Institutional Ownership Tiptree Inc. (TIPT)
This table provides information about the institutional ownership of Tiptree Inc. (TIPT). We have compiled data on the 146 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
2,422,147
shares
|
$51.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,126,993
shares
|
$44.9 Million
0.0% of portfolio
|
Q2 2024
Added 8.16%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
1,291,675
shares
|
$27.3 Million
0.0% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Breach Inlet Capital Management, LLC
Mt. Pleasant, SC |
May 15, 2025 Q1 2025 |
788,909
shares
|
$16.7 Million
10.85% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
573,287
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
524,947
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
438,316
shares
|
$9.26 Million
0.26% of portfolio
|
Q1 2025
Added 60.55%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
429,297
shares
|
$9.07 Million
0.12% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
300,000
shares
|
$6.34 Million
0.42% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
281,883
shares
|
$5.95 Million
0.07% of portfolio
|
Q4 2024
Reduced 22.37%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
242,953
shares
|
$5.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
229,777
shares
|
$4.85 Million
0.31% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
222,665
shares
|
$4.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
221,934
shares
|
$4.69 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
210,640
shares
|
$4.45 Million
0.14% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
207,973
shares
|
$4.39 Million
0.0% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
183,423
shares
|
$3.87 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
170,161
shares
|
$3.59 Million
0.0% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
167,964
shares
|
$3.55 Million
0.0% of portfolio
|
Q1 2025
Added 43.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
160,960
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Cannell Capital LLC
Alta, WY |
May 15, 2025 Q1 2025 |
148,416
shares
|
$3.13 Million
1.26% of portfolio
|
Q1 2025
Reduced 72.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
143,330
shares
|
$3.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
120,640
shares
|
$2.55 Million
0.04% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
120,456
shares
|
$2.54 Million
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
99,664
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Added 17.2%
|