Tiptree Ownership | Who Owns Tiptree?

Tiptree Ownership Summary

Tiptree is owned by 44.87% institutional investors, 39.18% insiders, and 15.95% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.85% of TIPT shares. Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund, with 1.90% of its assets in Tiptree shares.

TIPT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Tiptree	44.87%	39.18%	15.95%
Sector	Financial Services Stocks	734.95%	13.85%	-648.79%
Industry	Specialty Insurance Stocks	71.04%	13.98%	14.98%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	2.21M	5.85%	$39.64M
Blackrock	2.13M	5.78%	$35.07M
Blackrock funding, inc. /de	2.17M	5.74%	$38.88M
Vanguard group	1.40M	3.74%	$25.66M
Veradace capital management	1.30M	3.45%	$23.35M
Vanguard capital management	996.62K	2.64%	$17.86M
Geode capital management	654.00K	1.73%	$11.72M
State street	557.27K	1.47%	$9.99M
Gabelli funds	537.47K	1.42%	$9.63M
Arrowstreet capital, limited partnership	511.88K	1.35%	$9.17M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Veradace capital management	1.30M	17.63%	$23.35M
Raffles associates lp	55.80K	0.90%	$999.95K
Steamboat capital partners	185.26K	0.71%	$3.32M
Heartland advisors	400.00K	0.32%	$7.17M
Meixler investment management	26.71K	0.31%	$512.05K
Rangeley capital	10.00K	0.17%	$191.70K
Kennedy capital management	485.37K	0.15%	$8.70M
Diametric capital, lp	71.31K	0.13%	$1.28M
Militia capital partners, lp	10.20K	0.09%	$195.53K
Corsair capital management	38.42K	0.09%	$688.58K

Top Buyers

Holder	Shares	% Assets	Change
Arrowstreet capital, limited partnership	511.88K	0.00%	238.82K
Aqr capital management	364.20K	0.00%	226.04K
Gabelli funds	537.47K	0.06%	222.80K
Sixth street partners management company	190.07K	0.00%	190.07K
Renaissance	172.60K	0.00%	172.60K

Top Sellers

Holder	Shares	% Assets	Change
Breach inlet capital management	-	-	-803.67K
Veradace capital management	1.30M	17.63%	-540.83K
Steamboat capital partners	185.26K	0.71%	-504.74K
Hillsdale investment management	-	-	-229.78K
Susquehanna group, llp	-	-	-193.32K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	190.07K	0.00%	190.07K	$3.41M
Renaissance	172.60K	0.00%	172.60K	$3.09M
Norges bank	131.30K	0.00%	131.30K	$2.35M
Ieq capital	31.43K	0.00%	31.43K	$563.21K
Mangrove partners	30.20K	0.04%	30.20K	$541.17K

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
Mai capital management	-41.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	145	-	16,954,861	1.85%	44	2.31%	87	16.00%	32	-37.25%
Mar 31, 2026	143	-2.05%	16,646,613	-0.16%	44	2.25%	73	-16.09%	51	37.84%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard MStar Total Stk Mkt Idx Invest	706.44K	1.90%	-
Vanguard Morn Total Stk Mkt Idx Investor	706.44K	1.90%	-
Vanguard Total Stock Mkt Idx Inv	706.44K	1.88%	-
Vanguard US Total Market Shares ETF	689.52K	1.84%	-
iShares Russell 2000 ETF	669.95K	1.80%	-11.90K
Heartland Value Investor	500.00K	1.34%	100.00K
CREF Total Global Stock Account R3	461.94K	1.24%	-16.69K
Heartland Value Strategy	400.00K	1.06%	-
DFA US Targeted Value I	382.66K	1.03%	-
Kennedy Micro Cap	278.28K	0.74%	-38.86K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 27, 2026	Ilany Jonathan	-	Buy	$17.28K
Mar 12, 2026	McKinney Scott T.	Chief Financial Officer	Buy	$19.68K
Mar 11, 2026	McKinney Scott T.	Chief Financial Officer	Buy	$42.00K
Nov 07, 2025	Mielle Dominique	-	Buy	$100.59K
Mar 25, 2025	Rifkind Neil Charles	General Counsel and Secretary	Sell	$416.02K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	1	-
2026 Q1	2	-
2025 Q4	1	-
2025 Q3	-	-
2025 Q2	-	-

TIPT Ownership FAQ

Who Owns Tiptree?

Tiptree shareholders are primarily institutional investors at 44.87%, followed by 39.18% insiders and 15.95% retail investors. The average institutional ownership in Tiptree's industry, Specialty Insurance Stocks, is 71.04%, which Tiptree falls below.

Who owns the most shares of Tiptree?

Tiptree’s largest shareholders are Dimensional fund advisors lp (2.21M shares, 5.85%), Blackrock (2.13M shares, 5.78%), and Blackrock funding, inc. /de (2.17M shares, 5.74%). Together, they hold 17.38% 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?

Veradace capital management is Tiptree’s biggest shareholder by percentage of total assets invested, with 17.63% of its assets in 1.3M Tiptree shares, valued at 23.35M$.

Who is the top mutual fund holder of Tiptree shares?

Vanguard MStar Total Stk Mkt Idx Invest is the top mutual fund holder of Tiptree shares, with 1.90% of its total shares outstanding invested in 706.44K Tiptree shares.

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