Tiptree TIPT Institutional Ownership

NASDAQ TIPT

$16.44 -0.06 (-0.36%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

140 Institutions

Increased 82 58.6%

Unchanged 24 17.1%

Reduced 34 24.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

44.64%

▲+0.59 pp QoQ

Shares Held by Institutions

16.74Mn

of 37.50Mn outstanding

▲+0.56% QoQ

Shares Outstanding

37.50Mn

20.76Mn held outside 13F filers

Institutional Investors

140

filed 13F for Jun 2026

▼-1 vs prior quarter

Net Shares Added (QoQ)

+92.60K

accumulated since last quarter

Value of Holdings

$276.20Mn

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

Updated Oct 11, 2026

Tiptree Inc. (NASDAQ:TIPT) counted 140 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Their combined stake equaled 44.64% of outstanding shares in Q2 2026, up from 44.05% in Q1 2026.
Total shares held in Tiptree rose 0.56% from Q1 2026, while the number of holders rose 1.45% from Q2 2025.
Among the 140 holders of Tiptree, 82 added to their positions, 34 reduced their stakes and 24 left their positions unchanged.
The aggregate institutional position in Tiptree was 16.74Mn shares at the end of Q2 2026, up 92.6K from the prior quarter and up 3Mn from a year earlier.
Dimensional Fund Advisors LP held the largest position in TIPT at 2.21Mn shares as of June 30, 2026, or 5.90% of shares outstanding.
The biggest increases in TIPT positions during Q2 2026 came from Arrowstreet Capital, Limited Partnership (+238.82K shares), AQR Capital Management LLC (+226.04K shares), Gabelli Funds LLC (+222.8K shares), Morgan Stanley (+146.65K shares) and BlackRock, Inc. (+133.27K shares).
Among holders that kept a stake in Tiptree, the biggest sellers in Q2 2026 were Veradace Capital Management LLC (-540.83K shares), Steamboat Capital Partners, LLC (-504.74K shares), UBS Group AG (-159.45K shares), Millennium Management LLC (-145.57K shares) and Russell Investments Group, Ltd. (-65.47K shares).
According to Business Quant data, the leading holders of TIPT for Q2 2026 were Dimensional Fund Advisors LP (2.21Mn shares), BlackRock, Inc. (2.17Mn shares), Veradace Capital Management LLC (1.3Mn shares), Vanguard Capital Management LLC (996.62K shares), Geode Capital Management, LLC (654K shares), State Street Corp (557.27K shares), Gabelli Funds LLC (537.47K shares), Arrowstreet Capital, Limited Partnership (511.88K shares), Nuveen, LLC (509.12K shares) and Kennedy Capital Management LLC (485.37K shares).

Form 13F Holdings

140 Institutional Holders

Report period 30 Jun, 2026

Total shares held 16.74Mn

Of outstanding 44.64%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	DIMENSIONAL FUND ADVISORS LP	0000354204	2,212,124	5.90%	▲62,751	+2.92%	$39.64Mn
2	BlackRock, Inc.	0002012383	2,169,681	5.79%	▲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	2.66%	▲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	1.49%	▲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	1.13%	▲146,646	+53.18%	$7.57Mn
12	HEARTLAND ADVISORS INC	0000937394	400,000	1.07%	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 140 holders