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Institutional Ownership · SEC Form 13F

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.

134
Institutional holders
17M
Shares held (tracked funds)
44.0%
Of shares outstanding

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.

FundSharesReported value% of valueQuarter
DIMENSIONAL FUND ADVISORS LP added2,212,124$40M13.3%2026-Q2
BlackRock, Inc. added2,169,681$39M13.0%2026-Q2
Veradace Capital Management LLC trimmed1,302,962$23M7.8%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added996,615$18M6.0%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added653,998$12M3.9%2026-Q2
STATE STREET CORP added557,270$10M3.3%2026-Q2
GABELLI FUNDS LLC added537,471$10M3.2%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added511,881$9M3.1%2026-Q2
Nuveen, LLC added509,124$9M3.1%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC trimmed485,373$9M2.9%2026-Q2
MORGAN STANLEY added422,386$8M2.5%2026-Q2
HEARTLAND ADVISORS INC400,000$7M2.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added364,204$7M2.2%2026-Q2
TCW GROUP INC294,183$5M1.8%2026-Q2
Qube Research & Technologies Ltd added286,039$5M1.7%2026-Q2
JPMORGAN CHASE & CO added256,105$5M1.5%2026-Q2
AMERICAN CENTURY COMPANIES INC added234,327$4M1.4%2026-Q2
NORTHERN TRUST CORP added234,081$4M1.4%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added218,157$4M1.3%2026-Q2
GOLDMAN SACHS GROUP INC trimmed206,106$4M1.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed194,435$3M1.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added190,070$3M1.1%2026-Q2
D. E. Shaw & Co., Inc. added187,703$3M1.1%2026-Q2
Steamboat Capital Partners, LLC trimmed185,259$3M1.1%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed177,810$3M1.1%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added172,600$3M1.0%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed155,310$3M0.9%2026-Q2
Arax Advisory Partners added136,909$2M0.8%2026-Q2
NORGES BANK added131,300$2M0.8%2026-Q2
Empowered Funds, LLC added128,157$2M0.8%2026-Q2
ALGERT GLOBAL LLC trimmed113,386$2M0.7%2026-Q2
TWO SIGMA INVESTMENTS, LP added110,658$2M0.7%2026-Q2
Bank of New York Mellon Corp added103,019$2M0.6%2026-Q2
Squarepoint Ops LLC added74,053$1M0.4%2026-Q2
Diametric Capital, LP trimmed71,313$1M0.4%2026-Q2
Y-Intercept (Hong Kong) Ltd added66,064$1M0.4%2026-Q2
CITADEL ADVISORS LLC trimmed65,281$1M0.4%2026-Q2
Russell Investments Group, Ltd. trimmed60,717$1M0.4%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added59,033$1M0.4%2026-Q2
RAFFLES ASSOCIATES LP55,801$1,000K0.3%2026-Q2
CenterBook Partners LP added53,181$953K0.3%2026-Q2
BARCLAYS PLC trimmed52,092$933K0.3%2026-Q2
BANK OF AMERICA CORP /DE/ added47,634$854K0.3%2026-Q2
Swiss National Bank added45,523$816K0.3%2026-Q2
PRELUDE CAPITAL MANAGEMENT, LLC trimmed44,429$796K0.3%2026-Q2
Invesco Ltd. trimmed42,832$768K0.3%2026-Q2
Creative Planning added40,835$732K0.2%2026-Q2
GAMCO INVESTORS, INC. ET AL added39,625$710K0.2%2026-Q2
CORSAIR CAPITAL MANAGEMENT, L.P.38,425$689K0.2%2026-Q2
Prospera Financial Services Inc38,412$688K0.2%2026-Q2
Quantinno Capital Management LP added36,897$661K0.2%2026-Q2
SEI INVESTMENTS CO trimmed36,594$656K0.2%2026-Q2
Steadtrust LLC36,274$650K0.2%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added34,897$625K0.2%2026-Q2
Point72 Asset Management, L.P. trimmed34,882$625K0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added33,655$603K0.2%2026-Q2
MARSHALL WACE, LLP trimmed33,208$595K0.2%2026-Q2
LPL Financial LLC added32,953$591K0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added31,850$539K0.2%2026-Q2
IEQ CAPITAL, LLC new31,429$563K0.2%2026-Q2
Bleakley Financial Group, LLC trimmed30,593$548K0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed30,270$542K0.2%2026-Q2
MANGROVE PARTNERS IM, LLC new30,199$541K0.2%2026-Q2
RHUMBLINE ADVISERS added29,920$536K0.2%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added29,406$527K0.2%2026-Q2
Numerai GP LLC added28,828$517K0.2%2026-Q2
WELLS FARGO & COMPANY/MN added27,538$493K0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed26,044$467K0.2%2026-Q2
WINTON GROUP Ltd new22,927$411K0.1%2026-Q2
Mariner, LLC new21,926$393K0.1%2026-Q2
DEUTSCHE BANK AG\ added21,892$392K0.1%2026-Q2
Graham Capital Management, L.P. added20,553$368K0.1%2026-Q2
Engineers Gate Manager LP trimmed19,910$357K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added19,496$350K0.1%2026-Q2
SMITH, MOORE & CO. trimmed18,058$324K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd16,207$290K0.1%2026-Q2
CITIGROUP INC added13,806$247K0.1%2026-Q2
Cerity Partners LLC new13,772$247K0.1%2026-Q2
Legal & General Group Plc added13,638$244K0.1%2026-Q2
MetLife Investment Management, LLC added13,414$240K0.1%2026-Q2
Fortis Capital Management LLC new12,023$215K0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new11,792$217K0.1%2026-Q2
Aquatic Capital Management LLC trimmed11,240$201K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed10,832$194K0.1%2026-Q2
FMR LLC trimmed10,637$191K0.1%2026-Q2
Vanguard Global Advisers, LLC10,018$180K0.1%2026-Q2
UBS Group AG trimmed9,344$167K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND7,315$131K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey7,000$125K0.0%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank)5,399$97K0.0%2026-Q2
KLP KAPITALFORVALTNING AS4,800$86K0.0%2026-Q2
Vanguard Investments Australia, Ltd.4,323$77K0.0%2026-Q2
Tower Research Capital LLC (TRC) added3,737$67K0.0%2026-Q2
Larson Financial Group LLC trimmed3,073$55K0.0%2026-Q2
Persistent Asset Partners Ltd new2,717$49K0.0%2026-Q2
Ameritas Investment Partners, Inc.2,311$41K0.0%2026-Q2
Quantbot Technologies LP added1,869$33K0.0%2026-Q2
ROYAL BANK OF CANADA added1,370$24K0.0%2026-Q2
Steward Partners Investment Advisory, LLC1,064$19K0.0%2026-Q2
Allworth Financial LP added903$16K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership