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Tiptree Financial (TIPT) Institutional Ownership

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$17.80 +0.04 (+0.23%)
Closing price 07/17/2026 04:00 PM Eastern
Extended Trading
$17.80 +0.00 (+0.03%)
As of 07/17/2026 04:10 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)
73
Total
Institutional Inflows
(last 12 months)
$58.10M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$12.94M
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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
5/19/2026Bank of America Corp DE41,371$700K0.0%-1.7%0.110%
5/16/2026Quantinno Capital Management LP19,883$336K0.0%-9.9%0.053%
5/15/2026Corsair Capital Management L.P.38,425$650K0.1%N/A0.102%
5/14/2026Gabelli Funds LLC314,668$5.32M0.0%+329.4%0.838%
5/14/2026Gamco Investors INC. ET AL33,000$558K0.0%N/A0.088%
5/14/2026Arrowstreet Capital Limited Partnership273,061$4.62M0.0%+175.0%0.727%
5/14/2026Sei Investments Co.78,691$1.33M0.0%+98.8%0.209%
5/14/2026State of Wyoming3,602$61K0.0%N/A0.010%
5/7/2026Dimensional Fund Advisors LP2,149,373$36.37M0.0%+1.7%5.675%
5/5/2026Bank of New York Mellon Corp97,004$1.64M0.0%+1.5%0.256%
5/4/2026Bleakley Financial Group LLC31,936$540K0.0%+123.3%0.084%
4/30/2026Hsbc Holdings PLC32,962$560K0.0%+38.2%0.087%
4/27/2026Counterpoint 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%
3/20/2026Hsbc Holdings PLC23,844$436K0.0%N/A0.063%
2/18/2026Mercer Global Advisors Inc. ADV24,962$456K0.0%+6.5%0.066%
2/18/2026Tudor Investment Corp ET AL86,289$1.58M0.0%+6.9%0.228%
2/18/2026Susquehanna Fundamental Investments LLC25,407$464K0.0%N/A0.067%
2/18/2026Millennium Management LLC531,619$9.71M0.0%+66.6%1.406%
2/18/2026Man Group plc47,278$864K0.0%-45.5%0.125%
2/17/2026PDT Partners LLC13,579$248K0.0%-40.1%0.036%
2/17/2026AQR Capital Management LLC215,231$3.93M0.0%+93.3%0.569%
2/17/2026Steamboat Capital Partners LLC493,854$9.02M2.5%+24.6%1.306%
2/17/2026Raffles Associates LP40,801$745K0.6%-21.2%0.108%
2/17/2026State of Wisconsin Investment Board21,691$396K0.0%-39.0%0.057%
2/17/2026ExodusPoint Capital Management LP77,201$1.41M0.0%+667.1%0.204%
2/17/2026Magnetar Financial LLC19,530$357K0.0%+75.2%0.052%
2/16/2026Verition Fund Management LLC36,555$668K0.0%+152.8%0.097%
2/16/2026Barclays PLC81,306$1.49M0.0%+22.5%0.215%
2/13/2026Marshall Wace LLP137,576$2.51M0.0%+1,224.5%0.364%
2/13/2026DLD Asset Management LP29,614$541K0.0%+43.1%0.078%
2/13/2026Quarry LP7,403$135K0.0%-34.1%0.020%
2/13/2026Charles Schwab Investment Management Inc.193,102$3.53M0.0%+0.9%0.511%
2/13/2026State Street Corp530,632$9.70M0.0%+0.4%1.403%
2/13/2026Boston Partners13,860$253K0.0%-11.0%0.037%
2/13/2026Wells Fargo & Company MN33,913$620K0.0%+41.0%0.090%
2/12/2026Jane Street Group LLC177,729$3.25M0.0%-2.6%0.470%
2/12/2026MetLife Investment Management LLC11,245$205K0.0%-18.6%0.030%
2/12/2026Dimensional Fund Advisors LP2,113,419$38.61M0.0%-2.8%5.588%
2/12/2026Steward Partners Investment Advisory LLC1,446$26K0.0%-36.2%0.004%
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2/12/2026Swiss National Bank44,423$812K0.0%+3.5%0.117%
2/12/2026Nuveen LLC208,895$3.82M0.0%+12.7%0.552%
2/11/2026Heartland Advisors Inc.400,000$7.31M0.4%+4.1%1.058%
2/11/2026Hodges Capital Management Inc.88,911$1.62M0.1%-2.1%0.235%
2/11/2026LPL Financial LLC15,030$275K0.0%N/A0.040%
2/11/2026Franklin Resources Inc.12,936$236K0.0%N/A0.034%
2/11/2026CenterBook Partners LP48,051$878K0.0%+119.4%0.127%
2/11/2026Los Angeles Capital Management LLC7,940$140K0.0%N/A0.021%
2/10/2026Goldman Sachs Group Inc.403,398$7.37M0.0%+309.6%1.067%
2/9/2026Geode Capital Management LLC601,550$10.99M0.0%+0.1%1.591%
2/9/2026Royce & Associates LP441,256$8.06M0.1%-0.5%1.167%
2/9/2026Bleakley Financial Group LLC14,301$261K0.0%N/A0.038%
2/5/2026Gabelli Funds LLC73,279$1.34M0.0%-6.4%0.194%
2/5/2026 ARS Investment Partners LLC11,935$218K0.0%-36.7%0.032%
2/2/2026Strs Ohio7,500$137K0.0%-28.6%0.020%
1/26/2026CWM LLC2,881$53K0.0%-31.4%0.008%
1/23/2026State 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%
1/23/2026Smith Moore & CO.17,158$313K0.0%+9.6%0.045%
1/21/2026 Steadtrust LLC36,274$663K0.4%+90.9%0.096%
1/9/2026SG Americas Securities LLC8,408$154K0.0%N/A0.022%
1/1/2026JPMorgan Chase & Co.151,279$2.90M0.0%-25.1%0.400%
1/1/2026Tudor Investment Corp ET AL80,753$1.55M0.0%+221.0%0.214%
12/9/2025Tudor Investment Corp ET AL80,753$1.55M0.0%+221.0%0.214%
12/2/2025 Steadtrust LLC19,000$364K0.2%+35.7%0.050%
11/18/2025Advisory Services Network LLC9,786$188K0.0%-21.1%0.026%
11/17/2025Verition Fund Management LLC14,459$277K0.0%N/A0.038%
11/17/2025Qube Research & Technologies Ltd125,921$2.41M0.0%+0.8%0.333%
11/17/2025Militia Capital Partners LP10,200$196K0.1%N/A0.027%
11/17/2025Mercer Global Advisors Inc. ADV23,442$449K0.0%+11.0%0.062%
11/17/2025Millennium Management LLC319,189$6.12M0.0%+29.4%0.844%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,817$207K0.0%-16.1%0.029%
11/17/2025Bank of America Corp DE31,200$598K0.0%-21.1%0.082%
11/17/2025Algert Global LLC51,682$991K0.0%-4.2%0.137%
11/14/2025Creative Planning10,667$204K0.0%+6.0%0.028%
11/14/2025Ancora Advisors LLC93,445$1.79M0.0%+12.4%0.247%
11/14/2025Man Group plc86,690$1.66M0.0%+7.8%0.229%
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC27,528$528K0.0%-49.2%0.073%
11/14/2025Two Sigma Investments LP37,282$715K0.0%+31.9%0.099%
11/14/2025Squarepoint Ops LLC44,911$861K0.0%+81.9%0.119%
11/13/2025Boston Partners15,569$298K0.0%+7.4%0.041%
11/13/2025Kennedy Capital Management LLC482,850$9.26M0.2%-4.2%1.277%
11/13/2025UBS Group AG51,655$990K0.0%-49.5%0.137%
11/13/2025BNP Paribas Financial Markets38,025$729K0.0%-50.4%0.101%
11/13/2025Magnetar Financial LLC11,147$214K0.0%N/A0.029%
11/13/2025Russell Investments Group Ltd.131,102$2.51M0.0%+91.7%0.347%
11/13/2025DLD Asset Management LP20,700$397K0.0%N/A0.055%
11/12/2025Gabelli Funds LLC78,289$1.50M0.0%N/A0.207%
11/12/2025Barclays PLC66,386$1.27M0.0%-14.5%0.176%
11/12/2025Smith Moore & CO.15,658$300K0.0%+22.5%0.041%
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11/12/2025Dimensional Fund Advisors LP2,175,071$41.70M0.0%-4.2%5.751%
11/12/2025Royce & Associates LP443,261$8.50M0.1%+4.3%1.172%
11/7/2025CenterBook Partners LP21,898$420K0.0%N/A0.058%
11/7/2025Hodges Capital Management Inc.90,811$1.74M0.1%+24.6%0.242%
11/7/2025Heartland Advisors Inc.384,155$7.36M0.4%+28.1%1.024%
11/7/2025GSA Capital Partners LLP34,255$657K0.1%+28.7%0.091%
11/7/2025Vanguard Group Inc.1,351,702$25.91M0.0%+1.8%3.605%
11/7/2025JPMorgan Chase & Co.151,279$2.90M0.0%-25.1%0.403%
11/6/2025Rhumbline Advisers34,621$664K0.0%-1.9%0.092%
11/3/2025AlphaQuest LLC7,676$147K0.0%+422.2%0.020%


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 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), Millennium Management LLC ($9.71M), and State Street Corp ($9.70M).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 115 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: Millennium Management LLC ($411.62K), Gabelli Funds LLC ($319.68K), Goldman Sachs Group Inc. ($304.92K), Nuveen LLC ($245.53K), Invesco Ltd. ($208.81K), Arrowstreet Capital Limited Partnership ($173.77K), and AQR Capital Management LLC ($173.58K).

Institutional investors have bought a total of 3,038,129 shares in the last 24 months. This purchase volume represents approximately $58.10M in transactions.

Of the 38 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), Invesco Ltd. ($43.75K), Man Group plc ($39.41K), BNP Paribas Financial Markets ($38.67K), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($26.70K).

Institutional investors have sold a total of 655,251 shares in the last 24 months. This volume of shares sold represents approximately $12.94M in transactions.



This page (NASDAQ:TIPT) was last updated on 7/18/2026 by MarketBeat.com Staff.
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