Tiptree Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.18 M | $41.70 M | -4.22% | 5.80% |
| BLACKROCK, INC. | 11/12/2025 | 2.09 M | $40.02 M | -3.84% | 5.57% |
| VANGUARD GROUP INC | 11/07/2025 | 1.35 M | $25.91 M | 1.76% | 3.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 600.91 K | $11.52 M | 3.34% | 1.60% |
| STATE STREET CORP | 11/14/2025 | 528.42 K | $10.13 M | -0.58% | 1.41% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 482.85 K | $9.26 M | -4.18% | 1.29% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 443.26 K | $8.50 M | 4.30% | 1.18% |
| STEAMBOAT CAPITAL PARTNERS, LLC | 11/14/2025 | 396.38 K | $7.60 M | 328.11% | 1.06% |
| HEARTLAND ADVISORS INC | 11/07/2025 | 384.16 K | $7.36 M | 28.05% | 1.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 360.70 K | $6.91 M | 1,839.25% | 0.96% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 319.19 K | $6.12 M | 29.40% | 0.85% |
| TCW GROUP INC | 11/14/2025 | 244.18 K | $4.68 M | -11.27% | 0.65% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 216.93 K | $4.16 M | 76.50% | 0.58% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 209.02 K | $4.01 M | 0.24% | 0.56% |
| NORTHERN TRUST CORP | 11/14/2025 | 205.84 K | $3.95 M | 1.02% | 0.55% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 191.38 K | $3.67 M | 5.08% | 0.51% |
| NUVEEN, LLC | 11/12/2025 | 185.30 K | $3.55 M | -3.92% | 0.49% |
| JANE STREET GROUP, LLC | 11/14/2025 | 182.55 K | $3.50 M | 9.69% | 0.49% |
| MORGAN STANLEY | 11/14/2025 | 179.50 K | $3.44 M | -17.01% | 0.48% |
| CITADEL ADVISORS LLC | 11/14/2025 | 164.46 K | $3.15 M | -25.00% | 0.44% |
| JPMORGAN CHASE & CO | 11/26/2025 | 151.28 K | $2.90 M | -25.06% | 0.40% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 131.10 K | $2.51 M | 91.72% | 0.35% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 125.92 K | $2.41 M | 0.79% | 0.34% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 119.02 K | $2.28 M | 0.43% | 0.32% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 111.32 K | $2.13 M | 424.39% | 0.30% |
| HAP TRADING, LLC | 11/12/2025 | 100.00 K | $217.50 M | 100.00% | 0.27% |
| CAPTION MANAGEMENT, LLC | 11/14/2025 | 100.00 K | $1.92 M | 100.00% | 0.27% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 98.48 K | $1.89 M | -16.10% | 0.26% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 93.45 K | $1.79 M | 12.37% | 0.25% |
| HODGES CAPITAL MANAGEMENT INC. | 11/07/2025 | 90.81 K | $1.74 M | 24.63% | 0.24% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 89.47 K | $1.72 M | 0.74% | 0.24% |
| MAN GROUP PLC | 11/14/2025 | 86.69 K | $1.66 M | 7.82% | 0.23% |
| TUDOR INVESTMENT CORP ET AL | 12/09/2025 | 80.75 K | $1.55 M | 221.03% | 0.22% |
| GABELLI FUNDS LLC | 11/12/2025 | 78.29 K | $1.50 M | 100.00% | 0.21% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 68.82 K | $1.32 M | -6.71% | 0.18% |
| BARCLAYS PLC | 11/12/2025 | 66.39 K | $1.27 M | -14.45% | 0.18% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 64.63 K | $1.24 M | 6.61% | 0.17% |
| FEDERATED HERMES, INC. | 11/03/2025 | 54.50 K | $1.04 M | -0.73% | 0.15% |
| CITADEL ADVISORS LLC | 11/14/2025 | 53.90 K | $1.03 M | 131.33% | 0.14% |
| RAFFLES ASSOCIATES LP | 11/14/2025 | 51.80 K | $993.03 K | 68.18% | 0.14% |
| ALGERT GLOBAL LLC | 11/14/2025 | 51.68 K | $991.00 K | -4.16% | 0.14% |
| UBS GROUP AG | 11/13/2025 | 51.66 K | $990.23 K | -49.47% | 0.14% |
| INVESCO LTD. | 11/13/2025 | 51.54 K | $988.10 K | -74.12% | 0.14% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 10/30/2025 | 50.71 K | $972.17 K | 0.74% | 0.14% |
| HAP TRADING, LLC | 11/12/2025 | 50.00 K | $52.50 M | 100.00% | 0.13% |
| CAPTION MANAGEMENT, LLC | 11/14/2025 | 50.00 K | $958.50 K | 100.00% | 0.13% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 49.80 K | $954.57 K | 22.62% | 0.13% |
| SANDERS MORRIS HARRIS LLC | 10/07/2025 | 48.00 K | $920.16 K | 60.00% | 0.13% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 44.91 K | $860.94 K | 81.88% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 43.90 K | $841.56 K | 100.00% | 0.12% |
Tiptree Inc. institutional Ownership - FAQ's
During the previous two years, 186 institutional investors and hedge funds held shares of Tiptree Inc.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 2.18 M
BlackRock, Inc.: 2.09 M
VANGUARD GROUP INC: 1.35 M
GEODE CAPITAL MANAGEMENT, LLC: 600,905
STATE STREET CORP: 528,419
KENNEDY CAPITAL MANAGEMENT LLC: 482,850
36.28% of Tiptree Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 18.56 M shares in the last 24 months. This purchase volume represents approximately $337.50 M in transactions.