Tiptree Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.21 M | $39.64 M | 2.92% | 5.90% |
| BLACKROCK, INC. | 08/07/2026 | 2.17 M | $38.88 M | 6.54% | 5.79% |
| VERADACE CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.30 M | $23.35 M | -29.33% | 3.47% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 996.62 K | $17.86 M | 0.74% | 2.66% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 654.00 K | $11.72 M | 4.78% | 1.74% |
| STATE STREET CORP | 09/22/2026 | 557.27 K | $9.99 M | 6.24% | 1.47% |
| GABELLI FUNDS LLC | 08/12/2026 | 537.47 K | $9.63 M | 70.81% | 1.43% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 511.88 K | $9.17 M | 87.46% | 1.37% |
| NUVEEN, LLC | 08/11/2026 | 509.12 K | $9.12 M | 33.59% | 1.36% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 485.37 K | $8.70 M | -1.84% | 1.29% |
| MORGAN STANLEY | 08/13/2026 | 422.39 K | $7.57 M | 53.18% | 1.13% |
| HEARTLAND ADVISORS INC | 08/11/2026 | 400.00 K | $7.17 M | 0.00% | 1.07% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 364.20 K | $6.53 M | 163.60% | 0.97% |
| TCW GROUP INC | 08/03/2026 | 294.18 K | $5.27 M | 0.00% | 0.78% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 286.04 K | $5.13 M | 45.24% | 0.76% |
| JPMORGAN CHASE & CO | 08/12/2026 | 256.11 K | $4.56 M | 37.08% | 0.68% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 234.33 K | $4.20 M | 42.42% | 0.62% |
| NORTHERN TRUST CORP | 08/13/2026 | 234.08 K | $4.19 M | 18.44% | 0.62% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 218.16 K | $3.91 M | 4.37% | 0.58% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 206.11 K | $3.69 M | -7.16% | 0.55% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 194.44 K | $3.48 M | -13.42% | 0.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 190.07 K | $3.41 M | 1.82% | 0.51% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 190.07 K | $3.41 M | 100.00% | 0.51% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 187.70 K | $3.36 M | 0.90% | 0.50% |
| STEAMBOAT CAPITAL PARTNERS, LLC | 08/14/2026 | 185.26 K | $3.32 M | -73.15% | 0.49% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 177.81 K | $3.19 M | -45.02% | 0.47% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 172.60 K | $3.09 M | 100.00% | 0.46% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 155.31 K | $2.78 M | -2.94% | 0.41% |
| ARAX ADVISORY PARTNERS | 08/10/2026 | 136.91 K | $2.45 M | 100.00% | 0.37% |
| NORGES BANK | 08/12/2026 | 131.30 K | $2.35 M | 100.00% | 0.35% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 128.16 K | $2.30 M | 7.68% | 0.34% |
| HRT FINANCIAL LP | 08/14/2026 | 113.81 K | $2.04 M | 38.51% | 0.30% |
| ALGERT GLOBAL LLC | 08/13/2026 | 113.39 K | $2.03 M | -4.14% | 0.30% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 110.66 K | $1.98 M | 96.60% | 0.30% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 103.02 K | $1.85 M | 6.20% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 80.50 K | $1.44 M | 436.67% | 0.21% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 74.05 K | $1.33 M | 201.73% | 0.20% |
| DIAMETRIC CAPITAL, LP | 08/14/2026 | 71.31 K | $1.28 M | -40.35% | 0.19% |
| Y-INTERCEPT (HONG KONG) LTD | 07/14/2026 | 66.06 K | $1.18 M | 5.09% | 0.18% |
| CITADEL ADVISORS LLC | 09/02/2026 | 65.28 K | $1.17 M | -49.44% | 0.17% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 60.72 K | $1.09 M | -51.88% | 0.16% |
| MARTINGALE ASSET MANAGEMENT L P | 08/13/2026 | 59.03 K | $1.06 M | 109.95% | 0.16% |
| RAFFLES ASSOCIATES LP | 08/17/2026 | 55.80 K | $999.95 K | 0.00% | 0.15% |
| CENTERBOOK PARTNERS LP | 08/11/2026 | 53.18 K | $953.00 K | 57.00% | 0.14% |
| BARCLAYS PLC | 08/14/2026 | 52.09 K | $933.49 K | -5.82% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 47.63 K | $853.60 K | 15.14% | 0.13% |
| CITADEL ADVISORS LLC | 09/02/2026 | 45.60 K | $817.15 K | 126.87% | 0.12% |
| SWISS NATIONAL BANK | 08/11/2026 | 45.52 K | $815.77 K | 2.48% | 0.12% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 44.43 K | $796.17 K | -16.89% | 0.12% |
| INVESCO LTD. | 08/14/2026 | 42.83 K | $767.55 K | -21.57% | 0.11% |
Tiptree Inc institutional Ownership - FAQ's
During the previous two years, 207 institutional investors and hedge funds held shares of Tiptree Inc. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 2.23 M
Sparta 24 Ltd.: 108,344
Creative Planning: 60,231
Prospera Financial Services Inc: 38,287
CenterBook Partners LP: 36,632
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 17,082
45.30% of Tiptree Inc stock is owned by institutional investors.
Institutional investors have bought a total of 25.63 M shares in the last 24 months. This purchase volume represents approximately $414.46 M in transactions.