Tiptree Ownership | Who Owns Tiptree?

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Tiptree Ownership Summary

Tiptree is owned by 38.24% institutional investors, 38.02% insiders, and 23.75% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 6.80% of TIPT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.89% of its assets in Tiptree shares.

TIPT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Tiptree	38.24%	38.02%	23.75%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Specialty Insurance Stocks	59.70%	12.83%	27.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	2.50M	6.80%	$52.17M
Blackrock funding, inc. /de	2.38M	6.47%	$49.63M
Blackrock	2.13M	5.78%	$35.07M
Vanguard group	1.26M	3.43%	$26.35M
Breach inlet capital management	711.54K	1.93%	$14.84M
Geode capital management	555.83K	1.51%	$11.60M
Cannell capital	544.62K	1.48%	$11.36M
Royce & associates lp	524.25K	1.43%	$10.94M
State street	485.24K	1.32%	$8.00M
Heartland advisors	325.00K	0.88%	$6.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Breach inlet capital management	711.54K	10.51%	$14.84M
Cannell capital	544.62K	2.33%	$11.36M
Cove street capital	83.76K	2.04%	$1.75M
Raffles associates lp	30.80K	0.69%	$642.51K
Steamboat capital partners	96.03K	0.62%	$2.00M
Meixler investment management	27.28K	0.42%	$569.08K
Heartland advisors	325.00K	0.37%	$6.78M
Hillsdale investment management	221.98K	0.23%	$4.63M
Hodges capital management	168.85K	0.21%	$3.52M
Kennedy capital management	273.01K	0.13%	$5.70M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	2.38M	0.00%	209.41K
Invesco	261.56K	0.00%	208.81K
Blackrock	2.13M	0.00%	160.39K
Susquehanna group, llp	159.49K	0.00%	134.53K
Goldman sachs group	230.58K	0.00%	108.93K

Top Sellers

Holder	Shares	% Assets	Change
Cannell capital	544.62K	2.33%	-212.80K
Royal bank of canada	9.33K	-	-99.96K
Cove street capital	83.76K	2.04%	-94.24K
Jane street group	10.89K	-	-88.14K
Breach inlet capital management	711.54K	10.51%	-85.64K

New Positions

Holder	Shares	% Assets	Change	Value
Raymond james financial	30.78K	0.00%	30.78K	$642.03K
Meixler investment management	27.28K	0.42%	27.28K	$569.08K
Voleon capital management lp	20.87K	0.03%	20.87K	$435.37K
Resources investment advisors, llc.	16.23K	0.00%	16.23K	$338.64K
B. riley wealth advisors	14.00K	0.01%	14.00K	$230.86K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-6.00
Corecap advisors	-45.00
Capital performance advisors llp	-59.00
Simplex trading	-67.00
Signaturefd	-79.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	124	0.81%	14,619,685	0.49%	39	2.54%	59	-16.90%	34	17.24%
Jun 30, 2024	123	0.82%	14,548,793	0.73%	39	2.56%	71	29.09%	29	-29.27%
Mar 31, 2024	122	16.19%	14,443,682	4.01%	39	2.75%	55	3.77%	41	46.43%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	708.47K	1.89%	-
Vanguard US Total Market Shares ETF	689.52K	1.84%	-
iShares Russell 2000 ETF	661.93K	1.77%	324.00
DFA US Small Cap Value I	547.86K	1.46%	-39.40K
DFA US Targeted Value I	382.66K	1.02%	-
Vanguard Institutional Extnd Mkt Idx Tr	338.09K	0.90%	935.00
Heartland Value Investor	300.00K	0.80%	-
DFA US Small Cap I	268.73K	0.72%	-
DFA US Micro Cap I	258.07K	0.69%	-
Fidelity Small Cap Index	249.33K	0.66%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Dec 14, 2023	Rifkind Neil Charles	General Counsel and Secretary	Sell	$54.92K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	1
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	1	-

TIPT Ownership FAQ

Who Owns Tiptree?

Tiptree shareholders are primarily institutional investors at 38.24%, followed by 38.02% insiders and 23.74% retail investors. The average institutional ownership in Tiptree's industry, Specialty Insurance Stocks, is 59.70%, which Tiptree falls below.

Who owns the most shares of Tiptree?

Tiptree’s largest shareholders are Dimensional fund advisors lp (2.5M shares, 6.80%), Blackrock funding, inc. /de (2.38M shares, 6.47%), and Blackrock (2.13M shares, 5.78%). Together, they hold 19.05% 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?

Breach inlet capital management is Tiptree’s biggest shareholder by percentage of total assets invested, with 10.51% of its assets in 711.54K Tiptree shares, valued at 14.84M$.

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 1.89% of its total shares outstanding invested in 708.47K Tiptree shares.

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