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
-$17,121,744
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% $40,726,150 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 9,797 $179,378 -$757,664 $18.27 7
2025 Q3 13,603,825 $260,791,458 -$17,121,744 $19.17 141
2025 Q2 14,284,746 $336,836,274 +$236,836 $23.58 142
2025 Q1 14,227,298 $342,728,952 -$16,508,988 $24.09 137
2024 Q4 14,919,218 $311,215,837 +$5,240,370 $20.86 126
2024 Q3 14,631,113 $286,382,133 +$1,461,175 $19.57 116
2024 Q2 14,546,180 $239,862,009 +$1,108,670 $16.49 113
2024 Q1 14,443,681 $249,555,231 +$9,462,340 $17.28 110
2023 Q4 13,887,304 $263,299,495 +$2,793,302 $18.96 98
2023 Q3 12,959,584 $217,039,177 -$137,521 $16.76 94
2023 Q2 13,037,263 $195,679,740 +$172,620 $15.01 97
2023 Q1 12,925,043 $188,313,400 +$3,691,877 $14.57 93
2022 Q4 12,845,714 $177,783,216 +$9,079,388 $13.84 85
2022 Q3 12,187,180 $131,133,059 +$1,715,899 $10.76 76
2022 Q2 12,018,513 $127,630,271 -$11,671 $10.62 79
2022 Q1 11,929,317 $153,312,663 -$1,434,696 $12.85 81
2021 Q4 12,020,089 $166,095,329 +$8,096,466 $13.83 78
2021 Q3 11,690,924 $117,157,451 +$1,218,226 $10.02 73
2021 Q2 11,604,740 $107,934,617 -$7,449,789 $9.30 74
2021 Q1 12,407,559 $111,072,474 -$2,802,994 $8.95 52
2020 Q4 12,698,431 $63,742,441 +$7,462,683 $5.02 54
2020 Q3 11,210,921 $55,491,091 -$679,627 $4.95 46
2020 Q2 11,305,844 $72,915,057 -$2,004,227 $6.45 47
2020 Q1 11,647,803 $60,800,732 -$3,306,805 $5.22 53
2019 Q4 12,247,153 $99,691,718 +$4,928,166 $8.14 55
2019 Q3 11,642,290 $84,756,100 -$1,020,648 $7.28 54
2019 Q2 11,794,162 $74,298,756 -$267,736 $6.30 52
2019 Q1 11,939,690 $75,590,594 -$8,180,406 $6.33 50
2018 Q4 13,341,361 $74,549,060 -$1,279,662 $5.59 55
2018 Q3 23,634,608 $154,775,679 -$4,007,477 $6.55 59
2018 Q2 24,293,625 $165,193,902 +$25,895,310 $6.80 54
2018 Q1 20,503,712 $130,184,661 +$127,792 $6.35 50
2017 Q4 20,499,314 $122,038,149 +$5,741,088 $5.95 49
2017 Q3 19,527,958 $123,392,044 +$682,595 $6.25 47
2017 Q2 19,410,258 $136,720,983 +$4,025,470 $7.05 49
2017 Q1 18,849,643 $137,327,679 +$6,249,931 $7.30 48
2016 Q4 19,117,877 $117,593,503 +$605,255 $6.15 52
2016 Q3 19,029,489 $112,997,519 -$9,461,224 $5.94 50
2016 Q2 20,627,192 $113,051,784 -$2,011,659 $5.48 44
2016 Q1 20,990,173 $119,788,000 +$26,306,222 $5.70 47
2015 Q4 16,279,461 $99,916,204 -$30,848,042 $6.14 46
2015 Q3 21,311,952 $135,838,616 +$10,492,183 $6.40 44
2015 Q2 19,646,081 $139,298,254 +$6,681,956 $7.25 46
2015 Q1 18,753,916 $122,803,952 +$31,558,491 $6.63 40
2014 Q4 11,195,673 $90,510,451 +$55,964,948 $8.10 36
2014 Q3 4,273,014 $35,032,041 +$1,778,973 $8.26 34
2014 Q2 4,054,319 $35,385,721 +$11,692,281 $8.70 30
2014 Q1 2,711,329 $20,302,598 +$569,369 $7.50 12