TIPT · Company research
Tiptree Inc. (TIPT): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8715 | 156173 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11792 | 216501 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| MANGROVE PARTNERS IM, LLC | 1535392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30199 | 541166 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 903 | 16182 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 36 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HEARTLAND ADVISORS INC | 937394 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 400000 | 7168000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113386 | 2031877 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4323 | 77468 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Steadtrust LLC | 2097595 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36274 | 650030 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 996615 | 17859341 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GABELLI FUNDS LLC | 1081407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 537471 | 9631480 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20553 | 368310 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36594 | 655764 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51559 | 923938 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 461941 | 8277983 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44429 | 796168 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 198 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45523 | 815772 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26 | 466 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 485 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SMITH, MOORE & CO. | 200724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18058 | 323599 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 234327 | 4199140 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3878 | 69494 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125 | 2948 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 357654 | 6409166 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136909 | 2453410 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21926 | 392911 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5399 | 96750 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 194435 | 3484275 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 125 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21892 | 392305 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WINTON GROUP Ltd | 1612063 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22927 | 410852 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2110592 | 37821809 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Veradace Capital Management LLC | 1772351 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1302962 | 23349079 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cornerstone Planning Group LLC | 1822587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 536 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128157 | 2296573 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 512 | 9175 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96083 | 1721807 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 1276470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38425 | 688576 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 932 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RAFFLES ASSOCIATES LP | 1169581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55801 | 999954 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 242643 | 4323898 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Steamboat Capital Partners, LLC | 1635663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185259 | 3319841 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66064 | 1183867 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30270 | 542438 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74053 | 1327030 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 570 | 10214 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Virtu Financial LLC | 1533964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12404 | 222 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30593 | 548223 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19910 | 356787 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32953 | 590518 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243 | 4355 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 152 | 2723 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 557270 | 9986278 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 842 | 15 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80500 | 1442560 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10642 | 190705 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10104 | 181064 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155310 | 2783155 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10018 | 179523 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1182 | 21 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 841 | 15072 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30243 | 541955 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 430 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Aquatic Capital Management LLC | 1803916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11240 | 201421 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75 | 1344 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10832 | 194109 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25794 | 462228 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113809 | 2039 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19786 | 354565 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 0 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7000 | 125440 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31850 | 538902 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 5376 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29920 | 536159 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110658 | 1982991 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62354 | 1117384 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 72 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10259 | 183841 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30650 | 549248 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.