TIPTREE INC (TIPT) Institutional Shareholders

TIPTREE INC (TIPT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $295.33M in TIPT holdings during the latest filing period.

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 $38.76M, representing an estimated loss of -2.23% 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

$295.33M

Largest Holder

Dimensional Fund Advisors Lp

Largest Position

$39.64M

Insider Transactions (90d)

2

Latest Filing Quarter

Q2 2026

New Institutional Positions

119

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Dimensional Fund Advisors Lp0.01%2,212,124$39,641,067$38,756,412-$884,655-2.23%
Blackrock, Inc.0.00%2,169,681$38,880,684$38,012,811-$867,873-2.23%
Veradace Capital Management Llc18.45%1,302,962$23,349,079$22,827,894-$521,185-2.23%
Vanguard Capital Management Llc0.00%996,615$17,859,341$17,460,695-$398,646-2.23%
Geode Capital Management, Llc0.00%653,998$11,722,361$11,458,045-$264,316-2.25%
State Street Corp0.00%557,270$9,986,278$9,763,370-$222,908-2.23%
Gabelli Funds Llc0.06%537,471$9,631,480$9,416,492-$214,988-2.23%
Arrowstreet Capital, Limited Partnership0.00%511,881$9,172,908$8,968,155-$204,753-2.23%
Nuveen, Llc0.00%509,124$9,123,502$8,919,852-$203,650-2.23%
Kennedy Capital Management Llc0.15%485,373$8,697,884$8,503,735-$194,149-2.23%
Morgan Stanley0.00%422,386$7,569,161$7,400,203-$168,958-2.23%
Heartland Advisors Inc0.32%400,000$7,168,000$7,008,000-$160,000-2.23%
Aqr Capital Management Llc0.00%364,204$6,526,541$6,380,854-$145,687-2.23%
Qube Research & Technologies Ltd0.01%286,039$5,125,819$5,011,403-$114,416-2.23%
Jpmorgan Chase & Co0.00%256,105$4,563,791$4,486,960-$76,831-1.68%
American Century Companies Inc0.00%234,327$4,199,140$4,105,409-$93,731-2.23%
Northern Trust Corp0.00%234,081$4,194,732$4,101,099-$93,633-2.23%
Bridgeway Capital Management, Llc0.07%218,157$3,909,373$3,822,111-$87,262-2.23%
Goldman Sachs Group Inc0.00%206,106$3,693,412$3,610,977-$82,435-2.23%
Vanguard Portfolio Management Llc0.00%194,435$3,484,275$3,406,501-$77,774-2.23%
Charles Schwab Investment Management Inc0.00%190,070$3,406,054$3,330,026-$76,028-2.23%
D. E. Shaw & Co., Inc.0.00%187,703$3,363,638$3,288,557-$75,081-2.23%
Steamboat Capital Partners, Llc0.71%185,259$3,319,841$3,245,738-$74,103-2.23%
Millennium Management Llc0.00%177,810$3,186,355$3,115,231-$71,124-2.23%
Renaissance Technologies LLCJim Simons0.00%172,600$3,092,992$3,023,952-$69,040-2.23%
Vanguard Fiduciary Trust Co0.00%155,310$2,783,155$2,721,031-$62,124-2.23%
Arax Advisory Partners0.02%136,909$2,453,410$2,398,646-$54,764-2.23%
Norges Bank0.00%131,300$2,352,896$2,300,376-$52,520-2.23%
Empowered Funds, Llc0.01%128,157$2,296,573$2,245,311-$51,262-2.23%
Hrt Financial Lp0.00%113,809$2,039,000$1,993,934-$45,066-2.21%
Algert Global Llc0.02%113,386$2,031,877$1,986,523-$45,354-2.23%
Two Sigma Investments, Lp0.00%110,658$1,982,991$1,938,728-$44,263-2.23%
Bank Of New York Mellon Corp0.00%103,019$1,846,099$1,804,893-$41,206-2.23%
Squarepoint Ops Llc0.00%74,053$1,327,030$1,297,409-$29,621-2.23%
Diametric Capital, Lp0.14%71,313$1,277,928$1,249,404-$28,524-2.23%
Y-Intercept (Hong Kong) Ltd0.02%66,064$1,183,867$1,157,441-$26,426-2.23%
Citadel Advisors Llc0.00%65,281$1,169,827$1,143,723-$26,104-2.23%
Russell Investments Group, Ltd.0.00%60,717$1,088,042$1,063,762-$24,280-2.23%
Martingale Asset Management L P0.03%59,033$1,057,872$1,034,258-$23,614-2.23%
Raffles Associates Lp0.85%55,801$999,954$977,634-$22,320-2.23%
Centerbook Partners Lp0.05%53,181$953,004$931,731-$21,273-2.23%
Barclays Plc0.00%52,092$933,489$912,652-$20,837-2.23%
Bank Of America Corp0.00%47,634$853,601$834,548-$19,053-2.23%
Swiss National Bank0.00%45,523$815,772$797,563-$18,209-2.23%
Prelude Capital Management, Llc0.06%44,429$796,168$778,396-$17,772-2.23%
Invesco Ltd.0.00%42,832$767,549$750,417-$17,132-2.23%
Gamco Investors, Inc. Et Al0.01%39,625$710,080$694,230-$15,850-2.23%
Corsair Capital Management, L.P.0.09%38,425$688,576$673,206-$15,370-2.23%
Prospera Financial Services Inc0.01%38,412$688,342$672,978-$15,364-2.23%
Quantinno Capital Management Lp0.00%36,897$661,196$646,435-$14,761-2.23%
Showing 50 of 138

Frequently asked questions about TIPT

  • Who owns the most TIPT stock?

    The largest holders of TIPT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for TIPTREE INC (TIPT).

  • Is TIPT widely held by superinvestors?

    Many widely followed stocks like TIPT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TIPT is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.