business Quant data shows the 10 biggest positions in Tiptree as of June 2026 are held by DIMENSIONAL FUND ADVISORS LP (2.21Mn), BlackRock, Inc. (2.17Mn), Veradace Capital Management LLC (1.3Mn), VANGUARD CAPITAL MANAGEMENT LLC (996.62K), GEODE CAPITAL MANAGEMENT, LLC (654.0K), State Street Corp (557.27K), GABELLI FUNDS LLC (537.47K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (511.88K), Nuveen, LLC (509.12K), KENNEDY CAPITAL MANAGEMENT LLC (485.37K).

Form 13F Holdings

141 Institutional Holders

Report period 30 Jun, 2026

Total shares held 16.93Mn

Of outstanding 45.07%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	DIMENSIONAL FUND ADVISORS LP	0000354204	2,212,124	5.89%	▲62,751	+2.92%	$39.64Mn
2	BlackRock, Inc.	0002012383	2,169,681	5.78%	▲133,268	+6.54%	$38.88Mn
3	Veradace Capital Management LLC	0001772351	1,302,962	3.47%	▼540,830	-29.33%	$23.35Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	996,615	2.65%	▲7,289	+0.74%	$17.86Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	653,998	1.74%	▲29,854	+4.78%	$11.72Mn
6	State Street Corp	0000093751	557,270	1.48%	▲32,723	+6.24%	$9.99Mn
7	GABELLI FUNDS LLC	0001081407	537,471	1.43%	▲222,803	+70.81%	$9.63Mn
8	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	511,881	1.36%	▲238,820	+87.46%	$9.17Mn
9	Nuveen, LLC	0001871926	509,124	1.36%	▲128,006	+33.59%	$9.12Mn
10	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	485,373	1.29%	▼9,116	-1.84%	$8.70Mn
11	Morgan Stanley	0000895421	422,386	1.12%	▲146,646	+53.18%	$7.57Mn
12	HEARTLAND ADVISORS INC	0000937394	400,000	1.06%	0	0.00%	$7.17Mn
13	AQR CAPITAL MANAGEMENT LLC	0001167557	364,204	0.97%	▲226,040	+163.60%	$6.53Mn
14	TCW GROUP INC	0000850401	294,183	0.78%	0	0.00%	$5.27Mn
15	Qube Research & Technologies Ltd	0001729829	286,039	0.76%	▲89,092	+45.24%	$5.13Mn
16	Jpmorgan Chase & Co	0000019617	256,105	0.68%	▲69,277	+37.08%	$4.56Mn
17	AMERICAN CENTURY COMPANIES INC	0000748054	234,327	0.62%	▲69,793	+42.42%	$4.20Mn
18	Northern Trust Corp	0000073124	234,081	0.62%	▲36,452	+18.44%	$4.19Mn
19	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	218,157	0.58%	▲9,138	+4.37%	$3.91Mn
20	Goldman Sachs Group Inc	0000886982	206,106	0.55%	▼15,902	-7.16%	$3.69Mn

Showing 1 to 20 of 141 holders