TIPTREE INC. - Common Stock (TIPT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
TIPT on Nasdaq
Shares outstanding
37,466,078
Price per share
$18.27
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
13,603,825
Total reported value
$260,791,458
% of total 13F portfolios
0%
Share change
-614,971
Value change
-$17,121,737
Number of holders
141
Price from insider filings
$18.27
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of TIPTREE INC. - Common Stock (TIPT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Barnes Michael Gene 27% $246,156,265 10,439,197 Barnes Michael Gene 26 Sep 2025
Inayatullah Arif 9% $79,993,264 3,392,420 Inayatullah Arif 26 Sep 2025
DIMENSIONAL FUND ADVISORS LP 5.8% $41,694,589 2,175,071 Dimensional Fund Advisors LP 30 Sep 2025
Veradace Partners LP 5.1% +2% $34,164,568 +$339,541 1,910,770 +1% Veradace Capital Management LLC 13 Nov 2025
BlackRock, Inc. 4.9% $44,213,292 1,835,338 BlackRock, Inc. 31 Mar 2025

As of 30 Sep 2025, 141 institutional investors reported holding 13,603,825 shares of TIPTREE INC. - Common Stock (TIPT). This represents 36% of the company’s total 37,466,078 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of TIPTREE INC. - Common Stock (TIPT) together control 30% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
DIMENSIONAL FUND ADVISORS LP 5.8% 2,175,071 -4.2% 0.01% $41,697,166
BlackRock, Inc. 5.6% 2,087,561 -3.8% 0% $40,018,545
VANGUARD GROUP INC 3.6% 1,351,702 +1.8% 0% $25,912,127
GEODE CAPITAL MANAGEMENT, LLC 1.6% 600,905 +3.3% 0% $11,521,144
STATE STREET CORP 1.4% 528,419 -0.58% 0% $10,129,792
KENNEDY CAPITAL MANAGEMENT LLC 1.3% 482,850 -4.2% 0.2% $9,256,235
ROYCE & ASSOCIATES LP 1.2% 443,261 +4.3% 0.08% $8,497,313
Steamboat Capital Partners, LLC 1.1% 396,380 +328% 2% $7,598,605
HEARTLAND ADVISORS INC 1% 384,155 +28% 0.39% $7,364,251
MILLENNIUM MANAGEMENT LLC 0.85% 319,189 +29% 0% $6,118,853
TCW GROUP INC 0.65% 244,183 -11% 0.04% $4,680,988
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.58% 216,933 +77% 0.01% $4,158,605
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.56% 209,019 +0.24% 0.09% $4,006,894
NORTHERN TRUST CORP 0.55% 205,839 +1% 0% $3,945,934
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.51% 191,375 +5.1% 0% $3,668,659
Nuveen, LLC 0.49% 185,295 -3.9% 0% $3,552,106
JANE STREET GROUP, LLC 0.49% 182,548 +9.7% 0% $3,499,445
MORGAN STANLEY 0.48% 179,495 -17% 0% $3,440,932
CITADEL ADVISORS LLC 0.44% 164,456 -25% 0% $3,152,612
JPMORGAN CHASE & CO 0.4% 151,279 -25% 0% $2,900,018
Russell Investments Group, Ltd. 0.35% 131,102 +92% 0% $2,513,221
Qube Research & Technologies Ltd 0.34% 125,921 +0.79% 0% $2,413,906
Empowered Funds, LLC 0.32% 119,019 +0.43% 0.02% $2,281,594
AQR CAPITAL MANAGEMENT LLC 0.3% 111,322 +424% 0% $2,134,044
GOLDMAN SACHS GROUP INC 0.26% 98,481 -16% 0% $1,887,881

Institutional Holders of TIPTREE INC. - Common Stock (TIPT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 9,793 $179,305 -$757,663 $18.27 6
2025 Q3 13,603,825 $260,791,458 -$17,121,737 $19.17 141
2025 Q2 14,284,746 $336,836,274 +$236,838 $23.58 142
2025 Q1 14,227,298 $342,729,008 -$16,508,989 $24.09 137
2024 Q4 14,892,577 $310,660,042 +$4,684,373 $20.86 125
2024 Q3 14,631,113 $286,382,580 +$1,410,839 $19.57 118
2024 Q2 14,548,752 $239,904,711 +$1,151,083 $16.49 115
2024 Q1 14,435,574 $249,414,685 +$9,836,370 $17.28 112
2023 Q4 10,908 $206,816 +$569 $18.96 1
2023 Q3 12,821,511 $214,725,132 -$62,397 $16.76 92
2023 Q2 13,037,263 $195,680,033 +$171,688 $15.01 97
2023 Q1 12,906,325 $188,040,873 +$3,514,313 $14.57 92
2022 Q4 12,782,834 $176,912,889 +$9,045,672 $13.84 83
2022 Q3 12,176,763 $131,021,942 +$1,712,403 $10.76 74
2022 Q2 11,935,636 $126,751,271 -$640,070 $10.62 76
2022 Q1 11,929,317 $153,312,663 -$1,422,567 $12.85 81
2021 Q4 12,020,089 $166,095,329 +$8,262,525 $13.83 78
2021 Q3 11,690,301 $117,151,451 +$1,227,721 $10.02 72
2021 Q2 11,604,917 $107,936,617 -$7,358,623 $9.30 74
2021 Q1 12,407,878 $111,075,474 -$3,255,571 $8.95 53
2020 Q4 12,698,431 $63,742,441 +$7,462,712 $5.02 54
2020 Q3 11,210,921 $55,491,091 -$685,352 $4.95 46
2020 Q2 9,687,133 $62,474,057 -$4,773,152 $6.45 44
2020 Q1 11,628,354 $60,699,732 -$3,136,135 $5.22 51
2019 Q4 12,202,822 $99,330,718 +$4,732,624 $8.14 54
2019 Q3 11,564,718 $84,190,100 -$1,224,822 $7.28 52
2019 Q2 11,787,522 $74,257,756 -$251,680 $6.30 51
2019 Q1 11,930,450 $75,532,594 -$7,881,925 $6.33 49
2018 Q4 13,341,361 $74,549,060 -$68,493,775 $5.59 55
2018 Q3 23,634,608 $154,775,679 -$4,007,539 $6.55 59
2018 Q2 24,293,427 $165,192,902 +$17,229,658 $6.80 53
2018 Q1 20,464,418 $129,935,661 +$257,327 $6.35 48
2017 Q4 20,439,522 $121,683,149 +$5,527,508 $5.95 47
2017 Q3 19,527,958 $123,392,044 +$681,294 $6.25 47
2017 Q2 19,380,112 $136,507,983 +$4,078,483 $7.05 48
2017 Q1 18,849,643 $137,327,679 +$6,248,416 $7.30 48
2016 Q4 19,104,430 $117,511,503 +$556,878 $6.15 51
2016 Q3 18,948,984 $112,518,519 -$9,436,656 $5.94 49
2016 Q2 20,516,548 $112,444,784 -$2,097,493 $5.48 42
2016 Q1 20,916,176 $119,366,000 +$26,300,832 $5.70 46
2015 Q4 16,279,461 $99,916,204 -$30,848,005 $6.14 46
2015 Q3 21,311,952 $135,838,616 +$9,472,178 $6.40 44
2015 Q2 19,562,608 $138,694,254 +$6,559,201 $7.25 43
2015 Q1 18,753,586 $122,801,952 +$31,560,117 $6.63 38
2014 Q4 11,175,990 $90,351,451 +$56,062,090 $8.10 33
2014 Q3 4,273,014 $35,032,041 +$1,871,491 $8.26 34
2014 Q2 4,043,858 $35,294,721 +$11,601,339 $8.70 29
2014 Q1 2,710,854 $20,298,000 +$669,691 $7.50 11