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DaveManuel.com · Institutional Ownership · Who Owns It

TIPTREE INC (TIPT)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

143
Reporting holders
$305.6M
Reported value
45.3%
Of shares outstanding
0.7%
Calls
0.5%
Puts
-3
Holder change

Institutions report 16,853,329 shares against 37,239,692 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
DIMENSIONAL FUND ADVISORS LP$39.6M2,212,1240.01%31q+2.9%+$1.1M
BlackRock, Inc.$38.9M2,169,6810.00%8q+6.5%+$2.4M
Veradace Capital Management LLC$23.3M1,302,96217.63%3q-29.3%-$9.7M
VANGUARD CAPITAL MANAGEMENT LLC$17.9M996,6150.00%2q+0.7%+$130.6K
GEODE CAPITAL MANAGEMENT, LLC$11.7M653,9980.00%31q+4.8%+$535.1K
STATE STREET CORP$10.0M557,2700.00%31q+6.2%+$586.4K
GABELLI FUNDS LLC$9.6M537,4710.06%4q+70.8%+$4.0M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9.2M511,8810.00%6q+87.5%+$4.3M
Nuveen, LLC$9.1M509,1240.00%6q+33.6%+$2.3M
KENNEDY CAPITAL MANAGEMENT LLC$8.7M485,3730.15%13q-1.8%-$163.4K
MORGAN STANLEY$7.6M422,3860.00%35q+53.2%+$2.6M
HEARTLAND ADVISORS INC$7.2M400,0000.32%17qHELD
AQR CAPITAL MANAGEMENT LLC$6.5M364,2040.00%6q+163.6%+$4.1M
TCW GROUP INC$5.3M294,1830.04%31qHELD
Qube Research & Technologies Ltd$5.1M286,0390.00%14q+45.2%+$1.6M
JPMORGAN CHASE & CO$4.6M256,1050.00%31q+37.1%+$1.2M
AMERICAN CENTURY COMPANIES INC$4.2M234,3270.00%6q+42.4%+$1.3M
NORTHERN TRUST CORP$4.2M234,0810.00%31q+18.4%+$653.2K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$3.9M218,1570.07%31q+4.4%+$163.8K
GOLDMAN SACHS GROUP INC$3.7M206,1060.00%31q-7.2%-$285.0K
VANGUARD PORTFOLIO MANAGEMENT LLC$3.5M194,4350.00%2q-13.4%-$540.0K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$3.4M190,0700.00%31q+1.8%+$60.8K
D. E. Shaw & Co., Inc.$3.4M187,7030.00%11q+0.9%+$29.9K
Steamboat Capital Partners, LLC$3.3M185,2590.71%10q-73.2%-$9.0M
MILLENNIUM MANAGEMENT LLC$3.2M177,8100.00%23q-45.0%-$2.6M
RENAISSANCE TECHNOLOGIES LLC$3.1M172,6000.00%newNEW
VANGUARD FIDUCIARY TRUST CO$2.8M155,3100.00%2q-2.9%-$84.3K
Arax Advisory Partners$2.5M136,9090.02%newNEW
NORGES BANK$2.4M131,3000.00%newNEW
Empowered Funds, LLC$2.3M128,1570.01%13q+7.7%+$163.8K
CITADEL ADVISORS LLC$2.2M
incl. $1.0M options CALL+PUT
65,2810.00%21q-49.4%-$2.1M
HRT FINANCIAL LP$2.0M113,8090.00%2q+38.5%+$567.0K
ALGERT GLOBAL LLC$2.0M113,3860.02%11q-4.1%-$87.8K
RAFFLES ASSOCIATES LP$2.0M111,6020.88%11q+100.0%+$1,000.0K
TWO SIGMA INVESTMENTS, LP$2.0M110,6580.00%15q+96.6%+$974.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.9M CALL+PUToptions only0.00%21qOPTIONS
Bank of New York Mellon Corp$1.8M103,0190.00%31q+6.2%+$107.8K
Squarepoint Ops LLC$1.3M74,0530.00%2q+201.7%+$887.2K
Diametric Capital, LP$1.3M71,3130.13%3q-40.3%-$864.3K
Y-Intercept (Hong Kong) Ltd$1.2M66,0640.02%3q+5.1%+$57.3K
Russell Investments Group, Ltd.$1.1M60,7170.00%27q-51.9%-$1.2M
MARTINGALE ASSET MANAGEMENT L P$1.1M59,0330.03%6q+109.9%+$554.0K
CenterBook Partners LP$953.0K53,1810.05%4q+57.0%+$346.0K
BARCLAYS PLC$933.5K52,0920.00%17q-5.8%-$57.7K
BANK OF AMERICA CORP /DE/$853.6K47,6340.00%31q+15.1%+$112.2K
Swiss National Bank$815.8K45,5230.00%14q+2.5%+$19.7K
PRELUDE CAPITAL MANAGEMENT, LLC$796.2K44,4290.06%2q-16.9%-$161.8K
Invesco Ltd.$767.5K42,8320.00%18q-21.6%-$211.1K
Creative Planning$731.8K40,8350.00%2q+81.9%+$329.5K
GAMCO INVESTORS, INC. ET AL$710.1K39,6250.01%2q+20.1%+$118.7K
CORSAIR CAPITAL MANAGEMENT, L.P.$688.6K38,4250.09%2qHELD
Prospera Financial Services Inc$688.3K38,4120.01%23qHELD
Quantinno Capital Management LP$661.2K36,8970.00%5q+85.6%+$304.9K
SEI INVESTMENTS CO$655.8K36,5940.00%3q-53.5%-$754.4K
Steadtrust LLC$650.0K36,2740.33%5qHELD
MERCER GLOBAL ADVISORS INC /ADV$625.4K34,8970.00%7q+42.9%+$187.6K
Point72 Asset Management, L.P.$625.1K34,8820.00%5q-42.7%-$466.6K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$603.1K33,6550.00%31q+54.1%+$211.7K
MARSHALL WACE, LLP$595.1K33,2080.00%4q-20.8%-$156.2K
LPL Financial LLC$590.5K32,9530.00%3q+103.0%+$299.7K
IEQ CAPITAL, LLC$563.2K31,4290.00%newNEW
Bleakley Financial Group, LLC$548.2K30,5930.01%3q-4.2%-$24.1K
BNP PARIBAS FINANCIAL MARKETS$542.4K30,2700.00%31q-3.5%-$19.9K
MANGROVE PARTNERS IM, LLC$541.2K30,1990.04%newNEW
ALLIANCEBERNSTEIN L.P.$538.9K31,8500.00%31q+24.8%+$106.9K
RHUMBLINE ADVISERS$536.2K29,9200.00%31q+4.0%+$20.6K
STATE OF WISCONSIN INVESTMENT BOARD$527.0K29,4060.00%10q+105.8%+$270.8K
Numerai GP LLC$516.6K28,8280.04%2q+28.2%+$113.7K
WELLS FARGO & COMPANY/MN$493.5K27,5380.00%31q+66.6%+$197.3K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$466.7K26,0440.00%14q-6.2%-$31.1K
WINTON GROUP Ltd$410.9K22,9270.01%newNEW
Mariner, LLC$392.9K21,9260.00%newNEW
DEUTSCHE BANK AG\$392.3K21,8920.00%34q+7.2%+$26.4K
JANE STREET GROUP, LLC$376.3K CALLoptions only0.00%10qOPTIONS
Graham Capital Management, L.P.$368.3K20,5530.01%2q+64.5%+$144.3K
Engineers Gate Manager LP$356.8K19,9100.00%2q-9.3%-$36.7K
PRICE T ROWE ASSOCIATES INC /MD/$350.0K19,4960.00%7q+3.3%+$11.1K
SMITH, MOORE & CO.$323.6K18,0580.02%5q-0.6%-$1.8K
VANGUARD ASSET MANAGEMENT, Ltd$290.4K16,2070.00%2qHELD
GROUP ONE TRADING LLC$286.7K CALL+PUToptions only0.00%4qOPTIONS
CITIGROUP INC$247.4K13,8060.00%31q+191.5%+$162.5K
Cerity Partners LLC$246.8K13,7720.00%newNEW
Legal & General Group Plc$244.4K13,6380.00%31q+2.2%+$5.2K
MetLife Investment Management, LLC$240.4K13,4140.00%19q+4.6%+$10.6K
Virtu Financial LLC$222.0K12,4040.01%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$216.5K11,7920.00%newNEW
Fortis Capital Management LLC$215.5K12,0230.02%newNEW
Aquatic Capital Management LLC$201.4K11,2400.01%3q-22.2%-$57.4K
GSA CAPITAL PARTNERS LLP$200.0K11,1640.01%10q-44.6%-$161.2K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$194.1K10,8320.00%9q-3.2%-$6.5K
FMR LLC$190.6K10,6370.00%20q-28.2%-$74.9K
Vanguard Global Advisers, LLC$179.5K10,0180.00%2qHELD
UBS Group AG$167.4K9,3440.00%15q-94.5%-$2.9M
NEW YORK STATE COMMON RETIREMENT FUND$131.1K7,3150.00%31qHELD
Police & Firemen's Retirement System of New Jersey$125.4K7,0000.00%7qHELD
State of Alaska, Department of Revenue$109.0K6,1020.00%4qHELD
Zurcher Kantonalbank (Zurich Cantonalbank)$96.8K5,3990.00%14qHELD
KLP KAPITALFORVALTNING AS$86.0K4,8000.00%7qHELD
Vanguard Investments Australia, Ltd.$77.5K4,3230.00%2qHELD
Tower Research Capital LLC (TRC)$67.0K3,7370.00%26q+85.6%+$30.9K

Showing the largest 100 of 143 reported holders.

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-10-23Barnes Michael GeneChairman and CEOBought30,930$502.3K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202621$494.6K28,76551030.0%
Q2 2026143$305.6M16,853,3292460341.2%
Q1 2026146$283.9M16,646,7832544510.8%
Q4 2025141$333.5M16,848,1172157358.5%
Q3 2025145$287.0M13,803,3192859377.8%
Q2 2025143$339.2M14,328,8102150400.4%
Q1 2025141$348.8M14,269,2792944481.5%
Q4 2024126$311.3M14,919,2201445380.0%
Q3 2024120$304.6M14,710,5431447335.5%
Q2 2024118$251.6M14,598,5812043274.3%
Q1 2024114$272.1M14,835,5072731395.8%
Q4 202398$273.6M14,017,382938242.8%
Q3 202395$219.4M12,959,5851026321.1%
Q2 202399$198.9M13,192,4931038260.1%
Q1 202398$193.9M13,078,7301533291.4%
Q4 202286$179.9M12,835,6821130251.2%
Q3 202272$147.5M13,641,556522270.5%
Q2 202280$146.3M13,508,1151527221.9%
Q1 202278$175.1M13,409,137817391.6%
Q4 202179$218.1M14,943,5431426285.3%
Q3 202174$125.5M11,684,6181622216.7%
Q2 202174$113.9M11,600,3003315275.3%
Q1 202152$111.0M12,394,529414200.0%
Q4 202054$63.7M12,689,879919170.0%
Q3 202046$55.5M11,205,14049170.0%
Q2 202048$72.9M11,307,632218110.0%
Q1 202056$60.8M11,641,407314230.0%
Q4 201955$103.7M12,739,317519170.0%
Q3 201955$84.7M11,638,923814110.0%
Q2 201953$74.3M11,790,815815130.0%
Q1 201952$75.6M11,935,067714140.0%
Q4 201854$76.1M13,615,4410020.0%