Security Snapshot

TIPTREE INC. - Common Stock, par value $0.001 per share (TIPT) Institutional Ownership

CUSIP: 88822Q103

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

137

Shares (Excl. Options)

16,653,262

Price

$18.27

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Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
TIPT on Nasdaq
Shares outstanding
38,224,815
Price per share
$16.92
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
16,653,262
Total reported value
$304,251,519
% of total 13F portfolios
0%
Share change
+1,596,474
Value change
+$28,875,926
Number of holders
137
Price from insider filings
$16.92
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • TIPT - TIPTREE INC. - Common Stock, par value $0.001 per share is tracked under CUSIP 88822Q103.
  • 137 institutions reported positions in Q4 2025.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 137 to 7 between Q4 2025 and Q1 2026.
  • Reported value moved from $304,251,519 to $1,268,670.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 137 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 88822Q103?
CUSIP 88822Q103 identifies TIPT - TIPTREE INC. - Common Stock, par value $0.001 per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of TIPTREE INC. - Common Stock, par value $0.001 per share (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% -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. 4.9% $40,726,150 1,835,338 BlackRock, Inc. 31 Mar 2025

As of 31 Dec 2025, 137 institutional investors reported holding 16,653,262 shares of TIPTREE INC. - Common Stock, par value $0.001 per share (TIPT). This represents 44% of the company’s total 38,224,815 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of TIPTREE INC. - Common Stock, par value $0.001 per share (TIPT) together control 36% 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 5.5% 2,113,419 -2.8% 0.01% $38,612,529
BlackRock, Inc. 5.5% 2,085,758 -0.09% 0% $38,106,799
Veradace Capital Management LLC 3.7% 1,423,192 0% 18% $26,001,718
VANGUARD GROUP INC 3.7% 1,404,273 +3.9% 0% $25,656,067
GEODE CAPITAL MANAGEMENT, LLC 1.6% 601,550 +0.11% 0% $10,991,941
MILLENNIUM MANAGEMENT LLC 1.4% 531,619 +67% 0.01% $9,712,679
STATE STREET CORP 1.4% 530,632 +0.42% 0% $9,694,647
Steamboat Capital Partners, LLC 1.3% 493,854 +25% 2.5% $9,022,713
KENNEDY CAPITAL MANAGEMENT LLC 1.3% 482,880 +0.01% 0.19% $8,822,218
ROYCE & ASSOCIATES LP 1.2% 441,256 -0.45% 0.08% $8,061,747
GOLDMAN SACHS GROUP INC 1.1% 403,398 +310% 0% $7,370,082
HEARTLAND ADVISORS INC 1% 400,000 +4.1% 0.39% $7,308,000
MORGAN STANLEY 0.76% 291,076 +62% 0% $5,317,965
ALGERT GLOBAL LLC 0.68% 258,691 +401% 0.07% $4,726,000
TCW GROUP INC 0.64% 244,183 0% 0.03% $4,461,223
AQR CAPITAL MANAGEMENT LLC 0.56% 215,231 +93% 0% $3,932,270
Qube Research & Technologies Ltd 0.55% 209,713 +67% 0.01% $3,831,457
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.55% 209,019 0% 0.08% $3,818,777
Nuveen, LLC 0.55% 208,895 +13% 0% $3,816,511
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.51% 193,323 -11% 0% $3,532,011
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.51% 193,102 +0.9% 0% $3,527,974
NORTHERN TRUST CORP 0.5% 191,685 -6.9% 0% $3,502,085
JANE STREET GROUP, LLC 0.46% 177,729 -2.6% 0% $3,247,109
JPMORGAN CHASE & CO 0.46% 176,983 +17% 0% $3,233,479
Point72 Asset Management, L.P. 0.42% 160,140 +1141% 0% $2,925,758

Institutional Holders of TIPTREE INC. - Common Stock, par value $0.001 per share (TIPT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 74,983 $1,268,670 -$954,970 $16.92 7
2025 Q4 16,653,262 $304,251,519 +$28,875,926 $18.27 137
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
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