TiptreeTIPT

13F holders, Q2 2026 (June 30)
140holders −2
23new positions
24sold out
7famous investors
$17.92avg. 13F price*

At the end of Q2 2026, 140 institutions reported holding Tiptree Inc. (TIPT) in their 13F filings, down 2 from Q1 2026. 23 opened new positions and 24 sold out. The largest holders were Dimensional Fund Advisors LP ($39.6M), BlackRock, Inc. ($38.9M) and Veradace Capital Management LLC ($23.3M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Tiptree Inc.
CUSIP
88822Q103
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 110Q1 2024Q2 2024: 114Q2 2024Q3 2024: 117Q3 2024Q4 2024: 126Q4 2024Q1 2025: 138Q1 2025Q2 2025: 143Q2 2025Q3 2025: 143Q3 2025Q4 2025: 139Q4 2025Q1 2026: 142Q1 2026Q2 2026: 140Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions23$8.5M
Exits24$10.1M

All 13F filers, Q1 2026 → Q2 2026: 2,336,456 shares bought and 2,314,775 shares sold, net +21,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 140 holders

Dimensional Fund Advisors LP 0.01% Add +2.9% 2,212,124 $39.6M
BlackRock, Inc. 0.00% Add +6.5% 2,169,681 $38.9M
Veradace Capital Management LLC 18.45% Reduce -29.3% 1,302,962 $23.3M
Vanguard Capital Management LLC 0.00% Add +0.7% 996,615 $17.9M
Geode Capital Management, LLC 0.00% Add +4.8% 653,998 $11.7M
State Street Corp. 0.00% Add +6.2% 557,270 $10.0M
Gabelli Funds LLC 0.06% Add +70.8% 537,471 $9.6M
Arrowstreet Capital, Limited Partnership 0.00% Add +87.5% 511,881 $9.2M
Nuveen, LLC 0.00% Add +33.6% 509,124 $9.1M
Kennedy Capital Management LLC 0.15% Reduce -1.8% 485,373 $8.7M
Morgan Stanley 0.00% Add +53.2% 422,386 $7.6M
Heartland Advisors Inc. 0.32% No change 400,000 $7.2M
AQR Capital Management 0.00% Add +163.6% 364,204 $6.5M
TCW Group Inc. 0.04% No change 294,183 $5.3M
Qube Research & Technologies Ltd 0.01% Add +45.2% 286,039 $5.1M
JPMorgan Chase & Co. 0.00% Add +37.1% 256,105 $4.6M
American Century Companies Inc. 0.00% Add +42.4% 234,327 $4.2M
Northern Trust Corp. 0.00% Add +18.4% 234,081 $4.2M
Bridgeway Capital Management, LLC 0.07% Add +4.4% 218,157 $3.9M
Goldman Sachs Group Inc. 0.00% Reduce -7.2% 206,106 $3.7M
Vanguard Portfolio Management LLC 0.00% Reduce -13.4% 194,435 $3.5M
Charles Schwab Investment Management Inc. 0.00% Add +1.8% 190,070 $3.4M
D. E. Shaw & Co. 0.00% Add +0.9% 187,703 $3.4M
Steamboat Capital Partners, LLC 0.71% Reduce -73.2% 185,259 $3.3M
Millennium Management 0.00% Reduce -45.0% 177,810 $3.2M
Renaissance Technologies 0.00% New 172,600 $3.1M
Vanguard Fiduciary Trust Co. 0.00% Reduce -2.9% 155,310 $2.8M
Arax Advisory Partners 0.02% New 136,909 $2.5M
Norges Bank 0.00% — 131,300 $2.4M
Empowered Funds, LLC 0.01% Add +7.7% 128,157 $2.3M
HRT Financial LP 0.00% Add +38.5% 113,809 $2.0M
Algert Global LLC 0.02% Reduce -4.1% 113,386 $2.0M
Two Sigma Investments, LP 0.00% Add +96.6% 110,658 $2.0M
Bank of New York Mellon Corp 0.00% Add +6.2% 103,019 $1.8M
Squarepoint Ops LLC 0.00% Add +201.7% 74,053 $1.3M
Diametric Capital, LP 0.14% Reduce -40.4% 71,313 $1.3M
Y-Intercept (Hong Kong) Ltd 0.02% Add +5.1% 66,064 $1.2M
Citadel Advisors 0.00% Reduce -49.4% 65,281 $1.2M
Russell Investments Group, Ltd. 0.00% Reduce -51.9% 60,717 $1.1M
Martingale Asset Management L P 0.03% Add +110.0% 59,033 $1.1M
Raffles Associates LP 0.85% No change 55,801 $1000K
CenterBook Partners LP 0.05% Add +57.0% 53,181 $953K
Barclays PLC 0.00% Reduce -5.8% 52,092 $933K
Bank of America Corp. 0.00% Add +15.1% 47,634 $854K
Swiss National Bank 0.00% Add +2.5% 45,523 $816K
Prelude Capital Management, LLC 0.06% Reduce -16.9% 44,429 $796K
Invesco Ltd. 0.00% Reduce -21.6% 42,832 $768K
Creative Planning 0.00% Add +81.9% 40,835 $732K
GAMCO Investors 0.01% Add +20.1% 39,625 $710K
Corsair Capital Management, L.P. 0.09% No change 38,425 $689K
Prospera Financial Services Inc 0.01% No change 38,412 $688K
Quantinno Capital Management LP 0.00% Add +85.6% 36,897 $661K
Sei Investments Co. 0.00% Reduce -53.5% 36,594 $656K
Steadtrust LLC 0.33% No change 36,274 $650K
Mercer Global Advisors Inc. 0.00% Add +42.9% 34,897 $625K
Point72 Asset Management 0.00% Reduce -42.7% 34,882 $625K
California State Teachers Retirement System 0.00% Add +54.1% 33,655 $603K
Marshall Wace, LLP 0.00% Reduce -20.8% 33,208 $595K
LPL Financial LLC 0.00% Add +103.0% 32,953 $591K
Ieq Capital, LLC 0.00% New 31,429 $563K
Bleakley Financial Group, LLC 0.01% Reduce -4.2% 30,593 $548K
BNP Paribas Financial Markets 0.00% Reduce -3.5% 30,270 $542K
Mangrove Partners Im, LLC 0.04% New 30,199 $541K
Alliancebernstein L.P. 0.00% Add +24.8% 31,850 $539K
Rhumbline Advisers 0.00% Add +4.0% 29,920 $536K
State of Wisconsin Investment Board 0.00% Add +105.8% 29,406 $527K
Numerai GP LLC 0.04% Add +28.2% 28,828 $517K
Wells Fargo & Company 0.00% Add +66.6% 27,538 $493K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -6.2% 26,044 $467K
WINTON GROUP Ltd 0.01% New 22,927 $411K
Mariner, LLC 0.00% New 21,926 $393K
Deutsche Bank AG 0.00% Add +7.2% 21,892 $392K
Graham Capital Management, L.P. 0.01% Add +64.5% 20,553 $368K
Engineers Gate Manager LP 0.00% Reduce -9.3% 19,910 $357K
T. Rowe Price Associates Inc. 0.00% Add +3.3% 19,496 $350K
Smith, Moore & Co. 0.02% Reduce -0.6% 18,058 $324K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 16,207 $290K
Citigroup Inc. 0.00% Add +191.5% 13,806 $247K
Cerity Partners LLC 0.00% New 13,772 $247K
Legal & General Group Plc 0.00% Add +2.2% 13,638 $244K
MetLife Investment Management, LLC 0.00% Add +4.6% 13,414 $240K
Virtu Financial LLC 0.01% New 12,404 $222K
Wealth Enhancement Advisory Services, LLC 0.00% New 11,792 $217K
Fortis Capital Management LLC 0.02% New 12,023 $215K
Aquatic Capital Management LLC 0.01% Reduce -22.2% 11,240 $201K
Gsa Capital Partners LLP 0.01% Reduce -44.6% 11,164 $200K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -3.2% 10,832 $194K
FMR LLC 0.00% Reduce -28.2% 10,637 $191K
Vanguard Global Advisers, LLC 0.00% No change 10,018 $180K
UBS Group AG 0.00% Reduce -94.5% 9,344 $167K
New York State Common Retirement Fund 0.00% No change 7,315 $131K
Police & Firemen's Retirement System of New Jersey 0.00% No change 7,000 $125K
State of Alaska, Department of Revenue 0.00% No change 6,102 $109K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 5,399 $97K
KLP Kapitalforvaltning As 0.00% No change 4,800 $86K
Vanguard Investments Australia, Ltd. 0.00% No change 4,323 $77K
Tower Research Capital LLC (TRC) 0.00% Add +85.6% 3,737 $67K
Larson Financial Group LLC 0.00% Reduce -16.4% 3,073 $55K
Persistent Asset Partners Ltd 0.02% New 2,717 $49K
Ameritas Investment Partners, Inc. 0.00% No change 2,311 $41K

"% of holder's portfolio" is TIPT's weight in each manager's 13F, not the share of Tiptree Inc. the manager owns.

Show all 140 holders