Tiptree Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 2.15 M | $36.37 M | 1.70% | 5.72% |
| BLACKROCK, INC. | 05/13/2026 | 2.04 M | $34.46 M | -2.37% | 5.42% |
| VERADACE CAPITAL MANAGEMENT LLC | 05/14/2026 | 1.84 M | $31.20 M | 29.55% | 4.91% |
| 05/15/2026 | 989.33 K | $16.74 M | 100.00% | 2.63% | |
| STEAMBOAT CAPITAL PARTNERS, LLC | 05/15/2026 | 690.00 K | $11.67 M | 39.72% | 1.84% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 624.14 K | $10.56 M | 3.76% | 1.66% |
| STATE STREET CORP | 05/15/2026 | 524.55 K | $8.88 M | -1.15% | 1.40% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 494.49 K | $8.37 M | 2.40% | 1.32% |
| HEARTLAND ADVISORS INC | 05/06/2026 | 400.00 K | $6.77 M | 0.00% | 1.07% |
| NUVEEN, LLC | 04/30/2026 | 381.12 K | $6.45 M | 82.44% | 1.01% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 323.38 K | $5.47 M | -39.17% | 0.86% |
| GABELLI FUNDS LLC | 05/14/2026 | 314.67 K | $5.32 M | 329.41% | 0.84% |
| TCW GROUP INC | 05/14/2026 | 294.18 K | $4.98 M | 20.48% | 0.78% |
| MORGAN STANLEY | 05/15/2026 | 275.74 K | $4.67 M | -5.27% | 0.73% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 273.06 K | $4.62 M | 175.02% | 0.73% |
| 05/08/2026 | 224.57 K | $3.80 M | 100.00% | 0.60% | |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 222.01 K | $3.76 M | -44.97% | 0.59% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 209.02 K | $3.54 M | 0.00% | 0.56% |
| NORTHERN TRUST CORP | 05/14/2026 | 197.63 K | $3.34 M | 3.10% | 0.53% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 196.95 K | $3.33 M | -6.09% | 0.52% |
| JPMORGAN CHASE & CO | 05/13/2026 | 186.83 K | $3.14 M | 5.56% | 0.50% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 186.68 K | $3.16 M | -3.33% | 0.50% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 186.04 K | $3.15 M | 33.25% | 0.50% |
| UBS GROUP AG | 05/05/2026 | 168.79 K | $2.86 M | 126.60% | 0.45% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 164.53 K | $2.78 M | 85.86% | 0.44% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 160.01 K | $2.71 M | 100.00% | 0.43% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 138.16 K | $2.34 M | -35.81% | 0.37% |
| CITADEL ADVISORS LLC | 05/15/2026 | 129.10 K | $2.18 M | 20.95% | 0.34% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 126.18 K | $2.14 M | -3.80% | 0.34% |
| DIAMETRIC CAPITAL, LP | 05/15/2026 | 119.54 K | $2.02 M | 387.67% | 0.32% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 119.02 K | $2.01 M | 0.00% | 0.32% |
| ALGERT GLOBAL LLC | 05/14/2026 | 118.29 K | $2.00 M | -54.28% | 0.31% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 111.96 K | $1.89 M | -74.63% | 0.30% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 97.00 K | $1.64 M | 1.50% | 0.26% |
| HRT FINANCIAL LP | 05/14/2026 | 82.16 K | $1.39 M | 100.00% | 0.22% |
| SEI INVESTMENTS CO | 05/13/2026 | 78.69 K | $1.33 M | 98.83% | 0.21% |
| JANE STREET GROUP, LLC | 05/12/2026 | 65.00 K | $1.10 M | -63.43% | 0.17% |
| Y-INTERCEPT (HONG KONG) LTD | 04/27/2026 | 62.87 K | $1.06 M | 142.96% | 0.17% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 60.92 K | $1.03 M | -61.96% | 0.16% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 56.29 K | $952.38 K | 12.87% | 0.15% |
| RAFFLES ASSOCIATES LP | 05/15/2026 | 55.80 K | $944.15 K | 36.76% | 0.15% |
| BARCLAYS PLC | 05/15/2026 | 55.31 K | $935.90 K | -31.97% | 0.15% |
| INVESCO LTD. | 05/12/2026 | 54.61 K | $924.05 K | 6.33% | 0.15% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 53.46 K | $904.53 K | 100.00% | 0.14% |
| SWISS NATIONAL BANK | 05/07/2026 | 44.42 K | $751.64 K | 0.00% | 0.12% |
| CITADEL ADVISORS LLC | 05/15/2026 | 43.90 K | $742.79 K | -53.20% | 0.12% |
| MARSHALL WACE, LLP | 05/15/2026 | 41.93 K | $709.41 K | -69.52% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 41.37 K | $700.00 K | -1.66% | 0.11% |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 38.43 K | $650.15 K | 100.00% | 0.10% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 38.41 K | $649.93 K | 0.00% | 0.10% |
Tiptree Inc institutional Ownership - FAQ's
During the previous two years, 191 institutional investors and hedge funds held shares of Tiptree Inc. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 2.15 M
BlackRock, Inc.: 2.04 M
Veradace Capital Management LLC: 1.84 M
Steamboat Capital Partners, LLC: 690,000
GEODE CAPITAL MANAGEMENT, LLC: 624,144
STATE STREET CORP: 524,547
44.32% of Tiptree Inc stock is owned by institutional investors.
Institutional investors have bought a total of 21.68 M shares in the last 24 months. This purchase volume represents approximately $350.59 M in transactions.