TiptreeTIPT
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $8.5M |
| Exits | 24 | $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 |
| Quantbot Technologies LP | 0.00% | New | 1,869 | $33K |
| Royal Bank of Canada | 0.00% | Add +194.6% | 1,370 | $24K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 1,182 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,064 | $19K |
| Allworth Financial LP | 0.00% | Add +594.6% | 903 | $16K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +49.0% | 842 | $15K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.7% | 672 | $12K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2614.3% | 570 | $10K |
| IFP Advisors, Inc | 0.00% | Add +7214.3% | 512 | $9K |
| Sterling Capital Management LLC | 0.00% | Reduce -20.7% | 476 | $9K |
| Simplex Trading, LLC | 0.00% | New | 437 | $8K |
| Essential Partners LLC | 0.00% | Add +183.2% | 354 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +56.0% | 323 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | Add +78.6% | 300 | $5K |
| Rothschild Investment LLC | 0.00% | Add +182.6% | 243 | $4K |
| Rialto Wealth Management, LLC | 0.00% | No change | 220 | $4K |
| Optiver Holding B.V. | 0.00% | Reduce -4.3% | 179 | $3K |
| GAMMA Investing LLC | 0.00% | Add +47.1% | 153 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.3% | 152 | $3K |
| US Bancorp \de | 0.00% | Add +319.2% | 109 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +66.7% | 75 | $1K |
| Parallel Advisors, LLC | 0.00% | New | 72 | $1K |
| True Wealth Design, LLC | 0.00% | Add +610.0% | 71 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 67 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 52 | $932 |
| Parkside Financial Bank & Trust | 0.00% | No change | 35 | $628 |
| Cornerstone Planning Group LLC | 0.00% | New | 30 | $536 |
| Clearstead Advisors, LLC | 0.00% | New | 27 | $485 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 26 | $466 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 26 | $466 |
| Financial Consulate, Inc. | 0.00% | New | 20 | $359 |
| Bogart Wealth, LLC | 0.00% | No change | 14 | $251 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 13 | $233 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -31.3% | 11 | $198 |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 7 | $125 |
| SBI Securities Co., Ltd. | 0.00% | No change | 4 | $72 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $54 |
| JPL Wealth Management, LLC | 0.00% | New | 2 | $36 |
| Smartleaf Asset Management LLC | 0.00% | No change | 1 | $18 |
| Covestor Ltd | 0.00% | Reduce -79.0% | 13 | $0 |
"% of holder's portfolio" is TIPT's weight in each manager's 13F, not the share of Tiptree Inc. the manager owns.