Tiptree Ownership | Who Owns Tiptree?

Tiptree Ownership Summary

Tiptree is owned by 44.32% institutional investors, 38.83% insiders, and 16.85% 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 1.88% of its assets in Tiptree shares.

TIPT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Tiptree	44.32%	38.83%	16.85%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Specialty Insurance Stocks	53.13%	16.42%	30.45%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.13M	5.78%	$35.07M
Dimensional fund advisors lp	2.15M	5.72%	$36.37M
Blackrock funding, inc. /de	2.04M	5.42%	$34.46M
Veradace capital management	1.84M	4.91%	$31.20M
Vanguard group	1.40M	3.74%	$25.66M
Steamboat capital partners	690.00K	1.84%	$11.67M
Geode capital management	624.14K	1.66%	$10.56M
State street	524.55K	1.40%	$8.88M
Kennedy capital management	494.49K	1.32%	$8.37M
Heartland advisors	400.00K	1.06%	$6.77M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Veradace capital management	1.84M	27.74%	$31.20M
Steamboat capital partners	690.00K	2.90%	$11.67M
Raffles associates lp	55.80K	0.82%	$944.15K
Diametric capital, lp	119.54K	0.53%	$2.02M
Heartland advisors	400.00K	0.35%	$6.77M
Meixler investment management	26.71K	0.31%	$512.05K
Kennedy capital management	494.49K	0.18%	$8.37M
Rangeley capital	10.00K	0.17%	$191.70K
Ayal capital advisors	32.52K	0.15%	$550.29K
Corsair capital management	38.42K	0.10%	$650.15K

Top Buyers

Holder	Shares	% Assets	Change
Veradace capital management	1.84M	27.74%	420.60K
Gabelli funds	314.67K	0.04%	241.39K
Steamboat capital partners	690.00K	2.90%	196.15K
Arrowstreet capital, limited partnership	273.06K	0.00%	173.77K
Nuveen	381.12K	0.00%	172.22K

Top Sellers

Holder	Shares	% Assets	Change
Breach inlet capital management	-	-	-803.67K
Royce & associates lp	111.96K	0.02%	-329.30K
Hillsdale investment management	-	-	-229.78K
Millennium management	323.38K	0.00%	-208.24K
Susquehanna group, llp	-	-	-193.32K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	160.01K	0.00%	160.01K	$2.71M
Prelude capital management	53.46K	0.07%	53.46K	$904.53K
Corsair capital management	38.42K	0.10%	38.42K	$650.15K
Jump financial	34.59K	0.01%	34.59K	$585.18K
Gamco investors, inc. et al	33.00K	0.01%	33.00K	$558.36K

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
Clearstead advisors	-38.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	142	12.70%	14,280,620	-4.10%	38	2.33%	71	10.94%	48	23.08%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	706.44K	1.88%	-
Vanguard US Total Market Shares ETF	689.52K	1.84%	-
iShares Russell 2000 ETF	578.13K	1.54%	4.89K
Heartland Value Investor	400.00K	1.06%	-
Heartland Value Strategy	400.00K	1.06%	-
DFA US Targeted Value I	382.66K	1.02%	-
CREF Total Global Stock Account R3	338.87K	0.90%	-2.15K
Kennedy Micro Cap	317.14K	0.84%	5.85K
DFA US Small Cap I	266.56K	0.71%	-
Dimensional US Targeted Value ETF	265.06K	0.71%	-

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 44.32%, followed by 38.83% insiders and 16.85% retail investors. The average institutional ownership in Tiptree's industry, Specialty Insurance Stocks, is 53.13%, 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 (2.15M shares, 5.72%), and Blackrock funding, inc. /de (2.04M shares, 5.42%). Together, they hold 16.93% 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 27.74% of its assets in 1.84M Tiptree shares, valued at 31.2M$.

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 1.88% of its total shares outstanding invested in 706.44K Tiptree shares.

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