Latest Period
Q2 2026
Security Snapshot
TIPTREE INC. - Common Stock (TIPT) Institutional Ownership
CUSIP: 88822Q103
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
138
Shares (Excl. Options)
16,764,666
Price
$17.92
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- Security type / class
- Equity / Common Stock
- Symbol
- TIPT on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 16,764,666
- Total 13F value
- $300,371,711
- Portfolio coverage rank
- 0%
- Share change
- +171,984
- Value change
- +$3,638,329
- Number of holders
- 138
- Shares outstanding
- 37,615,520
- SEC-reported price per share
- $17.79
- Insider filing price
- $17.79
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- TIPT - TIPTREE INC. - Common Stock is tracked under CUSIP 88822Q103.
- 138 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 142 to 138 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $281,682,228 to $300,371,711.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 138 institutions filings for Q2 2026.
Security key
88822Q103
Latest holder period
Q2 2026
13F holders
138
13D/G owners
5
CIK / CUSIP context first
Open Q2 2026 holders
TIPT full holder history
TIPTREE INC. SEC filings
TIPTREE INC. company facts
TIPTREE INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 88822Q103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
TIPT
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Barnes Michael Gene | 27% | -0.15% | $184,251,827 | 10,439,197 | 0% | Barnes Michael Gene | 11 Mar 2026 | |
| 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. | 5% | +2% | $33,703,882 | +$814,258 | 1,880,776 | +2.5% | BlackRock, Inc. | 30 Jun 2026 |
As of 30 Jun 2026, 138 institutional investors reported holding 16,764,666 shares of TIPTREE INC. - Common Stock (TIPT). This represents 45% of the company’s total 37,615,520 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
37%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 5.9% | 2,212,124 | +2.9% | 0.01% | $39,641,067 |
| BlackRock, Inc. | 5.8% | 2,169,681 | +6.5% | 0% | $38,880,684 |
| Veradace Capital Management LLC | 3.5% | 1,302,962 | -29% | 18% | $23,349,079 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.6% | 996,615 | +0.74% | 0% | $17,859,341 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7% | 653,998 | +4.8% | 0% | $11,722,361 |
| STATE STREET CORP | 1.5% | 557,270 | +6.2% | 0% | $9,986,278 |
| GABELLI FUNDS LLC | 1.4% | 537,471 | +71% | 0.06% | $9,631,480 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.4% | 511,881 | +87% | 0% | $9,172,908 |
| Nuveen, LLC | 1.4% | 509,124 | +34% | 0% | $9,123,502 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.3% | 485,373 | -1.8% | 0.15% | $8,697,884 |
| MORGAN STANLEY | 1.1% | 422,386 | +53% | 0% | $7,569,161 |
| HEARTLAND ADVISORS INC | 1.1% | 400,000 | 0% | 0.32% | $7,168,000 |
| AQR CAPITAL MANAGEMENT LLC | 0.97% | 364,204 | +164% | 0% | $6,526,541 |
| TCW GROUP INC | 0.78% | 294,183 | 0% | 0.04% | $5,271,759 |
| Qube Research & Technologies Ltd | 0.76% | 286,039 | +45% | 0.01% | $5,125,819 |
| JPMORGAN CHASE & CO | 0.68% | 256,105 | +37% | 0% | $4,563,791 |
| AMERICAN CENTURY COMPANIES INC | 0.62% | 234,327 | +42% | 0% | $4,199,140 |
| NORTHERN TRUST CORP | 0.62% | 234,081 | +18% | 0% | $4,194,732 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.58% | 218,157 | +4.4% | 0.07% | $3,909,373 |
| GOLDMAN SACHS GROUP INC | 0.55% | 206,106 | -7.2% | 0% | $3,693,412 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.52% | 194,435 | -13% | 0% | $3,484,275 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.51% | 190,070 | +1.8% | 0% | $3,406,054 |
| D. E. Shaw & Co., Inc. | 0.5% | 187,703 | +0.9% | 0% | $3,363,638 |
| Steamboat Capital Partners, LLC | 0.49% | 185,259 | -73% | 0.71% | $3,319,841 |
| MILLENNIUM MANAGEMENT LLC | 0.47% | 177,810 | -45% | 0% | $3,186,355 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 16,764,666 | $300,371,711 | +$3,638,329 | $17.92 | 138 |
| 2026 Q1 | 16,646,765 | $281,682,228 | -$867,579 | $16.92 | 142 |
| 2025 Q4 | 16,674,273 | $304,635,390 | +$29,257,660 | $18.27 | 139 |
| 2025 Q3 | 13,631,523 | $261,322,399 | -$17,114,087 | $19.17 | 142 |
| 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 |