Tiptree Ownership | Who Owns Tiptree?

Tiptree Ownership Summary

Tiptree is owned by 26.37% institutional investors, 38.52% insiders, and 35.11% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.80% of TIPT shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.85% of its assets in Tiptree shares.

TIPT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Tiptree	26.37%	38.52%	35.11%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Specialty Insurance Stocks	43.00%	13.05%	43.95%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	2.18M	5.80%	$41.70M
Blackrock	2.13M	5.78%	$35.07M
Blackrock funding, inc. /de	2.09M	5.57%	$40.02M
Vanguard group	1.35M	3.60%	$25.91M
Geode capital management	600.90K	1.60%	$11.52M
State street	528.42K	1.41%	$10.13M
Kennedy capital management	482.85K	1.29%	$9.26M
Royce & associates lp	443.26K	1.18%	$8.50M
Steamboat capital partners	396.38K	1.06%	$7.60M
Heartland advisors	384.15K	1.02%	$7.36M

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	384.15K	0.39%	$7.36M
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	90.81K	0.15%	$1.74M
Nfc investments	22.25K	0.12%	$426.00K
Sanders morris harris	48.00K	0.12%	$920.16K
Militia capital partners, lp	10.20K	0.09%	$195.53K

Top Buyers

Holder	Shares	% Assets	Change
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
Heartland advisors	384.15K	0.39%	84.16K
Gabelli funds	78.29K	0.01%	78.29K

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
Dimensional fund advisors lp	2.18M	0.01%	-95.85K

New Positions

Holder	Shares	% Assets	Change	Value
Gabelli funds	78.29K	0.01%	78.29K	$1.50M
Belvedere trading	26.02K	0.00%	26.02K	$498.82K
Centerbook partners lp	21.90K	0.02%	21.90K	$419.79K
Dld asset management, lp	20.70K	0.03%	20.70K	$396.82M
Ars investment partners	18.85K	0.02%	18.85K	$361.36K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-6.00
Stephens consulting	-15.00
Transce3nd	-17.00
Corecap advisors	-45.00
Capital performance advisors llp	-59.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	124	0.81%	14,619,685	0.49%	39	2.54%	59	-16.90%	34	17.24%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	693.09K	1.85%	-15.38K
Vanguard US Total Market Shares ETF	689.52K	1.84%	-
iShares Russell 2000 ETF	593.36K	1.58%	-
DFA US Targeted Value I	382.66K	1.02%	-
DFA US Small Cap Value I	366.50K	0.98%	-38.14K
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%	-
Vanguard Institutional Extnd Mkt Idx Tr	239.89K	0.64%	-103.58K
Fidelity Small Cap Index	235.79K	0.63%	-19.95K

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
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	1
2024 Q4	-	-
2024 Q3	-	-

TIPT Ownership FAQ

Who Owns Tiptree?

Tiptree shareholders are primarily institutional investors at 26.37%, followed by 38.52% insiders and 35.11% retail investors. The average institutional ownership in Tiptree's industry, Specialty Insurance Stocks, is 43.00%, which Tiptree falls below.

Who owns the most shares of Tiptree?

Tiptree’s largest shareholders are Dimensional fund advisors lp (2.18M shares, 5.80%), Blackrock (2.13M shares, 5.78%), and Blackrock funding, inc. /de (2.09M shares, 5.57%). Together, they hold 17.15% 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 1.85% of its total shares outstanding invested in 693.09K Tiptree shares.

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