Institutional Ownership
Tiptree Inc
CUSIP 88822Q103COMTIPTQ1 2026
13D / 13G Filings
19
Schedule 13D/13G on record
Beneficial Filers
9
Distinct reporting persons
Largest Stake
28.1%
Max % of class reported
Institutional Holders
134
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
19 filings · latest Mar 12, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 12, 2026 | Barnes Michael Gene | 13D/A | 27.3% | — | SEC |
| 2 | Nov 17, 2025 | Veradace Capital Management LLC | 13D/A | 5.1% | — | SEC |
| 3 | Nov 12, 2025 | Veradace Capital Management LLC | 13D | 5.0% | — | SEC |
| 4 | Oct 9, 2025 | Dimensional Fund Advisors LP | 13G/A | 5.8% | 2.18M | SEC |
| 5 | Sep 30, 2025 | Barnes Michael Gene | 13D | 27.4% | — | SEC |
| 6 | Sep 30, 2025 | Inayatullah Arif | 13D | 9.0% | — | SEC |
| 7 | Apr 25, 2025 | Blackrock, Inc. | 13G/A | 4.9% | 1.84M | SEC |
| 8 | Feb 9, 2024 | Dimensional Fund Advisors LP | 13G/A | 7.0% | 2.58M | SEC |
| 9 | Jan 31, 2024 | Blackrock Inc. | 13G | 5.5% | 2.01M | SEC |
| 10 | Feb 10, 2023 | Dimensional Fund Advisors LP | 13G/A | 7.5% | 2.73M | SEC |
9 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Tiptree Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Dimensional Fund Advisors LP | 2.15M | $36.37M |
| 2 | Blackrock, Inc. | 2.04M | $34.46M |
| 3 | Veradace Capital Management LLC | 1.84M | $31.20M |
| 4 | Steamboat Capital Partners, LLC | 690.0K | $11.67M |
| 5 | Geode Capital Management, LLC | 624.1K | $10.56M |
| 6 | State Street Corp | 524.5K | $8.88M |
| 7 | Kennedy Capital Management LLC | 494.5K | $8.37M |
| 8 | Heartland Advisors Inc | 400.0K | $6.77M |
| 9 | Nuveen, LLC | 381.1K | $6.45M |
| 10 | Millennium Management LLC | 323.4K | $5.47M |