Tiptree Inc (TIPT) Ownership

21.79 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Dimensional Fund Advisors, Inc. is the biggest individual institutional holder of Tiptree Inc (TIPT), owning a total of 2.5 million shares. Combined, the top 38 institutional holders of TIPT own 41.43% of the company with a total of 15.4 million shares.

In the latest ownership report on December 31st 2024, the top 38 institutional holders increased their combined ownership of TIPT by 472 thousand shares. 12 institutions bought 924,413 total additional shares and increased their ownership by an average of 96.72%. However 7 institutions sold 452,879 total shares and decreased their ownership by an average of 10.93%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Tiptree increased by a net total of 471,534 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dimensional Fund Advisors, Inc.6.712%-0.558%2,500,716-14,0392024-12-31
BlackRock Inc6.386%9.651%2,379,251209,4142024-12-31
Vanguard Group Inc3.391%-1.454%1,263,302-18,6412024-12-31
Breach Inlet Capital Management LLC1.910%-10.742%711,536-85,6352024-12-31
Geode Capital Management, LLC1.492%-0.727%555,833-4,0722024-12-31
Cannell Capital LLC1.462%-28.095%544,619-212,7962024-12-31
Royce & Associates, LP1.407%14.989%524,24768,3382024-12-31
State Street Corp1.377%3.770%512,93218,6332024-12-31
Heartland Advisors Inc0.872%0.000%325,00002024-12-31
TCW Group Inc0.757%-22.367%281,883-81,2152024-12-31
Kennedy Capital Management Inc0.733%55.178%273,01497,0782024-12-31
Amvescap Plc.0.702%395.863%261,563208,8142024-12-31
Bridgeway Capital Management, LLC0.680%-12.584%253,413-36,4812024-12-31
Goldman Sachs Group Inc0.619%89.543%230,579108,9292024-12-31
Northern Trust Corp0.608%9.566%226,46919,7732024-12-31
Hillsdale Investment Management Inc.0.596%0.544%221,9771,2002024-12-31
Nuveen Asset Management, LLC0.558%6.210%207,97312,1602024-12-31
Charles Schwab Investment Management Inc0.496%0.692%184,8231,2712024-12-31
Hodges Capital Management Inc0.453%35.534%168,85344,2692024-12-31
Susquehanna International Group, LLP0.428%539.042%159,492134,5342024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Dimensional Fund Advisors, Inc.6.712%-0.558%2,500,716-14,0392024-12-31
BlackRock Inc6.386%9.651%2,379,251209,4142024-12-31
Vanguard Group Inc3.391%-1.454%1,263,302-18,6412024-12-31
Breach Inlet Capital Management LLC1.910%-10.742%711,536-85,6352024-12-31
Geode Capital Management, LLC1.492%-0.727%555,833-4,0722024-12-31
Cannell Capital LLC1.462%-28.095%544,619-212,7962024-12-31
Royce & Associates, LP1.407%14.989%524,24768,3382024-12-31
EAM Investors, LLC1.399%410.570%513,981413,3132023-03-31
State Street Corp1.377%3.770%512,93218,6332024-12-31
State Street Corporation1.315%3.308%483,87015,4952024-03-31
FMR Inc1.267%-9.973%461,063-51,0742022-09-30
Heartland Advisors Inc0.872%0.000%325,00002024-12-31
TCW Group Inc0.757%-22.367%281,883-81,2152024-12-31
Kennedy Capital Management Inc0.733%55.178%273,01497,0782024-12-31
Amvescap Plc.0.702%395.863%261,563208,8142024-12-31
Bridgeway Capital Management, LLC0.680%-12.584%253,413-36,4812024-12-31
Goldman Sachs Group Inc0.619%89.543%230,579108,9292024-12-31
Northern Trust Corp0.608%9.566%226,46919,7732024-12-31
Hillsdale Investment Management Inc.0.596%0.544%221,9771,2002024-12-31
Nuveen Asset Management, LLC0.558%6.210%207,97312,1602024-12-31
Millennium Management LLC0.554%58.656%205,41675,9432024-06-30
Steamboat Capital Partners, LLC0.539%0.000%198,313198,3132024-03-31
Charles Schwab Investment Management Inc0.496%0.692%184,8231,2712024-12-31
Cove Street Capital, LLC0.478%-11.536%178,001-23,2122024-09-30
Point72 Asset Management, L.P.0.463%-32.840%170,420-83,3322023-09-30
Hodges Capital Management Inc0.453%35.534%168,85344,2692024-12-31
Empowered Funds, LLC0.453%-46.132%167,953-143,8332024-06-30
Susquehanna International Group, LLP0.428%539.042%159,492134,5342024-12-31
JPMorgan Chase & Co0.428%55.903%158,40456,8002024-09-30
Royal Bank of Canada0.424%100.943%155,98478,3582023-12-31
Franklin Resources Inc0.363%0.000%134,47902024-09-30
Bank of New York Mellon Corp0.361%-0.543%132,468-7232023-09-30
Acadian Asset Management LLC0.349%0.000%128,412128,4122024-06-30
Morgan Stanley - Brokerage Accounts0.345%-26.522%127,792-46,1262024-09-30
Two Sigma Investments LLC0.309%64.606%113,42544,5182023-06-30
Ameriprise Financial Inc0.263%16.444%95,22813,4482022-09-30
Ancora Advisors LLC0.260%0.000%94,22302022-06-30
Raymond James & Associates0.227%47.417%82,24426,4542022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Tiptree Inc (TIPT), owning a total of 702 thousand shares. Combined, the top 35 mutual fund holders of TIPT own 25.83% of the company with a total of 9.6 million shares.

In the latest ownership report on February 28th 2025, the top 35 fund holders increased their combined ownership of TIPT by 21 thousand shares. 2 funds bought 13,397 total additional shares and increased their ownership by an average of 1.05%. However 4 funds sold 34,851 total shares and decreased their ownership by an average of 2.46%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Tiptree decreased by a net total of -21,454 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.884%1.812%702,02012,4972025-02-28
iShares Russell 2000 ETF1.840%-1.158%685,367-8,0302025-02-28
Vanguard Institutional Extnd Mkt Idx Tr0.872%0.278%325,0299002025-02-28
Heartland Value Investor0.805%-7.692%300,000-25,0002025-02-28
Dimensional US Targeted Value ETF0.554%0.000%206,26302025-02-28
iShares Russell 2000 Value ETF0.511%-0.751%190,531-1,4412025-02-28
Invesco Dorsey Wright SmallCap Momt ETF0.441%-0.231%164,385-3802025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C0.387%0.000%144,31002025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.884%1.812%702,02012,4972025-02-28
iShares Russell 2000 ETF1.840%-1.158%685,367-8,0302025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr1.773%0.000%651,68102023-03-31
DFA US Small Cap Value I1.619%-2.378%603,064-14,6892025-01-31
Bridgeway Small Cap Value1.411%0.000%518,50002023-03-31
Bridgeway Small-Cap Value1.411%0.000%518,50002023-03-31
DFA US Targeted Value I1.027%0.000%382,65902025-01-31
Vanguard Institutional Extnd Mkt Idx Tr0.872%0.278%325,0299002025-02-28
Heartland Value Investor0.805%-7.692%300,000-25,0002025-02-28
Vanguard Extended Market Index Investor0.776%0.000%285,21402023-08-31
DFA US Small Cap I0.740%0.000%275,76702025-01-31
Fidelity® Small Cap Stock0.731%-39.856%264,920-175,5542022-10-31
DFA US Micro Cap I0.693%0.000%258,07502025-01-31
Fidelity Small Cap Index0.682%0.000%253,99602024-12-31
Royce Capital Small-Cap Inv0.666%0.000%247,98502024-12-31
Hillsdale US Small Cap Eq Fund Srs A U$0.671%-10.985%243,100-30,0002022-03-31
Fidelity® Small Cap Index0.627%1.905%230,5654,3092023-10-31
Kennedy Micro Cap0.587%51.020%218,84873,9352024-12-31
Dimensional US Targeted Value ETF0.554%0.000%206,26302025-02-28
Invesco DWA SmallCap Momentum ETF0.520%0.000%190,88102023-07-31
iShares Russell 2000 Value ETF0.511%-0.751%190,531-1,4412025-02-28
Franklin MicroCap Value A0.507%0.000%186,56902024-03-31
Royce Pennsylvania Mutual Invmt0.504%-5.338%185,334-10,4512023-12-31
Royce Small-Cap Fund Invmt0.473%63.453%176,03668,3382024-12-31
Invesco Dorsey Wright SmallCap Momt ETF0.441%-0.231%164,385-3802025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C0.387%0.000%144,31002025-02-28
CREF Stock R10.366%0.000%136,19702025-01-31
Bridgeway Omni Small-Cap Value N0.362%-23.815%135,000-42,2002024-12-31
Bridgeway Omni Small-Cap Value0.362%-23.815%135,000-42,2002024-12-31
Franklin Mutual Small-Mid Cap Val A0.363%0.000%134,47902024-09-30
Royce Small-Cap Value Service0.366%13.275%134,45315,7572023-12-31
DFA US Core Equity 2 I0.331%0.000%123,20502025-01-31
Fidelity Extended Market Index0.330%-2.560%122,274-3,2122024-10-31
Vanguard Russell 2000 ETF0.322%-0.017%119,248-202024-12-31
EA Bridgeway Omni Small-Cap Value ETF0.319%0.146%118,2901722024-12-31

Discussions

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mezzymez21/27/25 03:52pm

$TIPT make it rain
let’s see some green

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im_drank11/25/24 12:31am

$TIPT yes
keep going down
let's go
stop stalling

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delaina8/25/24 02:32am

$TIPT buy more doomers!!!

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