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Tiptree Financial (TIPT) Institutional Ownership

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$17.54 +0.01 (+0.06%)
Closing price 09/17/2026 04:00 PM Eastern
Extended Trading
$17.54 0.00 (-0.03%)
As of 09/17/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
37.78%
Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$101.16M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$19.26M
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TIPT Institutional Buying and Selling by Quarter

Tiptree Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 WINTON GROUP Ltd22,927$411K0.0%N/A0.062%
9/9/2026 Engineers Gate Manager LP19,910$357K0.0%-9.3%0.053%
9/9/2026 Steamboat Capital Partners LLC185,259$3.32M0.7%-73.2%0.497%
9/9/2026 Squarepoint Ops LLC74,053$1.33M0.0%+201.7%0.199%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC26,044$467K0.0%-6.2%0.070%
8/18/2026 Empowered Funds LLC128,157$2.30M0.0%N/A0.344%
8/17/2026 Raffles Associates LP55,801$1M0.8%N/A0.150%
8/17/2026 Bank of America Corp DE47,634$854K0.0%N/A0.128%
8/14/2026 Raffles Associates LP55,801$1M0.9%N/A0.150%
8/14/2026 Legal & General Group Plc13,638$244K0.0%N/A0.037%
8/14/2026 Algert Global LLC113,386$2.03M0.0%-4.1%0.304%
8/12/2026 Quantbot Technologies LP1,869$33K0.0%N/A0.005%
8/12/2026 Ieq Capital LLC31,429$563K0.0%N/A0.084%
8/12/2026 Heartland Advisors Inc.400,000$7.17M0.3%N/A1.074%
8/7/2026 BlackRock Inc.2,169,681$38.88M0.0%N/A5.775%
8/7/2026 Deutsche Bank AG21,892$392K0.0%N/A0.058%
8/7/2026 Persistent Asset Partners Ltd2,717$49K0.0%N/A0.007%
8/6/2026 Bank of New York Mellon Corp103,019$1.85M0.0%N/A0.274%
8/6/2026 GSA Capital Partners LLP11,164$200K0.0%N/A0.030%
5/19/2026 Bank of America Corp DE41,371$700K0.0%-1.7%0.110%
5/16/2026 Quantinno Capital Management LP19,883$336K0.0%-9.9%0.053%
5/15/2026 Corsair Capital Management L.P.38,425$650K0.1%N/A0.102%
5/14/2026 Gabelli Funds LLC314,668$5.32M0.0%+329.4%0.838%
5/14/2026 Gamco Investors INC. ET AL33,000$558K0.0%N/A0.088%
5/14/2026 Arrowstreet Capital Limited Partnership273,061$4.62M0.0%+175.0%0.727%
5/14/2026 Sei Investments Co.78,691$1.33M0.0%+98.8%0.209%
5/14/2026 State of Wyoming3,602$61K0.0%N/A0.010%
5/7/2026 Dimensional Fund Advisors LP2,149,373$36.37M0.0%+1.7%5.675%
5/5/2026 Bank of New York Mellon Corp97,004$1.64M0.0%+1.5%0.256%
5/4/2026 Bleakley Financial Group LLC31,936$540K0.0%+123.3%0.084%
4/30/2026 Hsbc Holdings PLC32,962$560K0.0%+38.2%0.087%
4/27/2026 Counterpoint Mutual Funds LLC17,711$300K0.0%N/A0.047%
4/27/2026 Y Intercept Hong Kong Ltd62,865$1.06M0.0%+143.0%0.166%
3/20/2026 Hsbc Holdings PLC23,844$436K0.0%N/A0.063%
2/18/2026 Mercer Global Advisors Inc. ADV24,962$456K0.0%+6.5%0.066%
2/18/2026 Tudor Investment Corp ET AL86,289$1.58M0.0%+6.9%0.228%
2/18/2026 Susquehanna Fundamental Investments LLC25,407$464K0.0%N/A0.067%
2/18/2026 Millennium Management LLC531,619$9.71M0.0%+66.6%1.406%
2/18/2026 Man Group plc47,278$864K0.0%-45.5%0.125%
2/17/2026 PDT Partners LLC13,579$248K0.0%-40.1%0.036%
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2/17/2026 AQR Capital Management LLC215,231$3.93M0.0%+93.3%0.569%
2/17/2026 Steamboat Capital Partners LLC493,854$9.02M2.5%+24.6%1.306%
2/17/2026 Raffles Associates LP40,801$745K0.6%-21.2%0.108%
2/17/2026 State of Wisconsin Investment Board21,691$396K0.0%-39.0%0.057%
2/17/2026 ExodusPoint Capital Management LP77,201$1.41M0.0%+667.1%0.204%
2/17/2026 Magnetar Financial LLC19,530$357K0.0%+75.2%0.052%
2/16/2026 Verition Fund Management LLC36,555$668K0.0%+152.8%0.097%
2/16/2026 Barclays PLC81,306$1.49M0.0%+22.5%0.215%
2/13/2026 Marshall Wace LLP137,576$2.51M0.0%+1,224.5%0.364%
2/13/2026 DLD Asset Management LP29,614$541K0.0%+43.1%0.078%
2/13/2026 Quarry LP7,403$135K0.0%-34.1%0.020%
2/13/2026 Charles Schwab Investment Management Inc.193,102$3.53M0.0%+0.9%0.511%
2/13/2026 State Street Corp530,632$9.70M0.0%+0.4%1.403%
2/13/2026 Boston Partners13,860$253K0.0%-11.0%0.037%
2/13/2026 Wells Fargo & Company MN33,913$620K0.0%+41.0%0.090%
2/12/2026 Jane Street Group LLC177,729$3.25M0.0%-2.6%0.470%
2/12/2026 MetLife Investment Management LLC11,245$205K0.0%-18.6%0.030%
2/12/2026 Dimensional Fund Advisors LP2,113,419$38.61M0.0%-2.8%5.588%
2/12/2026 Steward Partners Investment Advisory LLC1,446$26K0.0%-36.2%0.004%
2/12/2026 Swiss National Bank44,423$812K0.0%+3.5%0.117%
2/12/2026 Nuveen LLC208,895$3.82M0.0%+12.7%0.552%
2/11/2026 Heartland Advisors Inc.400,000$7.31M0.4%+4.1%1.058%
2/11/2026 Hodges Capital Management Inc.88,911$1.62M0.1%-2.1%0.235%
2/11/2026 LPL Financial LLC15,030$275K0.0%N/A0.040%
2/11/2026 Franklin Resources Inc.12,936$236K0.0%N/A0.034%
2/11/2026 CenterBook Partners LP48,051$878K0.0%+119.4%0.127%
2/11/2026 Los Angeles Capital Management LLC7,940$140K0.0%N/A0.021%
2/10/2026 Goldman Sachs Group Inc.403,398$7.37M0.0%+309.6%1.067%
2/9/2026 Geode Capital Management LLC601,550$10.99M0.0%+0.1%1.591%
2/9/2026 Royce & Associates LP441,256$8.06M0.1%-0.5%1.167%
2/9/2026 Bleakley Financial Group LLC14,301$261K0.0%N/A0.038%
2/5/2026 Gabelli Funds LLC73,279$1.34M0.0%-6.4%0.194%
2/5/2026 ARS Investment Partners LLC11,935$218K0.0%-36.7%0.032%
2/2/2026 Strs Ohio7,500$137K0.0%-28.6%0.020%
1/26/2026CWM LLC2,881$53K0.0%-31.4%0.008%
1/23/2026 State of Alaska Department of Revenue6,102$110K0.0%+230.0%0.016%
1/23/2026 Tectonic Advisors LLC30,759$562K0.0%+4.1%0.081%
1/23/2026 Smith Moore & CO.17,158$313K0.0%+9.6%0.045%
1/21/2026 Steadtrust LLC36,274$663K0.4%+90.9%0.096%
1/9/2026 SG Americas Securities LLC8,408$154K0.0%N/A0.022%
1/1/2026 JPMorgan Chase & Co.151,279$2.90M0.0%-25.1%0.400%
1/1/2026 Tudor Investment Corp ET AL80,753$1.55M0.0%+221.0%0.214%
12/9/2025 Tudor Investment Corp ET AL80,753$1.55M0.0%+221.0%0.214%
12/2/2025 Steadtrust LLC19,000$364K0.2%+35.7%0.050%
11/18/2025 Advisory Services Network LLC9,786$188K0.0%-21.1%0.026%
11/17/2025 Verition Fund Management LLC14,459$277K0.0%N/A0.038%
11/17/2025 Qube Research & Technologies Ltd125,921$2.41M0.0%+0.8%0.333%
11/17/2025Militia Capital Partners LP10,200$196K0.1%N/A0.027%
11/17/2025 Mercer Global Advisors Inc. ADV23,442$449K0.0%+11.0%0.062%
11/17/2025 Millennium Management LLC319,189$6.12M0.0%+29.4%0.844%
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11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,817$207K0.0%-16.1%0.029%
11/17/2025 Bank of America Corp DE31,200$598K0.0%-21.1%0.082%
11/17/2025 Algert Global LLC51,682$991K0.0%-4.2%0.137%
11/14/2025 Creative Planning10,667$204K0.0%+6.0%0.028%
11/14/2025 Ancora Advisors LLC93,445$1.79M0.0%+12.4%0.247%
11/14/2025 Man Group plc86,690$1.66M0.0%+7.8%0.229%
11/14/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC27,528$528K0.0%-49.2%0.073%
11/14/2025 Two Sigma Investments LP37,282$715K0.0%+31.9%0.099%
11/14/2025 Squarepoint Ops LLC44,911$861K0.0%+81.9%0.119%
11/13/2025 Boston Partners15,569$298K0.0%+7.4%0.041%


TIPT Institutional Ownership - Frequently Asked Questions

During the previous two years, 137 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 Millennium Management LLC ($9.71M).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), Heartland Advisors Inc. ($500K), Millennium Management LLC ($335.68K), Gabelli Funds LLC ($319.68K), Goldman Sachs Group Inc. ($304.92K), Nuveen LLC ($245.53K), and Invesco Ltd. ($208.81K).

Institutional investors have bought a total of 5,612,150 shares in the last 24 months. This purchase volume represents approximately $101.16M in transactions.

Of the 30 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: Steamboat Capital Partners LLC ($504.74K), 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), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($28.44K).

Institutional investors have sold a total of 1,046,428 shares in the last 24 months. This volume of shares sold represents approximately $19.26M in transactions.



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 9/9/2026. New 13F filings are added each quarter as they're published.
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