Who owns Tiptree (TIPT)
Which tracked institutional funds hold TIPT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TIPT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
32 tracked funds added or opened TIPT while 21 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TIPT’s largest tracked holder by dollar value, DIMENSIONAL FUND ADVISORS LP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TIPT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 134 tracked filers holding TIPT, 82 increased or opened the position and 63 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TIPT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- RENAISSANCE TECHNOLOGIES LLC$3M
- Arax Advisory Partners$2M
- NORGES BANK$2M
- IEQ CAPITAL, LLC$563K
- MANGROVE PARTNERS IM, LLC$541K
Full exits 11
- ROYCE & ASSOCIATES LP$2M
- HRT FINANCIAL LP$1M
- JANE STREET GROUP, LLC$1M
- TEACHER RETIREMENT SYSTEM OF TEXAS$632K
- TUDOR INVESTMENT CORP ET AL$631K
- ExodusPoint Capital Management, LP$615K
Largest adds
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5M
- BlackRock, Inc.$4M
- GABELLI FUNDS LLC$4M
- AQR CAPITAL MANAGEMENT LLC$4M
- DIMENSIONAL FUND ADVISORS LP$3M
- MORGAN STANLEY$3M
Largest trims
- Steamboat Capital Partners, LLC$8M
- Veradace Capital Management LLC$8M
- UBS Group AG$3M
- MILLENNIUM MANAGEMENT LLC$2M
- Russell Investments Group, Ltd.$1M
- CITADEL ADVISORS LLC$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP added | 2,212,124 | $40M | 13.3% | 2026-Q2 |
| BlackRock, Inc. added | 2,169,681 | $39M | 13.0% | 2026-Q2 |
| Veradace Capital Management LLC trimmed | 1,302,962 | $23M | 7.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 996,615 | $18M | 6.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 653,998 | $12M | 3.9% | 2026-Q2 |
| STATE STREET CORP added | 557,270 | $10M | 3.3% | 2026-Q2 |
| GABELLI FUNDS LLC added | 537,471 | $10M | 3.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 511,881 | $9M | 3.1% | 2026-Q2 |
| Nuveen, LLC added | 509,124 | $9M | 3.1% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 485,373 | $9M | 2.9% | 2026-Q2 |
| MORGAN STANLEY added | 422,386 | $8M | 2.5% | 2026-Q2 |
| HEARTLAND ADVISORS INC | 400,000 | $7M | 2.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 364,204 | $7M | 2.2% | 2026-Q2 |
| TCW GROUP INC | 294,183 | $5M | 1.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 286,039 | $5M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 256,105 | $5M | 1.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 234,327 | $4M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 234,081 | $4M | 1.4% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 218,157 | $4M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 206,106 | $4M | 1.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 194,435 | $3M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 190,070 | $3M | 1.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 187,703 | $3M | 1.1% | 2026-Q2 |
| Steamboat Capital Partners, LLC trimmed | 185,259 | $3M | 1.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 177,810 | $3M | 1.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 172,600 | $3M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 155,310 | $3M | 0.9% | 2026-Q2 |
| Arax Advisory Partners added | 136,909 | $2M | 0.8% | 2026-Q2 |
| NORGES BANK added | 131,300 | $2M | 0.8% | 2026-Q2 |
| Empowered Funds, LLC added | 128,157 | $2M | 0.8% | 2026-Q2 |
| ALGERT GLOBAL LLC trimmed | 113,386 | $2M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 110,658 | $2M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 103,019 | $2M | 0.6% | 2026-Q2 |
| Squarepoint Ops LLC added | 74,053 | $1M | 0.4% | 2026-Q2 |
| Diametric Capital, LP trimmed | 71,313 | $1M | 0.4% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 66,064 | $1M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 65,281 | $1M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 60,717 | $1M | 0.4% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 59,033 | $1M | 0.4% | 2026-Q2 |
| RAFFLES ASSOCIATES LP | 55,801 | $1,000K | 0.3% | 2026-Q2 |
| CenterBook Partners LP added | 53,181 | $953K | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 52,092 | $933K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 47,634 | $854K | 0.3% | 2026-Q2 |
| Swiss National Bank added | 45,523 | $816K | 0.3% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 44,429 | $796K | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 42,832 | $768K | 0.3% | 2026-Q2 |
| Creative Planning added | 40,835 | $732K | 0.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL added | 39,625 | $710K | 0.2% | 2026-Q2 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 38,425 | $689K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc | 38,412 | $688K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 36,897 | $661K | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 36,594 | $656K | 0.2% | 2026-Q2 |
| Steadtrust LLC | 36,274 | $650K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 34,897 | $625K | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 34,882 | $625K | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 33,655 | $603K | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 33,208 | $595K | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 32,953 | $591K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 31,850 | $539K | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC new | 31,429 | $563K | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 30,593 | $548K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 30,270 | $542K | 0.2% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC new | 30,199 | $541K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 29,920 | $536K | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 29,406 | $527K | 0.2% | 2026-Q2 |
| Numerai GP LLC added | 28,828 | $517K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 27,538 | $493K | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 26,044 | $467K | 0.2% | 2026-Q2 |
| WINTON GROUP Ltd new | 22,927 | $411K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 21,926 | $393K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 21,892 | $392K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 20,553 | $368K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 19,910 | $357K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 19,496 | $350K | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 18,058 | $324K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 16,207 | $290K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 13,806 | $247K | 0.1% | 2026-Q2 |
| Cerity Partners LLC new | 13,772 | $247K | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 13,638 | $244K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 13,414 | $240K | 0.1% | 2026-Q2 |
| Fortis Capital Management LLC new | 12,023 | $215K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 11,792 | $217K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC trimmed | 11,240 | $201K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 10,832 | $194K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 10,637 | $191K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 10,018 | $180K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 9,344 | $167K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 7,315 | $131K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 7,000 | $125K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,399 | $97K | 0.0% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS | 4,800 | $86K | 0.0% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. | 4,323 | $77K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 3,737 | $67K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 3,073 | $55K | 0.0% | 2026-Q2 |
| Persistent Asset Partners Ltd new | 2,717 | $49K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 2,311 | $41K | 0.0% | 2026-Q2 |
| Quantbot Technologies LP added | 1,869 | $33K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,370 | $24K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,064 | $19K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 903 | $16K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.