TIPT Institutional Ownership & Shareholders
TIPTREE INC (TIPT) is currently held by 138 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $294.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Dimensional Fund Advisors Lp is currently the largest disclosed institutional shareholder of TIPT tracked by InsiderSet, reporting ownership valued at approximately $39.64M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $38.91M, representing an estimated loss of -1.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed TIPT value among the investors covered in this analysis. Major shareholders include Dimensional Fund Advisors Lp, Blackrock, Inc., Veradace Capital Management Llc, and several other long-term asset managers with concentrated positions in TIPTREE INC (TIPT).
This page ranks the largest institutional TIPT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
138
Total Reported Value
$294.52M
Largest Holder
Dimensional Fund Advisors Lp
Largest Position
$39.64M
Insider Transactions (90d)
3
Latest Filing Quarter
Q2 2026
New Institutional Positions
101
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dimensional Fund Advisors Lp | 0.01% | 2,212,124 | $39,641,067 | $38,911,261 | -$729,806 | -1.84% | |
| Blackrock, Inc. | 0.00% | 2,169,681 | $38,880,684 | $38,164,689 | -$715,995 | -1.84% | |
| Veradace Capital Management Llc | 18.45% | 1,302,962 | $23,349,079 | $22,919,102 | -$429,977 | -1.84% | |
| Vanguard Capital Management Llc | 0.00% | 996,615 | $17,859,341 | $17,530,458 | -$328,883 | -1.84% | |
| Geode Capital Management, Llc | 0.00% | 653,998 | $11,722,361 | $11,503,825 | -$218,536 | -1.86% | |
| State Street Corp | 0.00% | 557,270 | $9,986,278 | $9,802,379 | -$183,899 | -1.84% | |
| Gabelli Funds Llc | 0.06% | 537,471 | $9,631,480 | $9,454,115 | -$177,365 | -1.84% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 511,881 | $9,172,908 | $9,003,987 | -$168,921 | -1.84% | |
| Nuveen, Llc | 0.00% | 509,124 | $9,123,502 | $8,955,491 | -$168,011 | -1.84% | |
| Kennedy Capital Management Llc | 0.15% | 485,373 | $8,697,884 | $8,537,711 | -$160,173 | -1.84% | |
| Morgan Stanley | 0.00% | 422,386 | $7,569,161 | $7,429,770 | -$139,391 | -1.84% | |
| Heartland Advisors Inc | 0.32% | 400,000 | $7,168,000 | $7,036,000 | -$132,000 | -1.84% | |
| Aqr Capital Management Llc | 0.00% | 364,204 | $6,526,541 | $6,406,348 | -$120,193 | -1.84% | |
| Qube Research & Technologies Ltd | 0.01% | 286,039 | $5,125,819 | $5,031,426 | -$94,393 | -1.84% | |
| Jpmorgan Chase & Co | 0.00% | 256,105 | $4,563,791 | $4,504,887 | -$58,904 | -1.29% | |
| American Century Companies Inc | 0.00% | 234,327 | $4,199,140 | $4,121,812 | -$77,328 | -1.84% | |
| Northern Trust Corp | 0.00% | 234,081 | $4,194,732 | $4,117,485 | -$77,247 | -1.84% | |
| Bridgeway Capital Management, Llc | 0.07% | 218,157 | $3,909,373 | $3,837,382 | -$71,991 | -1.84% | |
| Goldman Sachs Group Inc | 0.00% | 206,106 | $3,693,412 | $3,625,405 | -$68,007 | -1.84% | |
| Vanguard Portfolio Management Llc | 0.00% | 194,435 | $3,484,275 | $3,420,112 | -$64,163 | -1.84% | |
| Charles Schwab Investment Management Inc | 0.00% | 190,070 | $3,406,054 | $3,343,331 | -$62,723 | -1.84% | |
| D. E. Shaw & Co., Inc. | 0.00% | 187,703 | $3,363,638 | $3,301,696 | -$61,942 | -1.84% | |
| Steamboat Capital Partners, Llc | 0.71% | 185,259 | $3,319,841 | $3,258,706 | -$61,135 | -1.84% | |
| Millennium Management Llc | 0.00% | 177,810 | $3,186,355 | $3,127,678 | -$58,677 | -1.84% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 172,600 | $3,092,992 | $3,036,034 | -$56,958 | -1.84% |
| Vanguard Fiduciary Trust Co | 0.00% | 155,310 | $2,783,155 | $2,731,903 | -$51,252 | -1.84% | |
| Arax Advisory Partners | 0.02% | 136,909 | $2,453,410 | $2,408,229 | -$45,181 | -1.84% | |
| Norges Bank | 0.00% | 131,300 | $2,352,896 | $2,309,567 | -$43,329 | -1.84% | |
| Empowered Funds, Llc | 0.01% | 128,157 | $2,296,573 | $2,254,282 | -$42,291 | -1.84% | |
| Hrt Financial Lp | 0.00% | 113,809 | $2,039,000 | $2,001,900 | -$37,100 | -1.82% | |
| Algert Global Llc | 0.02% | 113,386 | $2,031,877 | $1,994,460 | -$37,417 | -1.84% | |
| Two Sigma Investments, Lp | 0.00% | 110,658 | $1,982,991 | $1,946,474 | -$36,517 | -1.84% | |
| Bank Of New York Mellon Corp | 0.00% | 103,019 | $1,846,099 | $1,812,104 | -$33,995 | -1.84% | |
| Squarepoint Ops Llc | 0.00% | 74,053 | $1,327,030 | $1,302,592 | -$24,438 | -1.84% | |
| Diametric Capital, Lp | 0.14% | 71,313 | $1,277,928 | $1,254,396 | -$23,532 | -1.84% | |
| Citadel Advisors Llc | 0.00% | 65,281 | $1,169,827 | $1,148,293 | -$21,534 | -1.84% | |
| Russell Investments Group, Ltd. | 0.00% | 60,717 | $1,088,042 | $1,068,012 | -$20,030 | -1.84% | |
| Martingale Asset Management L P | 0.03% | 59,033 | $1,057,872 | $1,038,390 | -$19,482 | -1.84% | |
| Creative Planning | 0.00% | 60,231 | $1,023,325 | $1,059,463 | +$36,138 | +3.53% | |
| Raffles Associates Lp | 0.85% | 55,801 | $999,954 | $981,540 | -$18,414 | -1.84% | |
| Barclays Plc | 0.00% | 52,092 | $933,489 | $916,298 | -$17,191 | -1.84% | |
| Bank Of America Corp | 0.00% | 47,634 | $853,601 | $837,882 | -$15,719 | -1.84% | |
| Swiss National Bank | 0.00% | 45,523 | $815,772 | $800,750 | -$15,022 | -1.84% | |
| Prelude Capital Management, Llc | 0.06% | 44,429 | $796,168 | $781,506 | -$14,662 | -1.84% | |
| Invesco Ltd. | 0.00% | 42,832 | $767,549 | $753,415 | -$14,134 | -1.84% | |
| Gamco Investors, Inc. Et Al | 0.01% | 39,625 | $710,080 | $697,004 | -$13,076 | -1.84% | |
| Corsair Capital Management, L.P. | 0.09% | 38,425 | $688,576 | $675,896 | -$12,680 | -1.84% | |
| Prospera Financial Services Inc | 0.01% | 38,412 | $688,342 | $675,667 | -$12,675 | -1.84% | |
| Quantinno Capital Management Lp | 0.00% | 36,897 | $661,196 | $649,018 | -$12,178 | -1.84% | |
| Sei Investments Co | 0.00% | 36,594 | $655,764 | $643,688 | -$12,076 | -1.84% |
Frequently asked questions about TIPT
Who are the largest institutional holders of TIPT?
The largest institutional holders of TIPT reported in the latest SEC Form 13F filings include Dimensional Fund Advisors Lp, Blackrock, Inc., Veradace Capital Management Llc, Vanguard Capital Management Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported TIPT position.
What is TIPT institutional ownership?
This page tracks TIPT positions reported by institutional investment managers through SEC Form 13F. TIPTREE INC (TIPT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TIPT?
InsiderSet currently tracks 138 institutional managers reporting TIPT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TIPT shareholders.
How much TIPT stock do institutions own?
Institutional investment managers disclosed approximately $294.52M in TIPT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TIPT institutional ownership last updated?
The latest TIPT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TIPT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TIPT position after the reporting date.
Are institutions buying or selling TIPT?
Institutional buying and selling can be analyzed by comparing TIPT positions across consecutive 13F reporting periods. InsiderSet's TIPT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TIPT ownership changes.
How has TIPT institutional ownership changed over time?
InsiderSet tracks TIPT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.