Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

TIPTREE INC.

CIK 0001393726TIPT· quarter ending 2026-06-30
Shares outstanding
37,239,692
Held by 13F filers
16,853,329
45.3% of shares outstanding
Holders
140
-2 vs 2026-03-31 · 24 new, 26 exited
Value
$302.0M
shares +1.2% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-29, as of 2026-07-24)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockTIPT · NASDAQ37,239,69216,853,32945.3%14088822Q103

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
88822Q103COM14016,853,32937,239,69245.3%$302.0M3 call / 2 put13DGholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (140 of 140 · 88822Q103)

change vs 2026-03-31
#FilerShares% of classValueChange
1DIMENSIONAL FUND ADVISORS LP2,212,1245.94%$39.6M+62,751 (+2.9%)
2BlackRock, Inc.2,169,6815.83%$38.9M+133,268 (+6.5%)
3Veradace Capital Management LLC1,302,9623.50%$23.3M-540,830 (-29.3%)
4VANGUARD CAPITAL MANAGEMENT LLC996,6152.68%$17.9M+7,289 (+0.7%)
5GEODE CAPITAL MANAGEMENT, LLC653,9981.76%$11.7M+29,854 (+4.8%)
6STATE STREET CORP557,2701.50%$10.0M+32,723 (+6.2%)
7GABELLI FUNDS LLC537,4711.44%$9.6M+222,803 (+70.8%)
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP511,8811.37%$9.2M+238,820 (+87.5%)
9Nuveen, LLC509,1241.37%$9.1M+128,006 (+33.6%)
10KENNEDY CAPITAL MANAGEMENT LLC485,3731.30%$8.7M-9,116 (-1.8%)
11MORGAN STANLEY422,3861.13%$7.6M+146,646 (+53.2%)
12HEARTLAND ADVISORS INC400,0001.07%$7.2M—
13AQR CAPITAL MANAGEMENT LLC364,2040.98%$6.5M+226,040 (+163.6%)
14TCW GROUP INC294,1830.79%$5.3M—
15Qube Research & Technologies Ltd286,0390.77%$5.1M+89,092 (+45.2%)
16JPMORGAN CHASE & CO256,1050.69%$4.6M+69,277 (+37.1%)
17AMERICAN CENTURY COMPANIES INC234,3270.63%$4.2M+69,793 (+42.4%)
18NORTHERN TRUST CORP234,0810.63%$4.2M+36,452 (+18.4%)
19BRIDGEWAY CAPITAL MANAGEMENT, LLC218,1570.59%$3.9M+9,138 (+4.4%)
20GOLDMAN SACHS GROUP INC206,1060.55%$3.7M-15,902 (-7.2%)
21VANGUARD PORTFOLIO MANAGEMENT LLC194,4350.52%$3.5M-30,133 (-13.4%)
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC190,0700.51%$3.4M+3,391 (+1.8%)
23D. E. Shaw & Co., Inc.187,7030.50%$3.4M+1,666 (+0.9%)
24Steamboat Capital Partners, LLC185,2590.50%$3.3M-504,741 (-73.2%)
25MILLENNIUM MANAGEMENT LLC177,8100.48%$3.2M-145,571 (-45.0%)
26RENAISSANCE TECHNOLOGIES LLC172,6000.46%$3.1MNEW
27VANGUARD FIDUCIARY TRUST CO155,3100.42%$2.8M-4,704 (-2.9%)
28Arax Advisory Partners136,9090.37%$2.5MNEW
29NORGES BANK131,3000.35%$2.4MNEW
30Empowered Funds, LLC128,1570.34%$2.3M+9,138 (+7.7%)
31HRT FINANCIAL LP113,8090.31%$2.0M+31,645 (+38.5%)
32ALGERT GLOBAL LLC113,3860.30%$2.0M-4,900 (-4.1%)
33RAFFLES ASSOCIATES LP111,6020.30%$2.0M+55,801 (+100.0%)
34TWO SIGMA INVESTMENTS, LP110,6580.30%$2.0M+54,371 (+96.6%)
35Bank of New York Mellon Corp103,0190.28%$1.8M+6,015 (+6.2%)
36Squarepoint Ops LLC74,0530.20%$1.3M+49,510 (+201.7%)
37Diametric Capital, LP71,3130.19%$1.3M-48,230 (-40.3%)
38Y-Intercept (Hong Kong) Ltd66,0640.18%$1.2M+3,199 (+5.1%)
39CITADEL ADVISORS LLC65,2810.18%$1.2M-63,823 (-49.4%)
40Russell Investments Group, Ltd.60,7170.16%$1.1M-65,466 (-51.9%)
41MARTINGALE ASSET MANAGEMENT L P59,0330.16%$1.1M+30,915 (+109.9%)
42CenterBook Partners LP53,1810.14%$953K+19,308 (+57.0%)
43BARCLAYS PLC52,0920.14%$933K-3,221 (-5.8%)
44BANK OF AMERICA CORP /DE/47,6340.13%$854K+6,263 (+15.1%)
45Swiss National Bank45,5230.12%$816K+1,100 (+2.5%)
46PRELUDE CAPITAL MANAGEMENT, LLC44,4290.12%$796K-9,030 (-16.9%)
47Invesco Ltd.42,8320.12%$768K-11,781 (-21.6%)
48Creative Planning40,8350.11%$732K+18,386 (+81.9%)
49GAMCO INVESTORS, INC. ET AL39,6250.11%$710K+6,625 (+20.1%)
50CORSAIR CAPITAL MANAGEMENT, L.P.38,4250.10%$689K—
51Prospera Financial Services Inc38,4120.10%$688K—
52Quantinno Capital Management LP36,8970.10%$661K+17,014 (+85.6%)
53SEI INVESTMENTS CO36,5940.10%$656K-42,097 (-53.5%)
54Steadtrust LLC36,2740.10%$650K—
55MERCER GLOBAL ADVISORS INC /ADV34,8970.09%$625K+10,470 (+42.9%)
56Point72 Asset Management, L.P.34,8820.09%$625K-26,036 (-42.7%)
57CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM33,6550.09%$603K+11,815 (+54.1%)
58MARSHALL WACE, LLP33,2080.09%$595K-8,719 (-20.8%)
59LPL Financial LLC32,9530.09%$591K+16,723 (+103.0%)
60ALLIANCEBERNSTEIN L.P.31,8500.09%$539K+6,320 (+24.8%)
61IEQ CAPITAL, LLC31,4290.08%$563KNEW
62Bleakley Financial Group, LLC30,5930.08%$548K-1,343 (-4.2%)
63BNP PARIBAS FINANCIAL MARKETS30,2700.08%$542K-1,111 (-3.5%)
64MANGROVE PARTNERS IM, LLC30,1990.08%$541KNEW
65RHUMBLINE ADVISERS29,9200.08%$536K+1,150 (+4.0%)
66STATE OF WISCONSIN INVESTMENT BOARD29,4060.08%$527K+15,114 (+105.8%)
67Numerai GP LLC28,8280.08%$517K+6,347 (+28.2%)
68WELLS FARGO & COMPANY/MN27,5380.07%$493K+11,012 (+66.6%)
69UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC26,0440.07%$467K-1,734 (-6.2%)
70WINTON GROUP Ltd22,9270.06%$411KNEW
71Mariner, LLC21,9260.06%$393KNEW
72DEUTSCHE BANK AG\21,8920.06%$392K+1,473 (+7.2%)
73Graham Capital Management, L.P.20,5530.06%$368K+8,055 (+64.5%)
74Engineers Gate Manager LP19,9100.05%$357K-2,048 (-9.3%)
75PRICE T ROWE ASSOCIATES INC /MD/19,4960.05%$350K+620 (+3.3%)
76SMITH, MOORE & CO.18,0580.05%$324K-100 (-0.6%)
77VANGUARD ASSET MANAGEMENT, Ltd16,2070.04%$290K—
78CITIGROUP INC13,8060.04%$247K+9,070 (+191.5%)
79Cerity Partners LLC13,7720.04%$247KNEW
80Legal & General Group Plc13,6380.04%$244K+289 (+2.2%)
81MetLife Investment Management, LLC13,4140.04%$240K+592 (+4.6%)
82Virtu Financial LLC12,4040.03%$222KNEW
83Fortis Capital Management LLC12,0230.03%$215KNEW
84WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11,7920.03%$217KNEW
85Aquatic Capital Management LLC11,2400.03%$201K-3,202 (-22.2%)
86GSA CAPITAL PARTNERS LLP11,1640.03%$200K-8,999 (-44.6%)
87MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,8320.03%$194K-362 (-3.2%)
88FMR LLC10,6370.03%$191K-4,179 (-28.2%)
89Vanguard Global Advisers, LLC10,0180.03%$180K—
90UBS Group AG9,3440.03%$167K-159,450 (-94.5%)
91NEW YORK STATE COMMON RETIREMENT FUND7,3150.02%$131K—
92Police & Firemen's Retirement System of New Jersey7,0000.02%$125K—
93State of Alaska, Department of Revenue6,1020.02%$109K—
94Zurcher Kantonalbank (Zurich Cantonalbank)5,3990.01%$97K—
95KLP KAPITALFORVALTNING AS4,8000.01%$86K—
96Vanguard Investments Australia, Ltd.4,3230.01%$77K—
97Tower Research Capital LLC (TRC)3,7370.01%$67K+1,724 (+85.6%)
98Larson Financial Group LLC3,0730.01%$55K-602 (-16.4%)
99Persistent Asset Partners Ltd2,7170.01%$49KNEW
100Ameritas Investment Partners, Inc.2,3110.01%$41K—
101Quantbot Technologies LP1,8690.01%$33KNEW
102ROYAL BANK OF CANADA1,3700.00%$24K+905 (+194.6%)
103CANADA LIFE ASSURANCE Co1,1820.00%$21K—
104Steward Partners Investment Advisory, LLC1,0640.00%$19K—
105Allworth Financial LP9030.00%$16K+773 (+594.6%)
106HARBOR CAPITAL ADVISORS, INC.8420.00%$15K+277 (+49.0%)
107OSAIC HOLDINGS, INC.6720.00%$12K-89 (-11.7%)
108NISA INVESTMENT ADVISORS, LLC5700.00%$10K+549 (+2614.3%)
109IFP Advisors, Inc5120.00%$9K+505 (+7214.3%)
110Sterling Capital Management LLC4760.00%$9K-124 (-20.7%)
111SIMPLEX TRADING, LLC4370.00%$8KNEW
112Essential Partners LLC3540.00%$6K+229 (+183.2%)
113EverSource Wealth Advisors, LLC3230.00%$6K+116 (+56.0%)
114PNC Financial Services Group, Inc.3000.00%$5K+132 (+78.6%)
115ROTHSCHILD INVESTMENT LLC2430.00%$4K+157 (+182.6%)
116Rialto Wealth Management, LLC2200.00%$4K—
117Optiver Holding B.V.1790.00%$3K-8 (-4.3%)
118GAMMA Investing LLC1530.00%$3K+49 (+47.1%)
119Farther Finance Advisors, LLC1520.00%$3K+2 (+1.3%)
120US BANCORP \DE\1090.00%$2K+83 (+319.2%)
121Basecamp Wealth Advisors LLC750.00%$1K+30 (+66.7%)
122Parallel Advisors, LLC720.00%$1KNEW
123True Wealth Design, LLC710.00%$1K+61 (+610.0%)
124JONES FINANCIAL COMPANIES LLLP670.00%$1KNEW
125Silver Grove Financial Group, Inc.520.00%$932NEW
126Parkside Financial Bank & Trust350.00%$628—
127Cornerstone Planning Group LLC300.00%$536NEW
128Clearstead Advisors, LLC270.00%$485NEW
129Wealth Enhancement Trust Services, Inc.260.00%$466NEW
130MassMutual Private Wealth & Trust, FSB260.00%$466—
131FINANCIAL CONSULATE, INC200.00%$359NEW
132Bogart Wealth, LLC140.00%$251—
133Caitong International Asset Management Co., Ltd130.00%$233NEW
134Covestor Ltd130.00%$0-49 (-79.0%)
135SJS Investment Consulting Inc.110.00%$198-5 (-31.3%)
136Keating Financial Advisory Services, Inc.70.00%$125—
137SBI Securities Co., Ltd.40.00%$72—
138Hughes Financial Services, LLC30.00%$54NEW
139JPL Wealth Management, LLC20.00%$36NEW
140Smartleaf Asset Management LLC10.00%$18—
Exited since 2026-03-31 (26 filers; largest 25 shown)
ROYCE & ASSOCIATES LP−111,959
JANE STREET GROUP, LLC−65,003
TEACHER RETIREMENT SYSTEM OF TEXAS−37,380
TUDOR INVESTMENT CORP ET AL−37,269
ExodusPoint Capital Management, LP−36,377
Jump Financial, LLC−34,585
HSBC HOLDINGS PLC−32,962
XTX Topco Ltd−32,848
AYAL Capital Advisors Ltd−32,523
VARCOV Co.−30,565
SkyView Investment Advisors, LLC−28,861
Counterpoint Mutual Funds LLC−17,711
OneDigital Investment Advisors LLC−16,963
Brevan Howard Capital Management LP−15,596
Quadrature Capital Ltd−13,722
PDT Partners, LLC−13,579
Boston Partners−13,384
Verition Fund Management LLC−11,927
Advisory Services Network, LLC−9,786
State of Wyoming−3,602
CWM, LLC−2,233
LRI Investments, LLC−190
Ancora Advisors LLC−145
Aster Capital Management (DIFC) Ltd−92
MAI Capital Management−41

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
BlackRock, Inc.SCHEDULE 13G2026-07-302026-06-301,880,7765%
Barnes Michael GeneSCHEDULE 13D/A2026-03-122026-03-1110,439,19727.31%
Alexander VezendanSCHEDULE 13D/A2025-11-172025-11-131,910,7705.1%
John ConlinSCHEDULE 13D/A2025-11-172025-11-131,910,7705.1%
Veradace Capital Management LLCSCHEDULE 13D/A2025-11-172025-11-131,910,7705.1%
Veradace Partners LPSCHEDULE 13D/A2025-11-172025-11-131,910,7705.1%
Dimensional Fund Advisors LPSCHEDULE 13G/A2025-10-092025-09-302,175,0715.8%
Inayatullah ArifSCHEDULE 13D2025-09-302025-09-263,392,4208.97%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.