Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TIPT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $36.4M | +1.7% | 5.675% | 0.01% |
| 2 | BlackRock, Inc. | 2.0M | $34.5M | -2.4% | 5.376% | 0.00% |
| 3 | Veradace Capital Management LLC | 1.8M | $31.2M | +29.5% | 4.868% | 27.79% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 989K | $16.7M | β | 2.612% | 0.00% |
| 5 | Steamboat Capital Partners, LLC | 690K | $11.7M | +39.7% | 1.822% | 2.90% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 624K | $10.6M | +3.8% | 1.648% | 0.00% |
| 7 | STATE STREET CORP | 525K | $8.9M | -1.1% | 1.385% | 0.00% |
| 8 | KENNEDY CAPITAL MANAGEMENT, INC. | 494K | $8.4M | +2.4% | 1.306% | 0.18% |
| 9 | HEARTLAND ADVISORS INC | 400K | $6.8M | 0.0% | 1.056% | 0.35% |
| 10 | Nuveen, LLC | 381K | $6.4M | +82.4% | 1.006% | 0.00% |
| 11 | MILLENNIUM MANAGEMENT LLC | 323K | $5.5M | -39.2% | 0.854% | 0.00% |
| 12 | GABELLI FUNDS LLC | 315K | $5.3M | +329.4% | 0.831% | 0.04% |
| 13 | TCW GROUP INC | 294K | $5.0M | +20.5% | 0.777% | 0.04% |
| 14 | MORGAN STANLEY | 276K | $4.7M | -5.3% | 0.728% | 0.00% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 273K | $4.6M | +175.0% | 0.721% | 0.00% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 225K | $3.8M | β | 0.593% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 222K | $3.8M | -45.0% | 0.586% | 0.00% |
| 18 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 209K | $3.5M | 0.0% | 0.552% | 0.07% |
| 19 | NORTHERN TRUST CORP | 198K | $3.3M | +3.1% | 0.522% | 0.00% |
| 20 | Qube Research & Technologies Ltd | 197K | $3.3M | -6.1% | 0.520% | 0.00% |
| 21 | CITADEL ADVISORS LLC | 193K | $3.3M | -16.4% | 0.510% | 0.00% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 187K | $3.2M | -3.3% | 0.493% | 0.00% |
| 23 | D. E. Shaw & Co., Inc. | 186K | $3.1M | +33.3% | 0.491% | 0.00% |
| 24 | UBS Group AG | 169K | $2.9M | +126.6% | 0.446% | 0.00% |
| 25 | AMERICAN CENTURY COMPANIES INC | 165K | $2.8M | +85.9% | 0.434% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in TIPT β a direct measure of their conviction.
Filings activity in TIPT during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new TIPT position in Q1 2026
Institutions that fully closed their TIPT position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 139 | +4.5% | 41.02% | 4.65 pp | $275M | 10% |
| Q4 2025 | 133 | 2.2% | 45.67% | +6.20 pp | $306M | +16% |
| Q3 2025 | 136 | 2.9% | 39.47% | 9.51 pp | $265M | 19% |
| Q2 2025 | 140 | +6.9% | 48.98% | 1.06 pp | $329M | 2.1% |
| Q1 2025 | 131 | +8.3% | 50.04% | +5.00 pp | $336M | +11% |
| Q4 2024 | 121 | +9.0% | 45.04% | +3.05 pp | $302M | +7.3% |
| Q3 2024 | 111 | +0.0% | 41.99% | +7.20 pp | $282M | +21% |
| Q2 2024 | 111 | β | 34.79% | β | $234M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TIPT stock.
Based on Q1 2026 13F filings, institutional ownership of Tiptree Inc. stands at 41.0%, held across 139 reporting institutions.
DIMENSIONAL FUND ADVISORS LP is the largest reported institutional holder of TIPT, with approximately 2,149,373 shares worth $0.04B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of TIPT, including MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for TIPT is 47 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
31 institutions opened new positions in TIPT during Q1 2026, while 25 fully exited. 33 added to existing positions and 75 trimmed.
TIPT institutional ownership fell by 4.65 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 62.3% of all reported 13F value in TIPT, and the top 25 account for 83.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Tiptree Inc. (TIPT) Institutional Ownership