Tiptree Financial (TIPT) Institutional Ownership

$18.58 +0.29 (+1.59%)

As of 01:57 PM Eastern

Current Institutional Ownership Percentage: 37.78%
Number of Institutional Buyers (last 12 months): 68
Total Institutional Inflows (last 12 months): $110.28M

Number of Institutional Sellers (last 12 months): 28
Total Institutional Outflows (last 12 months): $10.18M

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TIPT Institutional Buying and Selling by Quarter

Tiptree Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/24/2026	California State Teachers Retirement System	603,098	$10.81M	0.0%	+2,661.4%	1.619%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	26,044	$467K	0.0%	-6.2%	0.070%
8/18/2026	Empowered Funds LLC	128,157	$2.30M	0.0%	N/A	0.344%
8/17/2026	Raffles Associates LP	55,801	$1M	0.8%	N/A	0.150%
8/17/2026	Bank of America Corp DE	47,634	$854K	0.0%	N/A	0.128%
8/14/2026	Raffles Associates LP	55,801	$1M	0.9%	N/A	0.150%
8/14/2026	Legal & General Group Plc	13,638	$244K	0.0%	N/A	0.037%
8/14/2026	Algert Global LLC	113,386	$2.03M	0.0%	-4.1%	0.304%
8/12/2026	Quantbot Technologies LP	1,869	$33K	0.0%	N/A	0.005%
8/12/2026	Ieq Capital LLC	31,429	$563K	0.0%	N/A	0.084%
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8/12/2026	Heartland Advisors Inc.	400,000	$7.17M	0.3%	N/A	1.074%
8/7/2026	BlackRock Inc.	2,169,681	$38.88M	0.0%	N/A	5.775%
8/7/2026	Deutsche Bank AG	21,892	$392K	0.0%	N/A	0.058%
8/7/2026	Persistent Asset Partners Ltd	2,717	$49K	0.0%	N/A	0.007%
8/6/2026	Bank of New York Mellon Corp	103,019	$1.85M	0.0%	N/A	0.274%
8/6/2026	GSA Capital Partners LLP	11,164	$200K	0.0%	N/A	0.030%
5/19/2026	Bank of America Corp DE	41,371	$700K	0.0%	-1.7%	0.110%
5/16/2026	Quantinno Capital Management LP	19,883	$336K	0.0%	-9.9%	0.053%
5/15/2026	Corsair Capital Management L.P.	38,425	$650K	0.1%	N/A	0.102%
5/14/2026	Gabelli Funds LLC	314,668	$5.32M	0.0%	+329.4%	0.838%
5/14/2026	Gamco Investors INC. ET AL	33,000	$558K	0.0%	N/A	0.088%
5/14/2026	Arrowstreet Capital Limited Partnership	273,061	$4.62M	0.0%	+175.0%	0.727%
5/14/2026	Sei Investments Co.	78,691	$1.33M	0.0%	+98.8%	0.209%
5/14/2026	State of Wyoming	3,602	$61K	0.0%	N/A	0.010%
5/7/2026	Dimensional Fund Advisors LP	2,149,373	$36.37M	0.0%	+1.7%	5.675%
5/5/2026	Bank of New York Mellon Corp	97,004	$1.64M	0.0%	+1.5%	0.256%
5/4/2026	Bleakley Financial Group LLC	31,936	$540K	0.0%	+123.3%	0.084%
4/30/2026	Hsbc Holdings PLC	32,962	$560K	0.0%	+38.2%	0.087%
4/27/2026	Counterpoint Mutual Funds LLC	17,711	$300K	0.0%	N/A	0.047%
4/27/2026	Y Intercept Hong Kong Ltd	62,865	$1.06M	0.0%	+143.0%	0.166%
3/20/2026	Hsbc Holdings PLC	23,844	$436K	0.0%	N/A	0.063%
2/18/2026	Mercer Global Advisors Inc. ADV	24,962	$456K	0.0%	+6.5%	0.066%
2/18/2026	Tudor Investment Corp ET AL	86,289	$1.58M	0.0%	+6.9%	0.228%
2/18/2026	Susquehanna Fundamental Investments LLC	25,407	$464K	0.0%	N/A	0.067%
2/18/2026	Millennium Management LLC	531,619	$9.71M	0.0%	+66.6%	1.406%
2/18/2026	Man Group plc	47,278	$864K	0.0%	-45.5%	0.125%
2/17/2026	PDT Partners LLC	13,579	$248K	0.0%	-40.1%	0.036%
2/17/2026	AQR Capital Management LLC	215,231	$3.93M	0.0%	+93.3%	0.569%
2/17/2026	Steamboat Capital Partners LLC	493,854	$9.02M	2.5%	+24.6%	1.306%
2/17/2026	Raffles Associates LP	40,801	$745K	0.6%	-21.2%	0.108%
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2/17/2026	State of Wisconsin Investment Board	21,691	$396K	0.0%	-39.0%	0.057%
2/17/2026	ExodusPoint Capital Management LP	77,201	$1.41M	0.0%	+667.1%	0.204%
2/17/2026	Magnetar Financial LLC	19,530	$357K	0.0%	+75.2%	0.052%
2/16/2026	Verition Fund Management LLC	36,555	$668K	0.0%	+152.8%	0.097%
2/16/2026	Barclays PLC	81,306	$1.49M	0.0%	+22.5%	0.215%
2/13/2026	Marshall Wace LLP	137,576	$2.51M	0.0%	+1,224.5%	0.364%
2/13/2026	DLD Asset Management LP	29,614	$541K	0.0%	+43.1%	0.078%
2/13/2026	Quarry LP	7,403	$135K	0.0%	-34.1%	0.020%
2/13/2026	Charles Schwab Investment Management Inc.	193,102	$3.53M	0.0%	+0.9%	0.511%
2/13/2026	State Street Corp	530,632	$9.70M	0.0%	+0.4%	1.403%
2/13/2026	Boston Partners	13,860	$253K	0.0%	-11.0%	0.037%
2/13/2026	Wells Fargo & Company MN	33,913	$620K	0.0%	+41.0%	0.090%
2/12/2026	Jane Street Group LLC	177,729	$3.25M	0.0%	-2.6%	0.470%
2/12/2026	MetLife Investment Management LLC	11,245	$205K	0.0%	-18.6%	0.030%
2/12/2026	Dimensional Fund Advisors LP	2,113,419	$38.61M	0.0%	-2.8%	5.588%
2/12/2026	Steward Partners Investment Advisory LLC	1,446	$26K	0.0%	-36.2%	0.004%
2/12/2026	Swiss National Bank	44,423	$812K	0.0%	+3.5%	0.117%
2/12/2026	Nuveen LLC	208,895	$3.82M	0.0%	+12.7%	0.552%
2/11/2026	Heartland Advisors Inc.	400,000	$7.31M	0.4%	+4.1%	1.058%
2/11/2026	Hodges Capital Management Inc.	88,911	$1.62M	0.1%	-2.1%	0.235%
2/11/2026	LPL Financial LLC	15,030	$275K	0.0%	N/A	0.040%
2/11/2026	Franklin Resources Inc.	12,936	$236K	0.0%	N/A	0.034%
2/11/2026	CenterBook Partners LP	48,051	$878K	0.0%	+119.4%	0.127%
2/11/2026	Los Angeles Capital Management LLC	7,940	$140K	0.0%	N/A	0.021%
2/10/2026	Goldman Sachs Group Inc.	403,398	$7.37M	0.0%	+309.6%	1.067%
2/9/2026	Geode Capital Management LLC	601,550	$10.99M	0.0%	+0.1%	1.591%
2/9/2026	Royce & Associates LP	441,256	$8.06M	0.1%	-0.5%	1.167%
2/9/2026	Bleakley Financial Group LLC	14,301	$261K	0.0%	N/A	0.038%
2/5/2026	Gabelli Funds LLC	73,279	$1.34M	0.0%	-6.4%	0.194%
2/5/2026	ARS Investment Partners LLC	11,935	$218K	0.0%	-36.7%	0.032%
2/2/2026	Strs Ohio	7,500	$137K	0.0%	-28.6%	0.020%
1/26/2026	CWM LLC	2,881	$53K	0.0%	-31.4%	0.008%
1/23/2026	State of Alaska Department of Revenue	6,102	$110K	0.0%	+230.0%	0.016%
1/23/2026	Tectonic Advisors LLC	30,759	$562K	0.0%	+4.1%	0.081%
1/23/2026	Smith Moore & CO.	17,158	$313K	0.0%	+9.6%	0.045%
1/21/2026	Steadtrust LLC	36,274	$663K	0.4%	+90.9%	0.096%
1/9/2026	SG Americas Securities LLC	8,408	$154K	0.0%	N/A	0.022%
1/1/2026	JPMorgan Chase & Co.	151,279	$2.90M	0.0%	-25.1%	0.400%
1/1/2026	Tudor Investment Corp ET AL	80,753	$1.55M	0.0%	+221.0%	0.214%
12/9/2025	Tudor Investment Corp ET AL	80,753	$1.55M	0.0%	+221.0%	0.214%
12/2/2025	Steadtrust LLC	19,000	$364K	0.2%	+35.7%	0.050%
11/18/2025	Advisory Services Network LLC	9,786	$188K	0.0%	-21.1%	0.026%
11/17/2025	Verition Fund Management LLC	14,459	$277K	0.0%	N/A	0.038%
11/17/2025	Qube Research & Technologies Ltd	125,921	$2.41M	0.0%	+0.8%	0.333%
11/17/2025	Militia Capital Partners LP	10,200	$196K	0.1%	N/A	0.027%
11/17/2025	Mercer Global Advisors Inc. ADV	23,442	$449K	0.0%	+11.0%	0.062%
11/17/2025	Millennium Management LLC	319,189	$6.12M	0.0%	+29.4%	0.844%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	10,817	$207K	0.0%	-16.1%	0.029%
11/17/2025	Bank of America Corp DE	31,200	$598K	0.0%	-21.1%	0.082%
11/17/2025	Algert Global LLC	51,682	$991K	0.0%	-4.2%	0.137%
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11/14/2025	Creative Planning	10,667	$204K	0.0%	+6.0%	0.028%
11/14/2025	Ancora Advisors LLC	93,445	$1.79M	0.0%	+12.4%	0.247%
11/14/2025	Man Group plc	86,690	$1.66M	0.0%	+7.8%	0.229%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	27,528	$528K	0.0%	-49.2%	0.073%
11/14/2025	Two Sigma Investments LP	37,282	$715K	0.0%	+31.9%	0.099%
11/14/2025	Squarepoint Ops LLC	44,911	$861K	0.0%	+81.9%	0.119%
11/13/2025	Boston Partners	15,569	$298K	0.0%	+7.4%	0.041%
11/13/2025	Kennedy Capital Management LLC	482,850	$9.26M	0.2%	-4.2%	1.277%
11/13/2025	UBS Group AG	51,655	$990K	0.0%	-49.5%	0.137%
11/13/2025	BNP Paribas Financial Markets	38,025	$729K	0.0%	-50.4%	0.101%

TIPT Institutional Ownership - Frequently Asked Questions

During the previous two years, 136 institutional investors and hedge funds held shares of Tiptree Financial. The most heavily invested institutionals were BlackRock Inc. ($38.88M), Dimensional Fund Advisors LP ($36.37M), Vanguard Group Inc. ($25.91M), Breach Inlet Capital Management LLC ($19.01M), Cannell Capital LLC ($11.36M), Geode Capital Management LLC ($10.99M), and California State Teachers Retirement System ($10.81M).Learn more on Tiptree Financial's institutional investors.

37.78% of Tiptree Financial's stock is owned by institutional investors. Learn more on TIPT's institutional investor holdings.

Of the 118 institutional investors that purchased Tiptree Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($2.17M), California State Teachers Retirement System ($581.26K), Heartland Advisors Inc. ($500K), Millennium Management LLC ($335.68K), Gabelli Funds LLC ($319.68K), Goldman Sachs Group Inc. ($304.92K), and Nuveen LLC ($245.53K).

Institutional investors have bought a total of 6,120,971 shares in the last 24 months. This purchase volume represents approximately $110.28M in transactions.

Of the 28 institutional investors that sold Tiptree Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dimensional Fund Advisors LP ($157.50K), JPMorgan Chase & Co. ($101.18K), UBS Group AG ($50.57K), Man Group plc ($39.41K), BNP Paribas Financial Markets ($38.67K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($28.44K), and Kennedy Capital Management LLC ($21.07K).

Institutional investors have sold a total of 539,639 shares in the last 24 months. This volume of shares sold represents approximately $10.18M in transactions.

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Institutional ownership data for NASDAQ:TIPT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.

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Tiptree Financial (TIPT) Institutional Ownership

TIPT Institutional Buying and Selling by Quarter

Tiptree Financial Major Shareholders & Ownership History

TIPT Institutional Ownership - Frequently Asked Questions

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Tiptree Financial (TIPT) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Tiptree Financial (NASDAQ:TIPT)

TIPT Institutional Buying and Selling by Quarter

Tiptree Financial Major Shareholders & Ownership History

TIPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TIPT shares?

What percentage of Tiptree Financial's stock is owned by institutional investors?

Which institutional investors have been buying Tiptree Financial's stock?

How much institutional buying is happening at Tiptree Financial?

Which of Tiptree Financial's major shareholders have been selling company stock?

How much institutional selling is happening at Tiptree Financial?

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