TIPTREE INC (TIPT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
137
Reporting holders
$306.1M
Reported value
45.3%
Of shares outstanding
1.2%
Held as options
+0
Holder change
Institutions report 16,880,573 shares against 37,239,692 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $39.6M | 2,212,124 | 0.01% | 31q | +2.9%+$1.1M |
| BlackRock, Inc. | $38.9M | 2,169,681 | 0.00% | 8q | +6.5%+$2.4M |
| Veradace Capital Management LLC | $23.3M | 1,302,962 | 17.63% | 3q | -29.3%-$9.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $17.9M | 996,615 | 0.00% | 2q | +0.7%+$130.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $11.7M | 653,998 | 0.00% | 31q | +4.8%+$535.1K |
| STATE STREET CORP | $10.0M | 557,270 | 0.00% | 31q | +6.2%+$586.4K |
| GABELLI FUNDS LLC | $9.6M | 537,471 | 0.06% | 4q | +70.8%+$4.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9.2M | 511,881 | 0.00% | 6q | +87.5%+$4.3M |
| Nuveen, LLC | $9.1M | 509,124 | 0.00% | 6q | +33.6%+$2.3M |
| KENNEDY CAPITAL MANAGEMENT LLC | $8.7M | 485,373 | 0.15% | 13q | -1.8%-$163.4K |
| MORGAN STANLEY | $7.6M | 422,386 | 0.00% | 35q | +53.2%+$2.6M |
| HEARTLAND ADVISORS INC | $7.2M | 400,000 | 0.32% | 17q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $6.5M | 364,204 | 0.00% | 6q | +163.6%+$4.1M |
| TCW GROUP INC | $5.3M | 294,183 | 0.04% | 31q | HELD |
| Qube Research & Technologies Ltd | $5.1M | 286,039 | 0.00% | 14q | +45.2%+$1.6M |
| JPMORGAN CHASE & CO | $4.6M | 256,105 | 0.00% | 31q | +37.1%+$1.2M |
| AMERICAN CENTURY COMPANIES INC | $4.2M | 234,327 | 0.00% | 6q | +42.4%+$1.3M |
| NORTHERN TRUST CORP | $4.2M | 234,081 | 0.00% | 31q | +18.4%+$653.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.9M | 218,157 | 0.07% | 31q | +4.4%+$163.8K |
| GOLDMAN SACHS GROUP INC | $3.7M | 206,106 | 0.00% | 31q | -7.2%-$285.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.5M | 194,435 | 0.00% | 2q | -13.4%-$540.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.4M | 190,070 | 0.00% | 31q | +1.8%+$60.8K |
| Sixth Street Partners Management Company, L.P. | $3.4M | 190,070 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $3.4M | 187,703 | 0.00% | 11q | +0.9%+$29.9K |
| Steamboat Capital Partners, LLC | $3.3M | 185,259 | 0.71% | 10q | -73.2%-$9.0M |
| MILLENNIUM MANAGEMENT LLC | $3.2M | 177,810 | 0.00% | 23q | -45.0%-$2.6M |
| RENAISSANCE TECHNOLOGIES LLC | $3.1M | 172,600 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $2.8M | 155,310 | 0.00% | 2q | -2.9%-$84.3K |
| Arax Advisory Partners | $2.5M | 136,909 | 0.02% | new | NEW |
| NORGES BANK | $2.4M | 131,300 | 0.00% | new | NEW |
| Empowered Funds, LLC | $2.3M | 128,157 | 0.01% | 13q | +7.7%+$163.8K |
| CITADEL ADVISORS LLC | $2.2M | 65,281 | 0.00% | 21q | -49.4%-$2.1M |
| ALGERT GLOBAL LLC | $2.0M | 113,386 | 0.02% | 11q | -52.1%-$2.2M |
| RAFFLES ASSOCIATES LP | $2.0M | 111,602 | 0.88% | 11q | +100.0%+$1,000.0K |
| TWO SIGMA INVESTMENTS, LP | $2.0M | 110,658 | 0.00% | 15q | +96.6%+$974.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | options only | 0.00% | 21q | OPTIONS |
| Bank of New York Mellon Corp | $1.8M | 103,019 | 0.00% | 31q | +6.2%+$107.8K |
| Squarepoint Ops LLC | $1.3M | 74,053 | 0.00% | 2q | +201.7%+$887.2K |
| Diametric Capital, LP | $1.3M | 71,313 | 0.13% | 3q | -40.3%-$864.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.3M | 69,794 | 0.00% | 7q | +185.7%+$813.0K |
| Y-Intercept (Hong Kong) Ltd | $1.2M | 66,064 | 0.02% | 3q | +5.1%+$57.3K |
| Russell Investments Group, Ltd. | $1.1M | 60,717 | 0.00% | 27q | -51.9%-$1.2M |
| MARTINGALE ASSET MANAGEMENT L P | $1.1M | 59,033 | 0.03% | 6q | +109.9%+$554.0K |
| CenterBook Partners LP | $953.0K | 53,181 | 0.05% | 4q | +57.0%+$346.0K |
| BARCLAYS PLC | $933.5K | 52,092 | 0.00% | 17q | -5.8%-$57.7K |
| BANK OF AMERICA CORP /DE/ | $853.6K | 47,634 | 0.00% | 31q | +15.1%+$112.2K |
| Swiss National Bank | $815.8K | 45,523 | 0.00% | 14q | +2.5%+$19.7K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $796.2K | 44,429 | 0.06% | 2q | -16.9%-$161.8K |
| Invesco Ltd. | $767.5K | 42,832 | 0.00% | 18q | -21.6%-$211.1K |
| Creative Planning | $731.8K | 40,835 | 0.00% | 2q | +81.9%+$329.5K |
| GAMCO INVESTORS, INC. ET AL | $710.1K | 39,625 | 0.01% | 2q | +20.1%+$118.7K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $688.6K | 38,425 | 0.09% | 2q | HELD |
| Prospera Financial Services Inc | $688.3K | 38,412 | 0.01% | 23q | HELD |
| Quantinno Capital Management LP | $661.2K | 36,897 | 0.00% | 5q | +85.6%+$304.9K |
| SEI INVESTMENTS CO | $655.8K | 36,594 | 0.00% | 3q | -53.5%-$754.4K |
| Steadtrust LLC | $650.0K | 36,274 | 0.33% | 5q | HELD |
| Point72 Asset Management, L.P. | $625.1K | 34,882 | 0.00% | 5q | -42.7%-$466.6K |
| MARSHALL WACE, LLP | $595.1K | 33,208 | 0.00% | 4q | -20.8%-$156.2K |
| LPL Financial LLC | $590.5K | 32,953 | 0.00% | 3q | +103.0%+$299.7K |
| IEQ CAPITAL, LLC | $563.2K | 31,429 | 0.00% | new | NEW |
| Bleakley Financial Group, LLC | $548.2K | 30,593 | 0.01% | 3q | -4.2%-$24.1K |
| BNP PARIBAS FINANCIAL MARKETS | $542.4K | 30,270 | 0.00% | 31q | -3.5%-$19.9K |
| MANGROVE PARTNERS IM, LLC | $541.2K | 30,199 | 0.04% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $538.9K | 31,850 | 0.00% | 31q | +24.8%+$106.9K |
| RHUMBLINE ADVISERS | $536.2K | 29,920 | 0.00% | 31q | +4.0%+$20.6K |
| STATE OF WISCONSIN INVESTMENT BOARD | $527.0K | 29,406 | 0.00% | 10q | +105.8%+$270.8K |
| Numerai GP LLC | $516.6K | 28,828 | 0.04% | 2q | +28.2%+$113.7K |
| WELLS FARGO & COMPANY/MN | $493.5K | 27,538 | 0.00% | 31q | -16.7%-$98.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $466.7K | 26,044 | 0.00% | 14q | -6.2%-$31.1K |
| WINTON GROUP Ltd | $410.9K | 22,927 | 0.01% | new | NEW |
| Mariner, LLC | $392.9K | 21,926 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $392.3K | 21,892 | 0.00% | 34q | +7.2%+$26.4K |
| JANE STREET GROUP, LLC | $376.3K | options only | 0.00% | 10q | OPTIONS |
| Graham Capital Management, L.P. | $368.3K | 20,553 | 0.01% | 2q | +64.5%+$144.3K |
| Engineers Gate Manager LP | $356.8K | 19,910 | 0.00% | 2q | -9.3%-$36.7K |
| SMITH, MOORE & CO. | $323.6K | 18,058 | 0.02% | 5q | -0.6%-$1.8K |
| VANGUARD ASSET MANAGEMENT, Ltd | $290.4K | 16,207 | 0.00% | 2q | HELD |
| GROUP ONE TRADING LLC | $286.7K | options only | 0.00% | 4q | OPTIONS |
| CITIGROUP INC | $247.4K | 13,806 | 0.00% | 31q | +191.5%+$162.5K |
| Cerity Partners LLC | $246.8K | 13,772 | 0.00% | new | NEW |
| Legal & General Group Plc | $244.4K | 13,638 | 0.00% | 31q | +2.2%+$5.2K |
| MetLife Investment Management, LLC | $240.4K | 13,414 | 0.00% | 19q | +4.6%+$10.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $216.5K | 11,792 | 0.00% | new | NEW |
| Fortis Capital Management LLC | $215.5K | 12,023 | 0.02% | new | NEW |
| Aquatic Capital Management LLC | $201.4K | 11,240 | 0.01% | 3q | -22.2%-$57.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $194.1K | 10,832 | 0.00% | 9q | -3.2%-$6.5K |
| FMR LLC | $190.6K | 10,637 | 0.00% | 20q | -28.2%-$74.9K |
| Vanguard Global Advisers, LLC | $179.5K | 10,018 | 0.00% | 2q | HELD |
| UBS Group AG | $167.4K | 9,344 | 0.00% | 15q | -94.5%-$2.9M |
| NEW YORK STATE COMMON RETIREMENT FUND | $131.1K | 7,315 | 0.00% | 31q | HELD |
| Police & Firemen's Retirement System of New Jersey | $125.4K | 7,000 | 0.00% | 7q | HELD |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $96.8K | 5,399 | 0.00% | 14q | HELD |
| KLP KAPITALFORVALTNING AS | $86.0K | 4,800 | 0.00% | 7q | HELD |
| Vanguard Investments Australia, Ltd. | $77.5K | 4,323 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $67.0K | 3,737 | 0.00% | 26q | +85.6%+$30.9K |
| SIMPLEX TRADING, LLC | $56.2K | 437 | 0.00% | 8q | HELD |
| Larson Financial Group LLC | $55.1K | 3,073 | 0.00% | 5q | -16.4%-$10.8K |
| Persistent Asset Partners Ltd | $48.7K | 2,717 | 0.01% | new | NEW |
| Ameritas Investment Partners, Inc. | $41.4K | 2,311 | 0.00% | 31q | HELD |
| Quantbot Technologies LP | $33.5K | 1,869 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-30 | 13G | BlackRock, Inc. | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 137 | $306.1M | 16,880,573 | 25 | 55 | 34 | 1.2% |
| Q1 2026 | 137 | $281.5M | 16,623,558 | 23 | 40 | 50 | 0.8% |
| Q4 2025 | 130 | $329.0M | 17,008,347 | 20 | 54 | 30 | 7.8% |
| Q3 2025 | 134 | $281.4M | 13,690,833 | 27 | 53 | 36 | 7.1% |
| Q2 2025 | 133 | $335.4M | 14,228,261 | 20 | 43 | 39 | 0.4% |
| Q1 2025 | 127 | $345.1M | 14,176,757 | 26 | 40 | 44 | 1.3% |
| Q4 2024 | 114 | $307.9M | 14,801,529 | 11 | 40 | 36 | 0.0% |
| Q3 2024 | 109 | $300.5M | 14,574,556 | 13 | 41 | 33 | 5.4% |
| Q2 2024 | 107 | $245.7M | 14,288,296 | 19 | 41 | 24 | 4.4% |
| Q1 2024 | 100 | $266.4M | 14,566,229 | 23 | 30 | 31 | 5.8% |
| Q4 2023 | 86 | $266.9M | 13,692,484 | 8 | 31 | 21 | 2.8% |
| Q3 2023 | 83 | $215.4M | 12,737,959 | 6 | 26 | 28 | 1.0% |
| Q2 2023 | 88 | $193.8M | 12,895,919 | 8 | 36 | 23 | 0.1% |
| Q1 2023 | 82 | $180.5M | 12,227,572 | 12 | 29 | 22 | 1.3% |
| Q4 2022 | 67 | $122.1M | 8,666,899 | 7 | 24 | 15 | 1.7% |
| Q3 2022 | 76 | $131.8M | 12,177,112 | 5 | 23 | 28 | 0.6% |
| Q2 2022 | 83 | $130.6M | 12,028,214 | 15 | 28 | 23 | 2.2% |
| Q1 2022 | 81 | $156.1M | 11,929,317 | 8 | 18 | 41 | 1.8% |
| Q4 2021 | 81 | $177.8M | 12,034,271 | 15 | 27 | 28 | 6.5% |
| Q3 2021 | 75 | $125.6M | 11,691,649 | 16 | 23 | 21 | 6.7% |
| Q2 2021 | 75 | $114.0M | 11,604,990 | 33 | 15 | 28 | 5.3% |
| Q1 2021 | 53 | $111.1M | 12,407,878 | 4 | 15 | 20 | 0.0% |
| Q4 2020 | 55 | $63.7M | 12,698,931 | 9 | 20 | 17 | 0.0% |
| Q3 2020 | 47 | $55.5M | 11,211,421 | 4 | 10 | 17 | 0.0% |
| Q2 2020 | 49 | $72.9M | 11,308,571 | 2 | 18 | 12 | 0.0% |
| Q1 2020 | 57 | $60.8M | 11,649,210 | 3 | 16 | 22 | 0.0% |
| Q4 2019 | 57 | $104.4M | 12,831,420 | 5 | 21 | 17 | 0.0% |
| Q3 2019 | 56 | $84.8M | 11,643,195 | 8 | 15 | 11 | 0.0% |
| Q2 2019 | 54 | $74.3M | 11,795,062 | 8 | 15 | 14 | 0.0% |
| Q1 2019 | 53 | $75.6M | 11,940,690 | 7 | 15 | 14 | 0.0% |
| Q4 2018 | 55 | $76.1M | 13,616,525 | 0 | 0 | 2 | 0.0% |