Tiptree Ownership | Who Owns Tiptree?

Tiptree Ownership Summary

Tiptree is owned by 30.40% institutional investors, 38.52% insiders, and 31.08% retail investors. Blackrock is the largest institutional shareholder, holding 5.78% of TIPT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.87% of its assets in Tiptree shares.

TIPT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Tiptree	30.40%	38.52%	31.08%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Specialty Insurance Stocks	35.82%	12.76%	51.42%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.13M	5.78%	$35.07M
Dimensional fund advisors lp	2.11M	5.63%	$38.61M
Blackrock funding, inc. /de	2.09M	5.55%	$38.11M
Vanguard group	1.40M	3.74%	$25.66M
Geode capital management	601.55K	1.60%	$10.99M
State street	528.42K	1.41%	$10.13M
Kennedy capital management	482.85K	1.29%	$9.26M
Royce & associates lp	441.26K	1.17%	$8.06M
Goldman sachs group	403.40K	1.07%	$7.37M
Heartland advisors	400.00K	1.06%	$7.31M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Steamboat capital partners	396.38K	1.98%	$7.60M
Raffles associates lp	51.80K	0.92%	$993.02K
Heartland advisors	400.00K	0.39%	$7.31M
Meixler investment management	26.71K	0.31%	$512.05K
Kennedy capital management	482.85K	0.20%	$9.26M
Rangeley capital	10.00K	0.17%	$191.70K
Hodges capital management	88.91K	0.14%	$1.62M
Nfc investments	22.25K	0.11%	$406.00K
Militia capital partners, lp	10.20K	0.09%	$195.53K
Bridgeway capital management	209.02K	0.09%	$4.01M

Top Buyers

Holder	Shares	% Assets	Change
Goldman sachs group	403.40K	0.00%	304.92K
Steamboat capital partners	396.38K	1.98%	303.79K
Blackrock	2.13M	0.00%	160.39K
Susquehanna group, llp	159.49K	0.00%	134.53K
Morgan stanley	291.08K	0.00%	111.58K

Top Sellers

Holder	Shares	% Assets	Change
Breach inlet capital management	-	-	-803.67K
Hillsdale investment management	-	-	-229.78K
Cannell capital	-	-	-148.42K
Invesco	51.54K	0.00%	-147.66K
First trust advisors lp	-	-	-70.26K

New Positions

Holder	Shares	% Assets	Change	Value
Sei investments	39.58K	0.00%	39.58K	$723.07K
Y-intercept (hong kong)	25.88K	0.01%	25.88K	$472.74K
Dld asset management, lp	20.70K	0.03%	20.70K	$396.82M
Lpl financial	15.03K	0.00%	15.03K	$274.60K
Engineers gate manager lp	14.38K	0.00%	14.38K	$275.67K

Sold Out

Holder	Change
Cibc private wealth group	-1.00
Nelson, van denburg & campbell wealth management group	-6.00
Stephens consulting	-15.00
Transce3nd	-17.00
Parkside financial bank & trust	-25.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	98	-35.95%	11,420,276	-16.22%	30	2.30%	58	-32.56%	26	-29.73%
Sep 30, 2025	89	-38.19%	9,886,589	-30.72%	26	1.82%	47	-35.62%	22	-52.17%
Jun 30, 2025	144	-	14,270,140	0.30%	38	2.62%	72	-	47	-4.08%
Mar 31, 2025	142	12.70%	14,280,620	-4.10%	38	2.33%	71	10.94%	48	23.08%
Dec 31, 2024	77	-38.40%	12,006,646	-17.95%	32	2.06%	42	-28.81%	18	-47.06%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	706.44K	1.87%	-
Vanguard US Total Market Shares ETF	689.52K	1.84%	-
iShares Russell 2000 ETF	587.28K	1.55%	85.81K
Heartland Value Investor	400.00K	1.06%	-
DFA US Targeted Value I	382.66K	1.01%	-
Kennedy Micro Cap	311.29K	0.82%	-1.94K
DFA US Small Cap I	266.56K	0.70%	-
Dimensional US Targeted Value ETF	261.33K	0.69%	-
Vanguard Institutional Extnd Mkt Idx Tr	259.09K	0.69%	-1.16K
DFA US Micro Cap I	239.18K	0.63%	-18.89K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 07, 2025	Mielle Dominique	-	Buy	$100.59K
Mar 25, 2025	Rifkind Neil Charles	General Counsel and Secretary	Sell	$416.02K
May 28, 2024	Ilany Jonathan	Chief Executive Officer	Buy	$27.13K
Mar 05, 2024	Ilany Jonathan	Chief Executive Officer	Buy	$49.16K
Jan 08, 2024	Rifkind Neil Charles	General Counsel and Secretary	Sell	$355.28K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	-
2025 Q4	1	-
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	1

TIPT Ownership FAQ

Who Owns Tiptree?

Tiptree shareholders are primarily institutional investors at 30.40%, followed by 38.52% insiders and 31.08% retail investors. The average institutional ownership in Tiptree's industry, Specialty Insurance Stocks, is 35.82%, which Tiptree falls below.

Who owns the most shares of Tiptree?

Tiptree’s largest shareholders are Blackrock (2.13M shares, 5.78%), Dimensional fund advisors lp (2.11M shares, 5.63%), and Blackrock funding, inc. /de (2.09M shares, 5.55%). Together, they hold 16.96% of Tiptree’s total shares outstanding.

Does Blackrock own Tiptree?

Yes, BlackRock owns 5.78% of Tiptree, totaling 2.13M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 35.07M$. In the last quarter, BlackRock increased its holdings by 160.39K shares, a 8.16% change.

Who is Tiptree’s biggest shareholder by percentage of total assets invested?

Steamboat capital partners is Tiptree’s biggest shareholder by percentage of total assets invested, with 1.98% of its assets in 396.38K Tiptree shares, valued at 7.6M$.

Who is the top mutual fund holder of Tiptree shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Tiptree shares, with 1.87% of its total shares outstanding invested in 706.44K Tiptree shares.

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