Tiptree Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.11 M | $38.61 M | -2.83% | 5.63% |
| BLACKROCK, INC. | 02/12/2026 | 2.09 M | $38.11 M | -0.09% | 5.55% |
| VERADACE CAPITAL MANAGEMENT LLC | 02/18/2026 | 1.42 M | $26.00 M | 100.00% | 3.79% |
| VANGUARD GROUP INC | 01/29/2026 | 1.40 M | $25.66 M | 3.89% | 3.74% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 601.55 K | $10.99 M | 0.11% | 1.60% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 531.62 K | $9.71 M | 66.55% | 1.42% |
| STATE STREET CORP | 02/13/2026 | 530.63 K | $9.69 M | 0.42% | 1.41% |
| STEAMBOAT CAPITAL PARTNERS, LLC | 02/17/2026 | 493.85 K | $9.02 M | 24.59% | 1.31% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 482.88 K | $8.82 M | 0.01% | 1.29% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 441.26 K | $8.06 M | -0.45% | 1.17% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 403.40 K | $7.37 M | 309.62% | 1.07% |
| HEARTLAND ADVISORS INC | 02/11/2026 | 400.00 K | $7.31 M | 4.12% | 1.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 351.20 K | $6.42 M | -2.63% | 0.93% |
| MORGAN STANLEY | 02/13/2026 | 291.08 K | $5.32 M | 62.16% | 0.77% |
| ALGERT GLOBAL LLC | 02/17/2026 | 258.69 K | $4.73 M | 400.54% | 0.69% |
| TCW GROUP INC | 02/17/2026 | 244.18 K | $4.46 M | 0.00% | 0.65% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 215.23 K | $3.93 M | 93.34% | 0.57% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 209.71 K | $3.83 M | 66.54% | 0.56% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 209.02 K | $3.82 M | 0.00% | 0.56% |
| NUVEEN, LLC | 02/12/2026 | 208.90 K | $3.82 M | 12.74% | 0.56% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 193.32 K | $3.53 M | -10.88% | 0.51% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 193.10 K | $3.53 M | 0.90% | 0.51% |
| NORTHERN TRUST CORP | 02/17/2026 | 191.69 K | $3.50 M | -6.88% | 0.51% |
| JANE STREET GROUP, LLC | 02/12/2026 | 177.73 K | $3.25 M | -2.64% | 0.47% |
| JPMORGAN CHASE & CO | 02/11/2026 | 176.98 K | $3.23 M | 16.99% | 0.47% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 160.14 K | $2.93 M | 1,141.40% | 0.43% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 139.62 K | $2.55 M | 116.03% | 0.37% |
| MARSHALL WACE, LLP | 02/13/2026 | 137.58 K | $2.51 M | 1,224.50% | 0.37% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 131.17 K | $2.40 M | 0.05% | 0.35% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 119.02 K | $2.17 M | 0.00% | 0.32% |
| CITADEL ADVISORS LLC | 02/17/2026 | 106.74 K | $1.95 M | -35.09% | 0.28% |
| CAPTION MANAGEMENT, LLC | 02/17/2026 | 100.00 K | $1.83 M | 0.00% | 0.27% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 99.29 K | $1.81 M | 573.50% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 95.57 K | $1.75 M | 6.82% | 0.25% |
| CITADEL ADVISORS LLC | 02/17/2026 | 93.80 K | $1.71 M | 246.13% | 0.25% |
| HODGES CAPITAL MANAGEMENT INC. | 02/11/2026 | 88.91 K | $1.62 M | -2.09% | 0.24% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 88.52 K | $1.62 M | 77.78% | 0.24% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 86.29 K | $1.58 M | 6.86% | 0.23% |
| BARCLAYS PLC | 02/13/2026 | 81.31 K | $1.49 M | 22.47% | 0.22% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 02/17/2026 | 77.20 K | $1.41 M | 667.10% | 0.21% |
| UBS GROUP AG | 01/29/2026 | 74.49 K | $1.36 M | 44.21% | 0.20% |
| GABELLI FUNDS LLC | 02/05/2026 | 73.28 K | $1.34 M | -6.40% | 0.20% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 65.27 K | $1.19 M | 71.65% | 0.17% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 01/28/2026 | 61.85 K | $1.13 M | 21.97% | 0.16% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 54.49 K | $995.57 K | -20.82% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 52.20 K | $953.69 K | 18.91% | 0.14% |
| INVESCO LTD. | 02/19/2026 | 51.36 K | $938.38 K | -0.35% | 0.14% |
| CAPTION MANAGEMENT, LLC | 02/17/2026 | 50.00 K | $913.50 K | 0.00% | 0.13% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 49.87 K | $911.14 K | 33.77% | 0.13% |
| CENTERBOOK PARTNERS LP | 02/11/2026 | 48.05 K | $877.89 K | 119.43% | 0.13% |
Tiptree Inc institutional Ownership - FAQ's
During the previous two years, 188 institutional investors and hedge funds held shares of Tiptree Inc. The most heavily invested institutionals were:
Nuveen, LLC: 381,118
UBS Group AG: 168,794
Bank of New York Mellon Corp: 97,004
Y-Intercept (Hong Kong) Ltd: 62,865
Prospera Financial Services Inc: 38,412
TEACHER RETIREMENT SYSTEM OF TEXAS: 37,380
44.39% of Tiptree Inc stock is owned by institutional investors.
Institutional investors have bought a total of 21.82 M shares in the last 24 months. This purchase volume represents approximately $352.89 M in transactions.